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Available reports
Who can access People Management Reports?

People Management Reports

Keep your records sorted and compliance on track with just a few clicks.

People Management Reports give you easy access to key employee information – helping you stay organised, spot what’s coming up, and ensure your business is meeting important obligations.

These reports are available in Excel (.csv) format, so you can filter and sort the data to suit your needs. We're exploring a PDF version in the future – if that's something you'd find helpful, let us know!

Available Reports

Emergency Contact Details

Quick access to emergency contacts when it matters most.

This report includes:

  • Primary and secondary emergency contacts

  • Filters to show:

    • All employees

    • Employees with emergency contacts

    • Employees without emergency contacts

    • Teams or managers

Great for: health and safety planning or updating your emergency response process

Expiring Licences & Certifications

Stay on top of renewals and compliance.

This report includes:

  • Employees with licences or certifications

  • Expiry dates and how many days remain

  • Filter options for:

    • Employees, teams, managers

    • Type of licence or certification

    • Status (e.g. active or expired)

    • Upcoming expiry date (standard or custom date range)

Note: Passports, driver’s licences, training assessments and qualifications aren’t included in this report. You can choose to include terminated employees in this report.

Task Acknowledgements

Track which employees have acknowledged key policies or documents via Tasks.

This report includes:

  • Document name

  • Who requested it and when

  • When it was acknowledged (or if it’s overdue)

  • Filters for:

    • Employees and teams

    • Document categories

    • Acknowledge date or due date

Helpful for: managing onboarding, health and safety sign-offs, or any policy rollouts.

“Requested by” is the person who created the Task List. “Requested date” is when the task was published. “Acknowledged date” is when it was completed.

Visa Expirations

Easily monitor work visa expiry dates and immigration compliance.

This report includes:

  • Visa type and eligibility status

  • Expiry date and days remaining

  • Filters for:

    • Employees, teams, managers

    • Eligibility status

    • Visa type and status

    • Custom expiry dates

Visa expiry statuses:

  • Current – More than 30 days away

  • Expiring soon – Within the next 30 days

  • Expired – Today or earlier

Employees without a visa type or expiry date won’t appear in this report.

Who can access People Management Reports?

Access depends on the roles and permissions assigned to each user in Smartly.

Master

  • Full access
  • All reports
  • All employees

Administrator

  • Full access
  • All reports
  • All employees

Administrator (view only)

  • Full access
  • All reports
  • All employees

Hiring Manager

  • Restricted access
  • All reports
  • Direct and indirect reports only

Senior Manager

  • Restricted access
  • All reports
  • Direct and indirect reports only

Line Manager

  • Restricted access
  • All reports
  • Direct and indirect reports only
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