Generating and Using Reports in HR

The reporting functionality in HR provides a powerful suite of tools to help organisations analyse data, track trends, and make informed decisions. Reports are categorised into Organisation Reports and People Reports, ensuring users can easily generate the insights they need.

How to Generate Reports

• Navigate to Reports from the HR dashboard.

• Select the relevant Report Category:

  • Organisation

  • People

  • Custom

• Choose the desired Report Type.

• Apply filters as needed (e.g., team, staff member, date range).

• Select Generate Report.

Organisation Reports

HR Question Report

Provides insights into staff responses to questions from performance reviews.

• Filters: Staff member, position, team, location, entity, date range.

• Outputs:

  • Staff member details.

  • Position.

  • Location.

  • Response summaries.

Headcount Report

Summarises total headcount by team, position, manager, and employment status.

• Filters: None required.

• Outputs:

  • Organisation-wide totals.

    • Team-specific totals

    • Position-specific totals.

    • Manager- specific totals.

    • Employment status totals.

Performance Engagement Matrix

Compares staff performance and engagement levels in a matrix format.

• Filters: Staff team, position, manager, gender, and date range.

• Outputs:

  • Engagement and performance graph.

    • PDF matrix download.

  • Coming soon!

Performance Report

Summarises performance review data for teams and locations.

• Filters: Team, location, staff member, date range.

• Outputs:

  • Review title, Frequency type, Team, Location

  • Performance scores, Average Score, Final score   

Performance Metrics Report

Visualises key metrics such as retention, leave types, and gender equality.

• Filters: Team, staff member, date range.

• Outputs:

  • Graphical data.

  • Metrics such as turnover rates and service length.

  •  

People Reports

Career Planning Report

Summarises individual career plans and provides a comprehensive personal career planning report.

• Filters: Staff member.

• Outputs:

  • Career goals analysis.

  • Top 5 gap areas.

  • Action plans.

Certification and Qualifications Report

Tracks certificates and qualifications by staff.

• Filters: Date range, certification types.

• Outputs:

  • Certification details.

  • Due/expiry dates.

Leave Report

Provides detailed insights into leave data.

• Filters: Team, location, leave type, status, date range.

• Outputs:

  • Leave types and statuses.

  • Team-specific leave trends.

Once Off Bonus Letter

Generates personalised letters for performance-based bonuses.

• Filters: Staff member, discussion details.

• Outputs:

  • Confidential bonus confirmation letters.

Performance Review Report

Summarises completed performance reviews for selected staff.

• Filters: Staff member.

• Outputs:

  • Full performance review as a PDF.

Person Details Report

Compiles individual staff details into a single document.

• Filters: Organisation, position, remuneration, teams.

• Outputs:

  • Personal and employment details.

  • Role-specific data.

Remuneration Review Report

Generates personalised remuneration letters for staff.

• Filters: Staff member, remuneration review date.

• Outputs:

  • Confidential remuneration adjustment letters.

Training Report

Tracks staff training activities and statuses.

• Filters: Individual/team, date range, training type.

• Outputs:

  • Completed and active training records.

Licenses and Certifications Report

Tracks all staff licenses and certifications.

• Filters: Date range, certification types.

• Outputs:

  • License and certification details.

  • Expiry and completion dates.