1. Downloading a report of all submitted requests
Downloading reports on submitted requests allows you to export all related data into a csv file. This is particularly useful for creating customized reports based on the data collected through trip submissions.
How to download:
Go to Employee requests in the left menu.
Select the tab you want to download the report for: Workations, Business travel or Assignments.
Click the download icon in the top-right corner, next to the search field, to generate the csv file.
The file will automatically be saved to your download folder, depending on your browser settings.
Filters:
To filter your reports, use the quick filters at the top of the list. On the Workations tab these are: All, Actions required, Pending trips that start in the next 7 days, Pending admin approval and Ongoing trips.
On the Business travel tab: All, Actions required, Attention required (active requests), ETA required, Pending additional information and Ongoing trips.
For more customized filters, click the filter icon next to the search field. The Filter submissions panel opens with criteria such as Payroll country, Destination country, Start date, Creation date, End date, Trip action, Compliance and Request status. You can combine the quick filters with these filters, e.g. Ongoing trips and a destination country.
You can also filter by risk dimension: Visa / Work entitlement risk, Permanent establishment risk, Wage tax risk, Social security risk, PWN risk, Labour law risk, Data protection risk and Health and safety risk. Click a filter to open it and select the values you want. You can apply multiple filters at once to refine your report.
Document filters for business trips: on the Business travel tab you can also filter by Trip purpose, PWN required, A1/CoC required, A1 uploaded, PWN uploaded, Employment entity and Visa process status. Set PWN uploaded or A1 uploaded to No to see which trips still need a document.
Do not forget to click Apply once you are done choosing your filters.
Filter trips by how they were created:
For business trips, you can filter by Request created via: Manually On The Platform, Booking Tool Integration or Bulk Uploaded. This shows which trips were created via your booking tool integration and which ones manually on the platform.
2. Filtering and downloading the employee list
The Employee management list provides a comprehensive list of all invited, active and inactive employees and HR admins. This is essential for maintaining up-to-date records of your organization's employees.
How to filter:
Go to Employee management in the left menu.
Use the quick filters at the top: all employees (e.g. "22 of 22 employees") or Pending employees.
For a more customized view, click the filter icon next to the search field. The Filter people panel opens with Residence country, Cross-border employee, Login status, Profile completion state, User role and Employment contract entity. Select your criteria, then click Apply.
To find employees with incomplete profiles, open Profile completion state in the filter panel and select Incomplete.
How to download:
Go to Employee management in the left menu.
Click the download icon in the top-right corner, next to the search field, to generate the csv file.
The file will be saved to your download folder based on your browser settings.
You can apply filters to your export file.
Additional tips:
Ensure you check your browser's download settings if you face any issues locating the downloaded files.
Customize the downloaded csv files using filters and pivot tables to analyze the data according to your needs.
This guide should help you efficiently manage and analyze HR data through our system. If you have any questions or require further assistance, please do not hesitate to contact the support team.