Available for the following Business Portal platforms: Business Portal, Reseller Business Portal
Available for the following Business Portal access: Business Portal Admin, Business Portal Owner
The Business Portal Policy Report and Induction Content Report allow you to create reports that you can use to analyse what documentation your employees have acknowledged and what is still overdue. You can also use these features to download a CSV file of the data, enabling you to load the report into a CSV-supported program like Microsoft Excel.
Important
If you have replaced a piece of induction content with a newer version, then you will permanently lose any supporting documents and employee acknowledgements attached to the previous version of the induction content.
Interactive learning
Getting Started
- Log in to your payroll platform.
- Click the Business Reports menu.
- Click the Policy Report or Induction Content Report submenu.
- Choose from the following filters to refine the displayed data:
- Show terminated employees/contractors.
- Show archived policies.
- Personnel Type.
- Status.
- Document name.
- Organisations.
- Click the Filter button.
Maintain
- Click the Business Reports menu.
- Click the Policy Report or Induction Content Report submenu.
- Choose from the following filters to refine the displayed data:
- Show terminated employees/contractors.
- Show archived policies.
- Personnel Type.
- Status.
- Document name.
- Organisations.
- Click the Filter button.
- Click the Download CSV button.