Reports & Dashboards

Get current headcount totals, active/suspended/terminated counts, FTE, and employment-type totals.

Get current active headcount and FTE grouped by department, location, and employment type.

Report positive paid leave balances and estimate their cost from current employee salary records.

Asset utilisation by category: assigned, available and in maintenance.

Total maintenance costs by category and period.

Aggregated HR metrics for the HR dashboard (headcount, leave, assets, and upcoming employee events).

Team-scoped metrics for manager dashboard.

Personal metrics for the authenticated employee.

Absence by employee over a window, with the Bradford Factor score and trigger level. Only employees with an absence in the window, or a Bradford score above zero, are listed. The Bradford score always covers a rolling window ending today (absence.bradford_period_days, default 365 days), which is deliberately independent of from_date/to_date. Requires report.run.advanced; add format=csv for a download, which additionally requires report.export.

Starters, leavers and turnover by month. Turnover is leavers divided by average headcount across the window (opening plus closing, halved). Leavers include their offboarding reason and any holiday settlement figure. Requires report.run.advanced; format=csv additionally requires report.export.

Who is approaching the end of their probation, and whose has already passed it. Requires report.run.basic; format=csv additionally requires report.export.

Right to work documents, DBS checks and employee documents that have expired or expire within the window, most urgent first. Requires report.run.advanced; format=csv additionally requires report.export.

Everything payroll needs telling about for a period: joiners, leavers (with their offboarding reason and holiday settlement), salary changes with the previous amount, benefit starts and ends, and job or contract changes read from the employee audit trail. Defaults to the current month. Requires report.run.advanced; format=csv additionally requires report.export.

Salary records with the movement between consecutive records (change_amount and change_percent). Pass employee_uuid for one person, or omit it for everyone in scope. Requires employee.view_salary in addition to reporting access; format=csv additionally requires report.export.