Common Reports: Employee Lists

Say goodbye to cobbling data today, and hello to our dynamic Employee List builder.

We all love a good list—especially when they're real-time & easy to pull. Use the Employees tool to explore your People data and build list-based reports.  All lists can be easily shared and saved. Find the Employees tool underneath the Org Chart in your left sidebar.

Below is just a sample of the types of lists you can create:

• New or Recent Hires list
• Employee Birthday List
• Employee Anniversary List
• Quality of Hire data

Create a list of New or Recent Hires

Create a list of all recently hired employees with their start date, manager, department, and as many columns as you like for a dynamic report that can be saved and shared.

1. Visit the Employees report feature
2. Select "Active" and set your time period to "Today"
3. Add a filter to view a particular segment of employees or leave these blank to see everyone
   1. For example, you can add a filter for Tenure under 6 months!
4. Click "Manage Columns" to pick which columns you'd like to see & click Apply
   1. For example, add Hire Date, Manager, Department, and Job Title to start!
5. Name your report and click Save to keep it for later; you'll be able to reference this report in your Saved Reports folder or add it to a Custom Dashboard

Tip: Click the name of the column header to reorder your list (for example, by Hire Date)

Create a list of Employee Birthdays

Want to shout out employees on their birthday or share this list with leaders? Here’s how to create an employee birthday list!

1. Visit the Employees report feature
2. Select "Active" and set your time period to "Today"
3. If needed, narrow your view with filters to segment specific people
   1. For example, you can filter to a specific department to give a leader their team's birthday list
   2. If you would like to create the list for all employees, do not select a filter here.
4. Add relevant fields, like Birthday, under "Manage Columns" & click Apply
5. Name your report at the top left of the page and then click on the blue Save Report button
6. This report can now be shared and can be found in Saved Reports.  You can also add this report to a Custom Dashboard to compare reports or have them at your fingertips.  Read more about Custom Dashboards here!

Below is an example of a birthday list for all employees showing birthday date and month:

Create a list of Employee Anniversaries

Celebrate employees as they reach an anniversary milestone and never worry again about missing these important dates!

1. Visit the Employees report feature
2. Select "Active" and set your time period to "Today"
3. If needed, narrow your view with filters to segment specific people
   1. For example, you can filter to a specific department to give a leader their team's anniversaries
   2. If you would like to create the list for all employees, do not select a filter here.
4. Add relevant fields, like Hire Date, under "Manage Columns" & click Apply
5. Name your report at the top left of the page and then click on the blue Save Report button
6. This report can now be shared and can be found in Saved Reports.  You can also add this report to a Custom Dashboard to compare reports or have them at your fingertips.  Read more about Custom Dashboards here!

Tip: Similar to the Birthday list above, adding the Start Date by clicking Manage Columns will give the exact start date for each employee.

Below is an example of an Anniversary list for the Engineering Department showing start month and start year.

Create list of Quality of Hire data

View all or a segment of employees to see details about their recruiting path, from the recruiter who sources them to the channel that brought them in.

1. Visit the Employees report feature
   1. For a list of active employees today, select "Active"
   2. For a list of terminated employees, select "Terminated"
2. Set your time period to view Today or historical dates & ranges
3. Add a filter to view a particular segment of employees or leave these blank to see everyone
   1. For example, you can filter to a specific department
4. Click "Manage Columns" to pick which columns you'd like to see & click Apply
   1. You can choose from any column marked [ATS] to see values from Greenhouse or Lever
5. Name your report and click Save to keep it for later; you'll be able to reference this report in your Saved Reports folder or add it to a Custom Dashboard

NOTE: Quality of Hire data can also be found in our Explorer and Attrition Analytics tools.

Here's an example of a report that includes HRIS data (Tenure Bucket) and ATS data ([ATS] Application Source.

--> Learn more about Quality of Hire reporting

Ready to give it a try for yourself? Let's go!