HRM Reports
Review headcount, attendance, leave, payroll, turnover, and overtime summaries.
HRM reports summarize people operations.
Open HRM Reports
Open HRM > Reports. The page shows report cards for the main HRM metrics. Each card summarizes one people-operations area so managers can quickly spot whether they need to review employee data, attendance, leave, or payroll.
Use HRM reports as review prompts, not final payroll approval. When a card shows an issue, open the source area and correct employee, attendance, leave, salary, or payroll records there.
Available Report Areas
HRM reports can include:
- Headcount: active employee count and workforce size.
- Attendance: on-time attendance and attendance reliability.
- Leave utilization: how much available leave has been used.
- Payroll summary: payroll cost for the selected period.
- Turnover: employee churn for the reporting window.
- Overtime: extra hours that may need approval or payroll review.
Each report should be read with its source data in mind. A clean chart can still be misleading if employee status, department assignment, leave approval, or attendance corrections are out of date.
How To Use the Cards
Start with the card that matches the question you are answering.
- Use Headcount before hiring, access, or team-capacity decisions.
- Use Attendance before following up on lateness or missing check-ins.
- Use Leave utilization before approving long leave periods.
- Use Payroll summary before approving a payroll run.
- Use Turnover when reviewing retention or staffing issues.
- Use Overtime before adding payroll adjustments or approving extra work.
Choose the Source Screen
Every HRM report should lead back to a source screen: Employees for headcount, Attendance for attendance, Leaves for leave utilization, Payroll for payroll, and employee history for turnover. Fix the source record before trusting the summary.
When a number changes unexpectedly, open the source screen and filter to the same date range or employee group. Do not adjust the report interpretation until you have checked the underlying records.
Before Using Reports
Reports are only useful when employee records, attendance, leave, payroll, and salary data are current.
Before relying on HRM reports, confirm:
- employees have the correct active/inactive status
- departments, positions, and teams are current
- attendance records have been marked or corrected
- pending attendance corrections have been approved or rejected
- leave requests are up to date
- salary details and payroll runs are current
Run this source-data check before leadership, payroll, or compliance reviews. Small employee-profile mistakes can distort headcount, department, manager, and payroll summaries.
If Numbers Look Wrong
Check the source screen first. For example, review HRM > Attendance when the attendance card looks wrong, or HRM > Payroll when payroll totals do not match expectations.
After correcting source records, refresh the report and confirm the card changed as expected. If it did not, check date range, employee status, department, and whether the correction belongs to the reporting period.
Sharing HRM Reports
HRM reports can include sensitive employee and payroll context. Share exports only with people who need the information for HR, payroll, finance, or management review.
Remove or limit exported employee details when the audience only needs a summary number. Payroll, leave, and attendance exports can contain private information.
Monthly HR Review
Before a monthly HR review:
- update active and inactive employee statuses
- approve or reject pending attendance corrections
- approve or reject pending leave requests
- review payroll runs for the period
- check department and manager assignments
- compare report cards with source screens before sharing exports