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 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.
Interactive learning
Getting Started
- Click the Business Reports menu.
- Click the Policies and Induction submenu.
- Chose from the following filters to refine the displayed data:
- Show terminated employees/contractors.
- Show archived policies.
- Employee/contractor.
- Document status.
- Document name.
- Organisation.
- Click the Filter button.
Maintain
- Click the Business Reports menu.
- Click the Policies and Induction submenu.
- Chose from the following filters to refine the displayed data:
- Show terminated employees/contractors.
- Show archived policies.
- Employee/contractor.
- Document status.
- Document name.
- Organisation.
- 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.