Daily Work Summary Group

Daily Work Summary Group

You can set up ERPNext to ask staff members to email work summaries in order to simplify the daily reporting process. An automated method of gathering daily work reports from employees in an organization is the Daily Work Summary.

Go to: to set up a new Daily Work Summaries Group.

Human Resources > Settings > Daily Work Summary Group

You can create many groups, each with a unique set of "Users" from your user list, a unique "Send Emails At" time, and a unique "Holiday List."

Also, you have the option to modify the 'Message' that you send to users.

1. Prerequisites

You must first build the following before creating a Daily Work Summaries Group:

• Email Account

2. How to create a Daily Work Summary Group

1. Access the Daily Work Summary Group > New page.

2. Type the Daily Work Summaries Group's name here.

3. Names of Users should be entered in the "Users" table.

4. Choose a time for "Send Emails At." The email with the Daily Work Summary will be delivered at this time.

5. choosing a holiday list (optional). The Daily Work Summary email won't be issued on these days.

6. Enter the mail subject and message in the Reminder area.

7. Save.

Note:

1. The email will be sent every day if no holiday list is chosen.
2. The subject line for emails containing daily summaries will be "Daily Work Summary Group."
3. Users in a Daily Work Summary Group that is disabled won't receive mail.