HR platform: Building an employee allowance report


The outcome of this project is that you will have built an employee allowance report. Before being able to use the Custom Reports feature, Two Factor Authentication needs activating. To read further information on how to activate Two Factor Authentication, refer to the following article.


HR Plan:   Free   Standard   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.


You can use the Custom Report feature to construct a report covering the allowances allocated to your employees via their employee file, including the monetary amount, any comments made and the expiry date.

Build an employee allowance report
  1. Click the   Reports main menu.
  2. Click the Custom Report submenu.
  3. Click the Create New Report button.
  4. Enter the title Employee Allowance Report into the Name field.
  5. Add a description of what this report will cover in the Description field.
  6. Select whether to include or exclude terminated employees within this report.
  7. Select the benefits report type from the Report Type drop-down.
  8. Click the Create button.

    Helpful Hint

    You will now see your allowances report on your screen. To read more information on how to edit, download, and delete a custom report, refer to the following article.


Author recommended

So you have now built an employee allowances report and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

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