HR Reports

Within the HR add on module you are able to enter specific Training, Qualifications & Licences - Company Benefits/Plans as well as other useful personnel information relating to employees within your company. By using the HR reports, you can quickly and easily monitor and examine what's going on across these different areas.

There are 3 report types that can be accessed using this area.

  • Personnel Directory
  • Training & Qualifications
  • Benefits & Memberships

Each report can be customised using various filters available and can also be run to show either a single Staff Member at a time, a single Group or multiple Groups. Below is a brief idea of what you can expect when running each report.

PERSONNEL DIRECTORY

First, you'll need to select who you are running the report for, either a Staff Member, single Group or multiple Groups. Then select Personnel Directory under Report Type. You will then be able to select which details you would like to include on the report, this report will only show information that has been completed on the employees Personnel Record (via the HR menu).

DETAILS TO SHOW

  • Staff Photo
  • Job Title
  • Employment Type
  • Department
  • Reports To
  • Address
  • Employment Start Date
  • Employment End Date
  • Telephone (Work)
  • Telephone (Mobile)
  • Date of Birth
  • Sex
  • Ethnicity
  • Nationality
  • National Identification No.
  • Marital Status
  • Registered Disabled

This report is available to be Printed, Exported to .CSV or Exported to .XLSX - however please note that the staff photo will not be displayed when exporting to either .CSV or .XLSX

TRAINING & QUALIFICATIONS

With this report, we'll need to change the Report Type to Training & Qualifications. We can then choose what training occurrences we would like to view on the report, by using the Show option;

  • Started between dates - Choose to view training/qualifications that has started between certain dates
  • Completed between dates - View training/qualifications that has been completed between certain dates
  • Expired between dates - Choose to view training / qualifications that have expired, between certain dates
  • Archived between dates - View training/qualifications that have been archived between certain dates
  • Reminder between dates - Choose to view training/qualifications where the reminder for the occurrence has been set to alert between certain dates

You can then choose your date option, this is either a preset year or you can also choose Custom Dates to be more specific with your selections.

BENEFITS & MEMBERSHIPS

Next, we'll change the Report Type to Benefits & Memberships. As with the above report type, we'll start by selecting what benefits we would like to view on the report, using the Show option;

  • Started between dates - Choose to view what Benefits/Memberships have started between certain dates
  • Ended between dates - Choose to view which Benefits/Memberships have ended between certain dates
  • Reminder between dates - Choose to view Benefits/Memberships where the reminder has been set to alert between certain dates.
  • Archived between dates - View Benefits/Memberships that have been archived between certain dates

You can then select the date option that you require, this can also be selected as Custom Dates to be more specific.

All of the above reports can be printed, exported to .CSV or exported to .XLSX.

Please note - If you have access to run HR reports, you will be able to report on any user that you can currently SEE within WhosOffice. There is no way to limit who you can SEE HR information for against who you can actually see in WhosOffice for Leave/Work purposes.


Title: HR Reports
Category: Reports
Posted: Monday, 04th Jul 2022
By: Callum Ellis
Direct link: https://www.whosoffice.com/support/knowledgebase/hr-reports


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