Document reporting via the HR platform

The HR Documents Reporting feature allows you to create a report that you can use to analyse the stage the HR documents are at within your organisation and see who needs reminding to sign a document. 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.

Availability

HR Plan:   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

Getting started

Create an HR documents report
  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the HR Documents Reports box.
    1.jpg
  4. Chose from the following filters:
    • Search personnel.
    • Search document name.
    • Document status.
    • Signed at.
    • More.
    2.jpg

Daily activities

Remind an employee to sign a document
  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the HR Documents Reports box.
    1.jpg
  4. Chose from the following filters:
    • Search personnel.
    • Search document name.
    • Document status.
    • Signed at.
    • More.
  5. Click the Remind button.
    3.jpg
View an HR document
  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the HR Documents Reports box.
    1.jpg
  4. Chose from the following filters:
    • Search personnel.
    • Search document name.
    • Document status.
    • Signed at.
    • More.
  5. Click the View button.
    4.jpg

Data management

Download your HR documents report
  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the HR Documents Reports box.
    1.jpg
  4. Chose from the following filters:
    • Search personnel.
    • Search document name.
    • Document status.
    • Signed at.
    • More.
  5. Click the Download CSV button.
    5.jpg

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