Notes' option in profile needs reporting options
I use the Notes option in both Web and PaC profile to record any payroll changes that need to occur. There are hree issues with this:
Program does not allow me record the date as of when I need to make the change.
When reporting on these notes it sorts by 'Create Date' rather than the date I need to make the change.
Options need to be added to sort the notes by Occurrence Date or Implementation Date rather than by Create Date.
The option would be more functional if user could define to report in 'Expected Date' or 'Implementation Date' order rather than in 'Create Date' order. I record payroll changes that need to occur in the future but when I report I get them by Create Date which means I have to sort through and pick the ones out of many that I need to change for this payroll.
Lisa Isley
shared this idea
Thank you for submitting and voting on this idea. We suggest that you try this instead:
Create a Custom Form for Note by individual. If you make it as a multi form, you could add more as needed for history or you could use a single form and remove after they have updated what they needed. You are able to include an “Implementation Date” (WH\EP\PS\CF\CF\MS)
Next, create a Data Mining Report. You will be able to run the report by “Implementation Date” and see the notes associated.
Thank you,
Ashley Prinsen
Product Owner