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 custom fields report. 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.
You can use the Custom Report feature to build a report based on the additional information entered by your employees during their onboarding workflow or updated in their employee file.
Important
Only employees can complete a custom field, not contractors, so when building this report, contractors will show a blank field next to the custom field name.
Getting started
- Click Reports on the main menu.
- On the Reports page, click the tab called Other reports
- Click the Create New Report button.
- Type your preferred report title in the Report name field.
- Type what this report will cover in the Description field.
- Ensure the Exclude terminated employees checkbox is either ticked or unticked (depending on whether you want to exclude or include terminated employees from your report).
- Select Custom Fields from the Report Type drop-down.
- Click the Create button.
Note: If your report contains fields with historical records, you may find it presents duplicate entries. To avoid this, tick the Exclude history checkbox (it is to the right of the Exclude terminated employees checkbox). The Exclude history checkbox will be greyed out unless your report has fields with historical records (i.e. 'Benefits', 'Employment History', and 'Pay Details').
You will now see your custom fields report (a screenshot example of which is below).
Explore related content
- Workforce Snapshot Report You can use this report to see three key statistics about your organization: gender, employment status, and employee age breakdowns.