This section of Social Planet reporting is essential for administrative and Human Resources management. These reports help managers ensure staff, volunteers, and trainers meet mandatory compliance requirements and accurately track the roles they are approved to undertake.
Main Menu > Staff > Reports
Staff Reports are critical for maintaining a compliant and transparent workforce. You'll use them to:
- Risk Management: Proactively monitor the expiry dates of mandatory checks (like WWCC or Police Checks) to maintain a safe and compliant environment.
- Role Clarity: Maintain an accurate record of the specific Approved roles a person is authorized for versus their Preferred areas of work.
- Administrative Oversight: Track key administrative details for all staff, volunteers, and trainers in one central location.
Terminology
The following terms are crucial for understanding and correctly using the Staff Reports, especially in regulatory contexts:
| Term | Definition |
| Compliance Information | Mandatory checks and documents added to a Staff Profile (e.g., WWCC, Police Check, Qualification details). |
| Staff Profile | The central record containing all key administrative, compliance, and work role information for a person working on behalf of the organization. |
| Preferred Work Roles | The roles or tasks a staff member, volunteer, or trainer is qualified for or interested in undertaking. |
| Approved Work Roles | The roles or tasks that a manager has formally authorized a person to undertake on behalf of the organization. |
Staff Reports Reference Table
The following reports are available under the Staff > Reports path.
| Report Name | Purpose (What the Report Does) | Key Data Points/Output | Target Audience |
| Staff Compliance | Covers key compliance information from the Staff Profile. It helps managers easily track the currency of mandatory checks (such as WWCC or Police Checks) for staff, volunteers, and trainers. | Details of the required check (e.g., WWCC Expiry Date, Check Type), Staff Name, Status (Current/Expired) | Managers, HR/Administration |
| Preferred Work Roles | Helps a manager understand the roles that a person is qualified for or interested in undertaking within the organization. | Staff Name, Contact Details, and a list of their self-nominated or documented preferred work roles. | Managers, Scheduling/Rostering |
| Approved Work Roles | Provides formal tracking of the roles a person is formally authorized to undertake on behalf of the organization. | Staff Name, Contact Details, and a list of all manager-approved work roles. | Managers, HR/Administration |