Our latest Xemplo HR release (3.13) expands our library of HR reports to make tracking key information for your workforce easier than ever. From leave balances and reporting leave that matches your desired criteria to credentials and training data in your preferred format, it's now even easier to use Xemplo HR to track the compliance of your workforce without manually compiling reports.
Ensure credentials are up-to-date with reports and notifications
Ensuring workers comply with credential requests and tracking credential data is now even easier with new credential notifications and reporting features in version 3.13.
Company and HR Administrators can now generate flexible reports detailing credential information for their entire workforce. Credential reporting can be filtered by credential type, date range, worker, site or department to generate any reporting required to effectively track credential compliance and identify issues for resolution.
Credential reporting includes:
- Worker information - worker name, identifiers (Reference ID), Site and Department
- Credential data - credential type, credential status, and credential expiry date.
Using the new credential reporting tool, easily extract any credential data you need, from all workers without a specific credential, all workers without one or more specific credentials, all workers who haven't completed a credential request, or all credentials due to expire in a specific date range, The options are endless.
Generate flexible credential reports with easy to use filters and output options
You can access the new credentials reporting feature from HR > Reports > Credentials. Find out more about managing credentials in Xemplo here.
Xemplo will now automatically send additional notifications for credentials that are expiring or credential requests that have not been completed, ahead of the expiry date of the credential or request.
Requests will be sent to the worker, their manager and finally HR if requests are outstanding and approaching their due date.
|
Recipient |
Purpose |
When |
Repeat |
|---|---|---|---|
|
Worker |
Advise that a credential is expiring |
30 days before expiry
|
No |
|
Worker |
Advise that a credential needs to be supplied/renewed |
When the credential renewal request is added:
|
Yes - every 30 days until the request is completed:
|
|
Worker |
Advise that supplied credential has been rejected by HR |
When the credential request is rejected |
No |
|
Worker |
Advise that supplied credential has been approved by HR |
When the credential request is approved |
No |
|
HR |
Advise that a credential has been submitted by a worker and is ready for review |
When the credential request is submitted by the worker |
No |
|
Manager |
Escalation email - letting the manager know that a worker reporting to them has not completed a credential renewal request. Send continually until the request is completed. |
14 days before the expiry of the credential to be renewed
|
Yes - every 7 days until the request is completed:
|
|
HR |
Advise that a worker has not responded to a credential request by the expiry date of the previous credential. |
On the expiry date of the credential to be renewed
|
Yes - every 7 days until the request is completed:
|
|
HR |
Advise that a worker’s credential has expired but a renewal has not been requested. |
On the expiry date of the credential
|
No |
Track leave balances and generate leave reporting
From Xemplo HR 3.13, Company and HR Administrators can view worker leave balances from a worker's profile. Administrators can also generate filtered leave reports from the HR > Leave menu in a range of supported formats (PDF, Excel CSV).
Leave reporting includes:
- Worker information - worker name, identifiers (Reference ID), Site and Department
- Leave transaction data - leave type, leave dates, leave amounts and leave transaction status.
Leave reports can be filtered to extract required leave data
Plus, download training transcript data - for workers or HR
From 3.13, any Xemplo user can download a training transcript report listing all training activity meeting required criteria.
- Workers can download a transcript of all training activity completed in Xemplo from the Xemplo web portal (Training menu).
- All Administrators can download filtered training reports for a worker or group of workers from the HR > Training menu. Reports can be filtered by course name or status - i.e., All overdue courses or all courses completely successfully.
Download training transcript reports directly from Xemplo
Team Managers can download transcript data for workers reporting them only. Find out more about Training here.
Xemplo Expert Library - fresh contracts, policies and courses added!
We are thrilled to announce the latest additions to the Xemplo Expert library: Workplace Health and Safety courses for customers in Australia.
What is Xemplo Expert?
Xemplo Expert is a library of HR compliance assets, created and maintained by our team of HR and legal experts. Content from the Xemplo Expert library is available for all customers to use as part of their Xemplo subscription.
Changes this month
Workplace Health and Safety Courses for Australia
Xemplo have added new Workplace Health and Safety (WHS) focused courses to the Xemplo course library. These courses are free for all Xemplo customers using Xemplo Training.
To access our library of training courses, get started with Xemplo Training today.
All changes included in Xemplo 3.13 Release
The following list details all changes included in the 3.12 software release. Find out more about each change by selecting the link, including user impacts and configuration instructions (where applicable).
| Feature | Summary |
| Training |
|
| Leave |
|
| Credentials |
|
What's next?
All Xemplo users will have access to software updates in the coming week. We’ll continue to launch exciting new HR features launching in the coming quarter. We'll let you know about future enhancements through email and release announcements.
Always here to help
Have questions? We are here to help you. If you have any queries or feedback, don't hesitate to contact our Customer Success team.