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Create policies and induction content reports

James Nixon
Updated
EH Content Team

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 levels: Admin      

As an organisation, you will have a range of policies and induction content that employees need to read and acknowledge. Having a central place to manage this process will help you track employee compliance easily.

The Policies Report, and the Induction Content Report feature lets you create reports you can use to analyse 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

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.

Only policies and induction content marked as Mandatory will be reportable via the Policies and Induction Content Report. This is because employees do not need to acknowledge non-mandatory policy content or induction items within the HR platform.

Helpful Hint

Contractors are included in Policy and Induction Content Reports, and you can sort them via the Personnel Type filter.

  Interactive learning

Click here for an interactive demo

Getting started

Create a policy and induction report
  1. Click the Reports menu.
  2. Click the Compliance tab.
  3. Click the Policy Report, or the Induction Reports box, depending on the report you would like to generate. 
    screenshot of the reports page, highlighting the policies and induction content reports box
    • Personnel.
    • Document.
    • Status (Induction Report only)
    • Document Version (Policy Report only)
    • Employment Status.
    • More.

Daily activity

View policy or induction content
  1. Click the Reports menu.
  2. Click the Compliance tab.
  3. Click the Policy Report, or the Induction Reports box, depending on which report you would like to view.
  4. Choose from the following filters:
    • Personnel.
    • Document.
    • Status (Induction Report only)
    • Document Version (Policy Report only)
    • Employment Status.
    • More.
  5. Click the View button.
    screenshot of the policies and induction content report, highlighting the filters and view button
Remind employees about a policy or induction content
  1. Click the Reports menu.
  2. Click the Compliance tab.
  3. Click the Policy Report, or the Induction Reports box, depending on which report you would like to send reminders for.Choose from the following filters:
    • Personnel.
    • Document.
    • Status (Induction Report only)
    • Document Version (Policy Report only)
    • Employment Status.
    • More.
  5. Click the Remind button.
    screenshot of the policies and induction content report, highlighting the filters and remind button

Data management

Download your Policy Report or your Induction Report
  1. Click the Reports menu.
  2. Click the Compliance tab.
  3. Click the Policy and Induction Reports box. 
  4. Choose from the following filters:
    • Personnel.
    • Document.
    • Status (Induction Report only)
    • Document Version (Policy Report only)
    • Employment Status.
    • More.
  5. Click the Download CSV button.

Explore related content

  • Employee Induction ContentThis feature allows you to upload induction material and assign this material to the required employees in your organisation.
  • Certifications reporting This feature allows you to report on your organisation's certifications and who has outstanding submissions to complete.

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