Run HR reports in legacy HR

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 3 minutes to read

    • You can run reports to view and monitor the status of HR cases, in the non-scoped version of HR.

    Before you begin

    Role required: hr_manager or hr_admin

    About this task

    Use HR reports to improve overall efficiency and effectiveness. For example, you can view all Employee Relations cases that were created in the past month.

    Procedure

    1. Navigate to All > HR • Case Management > Reports.

      Reports in the HR report group are listed. The icon to the left of the report indicates the type of report, such as a list, pie chart, or bar chart. Point your cursor to the icon to see a pop-up window of report information. Click the star on the left to make the report a favorite; you can filter for favorite reports by clicking the star above the Reports list.

    2. Click the name of the report to run.
      The report opens with the runtime options at the top and the results at the bottom.
    3. Perform any of the following actions.
      • Change any runtime option and click Run to see the results.
      • In a list report, click a listed case to see its details.
      • In a chart, click a segment to see the corresponding cases.
      • Publish or schedule the report.
      • Edit the runtime options and save a new report.

    What to do next

    If you want to create additional HR reports, click Create a report above the Reports list. After you create reports, share them with the HR report group so they can view them on the Reports list.

    Available HR reports in legacy HR

    Predefined HR reports are available in the HR - Case Management > Reports list.

    Table 1. Available reports
    Report name Description Displays
    Active HR Cases Tabular view of all active cases. Number, Type, Category, State, Short description, Opened by, Assignment group, Assigned to
    Active HR Cases Pivot Table by Category Pivot table view of all active cases. Assigned to, Category
    Active HR Onboarding Cases by Assigned To Tabular view of active onboarding cases, grouped by Assigned to. Number, Priority, State, Short description, Opened by, Opened for, Assignment group, Assigned to
    Active HR Onboarding IT Requests Tabular view of onboarding tasks assigned to IT, for example, for computers and other office equipment. Number, Priority, State, Short description, Assigned to, Location
    Active HR Onboarding Tasks by Assigned To Tabular view of open HR tasks for active onboarding HR cases, grouped by Assigned to. Number, Case, Priority, State, Short description, Assignment group, Assigned to
    Case Satisfaction Survey - 30 Days AVG Bar chart showing the averages over 30 days of responses to the HR case satisfaction survey. Average Actual Value, Metric
    Cases Awaiting Approval Count of unapproved HR cases or requests. Number
    HR Case SLAs by Assigned Bar chart showing the number of overdue cases by the assigned user. Count, User, State
    HR Case SLAs by Elapsed Time Percentage Bar chart showing the number of cases by the elapsed time percentage until the SLA is breached. Count, Elapsed time percentage
    HR Case Transfer Rate Bar chart showing the number of times the assigned HR agent was changed by category for the last six months. Number of reassignments, Category
    HR Cases Opened Last Month by Category Bar chart of cases raised over the last month by HR case category. Category, Count, Month
    HR Cases Opened This Month by Category Bar chart of cases raised over the current month by HR case category. Category, Count
    HR Onboarding by Location Bar chart showing the number of onboarding cases by location. Location, Count
    My HR Cases by Category Pie chart of cases assigned to you, where each slice represents an HR case category. Category, Count
    Number of HR Profiles Count of HR profile records. Number
    Open High Priority Cases Count of active high priority HR cases Number
    Open Onboarding cases Count of active onboarding cases Number
    SLA Breached Count of HR cases with a breached SLA Number
    Unassigned HR Cases List of HR cases not assigned to any user. Number, Type, Category, State, Short description, Opened by, Assignment group, Assigned to