How to share the weekly summary with an employee?

Updated October 17, 2023

Every Friday afternoon, your employees receive an email with a summary of the past week. This is the targeted individual employee report for the previous week. It is possible to manually share this summary, find out how in this guide!

Access the employee's report

1 - Click on "Reports" in the left menu.

2- Click on the "Employees" tab.

3 - Find the employee in the list and click on his/her name to access his/her individual report.

Change the selected period

It is possible to change the selected period in order to target a specific period.

1 - To change the selected period, click on the "Selected timeframe" filter.

2 - Choose the desired timeframe among the available choices.

💡To select specific dates, choose the "Custom" period. You will have the opportunity to select the dates and confirm with "Ok" :

Share the summary

Once you have set up the timeframe, you can share the summary with the employee so they can view it.

There are 2 ways to share the summary:

Send by email

To send the summary by email, click on "Share" and then on "Send by email"

If the employee's email address is registered in his employee record, his email will be automatically entered. If it is not there, you will need to enter it manually.

To find out how to add an employee's email 👇

How to add employee's email addressesè

💡When you send the summary via email, there is a field in order to write content. If needed, you can write a message to your employee there.

When you have entered the employee's email, you need to click "Send" to share the summary.

Share URL

The other way to share the summary is by sharing the URL. To do this, click on "Share" and then on "Copy sharable link".

The URL will be copied and you can share it with the employee on the channel of your choice.

💡This link does not expire and it is constantly updated! Feel free to mention to your employees that they can keep it bookmarked so they can check it whenever they want.