Available for the following HR plans: Premium, Platinum
Available for the following user access level: Admin
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.
Getting started
Create an HR documents report
- Click the Reports menu.
- Click the Compliance tab.
- Click the HR Documents Reports box.
- Chose from the following filters:
- Search personnel
- Search document name
- Document status
- Signed at
- More
Daily activities
Remind an employee to sign a document
- Click the Reports menu.
- Click the Compliance tab.
- Click the HR Documents Reports box.
- Chose from the following filters:
- Search personnel
- Search document name
- Document status
- Signed at
- More
- Click the Remind button.
View an HR document
- Click the Reports menu.
- Click the Compliance tab.
- Click the HR Documents Reports box.
- Chose from the following filters:
- Search personnel
- Search document name
- Document status
- Signed at
- More
- Click the View button.
Data management
Download your HR documents report
- Click the Reports menu.
- Click the Compliance tab.
- Click the HR Documents Reports box.
- Chose from the following filters:
- Search personnel
- Search document name
- Document status
- Signed at
- More
- Click the Download CSV button.
Explore related content
- How do I manage and issue HR documents to employees via the HR platform? 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? | HR FAQ This FAQ covers a common question we receive from customers around how to bulk issue employee documents.
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