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  1. HRMS with Document Vault
  2. Reports and operational decisions
Reference

Reports for the questions your team asks

Follow hiring, leave, payroll, reviews and training from their source records.

Overview
HRMS with Document Vault · Overview

HRMS with Document Vault dashboard

This quarter

Leave requests in view
6
Submitted
6
Start date in 14 days
3

Employees by status

How far records got this quarter

StageReachedStep
Active31
On leave1652%
Terminated1169%
Rehireable655%

Employees by status

Sample counts per stage

800
60Active
80On leave
50Terminated
80Rehireable
Example screen with sample data

Questions to answer

Headcount

Which active employees belong to each department and position?

Hiring

Which open requisitions still need candidates or interviews?

Leave

Which requests are pending, and what balance applies to the employee?

Pay

How do gross and net totals compare across payroll periods?

Reviews

Which reviews are still in progress for the current cycle?

Learning

Which training records are approaching expiration?

More reports

Headcount by department Grouped

Compare active employees by department and position.

Recruiting funnel List

Count applications by requisition and stage.

Open requisition demand List

Sum headcount on open requisitions by department.

Leave balance position List

Compare accrued, taken and pending leave by employee and type.

Timesheet approval backlog List

Count submitted timesheets by approver and week.

Payroll run totals List

Compare gross and net totals by calendar and pay period.

Review cycle progress List

Count review statuses by cycle and reviewer.

Training expiration queue List

Group training records by expiration date and status.

Tax filing due dates List

Show filing amount, due date and status by jurisdiction.

Set up HRMS with Document Vault your way.

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

How to get started