General Reports & How They're Helpful

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Analyzing data is one of the best ways to identify trends, better understand your company, and find areas for improvement. At Humi, we love data; that's why we provide so many reports to help you better understand your employees, company, and trends—you can even create custom reports to organize employee information as you require!

In Reporting, there are several types of reports you can explore, including: Screenshot 2024-10-28 at 1.24.51 PM.png

The Data Import and Data Export tabs enable you to import or export employee data in bulk. 

In this article, we'll provide a quick overview of the various reports available in Reporting under the General tab and the information available from each.

General Reports and how they're helpful

Use the links below to jump to a report description.

Training Report Age Profile Seniority Profile
Payroll Digest Department Profile Time Off Balances
Benefits Digest  Legal Sex Profile Time Off Requests
Time to Fill/Hire Headcount History Turnover Profile
Additions and Terminations Salary Profile Missing Employee Data
Asset Report Time Tracking Report for Payroll Compensation Report

Using Graphs

To see how many people each bar or section on a graph represents, hover over it to see the total number.

 

Training Report

This report displays all employees' training information. The table shows the training plans assigned to each employee, the training status (Completed or incomplete), the due date, completion date and more.  
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You can also filter by training program to see information about a specific training program. This information makes it easy to see your completion rates, follow up with employees who haven't completed the training yet, or send reminders to complete the training.

 

Payroll Digest 

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The Payroll Digest report shows any changes to employee information that should be synced with your payroll provider.

 

Benefits Digest

Like the Payroll Digest, the Benefits Digest lists employee information changes that should be synced with your benefits provider.

 

Time to Fill/Hire

Time to Fill and Time to Hire details are available for each hired applicant in the Recruiting module.

Time to Fill measures the time between a job posting's creation and an applicant's acceptance of the offer. Time to Hire measures the time between an applicant's application and acceptance of their offer.

 

Additions and Terminations

 

This report clearly shows hiring and termination data over a selected period, displayed on a bar chart. The view switcher makes it easy to switch between the graph and a table view. 

Employee Details Table: Located below the graph, this table provides detailed information on employees hired or terminated within the chosen date range, including columns for Name, Hire Date, Last Day of Work, Type, and Reason. You can also filter by Department, Location, Manager, Employment Status, Legal Sex, and Compensation Type. The data is sorted by the most recent Hire Date or Terminated Date.

Apply filters for a more specific report, and use the export button to quickly download the information as an Excel file.

 

Age Profile

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This report includes a bar chart that illustrates your company's age distribution. For a more customized report, you can filter the information by office location, department, legal sex, employment, compensation, and manager.
Knowing your employees' demographic groups is beneficial. If you're working towards diversifying your workforce, this report will help you see if you are achieving your goals.

 

Department Profile

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This report shows the distribution of employees across departments in your company in a colourful pie chart.
This report can help you determine whether you need more or fewer employees in a specific department to achieve your company goals.

 

Legal Sex Profile

This report is a great way to quickly view your workforce's gender diversity on a pie chart. It also displays a breakdown of the legal sexes represented in your company. 

 

Headcount History

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This report can help you see if you have enough coverage in each of your departments or if your recruiting efforts are successful because it shows you the monthly number of people in each department.
 
By default, the date range is within one year; however, you can enter a custom date range and filters for a more specific report. 

 

Salary Profile

This report shows how your company's yearly salary is distributed across departments. It can help you determine where you have room for expansion or where you need to make additional investments.

 

Seniority Profile

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This report can help you see how many people are staying with your company and displays the distribution of how long people have been with your company.

 

Time Off Balances

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This report gives you a quick look at your company’s time off usage and accrual. You can easily see how much time off your team has earned or taken.

To see which time off policies employees are currently assigned, check the Last Assigned Policy column and set the date filter to today's date.

For a more personalized view, try using filters like date range, time off type, current time off policy, employee status, department, manager, or office!  

 

Time Off Requests

This report gives you a quick view of your employees’ approved time off requests for each leave type.

Want to customize it? Use filters like date range, request date, time off policy, employee status, department, manager, or office for a tailored report.

 

Turnover Profile

This report helps determine your company's turnover rate and see how well you retain talent. It displays the rate of employee turnover over headcount at the start of a given period.
You can include a date range and filters to make the report more specific.
 

 

Missing Employee Data

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Use this report to see what employee data is incomplete in Humi. 
 

 

Asset Report

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Anything a company gives their employee to use for work is considered a Company Asset.

In Humi, you can track all company assets using the Asset Tracker. This report displays the current distribution of company assets.

Learn more about the Asset Tracker feature here.  

 

Time Tracking Report for Payroll

The Time Tracking Report for Payroll allows you to view and export data from time tracking along with compensation details for your employees. Admins can filter by specific project, department, or position to find the information you care about most.

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Check out the table below to learn about the data available in each field.

Column Name Description
Name This lists the name of the employee who logged the hours.
If the employee has logged hours for multiple projects or unique hour entries, they will show a row for each one.
Email The employee’s primary email address.
Position The employee’s position in the company.
Department The employee’s department in the company.
Date The date specified when these hours were entered.
Project The name of the project these hours were entered for.
Note The attached note for this entry, if included.
Compensation The employee’s current regular compensation.
Hours The number of hours for this specific entry.

Designed for payroll

For ease of payroll, this report will show each hour entry as a separate line item. If you’d like to view cumulative hours entered for projects, you can use the Reports tab in the Time Tracking module. Click here to learn more.

 

Compensation Report

The Compensation Report shows all active, future-dated, and historical compensations entered directly into employee profiles. To see other incomes, bonuses, etc. you can review your Payroll Year-to-Date (YTD) report.

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You can use it to:

  • Review active compensation details, including primary and additional compensation, to better understand each employee's pay.
  • Analyze historical compensation changes over a specified period to identify trends and make informed decisions for future adjustments.

This report simplifies compensation tracking and helps ensure transparency and accuracy in your payroll management.

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