HOW CAN WE CREATE A CUSTOMIZABLE EMPLOYEE CONTACT LIST LIKE DESKTOP HAD. I NEED AN EMPLOYEE LIST WHICH INCLUDES POSITION FOR EMPLOYEES FOR AN INSURANCE AUDIT

Currently, there isn't an option to directly add an employee position or job title as a column in the Employee Contact List report, Cindy.

We can update the employee information and include job titles or positions in the Notes section as a workaround.

Here’s how you can do it:

1. Go to your REPORTS & ANALYTICS page and click on the Reports menu.
2. Search for Employee Details.
3. (Optional) Click the Export button and choose Export to Excel to download the report.

Additionally, we can export the Employee Contact List report and combine it with the Employee Details report if needed.

We encourage you to share feedback about the reports so our engineers can improve them according to your business needs.

1. Click the Feedback button next to the Employee details report title.
2. Enter your suggestions and click Next to submit.

Feel free to reach out if you have any additional questions.