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👥 These reports are only available to customers with People+
| Click below to explore each topic... | ||||
| Analysis | Appraisals | Employee Details | Leave | Relations |
| Sickness | Starters & Leavers | Training | Expenses | Other |
Analysis
|
Number |
Name |
Comments |
|
561 |
Equality and Diversity Analysis |
Analysis of Ethnicity, Age, Gender, Sexual Orientation, Religious Belief and Marital Status of selected Personnel |
|
591 |
Workforce Analysis - Department |
|
|
613 |
Workforce Analysis - Rota Group |
|
|
658 |
Workforce Analysis - Rota Group Extra Detail |
|
|
669 |
Grand Total Hours |
|
|
771 |
Bradford Score - P+ |
|
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Appraisals
|
Number |
Name |
Comments |
|
569 |
Employees with upcoming Appraisal |
List of Personnel with upcoming appraisal showing appraisal type, details of their previous appraisal and when the upcoming appraisal is due |
|
577 |
Expiring Appraisals |
Page per Appraisal type showing the date the appraisal is due and how many days away it is |
|
580 |
Appraisal Completed |
List of completed appraisals including completion date and due date for next appraisal |
|
612 |
Expiring Appraisals Export |
Export of all personnel with an expiring appraisal |
|
647 |
Expiring Appraisals - Active Only |
|
|
681 |
Appraisal Completed - Primary Post Details |
List of Appraisals with the Primary Post details |
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Employee Details
|
Numbers |
Name |
Comments |
|
545 |
Employee Education Details |
Page per person showing any education and skill details |
|
552 |
Employee Job Information |
Shows information of any Other Jobs details an employee may have in their Personnel Record |
|
565 |
Employee Details Card |
Page per person showing any information stored on their Personnel file for their Primary Post |
|
623 |
Employee Details Card - All Posts |
Page per person showing any information stored on their Personnel file for all Posts |
|
625 |
Employee Immunisation Summary |
|
|
628 |
Employee Details Card by Department |
|
|
680 |
Employee Details Card with Primary Post Details |
|
|
735 |
Employee Details Card - All Posts - Export |
|
|
782 |
Employee Details Card With Primary Post Details |
|
| 832 | Employee Health Alerts | Lists all staff with Health Alerts & includes the Health Alert Note |
| 849 | Employee Contract Details |
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Leave
|
Number |
Name |
|
812 |
Leave Booked and Remaining |
|
817 |
Leave Carried Over |
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Relations
|
Number |
Name |
|
562 |
Disciplinary Analysis |
|
780 |
Employee Relations |
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Sickness
|
Number |
Name |
Comments |
|
563 |
Sickness Analysis |
Analysis of sickness within each Rota Group |
|
582 |
Sickness Analysis per Person |
Page per department analysing sickness instances within the given date range |
|
585 |
Good Attendance Record (no sickness) |
Page per department showing all employees without a sickness record within the given date range |
|
633 |
Sickness Analysis per Person |
Page per department analysing sickness instances within the given date range |
|
708 |
Sickness Details |
List of sickness instances within the given date range showing details of the sickness period |
|
709 |
Sickness Analysis by Team |
Sickness analysis grouped per Team |
|
765 |
Sickness Report |
Export only - list of sickness instances marked as SSP |
|
779 |
Sickness Details Without Value |
|
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Starters & Leavers
|
Number |
Name |
Comments |
|
543 |
Starters and Leavers |
List of Starters and Leavers with their Payroll ID within the given date range |
|
551 |
Employees Exit Interview |
Page per person detailing their exit interview |
|
560 |
Starters and Leavers Analysis |
|
|
570 |
Starters and Leavers Analysis - Department |
|
|
586 |
Turnover |
Turnover of leavers |
|
627 |
Starters and Leavers |
List of Starters and Leavers without their Payroll ID within the given date range |
|
634 |
Turnover of Leavers Who Worked 6 Months or Less |
|
|
635 |
Turnover of Leavers Who Worked 12 Months or Less |
|
|
637 |
Leavers Report |
|
|
767 |
Starters and Leavers Pay |
Shows starters, leavers and those on Maternity Leave within a selected time period with salary and hourly rate |
|
793 |
New Starter Form |
Export Only |
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Training
|
Number |
Name |
|
550 |
Employee Training |
|
576 |
Expiring Mandatory Training |
|
595 |
Employee Completed Training |
|
598 |
Expiring Mandatory Training Export |
|
640 |
Employee Completed Training Summary |
|
679 |
Expiring Mandatory Training - Primary Post Details |
|
781 |
Expiring Mandatory Training - Primary Post Details (no address) |
|
791 |
Expiring Mandatory Training With Line Manager |
|
794 |
Overview Mandatory Training |
|
824 |
Mandatory Training Courses |
|
825 |
Training Update Audit |
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Expenses
|
Number |
Name |
Comments |
|
559 |
Individual Expense Earnings |
Can be uploaded to the Staff Hub. |
|
584 |
Expenses List - Group by Type |
|
|
641 |
Individual Overtime Claimed Expense Earnings |
|
|
764 |
Expenses by Approved Date |
Export only - list of expenses approved within the given dates |
|
766 |
Expenses by Approved Date and Category |
Export only - list of expenses approved within the given dates showing the Expense Type |
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Other
|
Number |
Name |
Comments |
|
574 |
Sexual Orientation |
|
|
575 |
Religious Belief |
|
|
579 |
Personnel Listings by Department |
Personnel Listing by Department showing personnel contact details and address |
|
611 |
Personnel Long Service |
List of all Personnel showing their service length, including employees without a Post |
|
617 |
Post Roll Out Check |
List of Personnel Grouped by Rota Group highlighting anyone who has a missing Post, Contract and/or Finance Record |
|
643 |
Personnel Listings by Department |
Personnel listing by department showing terms and conditions, division, department and contact details |
|
643 |
Personnel Listing by TUPE |
|
|
645 |
Personnel Salary Listings |
|
|
648 |
Personnel Long Service |
List of Personnel showing their service length, not including employees without a Post |
|
797 |
Staff Post and Contract History |
Export Only |
|
808 |
Special Posts |
Shows Special Posts a staff member has within a date range |
|
809 |
Line Managers |
|
|
810 |
All Post Details |
|