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Build a management notes report

Updated

Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR plans: Premium, Platinum
Available for the following user access level: Admin    

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.

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. 

Build a management notes report
  1. Click the  Reports menu.
  2. Click the Other reports tab.
  3. Click the Create New Report button.
  4. Enter “Management Notes Report” in the Report name field.
  5. Enter what this report will cover in the Description field.
  6. Include or exclude terminated employees in the report.
  7. Select Management Notes from the Report Type drop-down.

  8. Click the Create button.

    Helpful Hint

    You will now see your management notes report on your schedule. 

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