Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR plan: Premium, Platinum
Available for the following User Access levels: Admin
This article will guide you through how to create an emergency contacts report using the HR platform. 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 support you in knowing exactly who to call in the unfortunate event of an emergency or accident at work.
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 records.
- Click the Reports main menu.
- Click the Create New Report button.
- Enter the title Emergency Contacts Report into the Name field.
- Add a description of what this report will cover in the Description field.
- Select whether to include or exclude terminated employees within this report.
- Select the Emergency Contacts report type 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.
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.