Monthly Report Process
Post on 22-Nov-2014
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Open the HR Collaboration Portal
Initiating a new report from an online form
Tasks are sent to department managers
Open Tom’s Outlook – Finance manager
Report details are embedded in email.User can approve/decline from Outlook toolbar
Workflow Status
Tom’s task – Adding data to the new report
Finance Board reviews the information submitted
Open Peter’s Outlook – Project Manager
Report details are embedded in the email
Peter’s task – adding data to the new report
Project Director reviews submitted information
Open Mark’s Outlook - Corporate
Report information embedded in the email
Workflow Status
Mark’s task – adding data to the new report
Report is created and distributed to members
Case Management
Team Performance
Team Status
Late Tasks - Report
Report can be exporting to PDF and Excel
Report in PDF format
Report in Excel format
Opening the Report Builder
Managers can create their own reports – without code
Filtering the report – cut and dice
Reports can be saved, exported, printed and distributed
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