Module Navigation

Generating a Report for Onboarding

The Onboarding Module includes standard reports for export such as New Hire Complete and Incomplete, Signature Transaction, and Users by Location.

Navigating to Reports
  • Click Reports from the top menu bar of Onboarding.

    Onboarding_-_Admin_-_Reports.png

ONB_-_Reports_-_00.png

  1. Select the Generate Report link.

    ONB_-_Reports_-_01.png

  2. Enter the desired options for the report. The options will differ depending on the report. Click Generate Report or Export to Excel.

    ONB_-_Reports_-_Filters_-_00.png

  3. Review the report as desired.

    ONB_-_Reports_-_Filters_-_01.png

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