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  1. Core HR
  2. Features
  3. HR reporting
Feature · HR reporting

HR reporting

Give HR and managers a consistent basis for workforce decisions. Current views show the organization operating today; historical reports retain the employment, assignments and policy evidence that applied at their stated cutoff.

OverviewHeadcount by Location
Core HR · HR reporting

Headcount by Location

Org summaries

New
LocationCountry codeHeadcountDepartment countAs of
Harborline operations hubUS12515 Oct
Harborline operations hubCA391120 Oct
North Quay officeGB371101 Nov
North Quay officeIE6321 Oct
North Quay officeAU51204 Nov
6 of 6 records
USOrg summaries · OS-78537
LocationHarborline operations hub
Headcount1
Department count25
As of15 Oct
Example screen with sample data

What you can do

Know who is included in the result

A headcount report uses distinct employed people at its effective boundary. Active employees and eligible people on leave belong to the employed population. Pending future hires, reserved future assignments and ended employment episodes remain separate.

Organization dimensions follow the effective history for that period. Moving someone to another department today cannot move their earlier employment or separation into that department’s historical results. Coverage and late-data corrections are disclosed rather than filled with assumed facts.

Frozen organization snapshots retain the complete population, source versions and protected dimensions. A later replacement snapshot can address reviewed corrections while preserving the earlier captured evidence. Current worklists and historical snapshots therefore answer different, clearly dated questions.

Reports

  • Headcount. Review distinct employed people by division, department, location and employment type at the selected cutoff. Separate occupied position capacity and approved future reservations from people already employed. Comparisons use compatible historical populations.
  • Turnover Rate. Compare effective separations in the selected interval with time-weighted distinct employed headcount over the same interval. Rehire episodes and break dates remain traceable. Reviewed voluntary, involuntary and other classifications are protected, and an invalid denominator leaves the result unavailable.
  • Time-to-Fill. Measure each position-slot vacancy from its approved opening to the actual effective assignment. Refills and internal transfers keep their own episodes; a long-serving employee’s original hire date does not date the new seat’s fill.
  • Tenure Distribution. Group employees using the stated service basis, cutoff and nonoverlapping bands. Current-spell tenure keeps breaks visible, while original hire date remains separate history. A future start cannot contribute completed service.
  • Leave Utilization. Compare earned, carried, reserved and taken day fractions for the stated leave year and policy population. Distinguish approved future leave from elapsed absence. Missing policy history and permitted adjustments remain visible without inferring a diagnosis from usage.
  • Compliance Gaps. Identify missing, expired or unresolved document and policy obligations against their applicable versions. Verified evidence and actual acknowledgment determine satisfaction. The report supports HR follow-up without claiming a legal compliance verdict.
  • Org Span-of-Control. Review direct-report counts against configured target bands while keeping indirect reporting visibility distinct. Use the employed population and effective cycle-safe hierarchy, with vacant positions shown separately from employees.

Connect a result to the work behind it

Headcount by Location and Org Chart by Department provide defined current or as-of projections. My Team offers Manager a safe operational view of the current reporting chain. HR can follow permitted detail into employment episodes, assignments, changes and their approval evidence.

Open Positions and Incomplete Onboarding distinguish staffing plans from current employment. Recent Hires (last 30 days) and Recent Terminations (last 30 days) use bounded past ranges, so future scheduled events do not appear as completed activity.

Upcoming Work Anniversaries uses the configured current-spell basis, including year boundaries and the employer’s leap-day rule. It does not silently combine service before and after a rehire break. The appropriate audience receives only the permitted employee information.

Keep comparisons useful and private

Reporting question Basis that must stay consistent
How many people were employed? Effective employment population and cutoff
How quickly were seats filled? Vacancy episode and actual assignment start
How much leave remains? Leave-year buckets and reserved daily fractions
Which obligations need action? Applicable requirement or assigned policy version

Sensitive employee reasons and small-group detail follow the approved reporting restrictions. Manager access does not disclose medical files, identity data, home addresses or dependent information through a chart or export. Peer directory views use only safe names, titles and reporting relationships.

Technical Admin access does not confer universal HR-report access. The same subject, entity, classification and purpose checks apply to source records, downloaded files and captured snapshot content. A saved report is not an independent permission grant.

Begin with reconciled historical evidence

Migration preserves verified person and employment-episode identities, dated assignments, organizational history and accepted document or policy obligations. Opening leave balances retain their net buckets and reserved-day details. Historical events cannot be posted again as fresh employment, leave or notification effects.

HR Manager prepares and independently reviews the domain reconciliation through separate actual people. Any required Admin technical sign-off remains additional. Unresolved external account or handoff requests carry their original identities into follow-up rather than being treated as completed during import.

Core HR reports employee and organization facts. Compensation, payroll charges, recruiting funnel metrics and accounting journals remain outside this reporting contract; configured consumers can receive their permitted reference data through reviewed mappings.

What it keeps track of

Data model
Org summaries
Declared safe current/as-of reporting projection for organization and headcount screens.
Org chart snapshots
Point-in-time captures of the org structure for audit and “what did the org look like on date X” queries.
Employment spells
Dated employment episode for a stable employee identity, preserving rehire breaks and employer changes.
Position assignments
One whole-seat dated primary assignment per employee; approved future intervals reserve capacity without changing present headcount.
Vacancy episodes
One dated opening/fill episode per whole capacity slot; retained across refills and transfers.
Employment history
Every lifecycle event: hire, promotion, transfer, manager change, leave-of-absence, termination, rehire.
Leave balances
Derived day balance for one employee, leave-type pool and leave year; effective ledger entries and active daily reservations are the authority.
Leave entries
Append-only signed day ledger; each business effect changes explicit balance buckets atomically.
Policy assignments
One exact published policy version/content obligation for one employee/spell.
Document assignments
Scoped employee requirement result linked to reviewed current evidence; safe alerts are separate from files.
Migration batches
Independently reviewed nonposting HR cutover preserving people, employment, obligations and unresolved external work.

Who uses it

Permissions
HR Manager
Reviews full domain reports within authorized scope.
HR Specialist
Follows permitted administrative work.
Manager
Reads safe team reporting.
Employee
Sees authorized self-service and directory information.
Admin
Maintains technical controls under separately approved access.

Set up Core HR your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started

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