Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR plans: Premium, Platinum
The outcome of this project is that you will have created a management notes 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.
| 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 construct a report that shows all the management notes left against an employee's personnel file by their manager.
- Click the Reports menu.
- Click the Other reports tab.
- Click the Custom Report box.
- Click the Create New Report button.
- Enter “Management Notes 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 Management Notes from the Report Type drop-down.
- Click the Create button.
Helpful Hint
You will now see your management notes report on your screen. To read more information on how to edit, download, and delete a custom report, refer to the following article.
Explore related content
- Use management notes You can use this feature to update any of the details displayed on the report you just made if there is incorrect or missing data shown.
- Create and download employee headcount reports This feature allows you to create a report on what your active employee headcount was at a specific date broken down by their employment type and location.