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    View reports on onboarding events and tasks

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    OrangeHRM Administrator
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    Onboarding is an integral part of any organization. This is the first step to welcome a new employee. This process needs meticulous planning and preparation.  During this stage, it is important for HR professionals to know the extent to which the tasks for an event have been completed and also to identify the extent to which a participant for a specific event has completed his / her allocated tasks for that particular event.

    HR professionals can now get a report regarding the progress of an event and get a report regarding the extent to which participants for a specific event have completed his/her allocated tasks. 

     

    Event Progress Report

    This report shows the extent to which the tasks relating to an event have been completed. The progress is expressed via a percentage.

    To access this feature, go to Onboarding -> Reports ->Event Progress. Upon following this path, the 'Event Progress Report' screen is triggered.  

    Even_Progress_Report.png

    Step 1 - Click to expand and make a certain section of the above screen visible. 

    Step 2 - Upon following step 1 a selection criterion (which is the 'Event' field) is made visible to the user.  The 'Event' field is capable of incorporating multiple entries from the dropdown. The user can enter preferred 'Event(s)' in this field.

    Step 3 - Click 'Generate' to generate a report which is based on the 'Event(s)' that was defined. 

    Step 4 - Click  eithermceclip1.png button to download as 'PDF' or 'CSV' file.

     

    Participant Progress Report

    The participant progress report shows the extent to which a participant of an event has completed his / her allocated tasks for that particular event. The progress is expressed via a %.

    To access this feature, go to:  Onboarding -> Reports -> Participant Progress.  Upon following this path, the 'Participant Progress Report' screen is triggered. 

    mceclip2.png

    Step 1 - Click to expand a certain section of the above screen. 

    Step 2 - Upon following step 1 a selection criterion (which is the 'Participant' field) is been made visible to the user.  The 'Event' field is capable of incorporating multiple entries from the dropdown. The user can enter preferred 'Participant(s)' in this field.

    Step 3 - Click 'Generate' to generate a report which is based on the 'Participant(s)' that was defined. 

    Step 4 - Click  eithermceclip1.png button to download as 'PDF' or 'CSV' file.

    Refer to the following :

    How to View and Complete Onboarding Tasks [Video]

    How to Create Task Types, Events and Setup Tasks [Video]

     

     

     

     

     

     

     

     

     

     

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