As an organisation, you will have a range of documents assigned to your employees, such as employee contracts right through to end of probation letters. These documents go through various stages, such as drafting, signing by the employee and finalisation, so having a central place you can manage this process will reduce your administration spent on this task.
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 with HR Document Reports, and can be sorted via the Personnel Type filter.
Availability
| HR Plan: | Free | Standard | Premium | Platinum |
| User Access: | Employee | Manager | Admin |
We base the default access level on a per user basis and whether they have view, edit and delete access and excluding any changes made via our Custom Security feature.
Getting started
The below premises will walk you through how to create a HR documents report and remind an employee to sign an overdue document.
- Click the Reports menu.
- Click the Compliance Reports submenu.
Helpful Hint
You will now see an overview page that displays the five different areas of compliance reporting.
- Click on the HR Documents graph.
- Click the Search/Filter drop-down.
- Chose from the following filters:
- Show pending personnel.
- Show terminated personnel.
- Personnel type.
- Document name.
- Personnel.
- Teams
- Locations
- Employing entity.
- Document status.
- Click the Filter button.
Daily activities
- Click the Reports menu.
- Click the Compliance Reports submenu.
Helpful Hint
You will now see an overview page that displays the five different areas of compliance reporting.
- Click on the HR Documents graph.
- Select Waiting for Recipient Signature from the Document Status drop-down.
- Click the Search/Filter drop-down.
- Chose from the following filters:
- Show pending personnel.
- Show terminated personnel.
- Personnel type.
- Document name.
- Personnel.
- Teams
- Locations
- Employing entity.
- Document status.
- Click the Filter button.
- Click the Remind button.
- Click the Reports menu.
- Click the Compliance Reports submenu.
Helpful Hint
You will now see an overview page that displays the five different areas of compliance reporting.
- Click on the HR Documents graph.
- Click the Search/Filter drop-down.
- Chose from the following filters:
- Show pending personnel.
- Show terminated personnel.
- Personnel type.
- Document name.
- Personnel.
- Teams
- Locations
- Employing entity.
- Document status.
- Click the Filter button.
- Click the View button.
Data management
- Click the Reports menu.
- Click the Compliance Reports submenu.
Helpful Hint
You will now see an overview page that displays the five different areas of compliance reporting.
- Click on the HR Documents graph.
- Click the Search/Filter drop-down.
- Chose from the following filters:
- Show pending personnel.
- Show terminated personnel.
- Personnel type.
- Document name.
- Personnel.
- Teams
- Locations
- Employing entity.
- Document status.
- Click the Filter button.
- Click the Download CSV button.
Author recommended
So you have now run a docments report and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:
- Document file management | HR Employee File This feature allows to select the relevant document, complete any required variables, and then email it onto the chosen employee.
- How do I bulk issue documents to my employees | HR FAQThis FAQ covers a common question we receive from customers around how to bulk issue employee documents.
Comments
Article is closed for comments.