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Custom report- GM start dates

Sarah Bwalya

Hi 

Laura would like to know how to create a customer report to report on a GMs start and end dates.

The report must contain the start date, end date, Location, first and last name.

Please confirm what fields need to be selected to return this information?

Thank you

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Brenden Goodwin

Hello,

I hope you are well!

To create a custom report, for this HR data, please follow the below pathway:

HR > Reports > Customized Reports > Create Template

From here you can then enter the template name and chose the type of report.

For the data you have said you wish to retrieve, "Employee Details Report" would be the suitable option, then enter an applicable description and click save.

Now you can select the fields you have stated you would like to return:

  • Start Date (Employee Work Details)
  • Termination Date (Termination Details)
  • Location (Employee Work Details)
  • Forename (Employee Details)
  • Surname (Employee Details)

The below help article elaborates on this further:

https://help.hotschedules.com/hc/en-us/articles/360042719791-WFM-UK-HR-HR-and-Payroll-Custom-Reports

I hope this helps!

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