Reporting


 

Other Articles



Recent Articles


New Employee Report

 

Overview 

The New Employee Report can be used to retrieve basic information from your New Hires. This report combines information from their requisition, job, employee, and onboarding plan.

Instructions

  1. Navigate to Reporting
    reporting2.png
  2. Select Employee Reports
    employee_reports.png
  3. Select New Employee Report
    new_employee_report.png
  4. Apply filters (if needed)
    filters2.png
    • Employee Hire Date: Create a From and To date range (on the employee record)
    • Employee Start Date: Create a From and To date range (on the employee record)
    • Onboarding Plan Start Date: Create a From and To date range
      • Note: This is the date that they entered the plan and can be seen on the Onboarding Plan tab on the employee.
    • Onboarding Plan Complete Date: Create a From and To date range
      • Note: This is the date the employee submitted the plan.
    • Note: Date filters on this report start at midnight. For example, if you select 12/06/18 to 12/07/18 for all completed plans, the report will run from 12-06-2018 00:00:00 to 12-07-2018 00:00:00. This will bring back results for anyone who completed their plan on 12/6/18.
  5. Click Run Report
    run_report4.png
  6. View the report
    view_report.png
    • Fields on the report (not all field represented in the picture):
      • Last Name: Sourced from the Employee record if different from when applying as a candidate
      • First Name: Sourced from the Employee record if different from when applying as a candidate
      • Middle Initial: Sourced from the Employee record if different from when applying as a candidate
      • Department: Department the employee’s job belongs to
      • Job ID: ID for jobs in the job library
      • Job Title: Title from the job in the job library
      • Job Code: Job code found in the job library
      • Job Grade: Job grade found in the job library
      • Job Step: Job step found in the job library
      • Requisition ID: Provided for external candidates that were hired through the requisition
      • Requisition Location: Sourced from the requisition request if a request was used to create the requisition
      • Requisition Request Cost Center: Sourced from the requisition request if a request was used to create the requisition
      • Requisition Request Position/Slot Number: Sourced from the requisition request if a request was used to create the requisition
      • Hire Date: Sourced from the employee record
      • Start Date: Sourced from the employee record
      • Social Security Number: Provided only if the employee filled out personal information section of their onboarding plan
      • Date of Birth: Provided only if the employee filled out personal information section of their onboarding plan
      • Gender: Provided only if the employee filled out personal information section of their onboarding plan
      • Race: Provided only if the employee filled out personal information section of their onboarding plan
      • Address 1: Sourced from their onboarding plan, if different from their job application
      • Address 2: Sourced from their onboarding plan, if different from their job application
      • City: Sourced from their onboarding plan, if different from their job application
      • State: Sourced from their onboarding plan, if different from their job application
      • Zip: Sourced from their onboarding plan, if different from their job application
      • Primary Phone: Sourced from their onboarding plan, if different from their job application
      • Alternate Phone: Sourced from their onboarding plan, if different from their job application
      • Email Address: Sourced from their onboarding plan, if different from their job application
      • Plan Start Date: If a plan exists (even if not published) this date will be provided
        • Note: If more than one, the most recent is used.
      • Plan is Complete: This will be Yes, only if the employee submits an onboarding plan
        • Note: Column defaults to No.
  7. Select an Export option (if needed)
    export_excel_csv.png
    • Export to Excel: Download an Excel file
    • Export to CSV: Download a .CSV file



I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback