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Report on staff data, including recent joiners and leavers

The Employee Report allows you to create a report of staff information. This will create a staff list that enables you to:

  • view employee information

  • identify missing staff information

  • export as CSV or PDF

The Recent Departures and Recent Commencements Reports show you employees who have recently joined your organisation, and employees who have recently left your organisation.

Permissions

By default, the report can be accessed by org administrators. However, permission can be given to any admin or manager role type (not employees) to access the report. You may update permissions in Settings > Permissions > Show Advanced Settings > Customise access and role here.


Access the Employee Report

To access the Employee Report, navigate to Reports > All Reports > Workforce > Employee Reports > Employee Report:


Create an Employee Report

To create an employee report:

  1. Select Columns to display from the dropdown menu to select which staff information you want to be in the report

  2. Filter which employees to display by selecting from the following options (if desired):

    1. Default payroll team

    2. Teams worked in

    3. Classification tags

    4. Positions

    5. Employees (Legal Name)

    6. Active/Inactive

  3. Select Generate

Recent Departures/ Commencements

We have 2 reports which show you employees who have recently joined your organisation, and employees who have recently left your organisation

  1. Go to Reports > HR

  2. Under Onboarding and exits, you'll find the 'Recent Commencements Report', and the 'Recent Departures Report'

  3. In both reports, there are a number of filters to choose from, including 'date range'

  4. Please check the 'columns to display', as there are a number of additional fields you can add to the report


Export a Report

To export a report, select Actions > Export as CSV or PDF:


FAQs and Troubleshooting

Which report lists every employee's details?

The Employee Report, in Core Reports or Workforce. You can add column groups including Personal, Employment, Pay, Bank, Tax, Onboarding, Compliance and Custom fields. You can filter by employee status (Active/Inactive/All). You can't filter by a custom field's value.

Where are starters and leavers?

Go to Reports → HR → Onboarding & exits.

  • Recent Commencements Report is based on employment start date and includes an "Onboarding completed" column.

  • Recent Departures Report only lists deactivated employees and includes the termination reason.

Can I see headcount on a past date?

Yes. In the Headcount Report, set "Show headcount as of". Team, location and gender show current values, not past ones.

Who hasn't signed into the app?

Add the Signed into mobile app column to the Employee Report.


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