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How do I create policies and induction content reports via the HR platform?

James Nixon
Updated
EH Content Team

Available for the following HR plans: Premium, Platinum
Available for the following user access level: 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 and Induction Content Reporting 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 and Induction Reports box. 
    screenshot of the reports page, highlighting the policies and induction content reports box
  4. Chose from the following filters:
    • Personnel.
    • Document.
    • Document version.
    • Status.
    • More.
    screenshot of the policies and induction content report, highlighting the filters

Daily activity

View policy or induction content
  1. Click the Reports menu.
  2. Click the Compliance tab.
  3. Click the Policy and Induction Reports box. 
    screenshot of the reports page, highlighting the policies and induction content reports box
  4. Choose from the following filters:
    • Personnel.
    • Document.
    • Document version.
    • 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 and Induction Reports box.  screenshot of the reports page, highlighting the policies and induction content reports box
  4. Choose from the following filters:
    • Personnel.
    • Document.
    • Document version.
    • 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 policies and induction report
  1. Click the Reports menu.
  2. Click the Compliance tab.
  3. Click the Policy and Induction Reports box. 
    screenshot of the reports page, highlighting the policies and induction content reports box
  4. Choose from the following filters:
    • Personnel.
    • Document.
    • Document version.
    • Status.
    • More.
  5. Click the Download CSV button.
    screenshot of the policies and induction content report, highlighting the filters download button

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