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