HR Reports

Birthdays
- Employee ID
- Last Name
- First Name
- Title
- Employment Type
- Date of Birth
- Age
- Start Date
- Department
- Work Location
- Manager

Compensation Changes
- Employee ID
- Last Name
- First Name
- Department Name
- New Compensation Change Date (the day they made the change)
- New Compensation Effective Date
- Old Compensation Type
- New Compensation Type
- Old Compensation
- New Compensation
- Percent Change
- Old FLSA Classification
- New FLSA Classification
- Change Reason

Contact Info
- Employee ID
- Last Name
- Preferred Name
- First Name
- Title
- Work Email
- Work Phone
- Work Phone Extension
- Personal Email
- Phone
- Department
- Work Location
- Street Address
- City
- State
- Zip
- Manager
Contingent Workers (Not currently populating data even for companies that have them)

Emergency Contacts
- Employee ID
- Last Name
- Preferred Name
- First Name
- Title
- Department
- Work Location
- Manager
- Primary Contact Name
- Primary Relationship Type
- Primary Contact Phone
- Primary Contact Alternative
- Secondary Contact Name
- Secondary Relationship Type
- Secondary Contact Phone
- Secondary Contact Alternative

Employee History – need someone with demo to run it or run it in demo

Point-in-Time Employment Info (can choose a specific day)

- Employee ID
- Last Name
- Preferred Name
- First Name
- Salary
- Compensation Type
- Hourly Wage
- Title
- Work Location
- Department
- Manager
- Employment Type
- Start Date
- Photo URL

Employment Eligibility
- Employee ID
- Last Name
- First Name
- Department
- Work Location
- Employment Type
- Compensation Type
- Status (Active/Terminated)
- Hire Date
- I9 Status (Employer side incomplete, verified, reverified, etc)
- Verified By
 - Verified On
- Reverify On

EEO
- Employee ID
- First Name
- Last Name
- EEO Survey Asked
- EEO Gender
- EEO Race
- EEO Job Category
- Status (Active/Terminated)
- Work Location

Headcount (in the first tab, they can customize the dates)
- Time Period Headcount Analysis
o Employees at Beginning Date
o New Hires During Period
o Terminations During Period
o Employees at End Date
- 2018 Employees at End of Month
o Employment Type
o Dates by Month
o Totals
- Data
o Employee ID
o Last Name
o First Name
o Title
o Department
o Work Location
o Employment Type
o Compensation Type
o Manager
o Start Date
o Status (Active/Terminated)
o Termination Type
o Termination Date

Hiring Documents
- Zenefits ID
- Last Name
- First Name
- Department
- Work Location
- Compensation Type
- Employment Status
- Employment Type
- Hire Date
- Sent (for all offer letters, agreements, eligibility, Federal W4)
- Signed (for all offer letters, agreements, eligibility, Federal W4)
Start Dates
- Employee ID
- Last Name
- Preferred Name
- First Name
- Title
- Start Date
- Employment Type
- Department
- Work Location
- Manager

Stock Options – Not relevant for any companies who did not have that set up prior

Time Off – Same as the Time Off Reports in Time Off app

Turnover (in the first tab, they can customize the dates)
- Time Period Turnover Analysis
o Employees at Beginning Date
o Voluntary Terminations During Period
o Involuntary Terminations During Period
o Totals
- Data
o Employee ID
o Last Name
o First Name
o Title
o Department
o Work Location
o Manager
o Compensation Type
o Compensation (Hourly Wage or Salary)
o Employment Type
o Start Date
o Termination Date
o Termination Type
o Termination Reason
o Status (Active/Terminated)

Work Anniversaries
- Employee ID
- Last Name
- First Name
- Title
- Department
- Work Location
- Manager
- Start Date
- Next Anniversary Date
 - Months of Service
- Full Years of Service

Benefits Reports
Benefits Costs
- Deductions
o Last Name
o First Name
o Employee ID
o Line of Coverage
o Pay Frequency
o Current Pay Period
o Check Date
o Current Deduction
o Normal Deduction
o Deduction Adjustment
o Benefits Event
o Effective Date for Benefits Event
o End Date for Benefits Event
- Contributions
o Last Name
o First Name
o Employee ID
o Line of Coverage
o Pay Frequency
o Current Pay Period
o Check Date
o Current Contribution
o Normal Contribution
o Deduction Adjustment
o Benefits Event
o Effective Date for Benefits Event
o End Date for Benefits Event
- Requested Deductions
o Last Name
o First Name
o Employee ID
o Deduction Type
o Reason Code
o Effective Date
o Creation Date
o Deduction
o Contribution
o Prorating Strategy
o Opted into Pay Stubs
- Paystub Deductions
o Last Name
o First Name
o Employee ID
o Deduction Type
 o Employee Amount
o Employee Amount YTD
o Company Amount
o Company Amount YTD
o Start Date
o End Date
o Pay Date

Benefits Enrollment (Can select date range of past 30/90/180 days, current month, current
year, previous month, previous year, specific)
- Last Name
- First Name
- Employee ID
- Year/Month
- Employed
- Termination
- Medical
o Plan Name
o Coverage Tier
o Employee Deduction
o Company Contribution
o Total Premium
- Dental
o Plan Name
o Coverage Tier
o Employee Deduction
o Company Contribution
o Total Premium
- Vision
o Plan Name
o Coverage Tier
o Employee Deduction
o Company Contribution
o Total Premium

- Life
o Plan Name
o Coverage Tier
o Employee Deduction
o Company Contribution
o Total Premium
- STD
o Plan Name
o Coverage Tier
o Employee Deduction
o Company Contribution
o Total Premium
- LTD
o Plan Name
o Coverage Tier
o Employee Deduction
o Company Contribution
 o Total Premium

Benefits Deductions (can select a specific date)

- Medical
o Requested Deduction
o Actual Payroll Deduction
o Over/Under Deduction
o Requested Contribution
o Actual Payroll Contribution
o Over/Under Contribution
- Dental
o Requested Deduction
o Actual Payroll Deduction
o Over/Under Deduction
o Requested Contribution
o Actual Payroll Contribution
o Over/Under Contribution
- Vision
o Requested Deduction
o Actual Payroll Deduction
o Over/Under Deduction
o Requested Contribution
o Actual Payroll Contribution
o Over/Under Contribution

- Life
o Requested Deduction
o Actual Payroll Deduction
o Over/Under Deduction
o Requested Contribution
o Actual Payroll Contribution
o Over/Under Contribution
- STD
o Requested Deduction
o Actual Payroll Deduction
o Over/Under Deduction
o Requested Contribution
o Actual Payroll Contribution
o Over/Under Contribution
- LTD
o Requested Deduction
o Actual Payroll Deduction
o Over/Under Deduction
o Requested Contribution
o Actual Payroll Contribution
o Over/Under Contribution
- HSA
o Requested Deduction
o Actual Payroll Deduction
 o Over/Under Deduction
o Requested Contribution
o Actual Payroll Contribution
o Over/Under Contribution

Benefits Quoting Census Report

- Last Name
- First Name
- Employee ID
- Dependent Type
- Gender
- Date of Birth
- Age
- Hire Date
- Job Title
- Hours Worked/Week
- Hourly/Salary
- Hourly Pay
- Annual Salary
- SSN (full)
- Tobacco User
- Is Disabled
- Marital Status
- Phone Number
- Email
- Address
- City
- State
- Zip Code
- Line of Coverage
- Enrollment Complete
- Enrollment Status
- Effective Date
- Carrier
- Plan Type
- Plan Name
- Decline Reason
- Total Cost (monthly)
- Employee Deduction (monthly)
- Company Contribution (monthly)
- Elected Amount (basic plan)
- Elected Amount (voluntary)
- Approved Amount (basic plan)
- Approved Amount (voluntary)

Custom Reports (Can do point-in-time to specify) Can pre-filter, can schedule

daily/weekly/monthly and enter emails for who the report should go to
- Personal Data
o Full Name
o First Name
o Middle Name
 o Last Name
o Preferred Name
o SSN (full)
o Gender
o Marital Status
o Street Address
o City
o State
o Zip
o Work Email
o Personal Email
o Phone
o Work Phone
o Work Phone Extension
o Date of Birth
o Age
o T-Shirt Size
o Dietary Restrictions

- Tax Data
o Federal Filing Status Code
o Federal Withholding Allowances
o Federal Additional Withholding
o Resident State
o Federal Filing Status
o State Filing Status Code
o State Filing Status
o State Withholding Allowances
o State Additional Withholding
o Work Visa Type
o Is FICA Exempt?

- Employment Data
o Title
o Compensation (hourly wage or salary)
o Compensation type (hourly, salary)
o Monthly salary
o Salary
o Currency
o Prior Salary
o Prior Salary Change Date
o Prior Salary Change Percentage
o Prior Salary Change Reason
o Hourly Wage
o Compensation Type
o Start Date
o End Date
o Termination Date
o Employment Type
o Status (Active / Terminated)
o Manager (name)
o Manager (first name)
 o Manager (last name)
o Manager (Preferred name)
o Manager (email)
o Manager (ID)
o Department
o Work Location
o Months of Service
o Full Years of Service
o Next Anniversary Date
o Next Anniversary
o Termination Type (Involuntary, regretted, non-regretted)
o Termination Reason
o Is FLSA Exempt?

- Bank Data
o Bank Account Number (full)
o Bank Routing Number (full)

- Emergency Contacts
o Primary Contact Name
o Primary Relationship Type
o Primary Contact Phone
o Primary Contact Alternate Phone
o Secondary Contact Name
o Secondary Relationship Type
o Secondary Contact Phone
o Secondary Contact Alternate Phone

- Benefits
o Total Company Benefits Costs
o Total Employee Benefits Costs

- Medical Insurance
o Enrolled in Medical?
o Medical Carrier
o Medical Plan Name
o Medical Employee Cost Per Pay Period
o Medical Employer Cost Per Pay Period
o Medical Employee Cost Monthly
o Medical Employer Cost Monthly
o Medical Dependents Coverage
o Medical Approved Date
o Medical Status

- Dental Insurance
o Enrolled in Medical?
o Medical Carrier
o Medical Plan Name
o Medical Employee Cost Per Pay Period
o Medical Employer Cost Per Pay Period
o Medical Employee Cost Monthly
 o Medical Employer Cost Monthly
o Medical Dependents Coverage
o Medical Approved Date
o Medical Status

- Vision Insurance

Enrolled in Vision?
o Vision Carrier
o Vision Plan Name
o Vision Employee Cost Per Pay Period
o Vision Employer Cost Per Pay Period
o Vision Employee Cost Monthly
o Vision Employer Cost Monthly
o Vision Dependents Coverage
o Vision Approved Date
o Vision Status

- Life Insurance
o Enrolled in Life?
o Life Carrier
o Life Plan Name
o Life Employee Cost
o Life Employer Cost
o Current Life Employer Cost
o Current Life Policy Amount
o Life Beneficiaries
o Life Per Pay Period Deduction

- Accidental Death and Dismemberment

o Enrolled in AD&D?
o AD&D Carrier
o AD&D Plan Name
o AD&D Employee Cost
o AD&D Employer Cost
o Current AD&D Employer Cost
o Current AD&D Policy Amount
o AD&D Beneficiaries
o AD&D Per Pay Period Deduction

- STD
o Enrolled in Short Term Disability?
o Short Term Disability Carrier
o Short Term Disability Plan Name
o Current STD Policy Amount
o Current Short Term Disability Employer Cost
o Short Term Disability Employee Cost
o Short Term Disability Employer Cost
o STD Per Pay Period Deduction

- LTD
o Enrolled in Long Term Disability?
 o Long Term Disability Carrier
o Long Term Disability Plan Name
o Current LTD Policy Amount
o Current Long Term Disability Employer Cost
o Long Term Disability Employee Cost
o Long Term Disability Employer Cost
o LTD Per Pay Period Deduction

- Paid Time Off

o Vacation liability ($)
o Vacation balance (hrs)
o Available Vacation
o Vacation base accrual rate (hrs/mth)
o Vacation used this quarter (hrs)
o Vacation used YTD (hrs)
o Scheduled vacation (hrs)
o Jury Duty and other leave this quarter (hrs)
o Jury Duty and other leave used YTD (hrs)
o Scheduled Jury Duty and other leave (hrs)
o Sick Leave used this quarter (hrs)
o Sick Leave used YTD (hrs)
o Personal Leave used this quarter (hrs)
o Personal Leave used YTD (hrs)
o Scheduled Personal Leave
o Vacation Accrual Bonus Rate
o Sick Leave Accrual Bonus Rate
o Personal Leave Accrual Bonus Rate

- Commuter Benefits
o Enrolled in Commuter?
o Employee Mass Transit Contribution
o Employer Parking Contribution
o Employer Commuter Contribution
o Transit Pre-tax Deduction
o Transit Pre-tax Contribution
o Transit Post-tax Deduction
o Transit Post-tax Contribution
o Parking Pre-tax Deduction
o Parking Pre-tax Contribution
o Parking Post-tax Deduction
o Parking Post-tax Contribution
o Commuter Benefits Start Date
o Commuter Last Change Date
o Commuter Per Pay Period Deduction

- HSA
o Enrolled in HSA-compatible medical insurance?
o Enrolled in HSA?
o Employee contribution (Monthly)
o Employer HSA contribution towards Employees (Monthly)
o Employer HSA contribution towards Dependents (Monthly)
o HSA Per Pay Period Deduction
 o HSA Start Date
o HSA Last Change Date

- FSA
o Enrolled in FSA?
o Annual Medical FSA Employee contribution
o Annual Dependent FSA Employee contribution
o Annual Medical FSA Employer contribution
o Annual Dependent FSA Employer contribution
o FSA Per Pay Period Deduction
o Medical FSA Deduction (Monthly)
o Medical FSA Contribution (Monthly)
o Dependent FSA Deduction (Monthly)
o Dependent FSA Contribution (Monthly)
o FSA Start Date

- HRA
o Enrolled in HRA?
o Annual Employee contribution
o Annual Dependent contribution
o HRA Start Date

- 401k
o Employee Is Enrolled in 401(k)?
o 401(k) Highly Compensated Employee?
o 401(k) Key Employee?
o Employee 401(k) Enrollment Status
o Employee 401(k) Start Date
o Employee 401(k) Contribution Percent
o Employee 401(k) Contribution Amount Per Month
o Employee Roth Contribution Percent
o Employee Roth Contribution Amount Per Month
o Company 401(k) Matching Contribution Percent
o Company 401(k) Matching Contribution Amount Per Month
o Employee Pay Frequency
o 401(k) Change Effective Date
o Additional Catch-up Allowed?