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.

Any times shown in Onboarding reports are based on the Central Time Zone.

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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