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Build a contractor's job history 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 level: Admin

The outcome of this article is that you will have learned how to create a custom report, displaying the start and end dates of your contractors. Before being able to use the Custom Reports feature, you will need to activate two-factor authentication. To read details on how to activate two-factor authentication, refer to this article.

You can use the Custom Report feature to build a contractors' job history report to display your contractors' start and end dates. 

Important

Only employees can complete a custom field, not contractors, so when building this report, contractors will show a blank field next to the custom field name.

Build a contractor's job history report
  1. Click the   Reports menu.
  2. Click the Other reports tab.
  3. Click the Custom Report box.
    screenshot of the other reports tab in the reports page, with a highlight on the custom reports box 
  4. Click the Create New Report button.
    screenshot of the customs report page, with a highlight on the create new report button 
  5. Enter "Contractor's job history report" in the Report name field.
  6. Enter what this report will cover in the Description field.
  7. Include or exclude terminated employees in the report.
  8. Select Job History from the Report Type drop-down.

  9. Click on the Create button to run the report.
    Screenshot of the Create custom report form showing Report name Contractor's job history report highlighted in red, Description field highlighted in red, Exclude terminated employees checkbox checked and highlighted in red, Report type Job History highlighted in red, with Available fields and Selected fields (First name, Last name, Job title, Service description, Start date, End date)

    Helpful Hint

    You will now see your contractor's job history report on your screen. To read more information on how to edit, download, and delete a custom report, refer to the following article.

    Screenshot of the Custom Reports Preview page for Contractor's job history report showing a table with First name, Last name, Job title, Service description, Start date, End date columns and six rows of contractor data, with Download CSV and Edit buttons 

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