Daily Work Summary Group
In order to facilitate daily reporting of employees, you can configure BizCentric HR to request employees to send their work summaries through email. Daily Work Summary is an automated way of getting the daily work reporting of employees in an organization.
To configure a new Daily Work Summary Group, go to:
> Human Resources > Settings > Daily Work Summary Group
You have the flexibility to configure multiple groups, each containing different sets of users from your user list, along with distinct ‘Send Emails At’ times and separate ‘Holiday Lists’ for each group.
Additionally, you can opt to customize the message you send to users.
1. Prerequisites
Before creating a Daily Work Summary Group, it is necessary you create the following:
2. How to create a Daily Work Summary Group
- Go to: Daily Work Summary Group > New.
- Enter the name of the Daily Work Summary Group.
- Enter the User’s names in the ‘Users’ table.
- Set the ‘Send Emails At’ time. This is the time the Daily Work Summary email will be sent.
- Select Holiday List (optional). On these days, the Daily Work Summary email won’t be sent.
- In the Reminder section, enter the mail Subject and type in the Message.
- Save.
>Note:
- If no Holiday List is chosen, the email will be sent daily.
- The title for the daily summary email will be derived from the name of the ‘Daily Work Summary Group.’
- Emails will not be sent to users assigned to a disabled Daily Work Summary Group.