Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following User Access level: Admin
The HR Documents Reporting feature allows you to create a report on the stage the HR documents are at within your organisation. You can also see who needs reminding to sign a document. Lastly, 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.
Helpful Hint
Contractors are included in this report, and you can sort them via the Personnel Type filter.
Getting started
Create an HR documents report
- Click the Reports menu.
- Click the Compliance tab.
- Click the View full report button for HR Documents Report.
- Chose from the following filters:
- Personnel.
- Document.
- Status.
- Recipient Signed At.
- More: Employment Status, Personnel Type, Location, Group, Entity.
Daily activities
Remind an employee to sign a document
- Click the Reports menu.
- Click the Compliance tab.
- Click the View full report button for HR Documents Report.
- Chose from the following filters:
- Personnel.
- Document.
- Status.
- Recipient Signed At.
- More: Employment Status, Personnel Type, Location, Group, Entity.
- Click the Remind button for the employee you need to remind.
Remind multiple or all employees to sign a document
- Click the Reports menu.
- Click the Compliance tab.
- Click the View full report button for HR Documents Report.
- Chose from the following filters:
- Personnel.
- Document.
- Status.
- Recipient Signed At.
- More: Employment Status, Personnel Type, Location, Group, Entity.
- You can either:
- Remind multiple employees: Tick the checkbox beside the name of the employees you need, then click the Remind selected personnel button. Or;
- Remind all employees: Click the Remind all personnel button.
View an HR document
- Click the Reports menu.
- Click the Compliance tab.
- Click the View full report button for HR Documents Report.
- Chose from the following filters:
- Personnel.
- Document.
- Status.
- Recipient Signed At.
- More: Employment Status, Personnel Type, Location, Group, Entity.
- Click the View button.
Data management
Download your HR documents report
- Click the Reports menu.
- Click the Compliance tab.
- Click the View full report button for HR Documents Report.
- Chose from the following filters:
- Personnel.
- Document.
- Status.
- Recipient Signed At.
- More: Employment Status, Personnel Type, Location, Group, Entity.
- Click the Download CSV button.
Explore related content
- How do I issue HR documents to employees This feature allows to select the relevant document, complete any required variables, and then email it onto the chosen employee.
- How do I bulk issue documents to my employees? This FAQ covers a common question we receive from customers around how to bulk issue employee documents.