Reports and Dashboards | Frequently asked questions

Can you customize the Employment Record History report to include more details?

No, you cannot change this standard report. Depending on your requirements, Job History, snapshot reports, or Payflow can deliver a report with the details you need.

How to create a report for team members without timesheets?

Your options depend on who needs the report and for what purpose: 

  • A Cross Filter in a dashboard.

  • A report for Timesheets. You may need to configure a custom report type to support the report. You can subscribe users to the report.

  • Send emails from a Flow.

Are turnover reports updated by an overnight batch process?

No, it is real time data, not a batch process. You can use a snapshot report for historical changes.

Should a snapshot report be set up as a joined report?

No. Use a Team Member and Employment report. For more information, see Configure reporting snapshots.

How is turnover ratio calculated in Sage People dashboards?

The turnover ratio is calculated by using an average headcount for the month.

The calculation is as follows:

Headcount at the beginning of the month - (Headcount at the end of the month) / ((Headcount at the end of the month + Headcount at the beginning of the month)/2)

For example, if

  • Headcount at the beginning of the month = 100

  • New Hires for the month = 5

  • Leavers for the month = 10

  • Headcount at the end of the month = 100 + 5 - 10 = 95

Then the turnover ratio is calculated as: 

100-(100+5-10)/((95+100)/2) = 5/97.5 = 0.051

Turnover = 5.1%

How can I report on attachments?

It is not currently possible to report on attachments. A potential workaround is to include a mandatory field that users completes to indicate they have added an attachment and then report on that field.