Document reporting | HR Web Platform

As an organisation, you will have a range of documents assigned to your employees, such as employee contracts right through to end of probation letters. These documents go through various stages, such as drafting, signing by the employee and finalisation, so having a central place you can manage this process will reduce your administration spent on this task.

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 with HR Document Reports, and can be sorted 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 Compliance Reports box.

    Helpful Hint

    You will now see an overview of the five different areas of compliance reporting.

  4. To view the HR documents based on status, click on the relevant section of the HR Documents graph.
  5. Click the Search/Filter drop-down to refine your search.
  6. Chose from the following filters:
    • Show pending personnel.
    • Show terminated personnel.
    • Personnel type.
    • Document name.
    • Personnel.
    • Teams.
    • Locations.
    • Employing entity.
    • Document status.
  7. Click the Search button.

Daily activities

Remind an employee to sign a document
  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the Compliance Reports box.

    Helpful Hint

    You will now see an overview of the five different areas of compliance reporting.

  4. To view the HR documents based on status, click on the relevant section of the HR Documents graph.
  5. Click the Search/Filter drop-down to refine your search.
  6. Chose from the following filters:
    • Show pending personnel.
    • Show terminated personnel.
    • Personnel type.
    • Document name.
    • Personnel.
    • Teams.
    • Locations.
    • Employing entity.
    • Document status.
  7. Click the Search button.
  8. Click the Remind button.
View an HR document
  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the Compliance Reports box.

    Helpful Hint

    You will now see an overview of the five different areas of compliance reporting.

  4. To view the HR documents based on status, click on the relevant section of the HR Documents graph.
  5. Click the Search/Filter drop-down to refine your search.
  6. Chose from the following filters:
    • Show pending personnel.
    • Show terminated personnel.
    • Personnel type.
    • Document name.
    • Personnel.
    • Teams.
    • Locations.
    • Employing entity.
    • Document status.
  7. Click the Search button.
  8. Click the View button.

Data management

Download your HR documents report
  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the Compliance Reports box.

    Helpful Hint

    You will now see an overview of the five different areas of compliance reporting.

  4. To view the HR documents based on status, click on the relevant section of the HR Documents graph.
  5. Click the Search/Filter drop-down to refine your search.
  6. Chose from the following filters:
    • Show pending personnel.
    • Show terminated personnel.
    • Personnel type.
    • Document name.
    • Personnel.
    • Teams.
    • Locations.
    • Employing entity.
    • Document status.
  7. Click the Search button.
  8. Click the Download CSV button.

Author recommended

So you have now run a documents report and you are now wondering, what next can I do. There are two recommendations I would make on this front, and they are:

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