The Staffing Snapshot gives you a high-level view of your workforce. It is useful for department meetings, budget planning, and keeping leadership informed.
What it shows
- Status cards at the top — one card per current_status value (Active, On Leave, Inactive, and so on) with the headcount.
- Top Job Titles — the five most common job titles with counts.
- Recent Hires (45 days) — up to eight people hired in the last 45 days, with their job title and hire date.
- Upcoming Anniversaries (60 days) — up to eight people whose next work anniversary falls in the next 60 days.
Opening the report
- Open Reports from the menu.
- Click the Staffing tab.
Example
The chief asks you to prepare a staffing summary for the next board meeting. You open Staffing and copy the status totals off the top cards, grab the Top Job Titles list, and note the four anniversaries coming up in the next 60 days. You drop those numbers straight into the board presentation.