Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Admin
This article will walk you through how to create a medical disclosure 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. You can use the Custom Report feature to construct a report on the medical disclosure reports completed by your employees during the onboarding workflow or edited in their personnel file.
Getting started
- Click the Reports menu.
- Click the Other reports tab.
- Click the Custom Report box.
- Click the Create New Report button.
- Enter “Medical Disclosure 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 "Medical Disclosure" from the Report Type drop-down.
- Click the Create button.
Helpful Hint
You will now see your medical disclosure 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
- How do I view an employee's medical disclosure file? 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.
- How do I report on the number of active employees? 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.