Reports are essential for better workforce management. Whether you’re tracking employee performance, monitoring expenses, or analyzing attendance patterns, reports offer valuable insights to make informed decisions and improve efficiency in your organization. From standard pre-built reports to customizable options, this guide will empower you to leverage data for strategic HR management.

Standard and Custom Reports

  1. Navigate to the Reports menu and click on the All Reports tab.
  2. Two types of reports are available in the All Reports tab,
    • Standard Reports
    • Custom reports
  3. Standard reports: Standard reports in a workforce application are predefined reports that offer essential insights and data analysis for managing employees effectively. These reports are automatically generated by the system and provide valuable information to support decision-making, compliance tracking, and workforce planning.
  4. Custom Reports: Custom reports in a workforce application are user-defined reports that allow organizations to create tailored insights based on specific data requirements. Unlike standard reports, custom reports enable users to select the exact parameters, data fields, and filters relevant to their unique business needs, offering flexibility in how information is displayed and analyzed.
    All Reports

Overview of Standardized Reports

  1. Click on the All Reports tab. It shows the most recently viewed report along with the last viewed time, within these categories.
    • Employee Info
    • Headcount and Turnover
    • Attendance
    • Time Off
    • Expenses
    • Benefits
    • Timesheet
    • Expiry
    • Payroll
List of Some of the Standard Reports
Report Name Description
Employee Info  
Years of Service Displays employee tenure, reflecting company loyalty and experience.
Profile Provides quick access to comprehensive employee information and job details.
Birthday Lists employee birthdays to facilitate workplace celebrations.
Headcount and Turnover  
Addition and Termination Tracks new hires and departures within a specified date range.
Headcount Provides a graphical representation of the total employee count across the organization over the year.
Employee Turnover Analyzes the rate at which employees leave and are replaced over time.
Attendance  
Daily Attendance Report Summarizes employee presence and absences for a single day.
Latein Earlyout Report Tracks instances of late arrivals and early departures.
Monthly Attendance Report Provides an overview of attendance patterns over a month.
Employee Attendance Report Details individual employee’s attendance record over time.
Time Off  
Leave Request Displays submitted time-off requests and their status.
Balance Report Shows remaining leave balances for each employee.
Time Off Trend Analyzes patterns in time-off usage across the organization.
Expenses  
Expense per Type Breaks down company expenses by category.
Immigration Expenses Tracks costs related to employee immigration processes.
Benefits  
Active Policy Lists current employee benefit policies and enrollments.
Plan History Shows changes in benefit plans over time.
Policy History Tracks modifications to benefit policies.
Timesheet  
Timesheet Report Summarizes hours worked and tasks completed by employees.
Expiry  
LCA Monitors expiration dates for Labor Condition Applications.
H1B Tracks expiration dates for H1B visas.
Payroll  
Payroll Hours Summarizes billable hours for payroll processing.

Report Customization and Operations

  1. Apply Filters
    • After selecting the desired filtering criteria, click on the Apply button to update the report based on your selections.
  2. Share the Report
    • Click the Share icon to share the report. You can either share it with all employees by checking the corresponding checkbox or select specific individuals from the dropdown menu and then click Save.
  3. Export Options
    • Click the More icon and choose the export option to download the report in your preferred format: Excel, PDF, or CSV.
  4. Add to Group
    • To further organize the report, click on Add to Group from the More icon. A dialog box will open, displaying a list of existing groups. Select the appropriate group from the list and click Save to add the report to that group.

How to Create a Custom Report?

  1. Click on the Create Report button.
  2. Create a custom report for an Employee, Client, or Vendor.
    Create Report

How to Create a Report for an Employee?

  1. Enter the following details.
    1. Report Name: Provide a name for the report.
    2. Choose Fields: Select the employee fields you want to include in the report from the available options, such as General, Contact, Dependent, etc.
    3. Selected Fields: View the selected fields that were chosen for the report. Employee Code field will be in default. Click the Remove icon against the field to remove it from the selected field or click the Settings icon to edit the Column Settings (Column Name and Length of characters to be displayed in the column) and click Save.
    4. Filter: Choose to display all employees or apply specific criteria to filter the results based on your requirements. You can select individual employees by specifying criteria from the given fields.
    5. Sort: You can sort the report results by sorting them based on any of the fields you selected for the report.
    6. Group by: Group the report results by a specific field.
  2. Click Save. The list of all employee details will be displayed within the selected fields.
  3. To include terminated employees in your report, check the Include Terminated Employee checkbox. By doing this, you ensure that the report captures current employees and those who have previously left the organization.
  4. Click the Edit icon to edit the custom-created report.
    Custom Report