The goal of Blissbook's Reporting Center is to help you quickly understand the compliance status of different groups of employees, and give you the data and tools you need to improve that status as needed.
Compliance is all about managing risk. Employee handbook and policy risk ramps up based on different combinations of how an employee has interacted with your content:
Were they told about your policies?
Did they look at them?
Did they sign their acknowledgement?
Timing also comes into play. Did they look at their handbook last week or 5 years ago? Did they sign the latest acknowledgement form signature request or did they sign 3 years ago?
The data we surface is meant to help you assess risk for each employee and help you defend your organization as needed due to lawsuits, audits, and unemployment hearings.
We do this with three separate reports (plus your own custom reports).
Views
Our Reporting Center offers 3+ views you can choose from a dropdown.
Employees View
This view is most useful for reporting on employees across multiple documents. You can quickly assess which employees have work to do within a segment or across your organization, and you can filter by criteria like "last hired."
Look for the encircled red x on the left. If you see it, that employee has something to sign. You can click anyone's row for details.
Document View
This view gives more detailed information about an employee's relationship with any specific document. You'll see a grid of all audience members for the select document with answers to the 3 questions (see above) in each row. Again, click someone's row to see more details, to print a signed acknowledgement, to view that person's version of the document, and more.
There's a summary of how you're doing overall, plus ways to slice and dice the grid (see Advanced Filtering below). You also can choose which columns to include or exclude, such as names, emails, due dates, and when documents were last viewed. Your customized view will stay customized on your export file.
Reminders
For those with permission to contact employees: If you're missing documentation for someone (e.g. they haven't viewed/signed), Blissbook will help get it. Click that person's row to open their details panel, and look for the 1-Click button in their Actions dropdown:
You can also send reminders in bulk to all audience members with an outstanding task. Filter the report to show the people you want to receive a reminder, then click the Send Reminders button above the grid on the right:
You'll be able to customize the email in the drawer that opens; then you can send it! Psst, if you want to make it really easy, set up Automated Reminders.
For users with elevated permissions, there are a few document actions you can take on this Document view as well. Check out the Document Actions dropdown in the top right corner:
Manager View
This view gives you a summary of all the managers in your organization. You can easily spot any areas of concern and see which direct reports of each manager are not meeting compliance standards. You can also send reminders to those who need to catch up.
Custom Views
After you filter your employees and audience members using Advanced Filtering and customize the columns, you might want to save the report for quick access in the future.
Click the + Save as New Report button at the top of the page:
Your saved reports will live in the Compliance by... dropdown. You and any other team members with reporting access can check 'em out there.
The Details Panel
You can drill into the details of any audience member's documentation. Here's Andy Dwyer's:
From here, you can view, export, or print all kinds of things:
view the personalized version of the document that Andy currently sees
print all of Andy's documentation (signatures + views + emails) in a single PDF
view the exact content that Andy could see when he signed
print the exact content that Andy could see when he signed, plus his signature
print a single policy Andy could see when he signed, plus his signature
view all the times Andy viewed the Employee Handbook
Is there another type of documentation you need to pull? Let us know.
Advanced Filtering
This feature set makes it simpler than ever to search for a specific person or group of people within the reporting center.
Quick and Easy Data Retrieval: With just a few clicks, you can surface crucial data and easily identify employees who might be out of compliance. Filter by Compliance Status to find those who still need to sign.
Date-Specific Searches: Time-sensitive data is at your fingertips. Want to see who's been active recently? Our date filter allows you to, for example, display everyone who has signed in the past 7 days, or everyone who viewed before a specific day.
Expression Generator: For those moments when you need to narrow down your search even further, use the full expression generator to exclude people, or AND or OR things together. You should be able to create the exact list of people you're looking for.
Categories available for filtering include Compliance Status, Employee ID, Full Name, Email, Last Hired, Groups, Due Date, Last Signed, Last Viewed, Last Notified, and Archived Employees. This range ensures you have all angles covered, providing a comprehensive view of your documentation landscape.
To get started with Advanced Filtering, simply look for the "Add a Filter" option located at the top of the list, or beside the document title.
Let us know if there's something missing that you'd like to see in our reporting.