Reports: an overview
Learn which reports Heartsome has and when to use which. Reports show at a glance how things stand with your team: who works there, who is on leave or off sick, what it costs and what has changed. Where do you find it? In the left menu, go to HR → Reports. Which reports are there? Report What you see Useful for People Snapshot | Headcount, FTE, contract types, expiring contracts, probation periods and incomplete profiles | A quick picture of yourFew readersViewing the People Snapshot
Learn what the People Snapshot shows. It's a snapshot of your team today, with the things that will need attention soon. Where do you find it? Go to HR → Reports → People Snapshot. What do you see? At the top Total employees Total FTE: the number of full-time jobs, worked out from the hours in the current contracts. Avg. profile completeness: how complete the profiles are on average. By Employment Type and By Job Level: how many people have, for example, aFew readersViewing the Change Log
Learn how to see who changed an employee's details, and when. Useful when you want to know who changed a salary, address or contract. Where do you find it? Go to HR → Reports → Change Log. Want to see the changes for one employee? Use the Change log tab on their profile. What do you see? By default you see the changes from the last 30 days, newest first. At the top are Total changes and the number of Employees affected. For each change you see who made it, when, and which fields chaFew readersViewing Time Off Insights
Learn how to see how much time off was taken, by whom, and how much everyone has left. Useful for spotting in time who still has a lot of leave, or whose days are about to expire. Where do you find it? Go to HR → Reports → Time Off Insights. Filtering Period: This Month, This Quarter (default), This Year, Last Quarter or Custom. Type: for example only Vacation. Team What do you see? At the top Total time off days in the period. **% of working daysFew readersViewing the Absence Report
Learn how to keep an eye on sickness absence in your team: how much absence there is, who is off sick now, and whether there are patterns. Where do you find it? Go to HR → Reports → Absence Report. Filtering Period: This Month, This Quarter (default), This Year, Last Quarter or Custom. Team What do you see? At the top Total absence days, compared to the same period last year. Absence rate: what share of working days people were off sick. **Avg daysFew readersViewing the Salary Overview
Learn how to see roughly what your team costs in salary each month, by team and by employment type. Useful for budgeting or comparing salary costs. Where do you find it? Go to HR → Reports → Salary Overview. What do you see? At the top Total monthly salaries Per FTE and Per employee: the average. Active employees and FTE By Team and By Employment Type: how salaries are spread, with each share of the total. How does Heartsome calculate it? TFew readersViewing the Company Assets overview
Learn how to see, in one overview, which assets have been handed out and returned across the whole company. Where do you find it? Go to HR → Reports → Company Assets. What do you see? At the top you see how many assets there are: Total, Assigned and Returned. Below that is a list with, for each asset, the serial number, the employee, the assigned date and the return date. Search by name, serial number or employee. Filter on All, Assigned or Returned. Click a name to go to the eFew readersViewing the Hours report
Learn how, as an HR admin, you see where the logged hours went, and who logged them. Useful when you need to account for hours, for example for a grant. How to set up hours tracking and how employees log hours is explained in Tracking hours. Where do you find it? Go to HR → Reports → Hours. You only see this report if hours tracking is turned on. Filtering Period: This Month, This Quarter, This Year, Last QuarterFew readers
