Available for the following plans: 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 an emergency contacts report. 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 the following article.
HR Best Practice
Having your employees emergency contact details immediately accessible and up-to-date will aid you in knowing exactly who to call in the unfortunate event of an emergency or accident at work.
The table below shows the user access levels (Employee, Manager and Admin) that apply to building an emergency contacts 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.
Summary
You can use the Custom Report feature to build a report on all the emergency contact details your employees provided during their onboarding workflow or updated in their employee file.
- Click the Reports menu.
- Click the Other reports tab.
- Click the Custom Report box.
- Click the Create New Report button.
- Enter “Emergency Contacts 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 Emergency Contacts from the Report Type drop-down.
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Click the Create button.
Helpful Hint
You will now see your emergency contacts report on your screen. To read more information on how to edit, download, and delete a custom report, refer to the following article.