1. Employment Hero Help Centre (AU)
  2. HR Web Platform
  3. Businesss Portal
  4. Business Reports

Business portal reporting: HR Documents

Jimmy
Updated

Overview

As an organisation, you would have a range of documents assigned to your employees, such as employee contracts right through to end of probation letters. These documents would go through various stages, such as drafting, signing by the employee and finalization, so having a central place you can manage this process will reduce your administration spent on this task.

The Business Portal 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.

Availibility

Access Level:   Business Portal Admin   Business Portal Owner
Platform   Business Portal   Reseller Business Portal

Getting Started

Creating a HR documents report
  1. Click the Business Reports menu.
  2. Click the HR Documents submenu.
  3. Chose from the following filters to refine the displayed data:
    • Show pending employees/contractors.
    • Show terminated employees/contractors.
    • Employee.
    • Document status.
    • Organisation.
  4. Click the Filter button.
    HR_Documents_1.jpg
Reminding an employee to sign a document
  1. CClick the Business Reports menu.
  2. Click the HR Documents submenu.
  3. Select Waiting for Recipient Signature from the Document Status drop-dwon.
  4. Chose from the following filters to refine the displayed data:
    • Show pending employees/contractors.
    • Show terminated employees/contractors.
    • Employee.
    • Document status.
    • Organisation.
  5. Click the Filter button.
  6. Click the Remind button.
    HR_Documents_2.jpg

Maintain

Downloading your HR documents report
  1. Click the Business Reports menu.
  2. Click the HR Documents submenu.
  3. Chose from the following filters to refine the displayed data:
    • Show pending employees/contractors.
    • Show terminated employees/contractors.
    • Employee.
    • Document status.
    • Organisation.
  4. Click the Filter button.
  5. Click the Download CSV button.
    HR_Documents_3.jpg
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