This article is intended for Paychex Flex® Engage users with the following access:
Users with ADMIN Access Level
Overview
Paychex Flex® Engage offers two (2) ways to report on One-on-Ones that are happening within the platform. These reporting views are only visible to users with the Administrator permission level. These reports are found in the reports submenu on the left hand side of your screen.
Activity Report
The activity report in Paychex Flex® Engage gives administrators great visibility into overall trends with One-on-Ones. This gives a view of how many total One-on-Ones are happening each month over a given period of time. This view can also be filtered down to look at total meetings by location, department, employment type, and team.
To view the chart without a specific group included you can click on one of the options underneath the chart and it will remove that group from the report. This is particularly helpful if you are specifically looking to compare two locations or departments against each other. Underneath the chart you will also be able to see total participation as both a number and a percentage.
This view can be exported at any time to a CSV by clicking the button in the top right of the screen.
Audit Report
The audit report page is available by clicking on the audit page in the top of the page. This view gives a more detailed view into meetings that have happened by showing the specific participants, wether the meeting was marked as complete, and gives the ability to click in and view the details of what was discussed all in one view.
This view can be exported at any time to a CSV by clicking the button in the top right of the screen.