Employees Report

How to Generate Employees Reports

Go to Reports, located on the left main menu.
Then, click on “Employees Report” under Personal Reports.

Enter the information below:

• Date: Set the "Retrieve Active Professional Data on Date" field to the date you want the report to reflect. The report will then retrieve active employee professional data based on the specified date.
  

• Filters: In the filters section, narrow down employee data if you want to include only employees meeting specific criteria. If no selections are made, all employees will be included by default.

You can filter by:

• Employee Name and Number

• Work Location

• Department

• Section

• Main Project

• Hierarchy Group

• Work Type

• Positions

• Direct Manager

• Marital Status

• Nationality

• Gender

• Religion

• Hiring Date

• End of     Probation Date

• Employee Status (Active/Inactive/Both)

• Show Employees (Outsourced/Insourced/Both)
  
  
  

In the "Show Columns" section, you can choose which columns to display or hide in the report by checking or unchecking the boxes next to each column.

You can also choose to show or hide custom fields that you previously defined on the Custom Fields page in System Preferences.

You can set your selected column options as the default column template for future reports by clicking the "Save Selected Options" button.

Then click on “Generate” to view and download your report.