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How to Share Self-Service Reports with Employees
How to Share Self-Service Reports with Employees

Share reports with employees so they can confirm their personal details.

M
Written by Melissa Compagnon
Updated over a week ago

Employers should have employees confirm their personal details in payroll are up to date. At the very least, employers should request this from their employees annually.

Fingercheck simplifies this process for admins by allowing custom reports to be shared with employees. By providing employees with the opportunity to review and confirm their personal details periodically, companies can maintain up-to-date and accurate records, comply with legal requirements, and foster trust and transparency within the workforce.

This article will guide you through the steps to effectively share these reports with your employees.


Types of reports to share

The types of reports to share are really dependent on what information you feel your employees should confirm is accurate. Below is a list of details your employees should review regularly:

  • Employee contact details such as their address, phone number, and email address.

  • Emergency contacts.

  • Beneficiaries and dependents.

  • HR related items such as company assets, training, and licenses.


Share reports with your employees

  1. Log in to Fingercheck as an Administrator.

  2. Hover your mouse over Reports.

  3. Select the report category you would like to share with your employees.

  4. Select the Custom tab.

  5. Locate the report you would like to share with your employees by using the search function.

  6. Click the pencil icon to edit the report.

  7. Click the settings icon.

  8. Under the Move to a different category drop-down menu, select Employee SelfService.

  9. Click Save Report.


How can your employees view a Self-Service report?

Your employees can view Self-Service reports you share with them from their employee dashboard.

They will log in to their Fingercheck account, and scroll down to the Reports section. They can click on the link to view the report.


For more details, there is a short video guide. More help is available at our Service Desk, which is on the right side of your screen on the web.

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