Forms - Reporting improvements to provide employee details and status to cater for multi-stage approvals
Lisa Bakx
Reporting:
The current 'Form report' does not provide any employee detail just statistics and does not cater to multi-stage approvals.
Is it possible to upgrade the current forms screen (HR > Forms > All Forms) with the 'Tools' function that staff screen and leave screen have?
Based on the filters chosen on the screen the user could export as csv and use the data for reporting/analysis.
This would then include all employee details
Status:
Can the 'Approved' and 'Pending Approval' status be upgraded to cater for multi-stage so we can see where in the multi-stage approval process they are at....
E.g. Approved - now means fully approved - all stages have been approved
Maybe the status could display as something like: Approved (n approved / n approvals required)
Approved (1/1)
Approved (2/2)
Approved (3/3)
E.g. Pending approval - now means no approvals, or partially approved
Maybe the status could display as something like: Pending Approval (n approved / n approvals required)
Pending Approval (0/1) ie 0 out of 1 required approval
Pending Approval (1/2) ie 1 out of 2 required approvals
Pending Approval (2/3) ie 2 out of 3 required approvals
Filters:
Ability to filter on status, i.e. All Pending Approval (all status starting with 'Pending approval*' if employing status naming as per above suggestion)
Additional fields:
The 'Sent Contracts' report is a great example of how the forms report could be improved. It would be great to include:
• Date approved (this may need to contain multiple dates if set-up for mulit-stage approval)
• Default location
• Default payroll team
• Name of submitter
• Name of approver (this may need to contain multiple names if set-up for mulit-stage approval)