Building a gender report | HR Web Platform

The outcome of this project is that you will have created a gender report. Before being able to use the Custom Reports feature, you need to activate Two-Factor Authentication. To read further information on how to activate Two-Factor Authentication, refer to the following article.

Availability

HR Plan:   Premium   Platinum
  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 construct a report on the gender options chosen by your employees during their onboarding workflow or when they have edited their personal details.

Important

Only employees can specify their gender, not contractors, so when building this report, contractors will show a blank field for the gender option.

Build a gender report
  1. Click the   Reports menu.
  2. Click the Other reports tab.
  3. Click the Custom Report box.
    screenshot of the other reports tab in the reports page, with a highlight on the custom reports box
  4. Click the Create New Report button.
    screenshot of the customs report page, with a highlight on the create new report button
  5. Enter “Gender 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 Create my own from the Report Type drop-down.
  9. Enter Gender into the Search field.
  10. Drag the Gender field from the Available list to the Selected list.
  11. Click the Create button.
    screenshot of the page where you can enter the details of your custom report

    Helpful Hint

    You will now see your gender 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 the page showing the custom report you ran

Author recommended

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

Was this article helpful?
1 out of 1 found this helpful

Comments

0 comments

Please sign in to leave a comment.