Core HR

Custom Report Templates with People's Data

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From now on, managers and admins can save their own report templates in the People Report. Based on their role, they'll be able to define and save templates that include:

  • Selected data fields
  • Applied filters
  • Template name

The template can be reused to quickly pull reports for different time periods without reconfiguring settings. You can set reports such as:

  • Contract and bonuses summary report
  • Employees who left last year with exit reasons report
  • Employee performance review
  • Company devices report
  • Work anniversaries in the next month (addresses included)
  • Employee skills and certifications report
  • Uniform and apparel tracking report

The filtering system now includes 11 comprehensive filters (up from 4) and preset date filters such as "previous month".

> Read more about templates