Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR plans: Standard, Premium, Platinum
Available for the following User Access levels: Admin
As an organization, you will have a range of orientation content that employees need to read and acknowledge. Having a central place to manage this process will help you track employee compliance easily.
The orientation content report feature lets you create reports you can use to analyze what documentation your employees have acknowledged, or have yet to. Here, you can also download a CSV file of the data, which you can open using CSV-supported software like Microsoft Excel.
Important
Only orientation content marked as Mandatory will be reportable via the orientation content report. This is because employees do not need to acknowledge non-mandatory orientation content within the Employment Hero.
Helpful Hint
Contractors are included in orientation Content Reports, and you can sort them via the Personnel Type filter. Personnel means both employees and contractors.
Daily activity
- Click the Reports menu.
- Click the Compliance tab.
- Click the Orientation Content Report tile.
- Choose from the following filters:
- Personnel
- Document
- Status
- Employment Status
- More - make your selection, then click on Apply
- Here you will see your report results.
- Click the Reports menu.
- Click the Compliance tab.
- Click the orientation content Report box
- Choose from the following filters:
- Personnel.
- Document.
- Status
- Employment Status.
- More - make your selection, then click on Apply.
- Click the Remind button.
Data management
- Click the Reports menu.
- Click the Compliance tab.
- Click the Orientation Content Report tile.
- Choose from the following filters:
- Personnel.
- Document.
- Status
- Employment Status.
- More - make your selection then click on Apply.
- Click the Download CSV button.
Troubleshooting
If your report is not downloading correctly, please take these steps, as this will ensure that your report downloads:
- Clear your cache and cookies in your browser. Here are the instructions for Google Chrome, Mozilla Firefox, and Apple Safari.
- Try in an incognito window/private browsing. Here are the instructions for Apple Safari, Google Chrome and Mozilla Firefox.
- Try a different browser type. For example, if you use Google Chrome, open Firefox and try to download your report using this browser instead.
- Use a different device. For example, if you're using your phone, switch to using a computer or laptop.