How To Run An Enterprise Employee Information Report

⚡ What is the Enterprise Employee Information Report?

The Enterprise Employee Information Report provides a centralized way to review employee details across multiple companies or locations within the same Organization.

Instead of reviewing employee records one company (or account) at a time, this report allows select users to generate a single consolidated view containing employment details, positions, compensation information, balances, contact details, and more.

Because the report is highly filterable, teams can generate either broad, enterprise-wide summaries or highly targeted employee lists, depending on the information needed.

🔎 Why use the Enterprise Employee Information Report?

Here are some common reasons teams run this report:

• Review employee information across multiple locations: Generate one consolidated report instead of checking each company individually.
• Support payroll and HR audits: Quickly review employment details, salaries, banking information, balances, or work permit details.
• Export information for operational planning: Download employee data into Excel or CSV for additional filtering and analysis.
• Simplify enterprise reporting workflows: Use filters to narrow results by company, employee status, or individual employees.

🔐 Access Required

The Enterprise Employee Information Report is part of the Enterprise Dashboard feature and is available on the Supreme package. 

📌 | Note: To use the Enterprise Dashboard, you must have more than one company account under the same Company Group/Organization.

If you do not have this feature and are interested, please feel free to contact our Support Team, who can connect you with the relevant team.

Who can access the Enterprise Employee Information Report?

• Super Administrators: Have full access to the Enterprise Employee Information Report from the Enterprise Dashboard for the entire organization. Access is granted only if explicitly added; it's not provided by default. If you believe you should have access, please consult with your team. A user with access can request our Support Team to add new users.

Who does not have access to the Enterprise Employee Information Report?

• Team Administrators: Do not have access to the Enterprise Dashboard and cannot access the Enterprise Employee Information Report. 

📚 Related articles:

• How To Run An Employee Information Report

Process:

1. Log in to your account on a desktop.
2. Click the Company name in the top right-hand corner.
3. In the drop-down menu under Organizations, click the Company Name.
4. Click the Reports tab.
5. Under Report Name, click Employee Information.
6. The page will load, so users will be able to filter the details of the report by the following:
   1. Under Companies, click the box and select the specific Location(s) or Leave Blank to select all Companies.
   2. Under Employee Status, click the box and select either Active, Inactive, and/or Pending if applicable.
   3. Under First Name, input the name of a specific employee if applicable. 
   4. Under Last Name, input the name of a specific employee if applicable.
   5. Check/Uncheck the boxes that correspond with the following filters if applicable:
      1. Birthday: The employee's date of birth and age will be included.
      2. SIN/SSN: The employee's SIN/SSN details will be included.
      3. Address: The employee's street address, city, province/state, postal/zip code, and country will be included.
      4. Contact: Will include the employee's Phone Number and Alternative Phone Number.
      5. Emergency Contact: The employee's Emergency Contact Name and Phone Number will be included.
      6. Employment Details: The employee's Employee Number, Employee Status (e.g. Active), Employee Status Date, Hire Date, Ineligible for Rehire (e.g. Yes/No), Date of Rehire, Job Start Date, History Status (e.g. Hire/Rehire), History Date, Tenure Years (e.g. 1.67), and Tenure Months (e.g. 20).
         📌 | Note: Status Date is when the employee profile was last updated. If the value displays 'Unknown', the profile was created during your company’s initial onboarding (e.g., uploaded by our Data Team) and has not been updated since.
         📌 | Note: Ineligible for Rehire is only available with the HR Add-On, as it is connected to the Applicant Tracking System (ATS) feature.
      7. Positions: The employee's Primary Position, Primary Department, Primary Salary, Primary Salary Period (e.g. Yearly/Hourly), Other Positions, and Location.
         📌 | Note: The Primary Position is based on the role marked as Primary in the employee’s profile under Salary Details. If no primary position is set there, the system will default to the employee’s most recently added active position. This helps ensure the report reflects the employee’s most current role when multiple active positions exist. The Primary Position also determines the employee’s Primary Department, Primary Salary, and Primary Salary Period.
      8.  Vacation: The employee's vacation method (e.g., paid out/banked) and vacation rate will be included.
      9.  Last Worked: Include the employee's last recorded Date for Last Worked.
      10. Custom Attributes: Include the employee's details for any Employee Attributes (e.g. T-shirt Size, Pronouns, Certificate Expiry Date).
      11. Salary Period: Include the employee's salary frequency (e.g. Hourly, Yearly, Weekly).
      12. Banking: Include the employee's direct deposit details, including the institution number, branch number, and account number.
      13.  Work Permit: Include the employee's Work Permit Status, Work Permit Number, Work Permit Max Hours, Work Permit Issue Date, and Work Permit Expiry Date (Canadian accounts only with the HR Add-On).
      14. Balances: Include the employee's existing balances (e.g. total hours or days) for each Leave Management Policy they are part of (e.g. Paid Vacation, Paid Sick Time, Unpaid Time Off).
          📌 | Note: Only available on Signature with the Leave Management Add-On or the Supreme package.
7. Once done, click Generate.

Additional Information

Under Export, you will have the option to download the report information in one of the following formats: HTML, CSV, Excel, Image, or PDF. 

Under Charts, you can view the report information in one of the following formats: Column, Bar, Line, Scatter, Pie, Stacked Column, or Column Line.

Under Fields, you can view the report information with additional filtering. Depending on the report, you can filter by Company, Province/State, Age, Date of Birth, and more.