To generate/download the employee Identity verification details, perform the following actions:
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From your greytHR Admin portal, navigate to Reports > Query Builder. The Query Builder page opens.
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Click the Create Report button. A form opens.
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In the Choose Fields section, from the Available Fields dropdown list, select the category you want to add to your report. A list of all the fields related to the selected category appears.
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Select the following field names and click ⇾ to move the selected field under the Output Fields section.
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Employee Name
- Employee Number
- Employee Identities
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.
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Click Next. The Sort Order section opens.
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From the Output Fields section, select the fields one by one and click ⇾ to move the selected fields.
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Click ↑ or ↓ to arrange the fields as per your preferences.
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Click Next. The Filter Criteria section opens.
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Under the Quick tab, from the Category Type dropdown list, select the required category. A list of all the relevant fields appears.
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Select the required category and click → to move the fields to the right column.
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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.
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Click Next. The Results section opens.
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In the Report Title text box, enter the name of the report.
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In the Description text box, enter the description of the report.
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From the Employee Filter dropdown list, select the required option.
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Select the Accessible for all user checkbox to make the report accessible for all the users.
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Select the Select users to allow them to edit the report checkbox, if necessary.
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Click Export to view or download your report in excel format.
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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:
❓FAQs: To read more FAQs about Query Builder, click here.
📃Documentation: To learn more about the Query Builder page, click here.
▶Video: To watch the video on Query Builder page, click here.
📢Product Update: To read about the product update, click here.