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Company Document Review Reports on Desktop

Company document review reports have been added into the desktop application to allow the ability to view employee responses, as well as employees who have not yet viewed mandatory documents.

Do you want to run this report from ASSP instead of the Desktop? Visit Company Document Review Reports on ASSP for more information.

The report generated will include the following information about the Company Document:

  • ID

  • Description

  • Document Type

  • File Name

  • Review Start Date

The report generated will include the following information from the employee’s review of the document:

  • Viewed Date

  • Date Reviewed

  • Response

  • Comment

Additional Information
If you haven’t already added Company Document Review Reports to the Canadian Payroll Menu, you’ll need to do so before you can access it on the Avanti Desktop. Go to How to Add New Items to Your Avanti Menus for more information.

To generate your company document review report follow the steps listed below.

Step 1: Open Company Document Review Report in the Avanti Desktop Application.
By default, this can be found in Canadian Payroll >> Employee Profile.

Step 2: Deselect any company documents that shouldn’t be included in the report.

Step 3: Deselect the Options, based on what you’d like included in the report.

  • Deselecting Include Reviewed Documents only shows employees if they haven’t reviewed a company document.

  • Deselecting Include Not Reviewed Documents only shows Reviewed Documents.

  • Deselecting Include Inactive Reviews only includes company documents that have an active review.

  • Deselecting Include Expired Reviews only shows company documents with an expiry date in the future or no expiry date.

Now you’re ready to print the report! Go to the printer setup to print a copy of the report or make the selections to save it.

Congratulations! You have successfully generated your company document review report.

Still have questions? Our Client Care Team is happy to help!

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