Outcome
The outcome of this project is that you will have built a medical disclosure report. Before being able to use the Custom Reports feature, Two Factor Authentication needs activating. To read 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 medical disclosure reports completed by your employees during the onboarding workflow or edited in their personnel file.
- Click the Reports main.
- Click the Custom Report submenu.
- Click the Create New Report button.
- Enter the title Medical Disclosure 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 Medical Disclosure report type from the Report Type drop-down.
- Click the Create button.
Helpful Hint
You will now see your medical disclosure 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 a medical disclosure 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: Medical Disclosure 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.