Availability: Accounts with our Employee Onboarding and Management features enabled
Key info: Detailed information about all your employees and their field values with the option to customize the data displayed
Data filter: Includes data based on the start date of the employee
Update frequency: Instantly
To access the report:
- Click Reports in the main navigation bar
- Visit the Employee Management tab
All account members can access this report, but each member will only see employees that they can view listed in the Employee Directory. For example, a draft employee is only visible to HR admins and employees in their management line.
- Use the drop-down options to filter the report by department or entity/location (you can select more than one at a time)
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Filter by date to view employees that their start date is within the selected timeframe
- Export the report by clicking on Export to CSV. The file will be downloaded on the spot to your device.
Customizing report data
By default, the below information is displayed for each employee:
- First Name
- Last Name
- Status
- Work email
- Job Title
- Start Date
- Department
Click on Customize data to select additional fields to include in the report. Available options to add as data columns are all fields of the default profile template.* Tick as many as you want to see and reorder the options by clicking the small lines next to each checkbox to drag and drop.
You can also search by field name to quickly retrieve the field you wish to include as a column. You’ll see the table update as you make your selections. You will need to scroll right to see all data.
Fields are displayed in the section and subsection they belong to. For multi-field type fields such as the 'National identification number' field, all subfields will be listed under the name of the main field, i.e., Number and Issue date.
Below, you can see the 'National identification number' multi-field as it appears in the default profile template.
Important: The available fields for selection under Customize data for each member viewing the report depend on the visibility settings of the field. For example, if a field is set to be visible to HR admins only, then an employee viewing the report won't have access to that field. In contrast, another field visible to HR admins and Managers will be available for selection; a manager can view field values for employees they oversee, while for others, the field values might be unavailable or empty.