monthly report process

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