EMP201 Current Month Submissions Report
Only Supervisor and Partner status users can work on the EMP201 Current Month Submissions Report for all clients. Normal users will be able to view the report only for the clients they are allocated to. To allocate users to client services, check out this guide.
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Click on PlanSmart
Select SARS
Select EMP
Click on EMP201 Current
If you have partner or supervisor status, you can filter the report according to Partner, User or Other options (show all, show uploaded, show mark as complete, show outstanding, show notes, show users log table) Then click on show report. The report will automatically display for normal users only showing the clients that are allocated to them.
Click on files to upload the EMP201
Select Upload to current file categories.
Select the Category.
Choose the file to upload.
Select who to send the email too or add another recipient.
Click on Upload Files.
The client will now have a green box with a tick to show a file was uploaded for this client.
Click on the green box with a tick and you can now add notes and set as complete. You can also notify other users. Select Save once done.
The report will show you which EMP201 submission have been done, or not done, if the files have been uploaded and if there are notes.
If you have partner or supervisor status, you can also create projects for all the EMP201 clients.
The report will also display the total EMP201 clients, and the % of each month that has been completed.
You can also email all client on the list.
_________________________________________________________________________________________________________________________________________________
Click on PlanSmart
Select SARS
Select EMP
Click on EMP201 Current
If you have partner or supervisor status, you can filter the report according to Partner, User or Other options (show all, show uploaded, show mark as complete, show outstanding, show notes, show users log table) Then click on show report. The report will automatically display for normal users only showing the clients that are allocated to them.
Click on files to upload the EMP201
Select Upload to current file categories.
Select the Category.
Choose the file to upload.
Select who to send the email too or add another recipient.
Click on Upload Files.
The client will now have a green box with a tick to show a file was uploaded for this client.
Click on the green box with a tick and you can now add notes and set as complete. You can also notify other users. Select Save once done.
The report will show you which EMP201 submission have been done, or not done, if the files have been uploaded and if there are notes.
If you have partner or supervisor status, you can also create projects for all the EMP201 clients.
The report will also display the total EMP201 clients, and the % of each month that has been completed.
You can also email all client on the list.
Updated on: 14/11/2023
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