Distribute headcount report

Distribute individual employee reports to department heads, filtered to their group. Reports can include analysis for salary costs, headcount changes, or performance review metrics.

Workflow steps in Catalytic

Upload Excel data

1

Filter the spreadsheet per unique owner

2

Send a custom report to each record owner

3

Send a confirmation email to the process owner

4

Tagged:

people ops

document assembly

tasks forms

data processing

Created by: Catalytic

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Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.