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Reports: Generate a report for tracking start and end dates for future starters or future leavers (Admin)

Learn how to build a report to track employment start dates for future starters and employment end dates for future leavers.

Updated over 3 weeks ago

Who it's for: Administrators

Platform: Web app

Available on: All plans

Before you begin, make sure you’ve:

☑️ Logged into the Sense Workplace web app

☑️ Been assigned administrator permissions


Overview

The Future Starters and Future Leavers report helps HR administrators track employees with upcoming start or end dates. This makes it easier to plan onboarding and offboarding, prepare system access, organise equipment, manage handovers, and ensure smooth workforce transitions. The report also provides visibility of upcoming joiners and leavers for better workforce planning and forecasting.

This article will show administrators how to customise the ‘Profile Information’ report builder to create a report focused on Future starters and Future leavers.


Navigation path

Dashboard > Reports > Profile information


Steps to create a future starters and future leavers report

Navigate to Profile Information reports

  1. Open Reports from the left-hand navigation menu.

  2. Select Profile information.

  3. Click Create.


Choose fields for the future starters and future leavers report

  1. In the People section, select the following field:
    Future leaver date

  2. In the Employment details section, select the following field:
    Start date (employment details)


View and refine results

  1. Click Next to load your results.

  2. In the Status (People) column, click the filter icon ().

  3. In the first dropdown select Equals.

  4. In the second dropdown select Future starter and Future leaver.

  5. Close (X) the dropdown and click Apply.

✅ Your report will now show the start dates and leaver dates (where applicable) for all future starters and future leavers.

6. (Optional) Further refine your report by adding fields, removing fields, or applying filters.


Save your report

  1. When your report is ready, click Next.

  2. Enter a Report name, (optional) Report description, and an AMI prompt for analysis.

  3. You can either:
    • Click Save as draft to save without finalising,
    • Click Save to finalise the report

🖊️ Note: Analyse with AMI is available on Elite and Enterprise plans only.


Use your report

  1. After saving, you can:
    • Export the report as a CSV
    • Create charts to visualise the data
    • Analyse with AMI for insights (Elite and Enterprise only)

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