Submitting daily work reports in Trovve is essential for teams with managers. Here’s a step-by-step guide on how to set up and submit daily work reports.
Assigning Managers
Only users with assigned managers can submit daily work reports. Here’s how to assign managers:
- Access Settings: Click on your picture or initials on the main menu to open a dropdown menu, then choose 'Settings'.
- Navigate to Users: Go to the 'Users' tab within the settings.
- Assign Manager:
- Click on the user you want to set the manager for.
- Find the 'Manager' field, select the manager from the dropdown menu (Note: Managers must be Trovve users to appear in the dropdown).
- Press 'Save' to confirm the assignment. (Note: Only admins can perform this action).
Requiring Daily Work Reports
If you want to make it mandatory for all users to submit a work report during checkout, follow these steps:
- General Settings: Navigate to the 'General' tab in settings.
- Enable Mandatory Reports: Check the box next to 'Require work summary during checkout'.
Submitting Daily Work Report
To submit a daily work report:
- Click the Wrap Button: On your main dashboard, click on the 'Wrap' button when you're ready to end your day.
- Submit Report: Users can submit their daily reports, which includes a summary of hours worked and tasks completed.
Notifications & alerts
- All users will receive a notification to remind them to wrap up their day a few minutes before their work schedule ends. These reminders are sent via Microsoft Teams through the TrovveBot.