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 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.
Interactive learning
Click here for an interactive demo
Getting started
Creating an HR documents report
- Click the Business Reports menu.
- Click the HR Documents submenu.
- Choose from the following filters to refine the displayed data:
- Employee/Contractor/all.
- Employee
- Document status.
- Organisation.
- Employee Status.
- Click the Filter button.
Reminding an employee to sign a document
- Click the Business Reports menu.
- Click the HR Documents submenu.
- Select Waiting for Recipient Signature from the Document Status drop-down.
- Choose from the following filters to refine the displayed data:
- Employee/Contractor/all.
- Employee
- Document status.
- Organisation.
- Employee Status
- Click the Filter button.
- Click the Remind button.
Downloading data
Download your HR documents report
- Click the Business Reports menu.
- Click the HR Documents submenu.
- Choose from the following filters to refine the displayed data:
- Employee/Contractor/all.
- Employee
- Document status.
- Organisation.
- Employee Status.
- Click the Filter button.
- Click the Download CSV button.
Explore related content
- Payroll integration issues dashboard This feature displays your organisation's sync errors broken down into three areas: employee file, leave requests, and timesheets.
- Manage my organisation's leave categories This feature allows you to synchronise the leave categories created on your payroll platform and make them selectable within your HR platform.