The reports
| Area | Reports |
|---|---|
| Attendance | Daily punches (times and places), monthly summary, late coming, early leaving, absenteeism, overtime, missed clock-outs, outside the office, hours shortfall |
| Leave | Leave taken, leave balances, pending requests |
| Payroll | Salary register, pay head-wise, PF / ESIC / PT / LWF, TDS, cost by department, loans outstanding |
| People | Staff list, headcount, joiners and leavers, probation due, birthdays and anniversaries, missing documents, asset register |
| Expenses | Expense claims, spend by category |
Running a report
- Open it from Reports › All reports.
- Choose the Period (this month, last month, last 7 days, this year, this financial year, next 30 days or your own dates), and a department or one employee.
- Choose which columns to show with the columns button beside Search.
- Excel or PDF to download; Save as my report keeps your filters and columns under your own name for next time.
Managers see their own team only. Payroll reports need the payroll permission.
The dashboard
- People at a glance: staff now, joined and left this month, probation ending, on notice and joining soon.
- Joiners and leavers: the last 12 months on one chart, joiners above the line and leavers below.
- Salary bands: how many current staff earn in each band of monthly gross (payroll users only).
- Celebrations: birthdays and work anniversaries in the next 7 days. On the day the person sees a greeting, and colleagues can send a wish.
- Reminders such as closing the leave year show at the top until done.
Frequently asked questions
Someone is missing from the birthdays.
Their date of birth is empty on their profile. The Missing documents report lists who has no date of birth.