Employee Reports

Employee reports provide individual team members with self-service access to their personal work data, enabling transparency and empowering employees to track their own performance, attendance, tasks, and financial information. Unlike company reports which are for administrators, employee reports focus on personal data that each employee can view, generate, and download for their own records.

The employee reporting module offers the same professional report types available to administrators, but scoped to the individual employee's data. This self-service capability reduces HR workload, improves employee satisfaction through transparency, and ensures employees have immediate access to the documentation they need for personal finance management, performance tracking, and career development.

Video Tutorial

Prerequisites

• Active employee account
• Registered in a company
• Access to Employee Dashboard
• Attendance/data logged in system

Accessing Employee Reports

Available Employee Reports

1. Attendance Report

Your Personal Attendance Data

How to Generate:

1. Tap "Attendance Report"
2. Select desired period from dropdown
3. Tap Search
4. View your attendance summary

Shows:

• Days you were present
• Absences and reasons
• Late arrivals
• Early departures
• Work-from-home days
• Leave days taken
• Attendance percentage
• Punch in/out times

Use For:

• Verifying monthly attendance
• Checking attendance percentage
• Planning future leave
• Performance self-assessment
• Records for personal files

2. Sales Report/Register

Your Sales Performance

How to Generate:

1. Tap "Sales Report"
2. Select branch (your location)
3. Choose period
4. Tap Search

Shows:

• Your sales transactions
• Leads you converted
• Revenue you generated
• Sales targets vs achievement
• Customer interactions
• Performance trends

Use For:

• Tracking your sales performance
• Commission calculations
• Setting personal goals
• Career development discussions
• Performance review preparation

3. Approval Report

Your Approval Requests Status

How to Generate:

1. Tap "Approval Report"
2. Select period
3. Tap Search

Shows:

• All your approval requests
• Leave applications
• Expense reimbursements
• Overtime requests
• Advance salary requests
• Status (pending/approved/rejected)
• Processing timeline

Use For:

• Tracking pending requests
• Following up on approvals
• Understanding approval patterns
• Financial planning
• Record keeping

4. Operational Expense Report

Your Business Expenses

How to Generate:

1. Tap "Operational Expense Report"
2. Choose period
3. Tap Search

Shows:

• Your submitted expense requests
• Amounts claimed
• Approval status
• Reimbursement received
• Pending claims
• Expense categories

Use For:

• Tracking reimbursements
• Financial planning
• Tax documentation
• Budget management
• Expense pattern analysis

5. Salary Statement

Your Payroll Information

How to Generate:

1. Tap "Salary Statement"
2. Your name is pre-selected
3. Tap Search
4. View month-wise salary table
5. Generate slips for specific months

Shows:

• Monthly salary breakdowns
• Earnings and deductions
• Net pay
• Year-to-date income
• Tax deductions
• Allowances received

Use For:

• Monthly income verification
• Loan applications
• Tax filing
• Financial planning
• Income proof for rentals/visas

6. Employee Performance Rating

Your Performance Evaluations

How to Generate:

1. Tap "Employee Performance Rating"
2. Select period
3. Tap Search

Shows:

• Your performance scores
• Category-wise ratings
• Historical performance trends
• Manager feedback
• Improvement areas
• Strengths highlighted

Use For:

• Self-assessment
• Career development planning
• Understanding expectations
• Setting improvement goals
• Performance discussion preparation

7. Task Report

Your Task Completion Metrics

How to Generate:

1. Tap "Task Report"
2. Choose period
3. Tap Search

Shows:

• Tasks assigned to you
• Completed tasks
• Pending/overdue tasks
• Completion rates
• Time taken per task
• Productivity metrics

Use For:

• Workload management
• Productivity tracking
• Time management improvement
• Performance discussions
• Personal goal setting

Report Features for Employees

Self-Service Access

• No need to request reports from HR
• Instant generation anytime
• Complete data transparency
• Historical data access
• Personal data control

Export and Save

Save to EasyDo Drive:

• Automatic cloud storage
• Accessible anytime
• Organized by report type
• Personal archive

Email Reports:

• Send to personal email
• Share with stakeholders (loan officers, landlords)
• Attach to applications
• Backup copies

Using Reports Effectively

Regular Monitoring

Weekly:

• Check attendance status
• Review pending approvals
• Monitor task completion

Monthly:

• Generate attendance report
• Download salary slip
• Review performance metrics
• Check reimbursement status

Quarterly:

• Performance trend analysis
• Goal achievement review
• Career development planning

Personal Development

Track Progress:

• Monitor performance improvements
• Set personal benchmarks
• Identify skill gaps
• Measure growth over time

Set Goals:

• Use data to set realistic goals
• Track progress towards objectives
• Celebrate achievements
• Adjust strategies based on results

Financial Management

Income Tracking:

• Regular salary verification
• Tax planning with salary statements
• Reimbursement tracking
• Overtime earnings monitoring

Documentation:

• Maintain reports for tax filing
• Keep records for loan applications
• Archive for future reference
• Build professional portfolio

Best Practices

Report Generation

1. Regular Download: Generate monthly reports regularly
2. Immediate Save: Save important reports immediately
3. Multiple Backups: Store in multiple locations
4. Verify Data: Check accuracy upon generation
5. Report Issues: Notify HR of any discrepancies immediately

Record Keeping

1. Organize: Create folder structure for reports
2. Name Clearly: Use consistent naming (Report_Type_Month_Year)
3. Archive: Keep reports for at least 7 years
4. Digital + Physical: Consider printing critical documents
5. Secure Storage: Password-protect sensitive reports

Professional Use

1. Accuracy: Ensure reports are current before sharing
2. Privacy: Share only with authorized parties
3. Certification: Request HR certification if needed for official use
4. Updates: Use most recent report for applications
5. Authenticity: Official reports carry company branding

Key Features

• Personal Data Access: Complete visibility into your work data
• Instant Generation: No waiting for HR to create reports
• Multiple Report Types: Comprehensive coverage of work aspects
• Historical Access: View past data anytime
• Easy Export: Save and share functionality
• Mobile Convenience: Generate from smartphone
• Transparency: Build trust through data access
• Empowerment: Take control of your professional data

Troubleshooting

Report Shows No Data

• Verify you selected correct time period
• Ensure data exists for that period (e.g., you worked that month)
• Check if attendance was marked
• Refresh and try again
• Contact HR if data should exist

Cannot Generate Salary Slip

• Confirm payroll processed for that month
• Verify employment status was active
• Check internet connection
• Contact HR/payroll team
• Try again after payroll completion

Export Not Working

• Check internet connectivity
• Verify sufficient storage space
• Try saving to drive first, then download
• Email instead of direct download
• Contact IT support

Tips & Tricks

• Set Calendar Reminders: Monthly reminder to download reports
• Quick Access: Bookmark report section for easy access
• Comparative Analysis: Compare your reports month-over-month
• Professional Portfolio: Maintain performance reports for career discussions
• Tax Season Prep: Keep year's salary slips readily accessible
• Loan Applications: Have recent 3-6 months reports ready
• Performance Reviews: Review your reports before manager meetings
• Goal Tracking: Use reports to measure personal goals
• Learning Tool: Analyze patterns to improve performance

Related Resources

• Employee Dashboard - Main employee portal
• Company Reports - Manager/admin reporting
• Salary Slip - Detailed salary documentation
• Performance Review - Performance evaluation system

Need Help?

Employee reports are your personal work data. If you need assistance:

• Report Questions: Contact HR for clarification
• Data Discrepancies: Report errors immediately to HR
• Technical Issues: IT support for generation problems
• Official Certification: HR can certify reports for official use
• Historical Data: HR can help access very old records

Take advantage of self-service reporting to stay informed about your work performance, attendance, and earnings—empowering you to manage your professional life effectively with EasyDo 365!