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Building a contractors' job history report | HR Web Platform

Updated

The outcome of this article is that you will have learned how to create a custom report, displaying the start and end dates of your contractors. 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.

Availability

HR Plan:   Premium   Platinum

The table below shows which user access levels (employee, manager and admin) can use this feature, covering the process described in this article.

  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Summary

You can use the Custom Report feature to build a contractors' job history report to display your contractors' start and end dates. 

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.

Build a contractor's job history report
  1. Click the   Reports menu.
  2. Click the Other reports tab.
  3. Click the Custom Report box.
    Screenshot of Employment Hero Reports page for Casper's Training showing Other Reports tab highlighted in red with Custom Report card highlighted in red among Asset Reports, 2-Factor Authentication and Recognition Report cards
  4. Click the Create New Report button.
    Screenshot of Casper's Training Custom Reports page showing Create New Report button highlighted in red and one existing report: Contractor's job history report created and last modified 19/10/2023
  5. Enter "Contractor's job history report" in the Report name field.
  6. Enter what this report will cover in the Description field.
  7. Include or exclude terminated employees in the report.
  8. Select Job History from the Report Type drop-down.
  9. Click on the Create button to run the report.
    Screenshot of Create custom report form for Casper's Training showing Report name field with Contractor's job history report highlighted in red, Description field highlighted in red, Exclude terminated employees checkbox checked and highlighted in red, Report type set to Job History highlighted in red, Available fields including Personal Details and Selected fields including First name, Last name, Job title, Service description, Start date, End date

    Helpful Hint

    You will now see your contractor's job history report on your screen. To read more information on how to edit, download, and delete a custom report, refer to the following article.

    Screenshot of Custom Reports Preview for Contractor's job history report showing a table with First name, Last name, Job title, Service description, Start date and End date columns listing 6 contractor records including Claude Felix, Kino Taiko, and multiple Marly Constance entries for Technical Writer roles, with Download CSV and Edit buttons

Author recommended

So you have now built a custom fields report and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

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