To check the status of individual Actions in a Process, select the Employee of interest in the list of Processes by clicking on the Employee's name.
After reloading the screen, you will get a complete list of Actions within the Process (note that the order of the Actions is according to the settings in Workflow) and their status.
What do the statuses of each Action mean?
Each Action can have one of 4 statuses:
- Completed Action - is an Action that was completed automatically (e.g., sending an email) or performed by an Employee / Manager (e.g., a completed task in the Employee Portal).
- Shared Action - is an Action that has been made available in the Employee Portal (e.g. to an Employee or Manager).
- Scheduled Action - is an Action that will be made available in the future (e.g., as a task in the Portal or executed as a message sending), according to the date set in Workflow and "1st day".
- Overdue Action - is an Action that has been made available, but not executed by the Employee/Manager by the specified date (according to the settings in Workflow).
All actions on the list are accompanied by additional information:
- date and time of release of the Action
- date and time of execution of the Action
- the number of days informing about the delay in the execution of the Action
- scheduled date and time of release of the Action
- assigned Role to Action (Employee / Manager).
Remember that you can also download a report on the execution of individual Actions for a given Process - just by being in a given Process, select the "Download Report" option - the Panel will generate and download to your computer an .xlsx (Microsoft Excel) file with a list of all Actions from that Process, along with data on their execution status.
In the document you will find the following data about the Action:
- Scheduled date - the scheduled date of delivery of the Action in the Process (when it gets delivered)
- Delivered date - the date of the delivered Action in the Process (when it was delivered)
- Completed date - the date of the completed Action in the Process (when it was performed)
- Status - status of the Action: scheduled, delivered, completed
- Action name - the name of the Action in the Process
- Action type - the type of Action in the Process (e.g., task, email).
- Action owner - who (name) is assigned to the Action in the Process (who is supposed to perform it)
- Owner roles - what Role in the Process is played by the person assigned to the Action (e.g. employee, manager, buddy).
- Employee Process - for whom (first and last name) the Process Action is performed (e.g., Jan Kowalski can perform the Role of manager and perform the Action for the onboarding Process of Pawel Nowak, who is an employee)
- Workflow (name) - the name of the Workflow from which the Action comes.
- Workflow (category) - the category of Workflow from which the Action comes (e.g. Onboarding, Pre-onboarding, Offboarding, New Role).
- Process ID - the unique number of the Process in the Application.