Reports
What HR reports cover, who can see them, and exporting them.
Go to Reports. The Admin, HR, Payroll and Viewer roles can open it.
People
- Headcount - people by department and location today.
- Joiners and leavers - who joined and who left between two dates.
- Documents ending soon - documents whose validity ends between two dates.
- Attrition - leavers against average headcount, by department. From Professional.
Time
- Leave balances - what everyone has left, by kind of leave.
- Leave taken - approved leave between two dates.
- Attendance summary - days present, absent, late and overtime for each person.
- Absence pattern - a Bradford score, where frequent short absences count for more than one long one. From Professional.
Pay
These are on Professional, and only the Admin and Payroll roles see them:
- Pay register - pay for each person on approved runs between two dates.
- Pay by department - what each department cost on approved runs.
- Statutory lines - tax and other statutory lines for each month.
- Loans and advances - what is still open.
These are on the Professional plan, and in the free trial.
Export
Download a report as a CSV file for a spreadsheet.
The figures in your books come from approved pay runs. For profit and balances, use the reports in your books.