Outcome
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.
Availability
| 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.
Summary
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.
- Click the Reports main menu.
- Click the Custom Report submenu.
- Click the Create New Report button.
- Enter the title Employee Allowance Report into the Name field.
- Add a description of what this report will cover in the Description field.
- Select whether to include or exclude terminated employees within this report.
- Select the benefits report type from the Report Type drop-down.
- 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:
- HR Employee File: Employee Benefits (Allowances) You can use this feature to update any of the details displayed on the report you just made if there is incorrect or missing data shown.
- HR Platform: Reporting on the Number of Active Employees This feature allows you to create a report on what your active employee headcount was at a specific date broken down by their employment type and location.
Comments
Article is closed for comments.