Run a Report

Onboarding generates several types of reports.

Report Type Description
General Audit Shows when and by whom onboarding tasks were completed.
I-9 Audit Shows when and by whom tasks were completed in relation to the Form I-9.
Consent Audit Shows when and by whom documents were acknowledged or signed electronically in relation to Consent.
New Hire Audit Shows the history of a single new hire by their first and last name, including if Form I-9 was purged for a canceled new hire.
Purge Form I-9 Audit Verifies that the Form I-9s for the correct people are being purged.
The Audit Report page contains several columns:
  • Title – Click the information icon to read the report description or notes.
  • Type – Lists the type of report and the date range.
  • Creation Date – Includes the name of the person who created the report and the date created.
  • Expiration Date – Lists the report's expiration date. A warning icon appears below the date if the report will expire in five or fewer days.
  • Status – Lists the report's status (for example, In Progress or Completed).
  • Actions – Select the icon in this column to act on a selected report. A report with an In Progress status can be deleted, and a report with a Completed status can be deleted or downloaded. The download option applies to the 15 most recent reports within the last 15 days; reports beyond those parameters are automatically removed.

The Purge Form I-9 Audit report columns include Saved (UTC), User ID, IP Address, Username, User, New Hire ID, New Hire, Area, Action, Field, Previous, and Updated.

Navigation: Audit Report

  1. On the Audit Report page, select a report type.

    Image displays the Onboarding Audit Report landing page with selection options for the type of report.

  2. Complete the Create pop-up window:
    1. Select the date range you want the report to include.
    2. Enter a title for the report.
    3. Enter an optional description or notes.
    4. Select Create. A message appears at the top of the page when the report has been successfully generated.

      Note:

      When the report is complete, a notification with the report's expiration date is sent to the person who created the report.

      To download the report, select Download from the Actions column. The download option applies to the 15 most recent reports within the last 15 days. The report is downloaded as a zip file.

      Important:

      Due to the sensitive information in this report, it is recommended to use UKG Pro web instead of the UKG Pro mobile app.

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