Types of reports
On the Reports tab of classic onboarding, you can run two kinds of reports.
- Employee report: lists your employees and their personal information.
- You might use this to send employee information to a payroll provider.
- Onboarding report: lists all of your employees who are currently in the onboarding process, along with how many checklists they have been assigned, how many tasks they've completed, and how many tasks are still incomplete.
- You might use this to evaluate how your new hires have progressed through the onboarding process.
Running an onboarding report
On the Reports page in Onboarding, click the Create New Report button to begin.
You'll be asked what kind of report you want to create. Choose Onboarding Report, then click Create Report.
On the next page, name the report and decide if you'd like it to run it weekly on a particular day. You can also set a Hire Date range if you'd like to only display Employees hired during a certain time.
You can edit which columns are included by selecting Edit Included Columns and checking/unchecking the fields that you would like to appear on your report.
Click Run Report when you are finished. You'll get an email letting you know when your report is ready to download. You'll download the report right from the Reports page (unlike in the ATS, you download Onboarding reports directly from the Reports page). Click the Download Report link that appears under the report name to download the report.
This download link is only available once. That is, after you've downloaded a report once, the download link disappears and you'll need to run the report again to download it again. Click the Run Now link to re-run and re-download a report.