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.
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
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
Go to Reports > HR
Under Onboarding and exits, you'll find the 'Recent Commencements Report', and the 'Recent Departures Report'
In both reports, there are a number of filters to choose from, including 'date range'
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
FAQs and Troubleshooting