Onboarding offers a variety of standard reports for generation and export, such as New Hire Complete and Incomplete, Signature Transaction, and Users by Location. Each report include a variety of filters befitting of the report to help you export the data that you need. 

Table of Contents

• Reports Menu
• List of Available Reports
• Generating Reports

Reports Menu

The "Reports" menu for Onboarding offers a number of tiles. Clicking any of the tiles will take you to a menu to filter, generate, and export your report.

List of Available Reports

We currently offer the following reports for Onboarding.

Report Name	Report Description	Report Example (Click to Expand)
E-Verify Errors	Errors that occurred during the E-Verify process.
New Hires - Complete	Employees who were hired between the dates specified who are currently employed with your company.
New Hires - Incomplete	Employees that were hired between the dates specified who are currently employed with your company but have not completed the new hire set up process.
SFTP Report	This report allows the user to export the nightly SFTP data.
Signature Transaction	Records of digital signatures that were made between the specified dates.
Users by Location	Users and the locations they are assigned to as well as their job titles.
I-9 Audit Report	For use in auditing I-9 data within the new hire experience. Exporting the report will provide full details behind the actions taken on the form.
Deletion of Records Audit Report	For use in auditing employee documents and record data deletion within the Electronic Filing Cabinet.

Generating Reports

1. Click the name of the report.
2. Use the filters at the top of the menu. The available filters will differ depending on the selected report. Click Filter to apply your selection(s) or Clear to reset your filters. You can click the column headers to sort and filter the list.
   
3. Click Export to export download your results. Click the arrow to specify XLSX or a CSV export.