How to Start Managing Task Reporting in Staffinc Suite

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    Task reporting enables structured data collection by allowing employees to submit reports based on assigned tasks. To enable task reporting, follow these steps based on the type of form:

    1. Custom Form Task Reporting

    For tasks requiring a custom form, follow these steps:

    1. Create the Form – Use the digital form feature in the client portal to design a custom form tailored to your needs.
    2. Assign the Form – Link the form to employees, branches, or partners to ensure proper task distribution.

    2. Sales & Stock Task Reporting

    For standardized Sales & Stock reporting, follow these steps:

    1. Create the Product Catalog – Register all SKUs to build a reference database for reporting.
    2. Map Product Eligibility – Assign products to specific branches or partners to control reporting access.

    Tracking Submissions

    Once the setup is complete, employees can start submitting their reports. You can track and manage submissions in the Submission Management menu, categorized into:

    • Custom Form Submissions
    • Sales Submissions
    • Stock Submissions