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Run a Benefits & Perks report

Updated

Available for the following plans: Lite, Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll,
Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Admin,

The Benefits report will display benefits, costs and amounts, so you can track employee benefits more easily.

Getting started

Create a Benefits report
  1. Log in to Employment Hero.
  2. On the left-hand side navigation menu, click the Reports option.
  3. Click the Benefits tab.
  4. On the Benefits Management report tile, click on View full report.
    click on view full report on the benefits management tile
  5.  
    • Employee
    • Date range
    • Location
    • Position
    • Employment type
    • Primary manager
    • Entity
    • Search by benefit name.
  6. Click on Apply.
    click on the apply button
  7. Here you will see your Benefits report.
    here you will see your benefits report
Export a Benefits report to a CSV file
  1. Log in to Employment Hero.
  2. On the left-hand side navigation menu, click the Reports option.
  3. Click the Benefits tab.
  4. On the Benefits Management report tile, click on View full report.
    click on view full report on the benefits management tile
  5.  
    • Employee
    • Date range
    • Location
    • Position
    • Employment type
    • Primary manager
    • Entity
    • Search by benefit name.
  6. Click on Apply.
    click on the apply button
  7. Here you will see your Benefits report.
    here you will see your benefits report
  8. Click the downward-facing arrow icon to export the report to a CSV file.
    click the downward facing arrow that is highlighted in red to export to a CSV file

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