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Run a certifications report

Updated

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 level: Admin    

The Certifications Reporting feature allows you to see how your personnel are progressing with their assigned certifications, understand what is overdue, and when their manager approved their submission. 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 Certification Reports, and can be sorted via the Personnel Type filter.

Getting started

Create a certification report
  1. Log in to Employment Hero.
  2. Click the Reports menu.
  3. Click the Compliance tab.
  4. Click the Compliance tab.
  5. Click on the title of the certifications report to run.
  6. Choose from the following filters:
    • Expiry Date
    • Employment Status
    • Location
    • Groups
    • Employment Type
    • Primary Manager
    • Personnel Type
    • Entity
    • Job Title
    • Show employees on leave
  7. Your report results will now display in the table at the bottom of the screen.

Daily activities

Send certificate reminder to employee(s)
  1. Click the Reports menu.
  2. Click the Compliance tab.
  3. Click the View full report button for the Certifications Report.
  4. To ensure the Certifications table displays your required information, select from the following filters:

    • Status

      Helpful Hint

      In the Status dropdown menu, you can select the Outstanding filter. This makes the Certifications table display all personnel with outstanding certifications.

    • Type
    • Issue Date
    • More
       
  5. Do one of the following:
    • Tick the checkbox beside the one or more individuals you want to remind then click the Remind selected personnel button.
    • Select no individuals and click the Remind all personnel button.
  6. A popup saying Success: reminder email sent will appear, confirming the individual(s) have been reminded.

Data management

Download your certifications report
  1. Log in to Employment Hero.
  2. Click the Reports menu.
  3. Click the Compliance tab.
  4. Click the View full report button for the Certifications Report.

  5. Choose from the following filters:

    • Personnel.
    • Certification status.
    • Certification name.
    • Certification type.


  6. Click on More to view additional filters.
  7. Select from the following:
    • Show archived certifications
    • Personnel type
    • Mandatory
    • Location
    • Issue date
    • Team
    • Employment status
    • Entity. 
  8. Click on Apply.
  9. Your report results will now display in the table at the bottom of the screen.
  10. Click on the downward-facing arrow icon to download as a CSV file.

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