How To Store BI report output as a Document Record using HCM Extract — Cloud Customer Connect
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How To Store BI report output as a Document Record using HCM Extract

edited Jul 2, 2023 2:17PM in Human Capital Management 7 comments

Summary

How To Store BI report output as a Document Record using HCM Extract

Content

Many organizations have the need to generate letters or statements for workers that need to be stored in the worker’s document records for future reference. Examples of such letters include:

  • Promotion letter
  • Salary increase letter
  • Employment Contract agreements and renewed agreements

HCM Extracts provides a feature to generate and store such documents directly into the worker's Document Records. You can also schedule to run this extract periodically. Based on your extract filter criteria, the extract will pick up appropriate workers, e.g. workers promoted in the last month, and then burst the report output to their document records.

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