How to request a custom report
Assistance with a WCB/WSIB report
To help you with a worksafe report, we will need the following information:
- Your rate(s) per province
- What earnings are assessable per province
Assistance with an Anniversary or Birthday report
Just confirm if you'd like this grouped somehow (e.g. by department), and if you'd like it sorted by date or by name.
Assistance with other reports
Please include the following information in your request:
- What employee information are you trying to see? What is essential to the report? (e.g. Name, Employee Code, Home Department, Region of Employment, Start Date, etc.)
- What values are you trying to see? What is essential to the report? (e.g. Insurable Earnings, all employee and employer benefits, Vacation earned, etc.)
- Would you like this report to show information per pay period, a specific date range, or a YTD balance?
- What would you like the name of this report to be?
Once your report has been created, you will be able to view it under Saved Reports.
Expected resolve time: 7-10 business days
Related Articles
How to request a journal entry report
What we need to run the report for you Please send a request including the following information: Your Organization Name Pay Run Number(s) Expected resolve time: 1 business day What we need to help troubleshoot errors If the JE summary report does ...
How to create custom roles
With custom roles, you can create completely brand new roles with any number of permissions. 1. In the left-hand navigation, click on the People management tab then click Settings. 2. Select Roles & permissions. 3. Select the Custom roles tab. You ...
Connect Claude to Rise
Add Rise as a connector in Claude so you can ask questions about your Rise reporting data right inside a chat. For what you can ask once it's set up, see Use an AI assistant with Rise. Early access: Connecting an AI assistant to Rise is currently ...
How to edit custom roles
1. In the left-hand navigation, click on the People management tab then click Settings. 2. Select Roles & permissions. 3. Select the Custom roles tab to view a list of all custom roles that have been created for your organization. 4. Click on the ...
Connect ChatGPT to Rise
Add Rise as a connector in ChatGPT so you can ask questions about your Rise reporting data right inside a chat. For what you can ask once it's set up, see Use an AI assistant with Rise. Early access: Connecting an AI assistant to Rise is currently ...