Employee Management Pgm: Reports

Reports

  • Access Reports from the Print menu on the Main screen or from the Reports icon
  • All reports can be printed and/or saved
    • To print the report, press the Print button
    • To save the report on the computer, press the Copy button and paste the report into a program such as Microsoft Word, and save it.
Employee Report
  • Provides a list of employees and their information including:
    • Social Security Number
    • Address and Phone Number
    • Title, Department, and Union
    • Hire Date and Probation End Date
    • Hours Per Week and Part-Time Status
    • Pay Rate (Hourly and Overtime) and Salary if applicable 
Run the Employee Report
  1. Select the order that the data is displayed in the report by using the Sort By drop down menu
    1. Social Security Number
    2. Name
    3. Union
    4. Job Title
    5. Department
  2. Check the Exclude Terminated Employees box for the report to display only active employees
    1. If the box is left unchecked, the report will display ALL employees
  3. Check the Close This Window After Run box to close the this window when the user presses the Run button.
  4. Press the Run button.
  5. Report window will open .
Employee Hours Report

  • Provides list of employees with totals of their hours worked during a specified time period as well as totals of the employees Paid Leave Hours
    • Hours Type- Displays types of hours worked/used and Paid Leave types 
    • Period Ending- Displays dates on which the employee has hours
    • Earned Hours- Displays the amount of Paid Leave hours that the employee has earned
    • Hours Used- Displays the amount of hours worked/used and the hours of Paid Leave used during the specified time period
    • Hours Balance- Displays the balance of Paid Leave hours that the employee has not used
    • Pay Rate/Salary- Displays the Hourly and Overtime or Salary pay rates, and the amount of pay calculated for each date worked and Paid Leave hours used
Run the Employee Hours Report
  1. Select Report Begin and Report End dates from the drop down menus
    1. Use can also use the single drop down to the right for some preset date range options
  2. Select Print Detail Hours for the report to display the date and hours employee worked
    1. If this is not selected, the report will only display the totals for the Paid Leave hours
  3. Select Page Break on User for the report to display each employee on a separate page
  4. Selecting Exclude Salary Information changes the report to no longer display any pay rates or pay amounts  
  5. Select option from the Sort By drop down will sort the data in the report by:
    1. Social Security Number
    2. Name
    3. Union
    4. Title 
    5. Department 
  6. Press Run
  7. Report window will open

Time Clock Report

  • Provides a list of Clock In and Clock Out times from Time Clock during a specified date range
Run the Time Clock Report
  1. Select Clock In Begin and Clock In End dates from the drop downs
    1. Use can also use the single drop down to the right for some preset date range options
  2. Select the employee's User ID from the User ID drop down menu
    1. Selecting *ALL in the User ID drop down will run the report for all employees that have used the Time Clock
  3. Selecting Page Break on User will display each employee on a separate page 
  4. Press the Run button
  5. Report window will open
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