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.
Availability
The table below shows which user types, namely employees, managers and admins, have access to the employee allowance report.
| HR Plan: | Premium | Platinum |
The table below shows which user access levels (employee, manager and admin) can use this feature, covering Building an employee allowance report | HR Web Platform.
| 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 covering the allowances allocated to your employees via their employee file, including the monetary amount, any comments made, and the expiry date.
- Click the Reports menu.
- Click the Other reports tab.
- Click the Custom Report box.
- Click the Create New Report button.
- Enter “Employee Allowance 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 Benefits from the Report Type drop-down.
- Click the Create button.
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.
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:
- HR Employee File: Employee Benefits (Allowances) 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.
- HR Platform: 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.