Employee reports
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Employee list report
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Report showing list of all active employees
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Works ID, Surname, First name, Job title, Job status, Site, Department, Sub department, Manager, Cost centre, First aider, Fire warden.
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Employee contact list report
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Report showing contact information for all active employees
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Works ID, Surname, First name, Other name, Address, Address 2, Town, County, Postcode, Home telephone, Home mobile, Home email, Work telephone, Work mobile, Work email, Job title, Job status, Site, Department, Sub department, Manager
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Employee emergency contact report
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Report showing primary emergency contact for all active employees
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Works ID, Surname, First name, Emergency contact name, Relationship, Home Telephone, Work, Mobile, Email, Job title, Job status, Site, Department, Sub department, Manager
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Employee timesheet report
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Report showing timesheets summary
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Works ID, Surname, First name, Job title, Job status, Week beginning, Hours, Employee accepted, Validated by, Site, Department, Sub department, Manager, Cost centre
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Employee timesheet data report
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Report showing timesheets breakdown to entry level
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Works ID, Surname, First name, Job title, Job status, Week beginning, Reference, Hours, Site, Department, Sub department, Manager
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Employee time tracking report
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Report showing all time tracking entries
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Works ID, Surname, First name, Job title, Job status, Date, Time in, Time out, Duration, Site, Department, Sub department, Manager
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Employee time tracking compliance report
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Report showing time tracking entries with no end time
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Works ID, Surname, First name, Job title, Job status, Date, Time in, Time out, Site, Department, Sub department, Manager
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Employee Notes Report
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Report showing notes attached to the employee file
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Works ID, Surname, First Name, Job Title, Job status, Note Title, Note Content, Note Date, Site Name, Department, Sub department, Manager
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Employee length of service report
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Report showing employee length of service in years
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Works ID, Surname, First name, Service (years), Job title, Site, Department, Sub department, Manager
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Employee probation report
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Report showing employee probationary date
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Works ID, Surname, First name, Job title, Probationary date, Site, Department, Sub department, Manager
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Employee onboarding progress report
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Report showing percentage completion by employee in onboarding
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Works ID, Surname, First name, Percentage complete, Job title, Job status, Site, Department, Sub department, Manager
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Employee no onboarding report
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Report showing all employees who have not completed onboarding
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Works ID, Surname, First name, Job title, Job status, Site, Department, Sub department, Manager
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Employee notice period report
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Report showing the notice period by employee (where entered)
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Works ID, Surname, First name, Job title, Notice period, Site, Department, Sub department, Manager
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Employee diversity report
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Report showing diversity information per employee
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Works ID, Surname, First name, Job title, Job status, Gender, Nationality, Country, Race, Age, Service length, Date of birth, Site, Department, Sub department, Manager
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Employee work contact report
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Report showing work contact information for all active employees
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Works ID, Surname, First name, Work telephone, Work mobile, Work email, Site, Department, Sub department, Manager
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Employee start date
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Report showing start for for active employees
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Works ID, Surname, First name, Job title, Job status, Start date, Site, Department, Sub department, Manager
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Employee custom fields
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Report showing data in custom fields for all employees
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Works ID, Surname, First name, Job title, Job status, Field 1, Field 2, Field 3, Field 4, Field 5, Site, Department, Sub department, Manager
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Employee headcount report
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Report showing start and leave date for all active and archived employees
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Works ID, Surname, First name, Status, Start date, Leave date, Job title, Job status, Site, Department, Sub department, Manager
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Mandatory documents
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Report showing mandatory documents with expiry date by employee
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Works ID, Surname, First name, Job title, Document name, Expiry date, Site, Department, Sub department, Manager
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Employee documents
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Report showing all documents by employee
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Works ID, Surname, First name, Document type, Document name, Category, Expiry date, Job title, Site name, Department, Sub department, Manager
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Document Tracking
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Report showing tracked document access information by employee
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Works ID, Surname, First name, Job title, Job Status, Document, File, Author, Version, Count, Last access, Site name, Department, Sub department, Manager
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Employee Vehicles Report
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Report showing vehicle information by employee
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Works ID, Surname, First Name, Job Title, Job Status, Type, Make, Model, Reg, Engine, Colour, Fuel, Company Owned, Primary, Comments, Date, Site name, Department, Sub department, Manager
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Grievance Report
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Report showing grievance details by employee
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Works ID, Surname, First name, Grivance, Submitted date, Status, Job Title, Site name, Department, Sub department, Manager
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Medical Information |
Report showing an employee's medical information |
Works ID, Surname, First name, Job role, job status, Type, Name, Comments, Date, Critical, Site, Department, Sub Department, Manager |
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Employee Systems |
Report showing any employee systems |
Works ID, Surname, First name, System, System level, Username, Date, Job role, Site, Department, Sub department, Manager, Cost Centre |
Employee Move reports
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Leavers report
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Report showing list of leavers with leave date and leave reason
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Works ID, Surname, First name, Leave date, Leave reason, Job title, Job status, Site, Department, Sub department, Manager
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Leavers offboarding progress
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Report showing percentage completion by leavers in offboarding
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Works ID, Surname, First name, Percentage complete, Job title, Job status, Site, Department, Sub department, Manager
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Leavers no offboarding report
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Report showing all leavers who have not completed offboarding
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Works ID, Surname, First name, Job title, Job status, Site, Department, Sub department, Manager
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Employee job history report
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Report showing employee job changes including current role
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Works ID, Surname, First name, Current Job Title, Current Job Status, Current Site Name, Current Department, Current sub department, Current Manager, Change Date, Previous Job Title, Previous Job Status, Previous Site Name, Previous Department, Previous sub department, Previous Manager
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Employee salary history report
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Report showing employee salary changes
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Works ID, Surname, First Name, Job Title, Job Status, Site Name, Department, Sub department, Manager, Date, Hours per week, Pay, Pay type, Currency
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New hires report
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Report showing all employees who have started in the previous 12 months
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Works ID, Surname, First name, Job title, Job status, Start date, Site, Department, Sub department, Manager
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Employee end date
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Report showing all employees with contract end date
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Works ID, Surname, First name, Job title, Job status, End date, Site, Department, Sub department, Manager
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Time off reports
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Timeoff report
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Report showing each instance of timeoff by employee
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Works ID, Surname, First Name, Employee Status, Job Title, Time off type, Start Date, End Date, Units, Approved, Date requested, Site Name, Department, Sub department, Manager, Approver
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Timeoff range report |
Report showing individual day breakdowns of time off |
Works ID, Surname, First name, Emp Status, Job role, Parents, Time off Type, Record ID, Requested, Date, Units, Approved, Comments, Site, Department, Sub department, Cost centre, Manager, Approver |
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Open timeoff
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Report showing all instances of open timeoff by employee
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Works ID, Surname, First name, Emp Status, Job title, Time off type, Start date, Site name, Department, Sub department, Manager, Approver
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Timeoff balance report
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Report showing balance and true balance by employee
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Works ID, Surname, First name, Balance, True balance, Job title, Job status, Site, Department, Sub department, Manager
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Timeoff balance report (extended)
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Report showing all time off meta data by employee
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Works ID, Surname, First name, Annual allowance, Company holidays, Taken, Balance, Not yet taken, True balance, Job title, Site, Department, Sub department, Manager
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Bradford Factor report
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Report showing Bradford factor data per employee
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Works ID, Surname, First Name, Counter, Total days, Bradford factor, Job title, Site Name, Department, Sub department, Manager, Approver
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Absence rate report
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Report showing absence rate by employee
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Works ID, Surname, First name, Rate, Job Status, Job title, Site name, Department, Sub department, Manager
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Timeoff return to work report
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Report showing all time off return to work information
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Works ID, Surname, First Name, Job title, Time off type, Start date, End date, Units, Status, Site Name, Department, Sub department, Manager, Approver
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Carryover report
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Report showing carryover starting balance and taken by employee
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Works ID, Surname, First name, Job title, Job status, Carryover starting balance, Carryover taken, Site, Department, Sub department, Manager
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Time off in lieu (TOIL) accrued report
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Report showing total time off in lieu accrued by employee
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Works ID, Surname, First name, TOIL, Site, Department, Sub department, Manager
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Time off in lieu (TOIL) balance report
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Report showing time off in lieu accrued, taken and balance by employee
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Works ID, Surname, First name, TOIL accrued, TOIL taken, TOIL balance, Site, Department, Sub department, Manager
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Actioned Triggers
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Report showing any triggers which have been actioned per employee
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Works ID, Surname, First name, Trigger date, Trigger name, Comments, Actioned by, Actioned date, Job title, Site name, Department, Sub department, Manager
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Active Triggers
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Report showing any triggers which are currently active
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Works ID, Surname, First name, Trigger date, Trigger name, Job title, Site name, Department, Sub department, Manager
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Lateness Report
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Report showing details of any lateness records per employee
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Works ID, Surname, First name, Date, Duration, Reason, Comments, Job title, Site name, Department, Sub department, Manager
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Training reports |
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Training report
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Report showing all training entries
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Works ID, Surname, First Name, Job Title, Training name, Training Date, Days, Internal, Provider, Location, Mandatory, Result, Site Name, Department, Sub department, Manager
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Training Costs Report
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Report showing the costs of attending a training session, including the daily salary cost of the employee
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Works ID, Surname, First Name, Job Title, Status, Training name, Training Date, Days, Employee cost, Course cost, Total Cost, Internal, Provider, Result, Site Name, Department, Sub department, Manager, Cost Centre.
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Performance reports
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Reviews summary report
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Report showing output for standard reviews
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Works ID, Surname, First Name, Date, Attendance, Punctuality, Attitude, Performance, Overall, Job Title, Job Status, Site, Department, Sub department, Manager
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Reviews Completed
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Report showing a record of completed reviews per employee
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Works ID, Surname, First name, Form name, Form tag, Date, Job title, Job Status, Site, Department, Sub department, Manager
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Reviews Scores
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Report showing overall performance review scores per employee
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Works ID, Surname, First name, Form name, Form tag, Date, Score, Job title, Job status, Site, Department, Sub department, Manager
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Performance warnings report
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Report showing performance warnings issued
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Works ID, Surname, First Name, Job Title, Job Status, Valid Date, Expiry Date, Warning Type, Reason, Site Name, Department, Sub department, Manager
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Completed 360 feedback report
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Report showing all completed 360 feedback
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Works ID, Surname, First Name, Manager, Department, Sub department, Recipient, Comments, Date completed
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Outstanding 360 feedback report
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Report showing all 360 feedback requests which have not yet been completed
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Works ID, Surname, First Name, Manager, Department, Sub department, Recipient, Date sent
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Performance Programs
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Report showing details of active performance programs per employee
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Works ID, Surname, First name, Job title, Job status, Program, Type, Start date, End date, Comments, Site name, Department, Sub department, Manager
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Financial reports
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Employee costs report
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Employee cost report showing salary, total benefits and total cost per annum
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Works ID, Surname, First Name, Pay, Pay type, Salary cost (pa), Benefits cost (pa), Total cost (pa), Job Title, Site Name, Department, Sub department, Manager, Cost centre, Gender, DOB, Age, Nationality, Ethnicity, Marital status.
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Employee timesheet report
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Report showing timesheets summary
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Works ID, Surname, First name, Job title, Job status, Week beginning, Hours, Employee accepted, Validated by, Site, Department, Sub department, Manager
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Employee timesheet data report
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Report showing timesheets breakdown to entry level
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Works ID, Surname, First name, Job title, Job status, Week beginning, Reference, Hours, Site, Department, Sub department, Manager
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Time compliance report
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Report showing employees and dates in past 60 days where the employee is meant to be working but there is no approved timeoff, approved timesheet or timetracking for that date
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Works ID, Surname, First name, Job title, Job status, Date, Site, Department, Sub department, Manager
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Employee bank details report
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Report showing employee bank details
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Works ID, Surname, First Name, National Insurance, Sort Code, Account, Account name, Bank Name, Bank address, Department, Sub department, Manager
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Recruitment costs report
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Report showing costs associated with each job requisition
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Date, Reference, Job title, Value, Type, Location name, Entered by, Comments
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Asset list
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Report listing all assets
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Asset tag, Serial number, Asset name, Supplier, Buy price, PO number, Warranty, Condition, Location, Type, Category
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Asset history report
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Report showing asset tracking history with employee and dates
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Asset tag, Serial number, Asset name, From, To, Assigned to
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Asset risk Register
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Report showing a register of asset risk per employee
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Asset tag, Serial number, Asset name, Location, Type, Category, Risk, Impact, Probability, Accountable
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Expenses report
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Report showing expense data at report level
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Date, Employee, Value, Currency, Receipts, Site, Department, Sub department, Manager
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Expense lines
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Report showing expense data broken down to line level
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Date, Employee, Type, Name, Vendor, Value, Currency, Receipts, Site, Department, Sub department, Manager
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Mileage Report
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Report showing expenses requests per employee
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Date, Employee, Distance, Units, Status, Cost, Site, Department, Sub department, Manager, Cost centre
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Mileage Lines
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Report showing mileage request broken down per employee
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Date, Employee, From, to, Distance, Cost, Unites, Site, Department, Sub department, Manager, Cost centre
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Absence costs report
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Report showing the costs of employee absence per employee instance
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Works ID, Surname, First name, Time off type, Start Date, Units, Meter, Cost, Job title, Site name, Department, Sub department, Manager, Approver Cost Centre
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Auto enrolment report
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Report showing auto enrolment classifications per employee
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Works ID, Surname, First name, Classifications, Status, Date, Job title, Site name, Department, Sub department
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Cost centre report |
Report showing the employee cost centre details |
Works ID, Surname, First name, Manager, Department, Job role, Job status, Site, Cost centre, Start date, Leave date |
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Employee Payments report |
Report showing previous payments to an employee |
Works ID, Surname, First name, Payment, Payment type, Value, Payment date, Payments to date, Currency, Job role, Site, Department, Sub department, Manager, Cost centre |
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Employee benefits report |
A report showing employee benefits. |
Works ID, Surname, First name, Commission, Pension, Medical, Dental, Life Assurance, Health insurance, Critical, Employee Assistance, Gym, Childcare, Company car, Car allowance, Fuel card, Mobile, Other, Job role, Site, Department, Sub department, Manager, Cost centre. (This report also shows each custom benefit as a column) |
Organisational reports
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Organisational chart
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Report showing organisational structure
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None
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Manager span
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Report showing number of employees reporting to each manager
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Works ID, Surname, First Name, Job Title, Span, Site, Department, Sub department, Manager
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Charts
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Age chart
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Chart showing count of employee per age band
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None
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Gender chart
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Chart showing count of employees by gender
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None
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Department chart
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Chart showing distribution of employees by department
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None
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Job role chart
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Chart showing distribution of employees by job role
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None
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Site chart
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Chart showing distribution of employees by site
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None
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Manager chart
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Chart showing distribution of employees by manager
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None
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Job status chart
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Chart showing distribution of employees by job status
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None
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Cost centre chart |
Chart showing distribution of employee by cost centre |
None |
Recruitment reports
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Recruitment costs report
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Report showing costs associated with each job requisition
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Date, Reference, Job title, Value, Type, Location name, Entered by, Comments
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Recruitment diversity report
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Report showing diversity and monitoring data for recruitment applicants
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Post applied for, Reference, Date, Nationality, Marital status, Ethnicity, DOB, Disability, Gender, Dependants
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Candidate Scoring
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Report displaying candidate scores by relevant candidate
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Candidate, Interviewer, Score, Role, Reference, Date
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Requisitions Report
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Report showing details of particular requisitions
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Reference, Role, Department, Job Status, Requisition active, Hiring manager, Go live date, Closing date, Start date, Filled date, Location, Salary, Contact, Applicants
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Candidates Report
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Report showing details of all candidates
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Candidate, Role, Recruiter, Reference, Starred, Date, Stage, Address, Address 2, Town, County, Postcode, Country, Home, Mobile, Email
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Document Reports |
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Mandatory Documents |
Report showing current record of existing mandatory documents per employee |
Works ID, Surname, First name, Document type, Document Name, Expiry date, Job title, Site name, Department, Sub department, Manager |
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Mandatory documents (Missing) |
Report showing outstanding mandatory documents per employee |
Works ID, Surname, First name, Document type, Document name, Expiry date, Job title, Site name, Department, Sub department, Manager |
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Employee Documents |
Report showing all documents related to employee files |
Works ID, Surname, First name, Document type, Document name, Expiry date, Job title, Site name, Department, Sub department Manager |
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Document Tracking |
Report showing tracked document access information by employee |
Works ID, Surname, First name, Job title, Job Status, Document, File, Author, Version, Count, Last access, Site name, Department, Sub department, Manager |
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Document Tracking (Missing) |
Report showing any outstanding document views per employee |
Works ID, Surname, First name, Job title, Job status, Document, File, Author, Version, Count, Last accessed, Site name, Department, Sub department, Manager |
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Missing employee document signatures |
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Works ID, Surname, First name, Job role, Job status, Document, File, Category, Date, Site, Department, Sub department, Manager |
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Missing company document signatures
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Works ID, Surname, First name, Job role, Job status, Document, File, Category, Date, Site, Department, Sub department, Manager |
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