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HR Report Writer Library

(info) For information regarding importing reports, see this help guide page about importing and exporting report writer reports. Imported reports will be found in a folder called “HR-Import Folder”.

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Last updated: July 29, 2025

Report Name

Audience

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Absences and Dispatches

Absences Count by Day of the Week

Purpose

Summarizes each employee’s absences by day of the week, helping identify patterns or trends in absenteeism.

Instructions
  • Update absence date selection criteria. Ideal for school year keyword usage.

  • Secured by location so it can be added to principals' dashboards.

  • Best to run in warehouse

  • HR

  • Managers

  • Principals

Absences Count by Day of the Week.txt

Audit Absences by Absence ID

Purpose

Allows HR users to audit a specific absence ID by showing who made changes to the record and when. Useful for tracking edits and ensuring data integrity.

Instructions
  • In the OTHER_AUDIT_KEY selection prompt, enter the absence ID.

  • HR

Absence ID Audit.txt

Substitute/Casual Call Out Report (Name Recording)

Purpose

This report replicates the functionality of the Substitute/Casual Call Out Report (Name Recording)—originally only available in PDF format in Atrieve Web—by delivering the same data in Excel format through the HR Report Writer. It was created in response to user requests for a more accessible and flexible version of the report. This version enables easier data manipulation, filtering, and integration with other reporting tools.

  • HR

  • Dispatchers

Substitute Casual Call Out Report - Name Recording.txt

Workboard Statistics

Purpose

This report will provide information to HR users detailing employee access to Workboard over a period of time: number of jobs accepted, refused, how many times an employee loaded Workboard and saw jobs vs how many times they loaded Workboard and saw no jobs. 

Instructions

Edit the timestamp selection criteria to display statistics for Workboard within the desired timeframe.

  • HR

Workboard Statistics.txt

How Were Dispatches Filled?

Purpose

Displays a pie chart showing the distribution of how dispatches were filled during a specified time period, offering detailed insights for HR and Dispatch users.

Instructions

Edit the dispatch date selection criteria to adjust for the desired timeframe.

  • HR

  • Dispatchers

How Were Dispatches Filled.txt

Unfilled Absences Requiring a Replacement

Purpose

Identifies absent employees who require a replacement, secured by location to support both school-based dispatching and centralized dispatch operations. Includes a hyperlink to a detailed report showing dispatch information for each absence.

Instructions

The absence date selection criteria can be updated to adjust for the desired timeframe.

  • HR

  • Dispatchers

  • School Admin Assistants

Unfilled Absences Requiring a Replacement.txt

Assignments

Assignments Ending in the Next 90 Days

Purpose

Lists employees with assignments ending in the next 90 days, helping managers and principals prepare for returning staff or manage upcoming contract completions in a timely manner.

Instructions
  • The report is secured by location so it can be optionally added to principals' dashboards.

  • HR

  • Principals

  • Managers

Assignments Ending in the Next 90 Days.txt

Assignments for First Aid Using Assigned Position

Purpose

Lists employees with valid first aid certificates at each school or location, including their assignment details, certificate information, and expiry dates.

Instructions

Adjust certificate class on the evaluated page to match your district’s certificate class for first aid.

Update position selection on selection criteria page.

  • HR

Assignments for First Aid Using Assigned Position.txt

Assignment GL Report

Purpose

This report provides a detailed listing of employee assignments along with their associated General Ledger (GL) accounts. It is designed to support financial tracking and auditing by displaying all GLs linked to each assignment, including cases where multiple GLs are associated with a single assignment.

  • HR

  • Finance

  • Payroll

Assignment GL Report.txt

Missing Schedules

Purpose

Identifies employees at each location who are missing schedules on their assignments. The report is secured by location, making it suitable for inclusion on school dashboards.

Instructions
  • Update asof date range selection, as applicable. Ideal for school year keyword usage.

  • Can optionally include/exclude position codes or assignment types

  • Already filters out leaves and assignments where the hours/FTE per day field is set to 0.

  • HR

  • Managers

  • Principals

  • Admin Assistants

Missing Schedules.txt

Salary History

Purpose

Displays an employee’s salary changes over time within the defined assignment period, providing a clear view and audit trail.

Instructions
  • Update selection criteria to narrow position category and/or assignment payroll ID. Leaving blank will report on all employees.

  • Update asof date range selection criteria to adjust for the desired assignment timeframe

  • HR

  • Payroll

Salary History.txt

Staffing Notification Detail

Purpose

Displays details of staffing notifications sent within a specified date range, either for all employees or a selected individual. Includes the destination email address for each notification, supporting tracking of communication history and staffing actions.

Instructions
  • Update notification timestamp criteria to adjust for the desired timeframe

  • Optional selection criteria of destination type (payroll, employee, supervisor, union, individual)

  • Optional selection criteria of notification status (completed, cancelled, pending, reviewed)

  • HR

Staffing Notification Detail.txt

Demographics

Future Terminations

Purpose

Displays upcoming employee terminations scheduled between today and one year from now, based on data from the Future Actions module. Includes key action details for each termination.

  • HR

Future Terminations.txt

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