How To: View Saved Reports
Saved reports are available in the system and can be easily run or modified from the My Saved Reports menu.
To view saved reports, navigate to the My Saved Reports menu:
The default view will include only reports that you have created and saved (1)
This list can be filtered by category and name to search for a specific report (2)
Click the Run icon to view the report (3)
Click the Edit icon to edit the report (4)
To view reports that have been created by other users and shared with you, select the toggle for Others' Settings
Popular Articles
How To: Add Workflow Delegation for Backup Approval
If a manager/approver is out of the office for a period of time, Workflow Delegation can be set up to assign a different manager to handle approvals during their absence. Delegations can be add by the employee prior to their absence or by the Admin ...
How To: Enter a Manual Check
Enter the Payroll Prep for the next scheduled payroll date Select View Pay Statements in the Add/Edit Pay Statements Payroll Prep step. Do not Initiate Payroll or Sync Time Select New Pay Statement Create a new pay statement using the Manual Pay ...
How To: Submit a New Tax Withholding Form
Changes to withholding form, such as the IRS Form W-4, can be initiated directly in the system by an employee and approved by HR. Once processed, all changes will be automatically updated on the employee record and applied to the next payroll ...
How To: Enroll in Benefits For Life Change Event
To enroll in benefits as the result of a life change event, such as the birth of a child, adoption, marriage, divorce, etc. select Start a new life change event on the My Benefits widget: You may also navigate to My Benefits > Enrollment > Life ...
How To: Consent to Electronic Year-End Form Delivery (W2 or 1099)
To grant consent for electronic year-end forms, navigate to My Info > My Pay > Forms > W2 or 1099-NEC Click the Electronic Consent button Check the box to Receive Form W2 Electronically and confirm the update with your password Once you have ...
Related Articles
How To: Create Basic Reports
Reports are generated from specific views within the system. To create a new report, navigate to the Reports Hub and select a base report. You can select a report by Category or search for reports based on a specific term. (My Reports / Report Hub) ...
How To: Save a View/Report
To save a view , click on the three dot ellipsis and select Save View or Save View As. Save View will override the previous version of the report Save View As will create a new version of the report and will require a new report name Select My ...
How To: View All To Do Items
To View open To Do items in the system, view the All To Do Items report (My Reports / System Reports / System Utilities) Additional columns may be add to this report to help filter the information, like employee name, department, approver, etc. You ...
How To: View a Saved Report (Video)
How To: View Open Enrollment Status by Employee
The Benefits Open Enrollment Status report can be used to keep track of the status of all employee open enrollment requests and the current status. Navigate to My Reports / Benefits Reports / Benefit Open Enrollment Status This report will display ...