Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR classic 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 Custom Report box.
- 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.
- Click the Create button.
Helpful Hint
You will now see your management notes 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
- HR Employee File: Management Notes 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.
- Reporting 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.