HR platform: Building a medical disclosure report

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. 

Build a medical disclosure report
  1. Click the   Reports main.
  2. Click the Custom Report submenu.
  3. Click the Create New Report button.
    Medical_1.jpg
  4. Enter the title Medical Disclosure 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 Medical Disclosure report type from the Report Type drop-down.
  8. Click the Create button.
    Medical_2.jpg

    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.

    Medical_3.jpg

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:

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