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.