HR & Expense Reports

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+

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

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

Number

Name

Comments

812

Leave Booked and Remaining

817

Leave Carried Over

865

Annual Leave (Hours) to Date 

A report that shows annual leave hours taken; this is calculated based on the end date of the period you are running the report for, not the end of the leave year.

To enable this report, go to Configuration > Security > Edit Profile > Rota Permissions > Reporting > Adjustments > Leave > '[865]: Annual Leave Allowance (Hours) to Date'

Number

Name

562

Disciplinary Analysis

780

Employee Relations

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

779

Sickness Details Without Value 

List of sickness instances within the given date range showing details of the sickness period, without the value of this shift appearing on the report

860

Sickness Details with Working Days

Allows you to report on sickness days and hours lost for contracted/salaried staff - useful for when a person is not rostered into shifts; report uses working hours and days against a staff members Post contract to calculate sickness hours/days

(People+ report only)

765

Sickness Report - SPP

Report returning all sickness instances where the adjustment reason has been marked as SSP

870

Sick Pay Allowances

When using sick pay configuration for enhanced sick pay, this report will show staff members remaining sick pay allowances

(People+ report only)

871

Sickness Details with Bradford Score

A report showing sickness instances along with their associated Bradford score.

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

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

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

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

Allows you to see salary information for active and historic contracts as it included finance start and end dates, along with salary information. 

808

Special Posts

Shows Special Posts a staff member has within a date range

809

Line Managers

810

All Post Details