The Employee Report allows you to create a report of all staff and their information. This will create a staff list that enables you to:
view active and inactive users
identify missing staff information
export as CSV or PDF
What's covered in this guide?
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:
Select Columns to display from the dropdown menu to select which staff information you want to be in the report
Filter which employees to display by selecting from the following options (if desired):
Default payroll team
Teams worked in
Classification tags
Positions
Employees (Legal Name)
Active/Inactive
Select Generate
Create a report of deactivated staff
You can pull a staff list of deactivated staff. To do so:
Select Columns to display from the dropdown menu to select which staff information you want to be in the report
Select Inactive within the Active/Inactive option
Select Generate
Export an Employee Report
To export an Employee Report, select Actions > Export as CSV or PDF:
FAQs and Troubleshooting
FAQs and Troubleshooting