To set up expiry details for passport and card details for any country in the Middle East, perform the following actions:
- From your greytHR Admin portal, navigate to Reports > Query Builder. The Query Builder page appears.
- Click Create Report. A form appears.
- In the Choose Fields section, from the Available Fields dropdown list, enter Basic Information. A list appears.
- Double-click Employee Name and Employee Number to move the fields to Output Fields.
- Similarly, from the Available Fields dropdown list, enter Passport Details / Card details. A list appears.
- Double-click Passport No, Country, and Expiry Date to move the fields to Output Fields.
- Click Next. The Sort Order section opens to sort the order of the fields.
- Click Next. The Filter Criteria section opens.
- Under the Quick tab, from the Category Type dropdown list, select the required category. A list of all the relevant fields appears.
- Select the required category and click β to move the fields to the right column.
- 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.
- Click Next. The Results section opens.
- In the Report Title text box, enter the name of the report.
- In the Description text box, enter the description of the report.
- From the Employee Filter dropdown list, select the required option.
- Select the Accessible for all user checkbox to make the report accessible for all users.
- Select the Select users to allow them to edit the report checkbox, if necessary.
- Click Export to view or download your report in excel format.
- 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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