Available for the following plans: Lite, Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll
Available for the following HR plans: Premium, Platinum
The outcome of this project is that you will have created a medical disclosure report. Before being able to use the Custom Reports feature, you need to activate Two-Factor Authentication. To read details on how to activate Two-Factor Authentication, refer to the following article. 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.
The table below shows the user access levels (Employee, Manager and Admin) that apply to building a medical disclosure report.
| 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.
Getting started
- Click the Reports menu.
- Click the Other reports tab.
- Click the Custom Report box.
- Click the Create New Report button.
- Enter “Medical Disclosure Report” in the Report name field.
- Enter what this report will cover in the Description field.
- Include or exclude terminated employees in the report.
- Select "Medical Disclosure" 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.