Generate 94six reports

To generate reports:

Select ‘Reports’ from the 94six navigation icon

94six report categories + reports are:

Organisation
- 94six question report
- Headcount report
- Performance engagement matrix
- Performance report
- Performance matrix report

People
- Career planning
- Certification + qualifications
- Leave report
- One off bonus report
- Performance review
- Person details
- Remuneration review
- Training
- Licenses + Certifications

NB: If the information to run the report is not in the system the report will be blank or incomplete.

Custom reports

All custom reports are built under the settings and are then available from the drop down via 94six > Reports > Custom reports > Select report template.

Select 94six > Reports
Select report category ‘Custom reports’
Select ‘Report type’
Select the report type for
- Staff member
- Position description
Select ‘Generate report’

Generate 94six question report

The 94six Question Report provides the answers to the 94six question from performance reviews.

Select 94six > Reports
Select report category ‘Organisation’
Select ‘94six Question’ report from the drop-down menu
Select the relevant filters
- staff member
- Position
- Team
- Location
- Entity
- Start + end date
Select ‘Generate report’

This report generates an PDF report with the following columns:

Staff member
Position
Gender
Location
Team
Entity
Manager
Start + end date
Name
Position
Location
Question
Response

Generate headcount report

Select 94six > Reports
Select report category ‘Organisation’
Select ‘Headcount’ report from the drop-down menu
Select ‘Generate report’

The Headcount Report provides a total headcount for the following categories:

Organisation
Team
Position
Manager
Employment status

Generate performance engagement matrix report

Performance Engagement Matrix runs a report with a graph showing staff performance vs staff engagement with a variety of filters including staff team, entity, position, manager and gender.

Select 94six > Reports
Select report category ‘Organisation’
Select ‘Performance engagement matrix’ from the drop-down menu
Click the Information icon for a report overview
Choose relevant filters + click the generate button
Select ‘Matrix Report’ to download a PDF report

NB: In order for staff to appear in this Performance Engagement Matrix, both a Performance Review and a Career Survey must be completed by the staff member.

Generate performance report

Performance report provides the results from performance reviews based on the filters applied teams and locations.

Select 94six > Reports
Select report category ‘Organisation’
Select ‘Performance matrix’ report from the drop-down menu
Select the relevant filters
- Team
- Location
- Staff member
- Start and end dates
Select ‘Generate report’

This report generates an Excel with the following columns:

Team
Location
Start + end date
Name
Review title
Frequency/type
Team
Location
Results

Generate performance metrics report

Performance Metrics Report provides a report with graphs related to staff retention/turnover, conversion rate from probation, leave type by team average days per staff member, gender equality by team, by position, by remuneration, by level, service length by team and by position and placement timing (time taken to recruit position).

Select 94six > Reports
Select report category ‘Organisation’
Select ‘Performance metrics’ report from the drop-down menu
Select the relevant filters
- Team
- Staff member
- Start and end dates
Select ‘Generate report’

Generate career planning report

Select 94six > Reports
Select report category ‘People’
Select ‘Career planning’ report from the drop-down menu
Select the relevant staff member from the drop-down menu
Select an individual career plan from the drop-down menu. This is pre-populated from completed career plans.
Select ‘Generate report’

This generates a pdf personal career planning report per staff member. The purpose of this report is to provide each person with the chance to reflect on their personal experience and direction in the workplace.

The report includes:

Career goals analysis
Top 5 gap areas (all categories)
Goal action plan

Generate certification + qualifications report

Select 94six > Reports
Select report category ‘People’
Select ‘Certificate + qualifications’ report from the drop-down menu
Select start + end date
Select ‘Certification types’ from the drop-down menu
Select ‘Generate report’

This report generates an Excel with the following columns:

Name
Position
Location
Type
Qualification/certificate name
Institution/description
Due/Expiry date
Date completed

Generate leave report

The Leave Report has options to choose a variety of parameters around leave by team, location, staff, manager, status, leave type, start and end dates.

Select 94six > Reports
Select report category ‘People’
Select ‘Leave’ report from the drop-down menu
Select the relevant filters
- Team
- Location
- Staff Member
- Leave Status
- Leave type
- Select start + end date
Select ‘Generate report’

Generate once off bonus letter

Select 94six > Reports
Select report category ‘People’
Select ‘Once off bonus letter’ report from the drop-down menu
Select the relevant staff member from the drop-down menu
Select discussion
Select ‘Generate report’

The following PDF is generated:

PRIVATE + CONFIDENTIAL

Dear <Staff member>

Bonus confirmation

We are pleased to advise that, based on your performance, you have been awarded a once off bonus of <details>.

including all other relevant taxes and benefits.

Kind regards

Generate performance report

Select 94six > Reports
Select report category ‘People’
Select ‘Performance review’ report from the drop-down menu
Select the relevant staff member from the drop-down menu
Select performance review
Select ‘Generate report’

A PDF of the performance review is generated.

Generate person details report

Select 94six > Reports
Select report category ‘People’
Select ‘Person details’ report from the drop-down menu
Select the relevant personal details filters
- Organisation
- Position
- Remuneration range
- Selected individual staff
- Status types
- Teams

Select ‘Generate report’

Generate remuneration review report

Select 94six > Reports
Select report category ‘People’
Select ‘Remuneration review’ report from the drop-down menu
Select the relevant staff member from the drop-down menu
Select the remuneration review date
Select ‘Generate report’

The following PDF is generated:

PRIVATE + CONFIDENTIAL

Dear <Staff member>

Remuneration review

Following your remuneration review on , we are pleased to advise that your remuneration package will be adjusted to the following, effective .<date>

Remuneration

Your remuneration from the effective date will be:

In addition, you will receive the following benefits:

All other terms and conditions of employment will remain as per your employment offer and agreement.

Kind regards

Generate training report

Select 94six > Reports
Select report category ‘People’
Select ‘Training’ report from the drop-down menu
Filter by
- Individual
  - Select staff
  - Start + end date
  - Status
    - All
    - Active
    - Completed
  - Training type drop-down generated from 94six > Settings > Training
  - Position
- Team
  - Select team
  - Start + end date
  - Status
    - All
    - Active
    - Completed
  - Training type drop-down generated from 94six > Settings > Training
- Position
- Entity
  - Select entity
  - Start + end date
  - Status
    - All
    - Active
    - Completed
- Training type – the drop-down menu is generated from 94six > Settings > Training
- Position
Select ‘Generate report’

A PDF report will be generated.

Generate licenses + certifications report

This report provides users with the flexibility to select individual certification and license types or opt for a comprehensive report that includes all licenses and certifications at once.

Select 94six > Reports
Select report category ‘People’
Select ‘Licenses + Certifications’ report from the drop-down menu
Select the relevant date range, if applicable
Select the relevant Certification types, if applicable
Select ‘Generate report’

The report will generate with the following information:

Staff name
License/certification ‘Type’
Description
Due/Expiry date
Recurring (Y/N)
Date completed
Document name

Last updated: 1 November 2023

Table of contents

Generate 94six question report

Generate headcount report

Generate performance engagement matrix report

Generate performance report

Generate performance metrics report

Generate career planning report

Generate certification + qualifications report

Generate leave report

Generate once off bonus letter

Generate performance report

Generate person details report

Generate remuneration review report

Generate training report

Generate licenses + certifications report

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