How to run a HR document compliance report

Organisations can now run a compliance report on their HR documents in order to identify employees and independent contractors who have not finalised their Employment Contracts.

 

To run a compliance report onHR documents, login to Employment Hero and go to;

 

    Reports > Compliance > HR documents

 

 

Once you have access the Compliance Report page, simply click on any section of the pie chart to navigate to the HR documents report. Please note the selected section will be the filtered list you will initially receive. 

 

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The following filters can be applied to the compliance report;

 

  • Employee/Contractor: will display results for the selected employee or independent contractors (if Documents for independent contractors is enabled). Only active employees and active independent contractors will be displayed.
  • Status:
    • Draft - will display employees and/or independent contractors who have draft HR documents.
    • Waiting for sender signature - will display employees and/or independent contractors who have HR documents awaiting for the sender signature.
    • Waiting for recipient signature - will display employees and/or independent contractors who have HR documents awaiting their signature.
    • Finalised - will display employees and/or independent contractors who have HR documents that are completed
    • Not accepted - will display employees and/or independent contractors who have refused to finalise their HR documents (Feature from the Employment Hero Jobs platform)

 

By default, whatever portion of the pie chart that was selected will pre-fill the filter with that status. 

 

Clicking Run Report will display all the results corresponding to the filter options selected. 

 

The compliance reports on the following three values;

  • Employee/Contractor: employee or independent contractor's name
  • Document name: name of HR document
  • Sending signatory name: name of sender (issuer of the HR document)
  • Status: 
    • Draft - will display employees and/or independent contractors who have draft HR documents.
    • Waiting for sender signature - will display employees and/or independent contractors who have HR documents awaiting for the sender signature.
    • Waiting for recipient signature - will display employees and/or independent contractors who have HR documents awaiting their signature.
    • Finalised - will display employees and/or independent contractors who have HR documents that are completed
    • Not accepted - will display employees and/or independent contractors who have refused to finalise their HR documents (Feature from the Employment Hero Jobs platform)

 

For outstanding contracts, you will be able to send out a reminder email to the person the contract is waiting on by clicking on the `Remind` button under the actions column. 

  • Waiting on sender signature - will send a reminder email to to the sending signatory.
  • Waiting on recipient signature - will send a reminder email to the recipient employee. 

 

 

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