Below is the Time Analysis Information sub menu. To get more information about each report, click on the menu item.
This is probably the most commonly used report on a Daily and Weekly basis. It is a complete summary of an employee(s) movement within a specified date range.
After selecting the employees from the selection buckets, specify the dated ranges and the report type etc. The various selections and sorts for this report are outlined below:
NOTE : This report requires some 'fine tuning' on your part to get exactly what you want out of the report. Don't be afraid to experiment with the different settings etc.
There are three basic types of Time and Attendance Transactions:
The three basic transaction reports.
1. Time Transaction Analysis...
A summary of the selected types of records. It includes such fields as Type of Record, Shift Date, Worked Date, Worked Date, Day, Shift, In/Out Times, Position etc. Print out a sample report to see all of the fields included. This report will display records where there are actual times/records in the system. To get a complete summary, including days where there are no times/records within the date range, check the box labeled 'Detailed'. The Department Summary check box will further break down the report by Department.
2. Time Transaction Summary...
This report will calculate the totals of all the relevant fields (within the specified date range) and display them in the report. Check the box marked 'Department Summary' to split the report up by Department.
3. Daily Reconciliation...
This is the 'Daily' time and attendance report. It is a summary of a particular day's Time and Attendance. Instead of specifying a date range, simply choose a single day. This is useful if you want a summary of all the error records from the previous day. (Just select the error records to display or print)
The Record Selection box.
The seven types of records that can be displayed on the report.
Check of the records to be included in the report. You may want to view all the Absent/Holiday records for a specified period or maybe just the Error records for a particular day. It is up to you to decide what to include in the report.
The Advanced Options box.
The Advanced Options selection boxes
Check off any additional items to be included in the report. You can include the dollars calculation, have all times displayed as decimal, Daily and Weekly Totals, etc. Some of the choices will be enabled/disabled depending on their availability for a particular report type.
The Sort Order box.
The Sort Order selection box.
Choose the Sort Order you wish to use. Any sort by Department or Supervisor can have a new page for each by checking the 'New page on new Department/Supervisor check box.
If the report type is a Daily Reconciliation report, the 'Group Record less Employees at Report End' check box will become enabled. Check this box if you wish to view all employees with no records at the end of the report.
Once you have made your selections, click the PREVIEW or PRINT button.
This is simply a record of the employee(s) original scan-in and scan-out times. It does not show any modifications that may or may not have taken place since the original scans.
Select the Employee(s).
Select the Date Range.
Select the PREVIEW or PRINT button.
The Hours Worked Analysis report is very useful for keeping track of various types of hourly records, such as how much overtime, absent time, holiday time etc. has occurred for a specified time period. You can specify the types of records you wish to view or print.
Follow the procedure below to obtain an Hours Worked Analysis report.
Select the Employee(s).
Choose the method in which the report will be layed out.
Express As Dollars ... Check this box if you want dollars as opposed to hours displayed.
Ignore Premiums ... Check this box if you do not want the premiums displayed.
Include All Hours ... Check this box if all hourly records are to be included in the report.
Worked Department Summary ... Check this box for a summary of hours by Department.
Select the Sort Order for the report. Note that some of the selections here will become enabled/disabled depending on the type of report chosen above.
Select the hourly record types to be included.
Reg is Reg Hours, T15 is time and a half, T20 is double time. For Vacation and Sick records, choose the Absent record type from the corresponding drop down list.
Select the Date Range and the Hours Worked range. Note, the Hours Worked range boxes will become disabled when 'Include All Hours' is checked off.
PREVIEW or PRINT the report.
This report is a summary of overtime accumulated over a specified date range and hours range.
Follow the procedure below to obtain an overtime analysis.
Select the Employee and the Sort method. See Hours Worked Analysis.
Choose the report options to include in the report.
Choose the Date Range and Overtime Hours Range.
eg. show all overtime records for period 06/01/2000 to 06/30/2000 from 00:00 overtime hours to 40:00 overtime hours.
PREVIEW or PRINT the report.
The notes analysis contains a summary of all notes that have been attached to various types of time records. The notes could have been automatically or manually added to the records .
To obtain a summary report, follow the procedure below.
Select the Employee(s).
Select the Date Range.
Select the record types to search for attached notes.
Put a check the box labeled 'Dollars' if you wish the dollar amounts to be included in the report.
PREVIEW or PRINT the report.
This is a detailed report that includes all records that have Earning Codes attached to them. It is very useful for comparing data between Employee Tracker and your payroll program.
Select the Employee(s).
Select the Date Range.
If you are going to use existing data created when the last payroll export where all the data from Employee Tracker is gathered and sorted into earning codes and exported to a data file. The data file is then imported into the company payroll program. was completed, check the box labeled 'Use Existing Data'
Select the general layout options for the report.
Choose the format to display by clicking the 'Decimal' or 'Dollars' radio button.
Choose the sort method.
Select the Paper source.
PREVIEW or PRINT the report.
Similar to the Earning Code Analysis report. Follow the same process to obtain the GL Account Analysis report.
If an employee(s) has been assigned to complete specific jobs (entered in Edit T&A), this report will summarize the times recorded against the job.
Select the Employee(s).
Select the Date Range
Specify a Detailed or Summary report.
PREVIEW or PRINT the report.