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HR reports, HR form records & reassigning record ownership

Human ResourcesFor adminsVerified 1 Sep 20261 min

HR Reports

Open the HR Reports tab for summarised views across employees.

Form status list

Check the status of HR form records — assigned, in progress, or complete.

Reassigning ownership

Use the reassign-ownership tool when a record needs to move to a different employee, such as after a role change.

Walkthrough video

Every step above, performed once in a demo organisation.

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