How can admin generate the Employee Onboarding report using Query Builder?

Created by Product Content Team, Modified on Wed, 6 Mar at 6:36 PM by Product Content Team

Employee onboarding is the process that includes several steps to ensure that new employees are smoothly integrated into the company.

The greytHR's Query Builder page in the Admin portal enables the admin to build customized reports. You can create improvised and user-defined reports using this feature.

To generate/create the Employee Onboarding report, the admin must perform the following actions:

  1. From the greytHR Admin portal, navigate to Reports > Query Builder. The Query Builder page opens.

  2. Click the Create Report button. A form opens.  

  3. In the Choose Fields section, from the Available Fields dropdown list, select the Employee Onboarding category. A list of all the fields related to the selected category appears.

  4. Select the required field names and click to move the selected field under the Output Fields section.
    Note: To move the selected field back under the Available Fields section, click . You can also click × against the selected field to remove the field.

  5. Click Next. The Sort Order section opens. 

  6. From the Output Fields section, select the fields one by one and click ⇾ to move the selected fields.

  7. Click ↑ or ↓ to arrange the fields as per your requirements.

  8. Click Next. The Filter Criteria section opens. 

  9. Under the Quick tab, from the Category Type dropdown list, select the required category. A list of all the relevant fields appears.

  10. Select the required category and click → to move the fields to the right column.

  11. To create a custom category, click the Custom tab. You can use the custom options to create a custom filter such as joined date, employee name, and employee number.

  12. Click Next. The Results section opens. 

  13. In the Report Title text box, enter the name of the report.

  14. In the Description text box, enter the description of the report.

  15. From the Employee Filter dropdown list, select the required option.

  16. Select the Accessible for all user checkbox to make the report accessible for all users.

  17. Select the Select users to allow them to edit the report checkbox, if necessary. 

  18. Click Export to view or download your report in Excel format.

  19. Click Save Report to save the new report. The new report appears on the Query Builder page.

Note: You can edit the report by clicking the report name. You can also delete a report using the Delete icon available next to the report name.

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Related Links:

Video-To watch the video on the Query Builder, click here.

FAQs- To read more FAQs about Query Builder, click here.

Documentation- To learn more about the Query Builder page, click here.

Product Update- To read about the product update, click here.

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