Employee Records - Onboarding Report

Onboarding records are collected in the Employee Profile via:

 Employee Records > Record Type = Onboarding.

This allows you to add a file to an employee for example:

  • Interview or Reference notes
  • Health and Safety incidents and reports
  • Training transcripts and certificates.

 

 Employee_records.png

To view a report on o=Onboarding activities:

1. In the quickmenu navigate to Reports > Workforce Reports.

2. Select Employee Record - Onboarding Report.

3. Apply any filters of criteria to view, or leave blank to view all.

4. Click Generate.

5. The report can be exported to .csv or PDF.

Employee_records_onboarding_report.png

 

 

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