Company Employees Report

View a complete directory of your company’s employees with contact information, positions, and invitation statuses.

What Is This?

The Company Employees report is an employee directory that lists all personnel in your organization. It provides key contact details, position assignments, and shows whether each employee has been invited to and joined the Shifton platform. This report is useful for HR audits, onboarding tracking, and general workforce oversight.

Prerequisites

#	Prerequisite	Details
1	Manager, Admin, or Owner role	Access to the full employee list requires elevated permissions.
2	Employees added to the system	At least one employee must exist in your company.

Step-by-Step Instructions

Accessing the Report

Step	Action	Expected Result
1	Navigate to Reports from the left sidebar.	The Reports page opens.
2	Select Company Employees from the report list in the left panel.	The Company Employees report loads with filters and the employee table.

Applying Filters

Filter	Type	Description
Projects	Multi-select tags	Filter employees by one or more projects. Select project names as tags.
Date filter	Dropdown	Choose from: Ignore (no date filter), Hired (filter by hire date), or Resignation (filter by resignation date).
Date range	Date picker	Select the start and end dates to narrow results based on the chosen date filter.
Show users	Dropdown	Options: All, Current (active employees), Resignation (departed employees), Not invited (employees not yet invited to Shifton).
Position	Dropdown	Filter by employee position.

Step	Action	Expected Result
1	Set your desired filter values using the options described above.	Filters are configured.
2	Click Apply Filter.	The table updates to show only matching employees.
3	To clear filters, click Reset.	All filters return to defaults.

Reading the Report Table

Column	Description
Name	The employee’s full name.
Position	The position assigned to the employee.
Phone	The employee’s phone number (if provided).
E-mail	The employee’s email address.
Invitation status	Whether the employee has been invited to Shifton and their current status (e.g., Invited, Accepted, Not invited).

Exporting the Report

Step	Action	Expected Result
1	Apply any desired filters.	The table shows filtered results.
2	Click the Export or Download button.	The employee list is downloaded as a file.

Access Permissions

Role	View Report	Export Report	See All Employees
Employee	No	No	No
Manager	Yes	Yes	Yes
Admin	Yes	Yes	Yes
Owner	Yes	Yes	Yes

FAQ

Q1: How do I see only employees who have not been invited yet?
Set the Show users filter to Not invited and click Apply Filter. The table will show only employees who have not received an invitation to Shifton.

Q2: Can I filter by multiple projects at the same time?
Yes. The Projects filter uses multi-select tags, so you can select several projects and the report will include employees from all selected projects.

Q3: What does the “Ignore” option do in the date filter?
Selecting Ignore disables date-based filtering entirely, showing all employees regardless of hire or resignation date.

Possible Issues and Solutions

Issue	Possible Cause	Solution
Report shows no employees	Filters are too restrictive.	Click Reset to clear all filters and verify that employees exist in the system.
Employee’s position is blank	No position has been assigned to the employee.	Assign a position in Employees > Edit Employee.
Invitation status shows “Not invited”	The employee has not been sent an invitation email.	Send an invitation from the employee’s profile or the Employees page.
Cannot see employees from another project	The Projects filter is limiting the view.	Add the additional project to the Projects filter or reset filters.
Phone or email column is empty	The employee’s contact info was not entered during setup.	Update the employee’s profile with their contact details.