Download HR reports
Read monthly attendance, leave usage, overtime and time accountability for the whole workspace, and download each as a CSV file.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
The Reports page gives workspace-wide summaries for the things accountants and managers ask for each month.
By the end you can
- Read each of the four HR reports
- Download a report as a CSV file
Screens used
Steps
- 1
Open Reports
On: /hrmsOpen HRMS and, under For HR, choose Reports.
You should see: Four reports: Monthly attendance, Leave usage, Overtime and Time accountability.
- 2
Read Monthly attendance
On: /hr/reportsOpen Monthly attendance and pick the month. Each person has a row with the days and hours worked, breaks, late arrivals, overtime, and work on Sundays and holidays.
You should see: A table with a row per person.
- 3
Read Leave usage
On: /hr/reportsOpen Leave usage. It covers one financial year and shows the days each person has used of each leave type.
You should see: Leave taken per person for the year.
- 4
Read Overtime
On: /hr/reportsOpen Overtime to see entries that are pending, approved, rejected or expired. Switch to full year shows the whole year in place of one month.
You should see: Overtime per person for the period.
- 5
Read Time accountability
On: /hr/reportsOpen Time accountability. It compares the time each person was clocked in with the time they claimed in their standups, and counts the days they were clocked in without filing a standup.
You should see: The people with the largest gap are at the top.
- 6
Download it
On: /hr/reportsPress Download CSV on any report and open the file in a spreadsheet.
You should see: A CSV file in your downloads.
Tips
- Run the attendance report before finalizing payroll, so disputes are settled first.
- Use Time accountability to start a conversation, not to discipline anyone automatically. A gap often means a forgotten standup.
- Employees · bank details on HRMS shows who still has details missing.
Troubleshooting
- Leave usage says there are no balance rows in this financial year.
- Leave types have not been set up, or nobody has a balance yet. Run the HR setup wizard first (see Set up HR for your workspace).
One row per shot, in the same order as the guide. Estimated length 2:18, recorded signed in as HR or owner. Use made-up data only. How to record
Say: Download HR reports. Read monthly attendance, leave usage, overtime and time accountability for the whole workspace, and download each as a CSV file.
Hold until you see: Lesson title on screen for three seconds.
Say: Open HRMS and, under For HR, choose Reports.
Hold until you see: Four reports: Monthly attendance, Leave usage, Overtime and Time accountability.
Say: Open Monthly attendance and pick the month. Each person has a row with the days and hours worked, breaks, late arrivals, overtime, and work on Sundays and holidays.
Hold until you see: A table with a row per person.
Say: Open Leave usage. It covers one financial year and shows the days each person has used of each leave type.
Hold until you see: Leave taken per person for the year.
Say: Open Overtime to see entries that are pending, approved, rejected or expired. Switch to full year shows the whole year in place of one month.
Hold until you see: Overtime per person for the period.
Say: Open Time accountability. It compares the time each person was clocked in with the time they claimed in their standups, and counts the days they were clocked in without filing a standup.
Hold until you see: The people with the largest gap are at the top.
Say: Press Download CSV on any report and open the file in a spreadsheet.
Hold until you see: A CSV file in your downloads.
Say: That is download HR reports. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Reference articles on this topic
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