Key Dates report

Key Dates report

The Key Dates report is a forward look at the dates attached to your people — what is coming up, and how soon.

Where: My Team › Reports › Key Dates You need: the Reports (team) right

What it shows

Each row is one upcoming date for one employee:

  • Birthdays
  • Work anniversaries
  • Contract expiries
  • Probation ends

Alongside the date you get how many days until it falls, the employee's hire date and tenure, and their placement — position, department, branch, cost centre, employment type and manager.

The days-until figure is the useful column. Sorting by it turns the report from a list into a queue.

The one to act on

Birthdays and anniversaries are nice to have. Contract expiries and probation ends are the ones with consequences.

A probation end that passes unnoticed can mean someone is confirmed by default rather than by decision.

A fixed-term contract that lapses without anyone noticing means someone is working without a valid contract, and that is a compliance problem rather than an admin one. Checking this monthly is the single reason to keep the report in your routine.

Filtering

Narrow by department, branch, cost centre, employment type or manager. Managers reviewing only their own people will usually filter by manager or department.

Blank dates

A row can only appear if the date exists on the profile. An employee with no hire date recorded will not show an anniversary, and one with no contract end date will never appear under expiries — including when they genuinely have a fixed-term contract.

If the report looks emptier than your headcount suggests it should, that is a data problem rather than a quiet month. Run Missing Data to find the gaps.

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