Report Name | Audience | Download |
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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. | |
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. | |
Absence ID Audit.txt |
Employees with No Absences Purpose The purpose of this report is to identify employees who have not recorded any absences within a specified reporting period. This information supports attendance monitoring, helps recognize patterns of consistent presence, and may assist in workforce planning, performance reviews, or wellness initiatives. Instructions Use selection criteria to adjust for dates, employee status, and employee categories. | |
No Absences - by Category.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. | |
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. | |
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. | |
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
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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. | |
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. | |
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. | |
Assignment GL Report.txt |
Employee Count by Assigned Position Category Purpose Provides a count of employees by assigned position category as of a point in time. | |
Employee Count by Assigned Position Category.txt |
Employee Count by Assigned Location and Position 🆕 Purpose Provides a count of employees by assigned location and position as of a point in time. | |
Employee Count by Location and Position.txt |
Employee Count by Assigned Position 🆕 Purpose Provides a count of employees by assigned position as of a point in time. | |
Employee Count by Assigned Position.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
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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)
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Staffing Notification Detail.txt |
Database Maintenance |
Soft-Deleted Position Codes Purpose Displays a listing of soft-deleted position codes to assist in auditing and maintenance. | |
Soft Deleted Position Codes.txt |
Demographics |
Employee Count by Category Purpose Displays a count of employees by employee category. | |
Employee Count by Category.txt |
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. | |
Future Terminations.txt |