Our People report allows admins and managers to define, save, and reuse report templates with just a single click, saving time and improving efficiency.

With these features, the process of preparing periodic reports—whether monthly or quarterly—becomes much faster. Once a template is defined, you can generate reports with the same configuration without needing to reapply filters or select fields. This is especially useful for businesses that need to provide regular reports to management or clients.

The template saves:

People Report Templates functionality opens up a world of possibilities for tailoring HR data analysis.

Here are some common use cases for using our People Report.

Process Example: Employee engagement and recognition

Use Case: HR or management teams can use this report to plan monthly birthday celebrations, send personalized greetings, or give out small tokens of appreciation. This process helps in employee engagement initiatives, fostering a positive work culture. The HR team can also use the report to send reminders about upcoming birthdays and plan for any group celebrations or team activities.

Process Example: Device allocation and support

Use Case: HR or IT teams can use this report to track the allocation of company devices (laptops, mobile devices, mouses, headsets, etc.). This helps with onboarding new employees, asset tracking, and planning for hardware upgrades or replacements. For example, IT can quickly identify which employee is using which device and plan maintenance or troubleshooting based on serial numbers and device types.

Process Example: Employee safety and crisis management

Use Case: HR can use this report to maintain up-to-date emergency contact information for all employees, ensuring that the company is prepared for any workplace accidents or emergencies. This process is crucial for ensuring that HR can quickly reach family members or guardians in case of an emergency. It can also be used in compliance with health and safety regulations.

Process Example: Talent development and succession planning

Use Case: HR or management can use this report to identify employees' skills, certifications, and training levels. This helps with workforce planning, career development, and identifying skill gaps within the organization. It can also be used to tailor training programs and ensure that employees are up-to-date with necessary certifications, such as first aid, safety training, or job-specific technical skills.

Process Example: Compliance audits and safety programs

Use Case: HR can use this report to track employees' completion of health and safety training. This helps with ensuring compliance with local regulations and keeping employees informed of workplace safety protocols. HR can identify employees who still need to complete mandatory safety courses and schedule training sessions accordingly. Additionally, this report is helpful during safety audits or when preparing for inspections.

Process Example: Employee recognition and retention strategies

Use Case: HR or management teams can use this report to track employees' work anniversaries and plan for employee recognition activities. Celebrating work anniversaries strengthens employee engagement and helps in retention. The report can also include employee addresses for sending anniversary gifts, cards, or invitations to company celebrations.

Process Example: payroll, budgeting, and contract management

Use Case: HR and finance teams can use this report to track employee contracts, salaries, bonuses, and their terms. This is crucial for budgeting, forecasting labor costs, and planning salary adjustments. HR can also use this data to remind employees of contract renewals or bonus payouts, ensuring that employees are compensated fairly. It can be particularly useful when preparing for payroll, bonus distributions, or performance-based compensation programs.

Process Example: Employee retention analysis and exit interviews

Use Case: HR can use this report to track employees who left the company in the previous year, including the reasons for their departure. This helps to analyze turnover trends and identify patterns that may indicate areas for improvement in employee satisfaction, company culture, or management practices. HR can also use the data to assess the effectiveness of retention strategies and plan future employee engagement initiatives. Additionally, the report can be shared with management to guide decisions on improving hiring processes, benefits, and workplace conditions, as well as to address any recurring exit reasons, such as dissatisfaction with compensation, career development opportunities, or work-life balance.

Process Example: Inventory management and employee equipment allocation

Use Case: HR or operations can use this report to track the issuance of uniforms or branded clothing, ensuring employees are properly equipped. The report can include custom fields like "Shirt Size," "Shoe Size," or "Uniform Issued Date." This helps manage stock levels and ensures that new employees receive properly fitting apparel. The data also assists in ordering new stock based on employee needs and personalizing company swag, providing a more thoughtful and inclusive experience for employees.

Process Example: Employee benefits utilization and engagement

Use Case: HR can use this report to track employees' use of fitness and health-related benefits like "Gym Membership," "Health Insurance Package," or "Concierge Service." By generating a report based on these custom fields, HR can gain insights into how employees are utilizing company benefits and identify opportunities for optimizing benefits packages to increase employee engagement and satisfaction. This data also helps HR assess the popularity and effectiveness of different benefits programs.

Process Example: Performance management and employee development

Use Case: HR or management can generate a report that tracks performance reviews for employees. The report includes fields such as "Performance Review Date," "Performance Rating," and "Award Type." This helps HR ensure performance reviews are completed on time, track individual employee performance ratings, and monitor any awards or recognitions given. The report can also highlight employees in need of additional development or recognition, aiding in performance management and fostering a culture of continuous improvement.