An Employee report lists your employees and their personal information.


Creating an Employee report

In Onboarding, click the Reports page and then the Create New Report button.

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You'll be asked what kind of report you want to create. Choose the Employee Report, then click Create Report.
 

Choose report type

On the next page, name the report and decide if you'd like it to run it weekly on a particular day. You can also set a Hire Date range if you'd only like to display Employees hired during a certain time. In the Employment Status drop-down menu, you can choose if you want the report to include Current Employees, Former Employees, or those that Never Began Employment.

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Editing included columns

You can choose which columns are included in your report by clicking the Edit Included Columns link and checking/unchecking fields to customize your report. Many clients customize the information on an Employee report so that it includes only the information that they need on each employee.

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Running and downloading the report

Click Run Report when you are finished. You'll get an email letting you know when your report is ready to download. Unlike on the ATS, you'll download the Employee report right from the Reports page. Just click the 'Download Report' link that appears under the report name to download the report.

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This download link is only available once. That is, after you've downloaded a report once, the download link disappears and you'll need to run the report again to download it again. Click the Run Now link to re-run and re-download a report.

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