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Policies and induction content reporting | HR Web Platform

James Nixon
Updated
EH Content Team

As an organisation, you will have a range of policies and induction content assigned to your employees that need acknowledging, so you know they have read and agreed to the content. By having a central place you can manage this process from, will reduce your administration spent on tracking employee compliance with your organisation's policies and induction content.

The Policies and Induction Content Reporting feature allows you to create a report that you can use to analyse what documentation your employees have acknowledged and what is still overdue. 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.

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.

Only policies and induction content marked as Mandatory will be reportable via the Policies and Induction Content Report. The reason for this is because we do not ask employees to acknowledge non-mandatory policy content or induction items within the HR platform.

Helpful Hint

Contractors are included with Policy and Induction Content 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

Create a policy and induction report
  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the Compliance Reports box.

    Helpful Hint

    You will now see an overview of the five different areas of compliance reporting.

  4. To view policies and induction content based on status, click on the relevant section of the Policies & Induction Content graph.
  5. Click the Search/Filter drop-down. 
  6. Chose from the following filters:
    • Show archived policies.
    • Show terminated personnel.
    • Personnel Type.
    • Document Name.
    • Personnel.
    • Teams.
    • Locations.
    • Employing entity.
    • Status.
  7. Click the Search button.

Daily activity

View policy or induction content
  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the Compliance Reports box.

    Helpful Hint

    You will now see an overview of the five different areas of compliance reporting.

  4. To view policies and induction content based on status, click on the relevant section of the Policies & Induction Content graph.
  5. Click the Search/Filter drop-down. 
  6. Choose from the following filters:
    • Show archived policies.
    • Show terminated personnel.
    • Personnel Type.
    • Document Name.
    • Personnel.
    • Teams.
    • Locations.
    • Employing entity.
    • Status.
  7. Click the Search button.
  8. Click the View button.
Remind employees about policy or induction content
  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the Compliance Reports box.

    Helpful Hint

    You will now see an overview of the five different areas of compliance reporting.

  4. To view policies and induction content based on status, click on the relevant section of the Policies & Induction Content graph.
  5. Click the Search/Filter drop-down. 
  6. Choose from the following filters:
    • Show archived policies.
    • Show terminated personnel.
    • Personnel Type.
    • Document Name.
    • Personnel.
    • Teams.
    • Locations.
    • Employing entity.
    • Status.
  7. Click the Search button.
  8. Click the Remind button.

Data management

Download your policies and induction report
  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the Compliance Reports box.

    Helpful Hint

    You will now see an overview of the five different areas of compliance reporting.

  4. To view policies and induction content based on status, click on the relevant section of the Policies & Induction Content graph.
  5. Click the Search/Filter drop-down. 
  6. Choose from the following filters:
    • Show archived policies.
    • Show terminated personnel.
    • Personnel Type.
    • Document Name.
    • Personnel.
    • Teams.
    • Locations.
    • Employing entity.
    • Status.
  7. Click the Search button.
  8. Click the Download CSV button.

Author recommended

So you have now run a policy and induction compliance report and you are now wondering, what next can I do. There are two recommendations I would make on this front, and they are:

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