Recipients

To add an employee record to the recipients list, complete the following steps.

1. Click on the Add Employee button in the left pane to open the Employee Search screen.

2. Enter selection criteria into the fields displayed in the search screen. Depending on the default setting, either the Basic search fields or the Advanced search fields are displayed. Click on the Basic or Advanced button in the left pane to change the search mode.

   Note  

   For more information on the fields available for each search, see Employee > Searching for an Employee Record.

3. After entering values in the selected fields, click on the Search button. The results are listed below the search screen.

4. To select one or more record, click the selection box to the left of the record to alternately add or remove the check mark. To select/de-select all records in a specific search result set, click on the box above the search results to add or remove all check marks.

5. Click on the Add Record icon to add the selected employees to the list.

To add an organization unit record to the recipients list, complete the following steps.

1. Click on the Add Organization Unit button in the left pane.

2. Enter the selected Organization Unit level in the screen, then click on the Save button.

   The entered organization unit is added to the Organization Unit Recipients grid.

3. Repeat these steps to enter additional organization units.

   Note  

   Depending on the Delivery Format set up, the employees in this organization unit may be notified that this report can be viewed in Reports > Prepared Data Reports, or they may be emailed a copy, or receive a notification that a link is available.

The Add Printer button is only enabled if the Delivery Method field on the Delivery Format tab is set to Printer.

To add one or more printers to the recipients list, complete the following steps.

1. Click on the Add Printer button in the left pane

2. Select the name of the printer where this scheduled report should be sent and printed from the Field Look Up Values in the right pane.

3. Click on Save. The selected printer is added to the grid.

   Note  

   Available printers are currently set up within Process Developer and cannot be set up within the system.

The Delete button is used to remove one or more records from a screen.

To delete a record, complete the following steps:

1. Click on the selection box to the left of each record to be deleted.

   A check mark is displayed

2. Click the Delete button.

3. If a single record is open, select the Delete button (there are no boxes to select the record).

4. A message is displayed verifying the record should be deleted. Click on Yes to continue.