Employee General Reports

The General reports page gives the administrator the ability to run reports that are associated with generic events that take place within the employee's data. Some of these reports include New Hire Summary, Termination Summary, Employee Birthdays, and Employee notes. These reports access data directly from the Employee Demographic menu.

Each report displays the Report Name, the type of file to choose from, and a quick description as to what data will be displayed on the selected report. The user must first select the date range that the system should look back for. This includes a start and end date. Once a date has been entered simply click on the Refresh Results button to update the system. Once the page loads, simply click on the PDF or Excel icons to download the report file.

The screenshot below displays the list of reports currently available:

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Report Name Description
New Hire Summary Displays a graphical view of the count of employees hired by month (based upon the employee Hire Date). If zero employees were hired for a month within the data range, the month will not appear within the graph.  
New Hire Detail Displays a detailed listing of employees hired by month (based upon the employee Hire Date).  
Benefit Eligibility Summary Displays a graphical view of the count of employees eligible for benefits by month (based upon the employee Benefit Eligibility Date). If zero employees were benefit eligible for a month within the data range, the month will not appear within the graph.  
Benefit Eligibility Detail Displays a detailed listing of employees eligible for benefits by month (based upon the employee Benefit Eligibility Date).  
Termination Summary Displays a graphical view of the count of employees terminated by month (based upon the employee Termination Date). If zero employees were terminated for a month within the data range, the month will not appear within the graph.  
Termination Detail Displays a detailed listing of employees terminated by month (based upon the employee Termination Date).  
Employee Birthdays Displays a detailed listing of employee birthday's (month and day only) grouped by Month. This view excludes employees with an Employee Status of Terminated or Retired.  
Employee Hire Date Anniversaries Displays a detailed listing of employee Hire Date anniversaries grouped by Month. This view excludes employees with an Employee Status of Terminated or Retired.  
Employees by Department Displays a detailed listing of employees grouped by Department.  
Employees by Employee Type Displays a detailed listing of employees grouped by Employee Type.  
Domestic Partners Displays a detailed listing of employees with a Domestic Partner on file.  
Employee Document Uploads Displays a detailed listing employee documents uploaded into the system grouped by Employee.  
Employee Notes Displays a detailed listing employee notes created or modified within the selected filter start and end dates sorted by Employee.  
Summary Form W-2 Reporting of Employer-Sponsored Health Coverage Displays the total cost of coverage by Employee for benefits configured to be included in Form W-2 Reporting. This report can be provided to your Payroll Provider for W-2 Reporting requirements.  
Detail Form W-2 Reporting of Employer-Sponsored Health Coverage Displays a detailed breakdown of cost of coverage by Employee for benefits configured to be included in Form W-2 Reporting. This report can be used to understand the totals reported on the Summary report.  
Detail Form W-2 Reporting of Employer-Sponsored Health Coverage (using Payroll Deductions) Using the Payroll Deductions, this report displays the Payroll Deduction Date and total cost of coverage by Employee for benefits configured to be included in Form W-2 Reporting. This report can be provided to your Payroll Provider for W-2 Reporting requirements.  
Employee Status History Displays a detailed listing of employees with an Employee Status History.  
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