HR platform: Building an employment type report

Outcome

The outcome of this project is that you will have built an employment type report. Before being able to use the Custom Reports feature, Two Factor Authentication needs activating. To read further details 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 on the employment types within your organisation, i.e. whether your employees are full time, part-time or casual as per their salary history within their employee file.

Important

Only employees can specify their employee type, not contractors, so when building this report, contractors will show a blank field for the employment type option.

Build an employment type report
  1. Click the   Reports main menu.
  2. Click the Custom Report submenu.
  3. Click the Create New Report button.
    Type_1.jpg
  4. Enter the title Employee Type 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 Create My Own report type from the Report Type drop-down.
  8. Enter the word Employment Type in the Search field.
  9. Drag the Employment Type field from the Available list to the Selected list.
  10. Click the Create button.
    Type_2.jpg

    Helpful Hint

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

    Type_3.jpg

Author recommended

So you have now built an employment type 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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