Workflow Overview Report

This article explains how to use the available filters to search and manage pending award transactions in the system.

On the Workflow Overview page, you can view all pending awards that require approval. To begin, log in to the Admin Center of the JobPts application, then click 'Programs' from the left-side menu and select 'Workflow Overview'.

Image: Workflow Overview page

Available filters:

• Program Type - An option to filter data by program type: Peer-to-Peer, Nomination, or Earn Points.
• Program Name - An option to search for a specific program name.
• Country - An option to search by the recipient's country.
• Approver's Name - An option to search for a specific approver.
• Date From & Date Until - Choose a time range to view the pending transactions for the selected period.
• Only Expired Nominations - When checked, expired nominations will be included in the list in addition to the other programs.

To export your search results, simply click the Excel button. This will download the data in an Excel file format, allowing you to view, share, or analyze it outside the application.

In addition, the columns on this page provide details such as the award sender and recipient, the recipient’s organizational unit, the program used to send the awards, award value, transaction date, the full names of the 1st and 2nd level approvers, the number of days the transaction has been pending, and the full name of the person who made modifications, along with the last modified date.

If an approver is unavailable or out of office, admins can assign a temporary approver to approve a specific award by clicking on the approver's full name.

Image: Change Approver modal

*Note: The workflow overview report also includes the P2P programs created with payroll.

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