24/7 Onboarding Workflow Report (BOLD Analyze)

This report provides the information regarding onboarding workflow.

Click on the links below for more information:

 

If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager.

 

CHAPTERS

Legend
    Filter Panel
Locating the Analyze Report
Logic
Filter Options
Graphs/Widgets
Field Details

 

 

Legend

 

 

Filter Panel

 

 

Locating the Analyze Report

  1. Click on Analyze Tab
    The Reports Sub Tab will automatically be selected
  2. In the Search Reports field, type 24/7
  3. Click on the 24/7 Onboarding Workflow Report

 

 

Logic

This report provides the information regarding onboarding workflow.

 

 

Filter Options

Filter Name Options Description
Office All available Branch List Use this filter to refine Office of the Talent
Sent By User All available HCM User List Use this filter to refine Workflow Created By User
Include Automation Workflows Yes or No

Use this filter to refine Workflow Sent By Service User

If Yes is selected then Service Users are included in the report else not

Workflow Name All available Workflow List Use this filter to refine Workflow
Stages All available Workflow's Stages List Use this filter to refine Workflow's Stage
Date Type Workflow Sent Date or Workflow Completed Date  
Date From   Use this filter to refine Workflow's Created Date or Completed Date between the date range
Date To  
Date Range Yesterday, Today, Tomorrow, … When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'.

 

 

Graphs/Widgets

 

 

Field Details

Field Name Description Notes
Talent Talent's Full Name  
Talent First Talent's First Name  
Talent Last Talent's Last Name  
Resume Talent's Resume Status
Options: Yes, No
Yes - If Talent has Resume
No- If Talent does not have Resume
Workflow Name Workflow's Name  
Workflow Status Workflow's Status Options: Assigned/Sent, Initiated, and Completed
Workflow Sent Date Workflow's Created Date  
Sent By Workflow's Created By User The Service User will also populate if Include Automation Workflows parameter is Yes
Workflow Completed Date Workflow's Completed Date  
Dynamic Stages Workflow's unarchived stages displayed per sort order

 

 

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