How to check the completion level of business sequences?

If you use business sequences, you can also generate a report on their implementation.

Under the "Processes" tab, select "Download Report" and point to "Business Sequences."

Jak sprawdzić stopień ukończenia sekwencji biznesowych_1

The panel will generate and download to your computer an .xlsx (Microsoft Excel) file with a list of all Processes in the Application along with the data.

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Zrzut ekranu 2023-02-9 o 15.00.12

Report downloaded? Now let's take a look at its contents 🤓

In the document you will find the following data on Processes:

  • Employee name - the name of the specific employee being deployed,
  • E-mail - e-mail address of the employee being deployed,
  • Workflow (name) - the name of the Workflow on the basis of which the Process for the employee is launched,
  • Workflow (category) - Workflow category (e.g. Onboarding, Pre-onboarding, Offboarding, New Role),
  • Created - date the Process was started,
  • Key date - the key date for the Process (in the case of the onboarding Process it will be the first day of work, learn more),
  • Status (delivered) - the number of delivered Actions in a Process (how many Actions scheduled in a given Process on a Workflow basis have already been delivered),
  • Status (%) - the percentage of Actions delivered to the Actions planned in the Process (e.g., 10 Actions were released in the Process, and 20 were planned - result: 50%),
  • Progress (completion) - the number of completed Actions in the Process,
  • Progress (%) - the percentage of Actions completed to Actions delivered in the Process (e.g., 10 Actions were delivered in the Process and 6 were completed - result: 60%).

The names of all the business sequences created in wrkflow will appear in the following columns, and each of them will be presented in four columns:

  • Status (delivered) - the number of Actions from a given Business Sequence that have already been delivered in the Process / the number of Actions scheduled in the sequence to be delivered,
  • Status (%) - the percentage of Actions delivered to the Actions planned within a given Business Sequence,
  • Progress (completion) - the number of Actions from the Business Sequence that have already been completed / the number of Actions delivered within the Business Sequence,
  • Progress (%) - percentage of Actions completed to Actions delivered in a given Business Sequence.