How to Add HR Reports

✔ Available on all subscriptions

 

Instruction Guide

  • Step 1: Navigate to the “Human Resource” tab and click “HR Admin”..
  • Step 2: Select “HR Reports” and click “+Add Chart/Report”.
  • Step 3: Choose the Chart/Report Type:
      • Bar/Column chart/Timeline chart: “Competency” or “AdHoc Training”.
      • Table Report: “Competency”, “Issued Items”, “Employee Details”,  “AdHoc Training” or “Health Monitoring”.
  • Step 4: Select the fields to include in the report, then click the “Preview Report” button.
  • Step 5: Filter and sort the information you want to run and enter a name for the report or chart.
  • Step 6: Save the report.
  • Step 7: To export as Excel or PDF, open the report and click ‘Export’.

 

If the Human Resources Module is not visible in the menu, it means you do not have the required permissions.

Please contact your company’s System Administrator to request access

 

Walkthrough Guide

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