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
- Click the Reports menu.
- Click the Compliance tab.
- Click on the title of the HR documents report to run.
- Choose from the following filters:
- Expiry Date
- Employment Status
- Location
- Groups
- Employment Type
- Primary Manager
- Personnel Type
- Entity
- Job Title
- Show employees on leave
- Your report results will now display in the table at the bottom of the screen.
Daily activities
Remind an employee to sign a document
- Click the Reports menu.
- Click the Compliance tab.
- Click the View full report button for HR Documents Report.
- Chose from the following filters:
- Personnel.
- Document.
- Status.
- Recipient Signed At.
- More: Employment Status, Personnel Type, Location, Group, Entity.
- Click the Remind button for the employee you need to remind.
Remind multiple or all employees to sign a document
- Click the Reports menu.
- Click the Compliance tab.
- Click the View full report button for HR Documents Report.
- Chose from the following filters:
- Personnel.
- Document.
- Status.
- Recipient Signed At.
- More: Employment Status, Personnel Type, Location, Group, Entity.
-
You can either:
- Remind multiple employees: Tick the checkbox beside the name of the employees you need, then click the Remind selected personnel button. Or;
- Remind all employees: Click the Remind all personnel button.
View an HR document
- Click the Reports menu.
- Click the Compliance tab.
- Click the View full report button for HR Documents Report.
- Chose from the following filters:
- Personnel.
- Document.
- Status.
- Recipient Signed At.
- More: Employment Status, Personnel Type, Location, Group, Entity.
- Click the View button.
Data management
Download your HR documents report
- Click the Reports menu.
- Click the Compliance tab.
- Click the View full report button for HR Documents Report.
- Chose from the following filters:
- Personnel.
- Document.
- Status.
- Recipient Signed At.
- More: Employment Status, Personnel Type, Location, Group, Entity.
- Click the Download CSV button.
Explore related content
- How do I manage and issue HR documents to employees? 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? This FAQ covers a common question we receive from customers around how to bulk issue employee documents.