Features / Reports & documents

Reports & documents

The week on one page. Documents from your record.

Fill rate, margin, hours, no-shows and compliance on one page, report packs on a schedule, and CVs, contracts and policies designed from your data.

Reporting should not be a project. Workhr's board answers the week, report packs send themselves, and documents are built from the record rather than retyped.

PRODUCT

See it in action.

A CV pack from the documents studio, built from the worker's record in your template.

CV Builder
Reports & documents — live demo
01 / REPORTS

The week, in one page

Fill rate, margin, hours, no-shows and compliance, with drill-downs by client, office and consultant.

  • Flow and margin drill-downs, filtered by office
  • Report packs sent on a schedule to whoever should see them
  • Demand forecast by client and by week
02 / DOCUMENTS

CVs, contracts, letters and policies

Designed from your record and your brand, signed with a link, and policies acknowledged by the staff they apply to.

  • CV Builder: a designed CV from the record in one click
  • Contracts and letters signed with a link
  • Policies published in your words and acknowledged
03 / FORMS

Any form, published to the portal

Build a form once and publish it to the worker portal or the desk. Completed forms land on the right record.

  • Inductions, pre-starts, incident reports, client feedback
  • Completed forms on the worker and the site
  • Culture tools: newsfeed, team chat, suggestion box, social calendar

Why it matters for your desk

No BI project

The week answered on one page.

Packs that send

Monday reports arrive without a person.

From the record

Documents built, not retyped.

See your week on one page.

Reports and documents on a live agency. Book a demo.

Reports & documents — Workhr