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.
- Click the Reports menu.
- Click the Other reports tab.
- 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.
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Click the Create button.
Helpful Hint
You will now see your management notes report on your schedule.
Troubleshooting
If your report is not downloading correctly, please take these steps, as this will ensure that your report downloads:
- Clear your cache and cookies in your browser. Here are the instructions for Google Chrome, Mozilla Firefox, and Apple Safari.
- Try in an incognito window/private browsing. Here are the instructions for Apple Safari, Google Chrome and Mozilla Firefox.
- Try a different browser type. For example, if you use Google Chrome, open Firefox and try to download your report using this browser instead.
- Use a different device. For example, if you're using your phone, switch to using a computer or laptop.