Sapling allows you to create and schedule reports to alleviate the need to manually download reports on an as-needed or recurring basis.
If you are tracking compensation and compensation changes in Sapling via custom tables you may need to report that information to your payroll team on a weekly basis. Sapling will allow to do this automatically ensuring your people operations processes remain streamlined and your payroll team is kept abreast of compensation changes.
Note: The time of day is based on the timezone you selected in your Sapling global platform settings.
6. Next, select who you would like the report to be delivered to - either an entire permission group (such as payroll) or specific individuals.
Note: Whomever you select to receive the report must have at least View permissions in order to receive the scheduled report.
7. The report will then be delivered to the emails associated with those employees or permissions group you selected. They will receive the report as a .CSV on the cadence you selected.
To see this process in action, take a peek at the following video: