Building an employee allowance report | HR Web Platform

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


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.


You can use the Custom Report feature to construct a report covering the allowances allocated to your employees via their employee file, including the monetary amount, any comments made, and the expiry date.

Build an employee allowance 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 “Employee Allowance 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 Benefits from the Report Type drop-down.
  9. 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 allowances 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 an employee allowances 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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