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Run an HR documents report

Updated

Available for the following plans: Lite, Plus, Unlimited HR, Essentials, Engage, Elite, Unlimited HR+Payroll Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access level: Admin

The HR Documents Reporting feature allows you to create a report that you can use to analyse the stage the HR documents are at within your organisation and see who needs reminding to sign a document. You can also use this feature to download a CSV file of the data, enabling you to load the report into a CSV-supported program like Microsoft Excel.

Helpful Hint

Contractors are included in this report, and you can sort them via the Personnel Type filter.

Getting started

Create an HR documents report
  1. Click the Reports menu.
  2. Click the Compliance tab.
  3. Click on the title of the HR documents report to run.
  4. Choose from the following filters:
    • Expiry Date
    • Employment Status
    • Location
    • Groups
    • Employment Type
    • Primary Manager
    • Personnel Type
    • Entity
    • Job Title
    • Show employees on leave
  5. Your report results will now display in the table at the bottom of the screen.

Daily activities

Remind an employee to sign a document

Note that the Employment Hero platform does not keep a record of reminders.

  1. Click the Reports menu.
  2. Click the Compliance tab.
  3. Click the View full report button for HR Documents Report.
  4. Chose from the following filters:
    • Personnel.
    • Document.
    • Status.
    • Recipient Signed At.
    • More: Employment Status, Personnel Type, Location, Group, Entity.
  5. Click the Remind button for the employee you need to remind.
    screenshot highlighting the remind button
Remind multiple or all employees to sign a document

Note that the Employment Hero platform does not keep a record of reminders.

  1. Click the Reports menu.
  2. Click the Compliance tab.
  3. Click the View full report button for HR Documents Report.
  4. Chose from the following filters:
    • Personnel.
    • Document.
    • Status.
    • Recipient Signed At.
    • More: Employment Status, Personnel Type, Location, Group, Entity.

  5. You can either:

    1. Remind multiple employees: Tick the checkbox beside the name of the employees you need, then click the Remind selected personnel button. Or;
    2. Remind all employees: Click the Remind all personnel button. 

    screenshot showing the remind in bulk buttons

View an HR document
  1. Click the Reports menu.
  2. Click the Compliance tab.
  3. Click the View full report button for HR Documents Report.
  4. Chose from the following filters:
    • Personnel.
    • Document.
    • Status.
    • Recipient Signed At.
    • More: Employment Status, Personnel Type, Location, Group, Entity.
  5. Click the View button.
    4.jpg

Data management

Download your HR documents report
  1. Click the Reports menu.
  2. Click the Compliance tab.
  3. Click the View full report button for HR Documents Report.
  4. Chose from the following filters:
    • Personnel.
    • Document.
    • Status.
    • Recipient Signed At.
    • More: Employment Status, Personnel Type, Location, Group, Entity.
  5. Click the Download CSV button.
    5.jpg

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