What's New
Core HR
Custom Report Templates with People's Data
Shared by Sales & CS
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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".