HR Collaboration Portal

Initiating a purchase request process from an online
form

Task is sent to manager for approval

Open Tom’s Outlook (Manager)

Task and request details are embedded in the email.
User can approve/decline from Outlook toolbar.

Workflow Status

Tom’s task – approving the request

Due to high price – CEO is required to approve

Open Peter’s Outlook (C.E.O)

Task and request details are embedded in the email

Peter’s task – approving the request

Task sent to Purchasing Department

Open Mark’s Outlook (Purchasing Department)

Mark’s task – creating a purchase order

Audit Trail

Workflow Status

Case Management

Team Performance

Team Status

Late Tasks - Report

Report can be exporting to PDF and Excel

Report in PDF format

Report in Excel format

Opening the Report Builder

Managers can create their own reports – without
code

Filtering the report – cut and dice

Reports can be saved, exported, printed and
distributed