Available for the following plans: Plus, Unlimited, Engage, Elite, Unlimited HR and Payroll
Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Admin
The outcome of this project is that you will have created a gender report. Before being able to use the Custom Reports feature, you need to activate Two-Factor Authentication. To read further information 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 gender options chosen by your employees during their onboarding workflow or when they have edited their personal details.
Important
Only employees can specify their gender, not contractors, so when building this report, contractors will show a blank field for the gender option.
- Click the Reports menu.
- Click the Other reports tab.
- Click the Custom Report box.
- Click the Create New Report button.
- Enter “Gender 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 Create my own from the Report Type drop-down.
- Enter Gender into the Search field.
- Drag the Gender field from the Available list to the Selected list.
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Click the Create button.
Helpful Hint
You will now see your gender report on your screen. To read more information on how to edit, download, and delete a custom report, refer to the following article.