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Documentation Index

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The ER Reports page (/hr/employee-relations/reports) provides compliance reporting across the Employee Relations module, with selectable report types, date range filters, and CSV export.

Overview

The page provides a date range picker (start date defaults to 3 months prior, end date to today) and a report-type selector. Report data is displayed as a data table and can be exported to CSV with filename format er-report-{type}-{startDate}-to-{endDate}.csv. The CSV export includes label, count, and percentage columns. Charts and stat cards are rendered from the useEmployeeRelationsReport hook when data is available. Empty state is shown when no data matches the filter criteria.

Who it’s for

No explicit permission gate on this route.

Before you start

  • Employee relations cases (incidents, grievances, investigations, disciplinary actions) must exist in your organization for reports to show data.

Steps

  1. Navigate to HR → Employee Relations → Reports or go to /hr/employee-relations/reports.
  2. Select a report type from the dropdown.
  3. Adjust the date range using the start and end date pickers.
  4. Review the resulting chart and stats.
  5. Click Export CSV to download the report.

Human Resources

Human Resources core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/hr/employee-relations-routes.tsx
  • src/cores/hr/employee-relations/pages/EmployeeRelationsReportsPage.tsx
  • src/cores/hr/employee-relations/hooks/useEmployeeRelationsReport.ts