Goal
- How to Generate a Report based on Employee Information at the Enterprise level
Environment:
- Push Web App
Process:
- Login to your Push Account on a desktop
- Click the Company name in the top right-hand corner
- In the drop-down menu under Organizations, click the Company Name
-
Click the Reports tab
- Under Report Name, click Employee Information
- The page will load so users will be able to filter the details of the report by the following:
- Under Companies, click the box and select the specific Location(s) or Leave Blank to select all Companies
- Under Employee Status, click the box and select either Active, Inactive, and/or Pending if applicable
- Under First Name, input the name of a specific employee if applicable
- Under Last Name, input the name of a specific employee if applicable
-
Check/Uncheck the boxes that correspond with the following filters if applicable:
- Birthday: The employee's date of birth and age will be included.
- SIN/SSN: The employee's SIN/SSN details will be included.
- Address: The employee's street address, city, province/state, postal/zip code, and country will be included.
- Contact: Will include the employee's Phone Number and Alternative Phone Number.
- Emergency Contact: The employee's Emergency Contact Name and Phone Number will be included.
- Employment Details: The employee's Employee Number, Employee Status, Employee Status Date, Hire Date, Date of Rehire, Job Start Date, History Status (e.g. Hire/Rehire), History Date, Tenure Years, and Tenure Months.
- Positions: The employee's Primary Position, Primary Department, Primary Salary, Primary Salary Period (e.g. Yearly/Hourly), Other Positions, and Location.
- Vacation: The employee's vacation method (e.g., paid out/banked) and vacation rate will be included.
- Last Worked: Include the employee's last recorded Date for Last Worked.
- Custom Attributes: Include the employee's details for any Employee Attributes (e.g. T-shirt Size, Pronouns, Certificate Expiry Date).
- Salary Period: Include the employee's salary frequency (e.g. Hourly, Yearly, Weekly).
- Banking: Include the employee's direct deposit details, including the institution number, branch number, and account number.
- 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).
- 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).
- Once done, click Generate
Additional Information
The Enterprise Dashboard provides a high-level view of a client's business and performance, with metrics, graphs, and more customizable and user-friendly reporting.
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 will have the option to view the report information with further filtering. Depending on the report, you can filter by Company, Province/State, Age, Date of Birth, and more.
Please note that the Enterprise Dashboard is only available to Super Administrators.
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