Time and Attendance
Daily Shift
This report shows the shift match record detail for all selected employees for the selected Date Range.
The report creates a page break for each Home Department.
Parameters
Employee
DateRange
Punch Types Selection (First In Last Out, T&A Punches, T&A and Dept, T&A and Job, All Punches)
Daily Shift Summary
Shows all of the rule-shift-daytype, notes, punches and Time transactions for each shiftmatch within the selection parameters grouped by the Report Grouping Selections parameters. Time Category totals are provided for each of the selected groupings.
Parameters
Employee
Date Range
Time Category Group
Show Scheduled Duration
Add Page Break by First Group
Show Notes
Report Grouping Selection (Date, Department, Employee, Grand Totals)
Daily Signoffs
This report shows the record dates that have or have not been “Signed Off” and if signed off, which user did the “Sign Off”.
The report groups the information by Home Department and Employee.
Parameters
Employee
Date Range
Signoff Status (Signed, Unsigned, or both)
Daily Summary
Shows the sum of the duration and Memo Amounts for each employee, date, and Time Category and will optionally show Notes that are associated with the shift matches.
Parameters
Employee
Date Range
Time Category Group
Show Notes
Show Totals
Group by Department
Detailed Timecard
This report shows the detailed Time & Attendance transaction information for the selection of employees and date range.
Parameters
Employee
DateRange
Time Category Group
Exception Group
Add Page Break by Employee
Group By: Department / Employee
Errors and Exceptions
This report shows the shift match date and, the errors and exceptions occurring on that date for the selection of employees, date range and Exception Group.
The report groups by home department and provides the option to show totals.
Parameters
Employee
DateRange
Exception Group
Show Notes
Missed Punches
This report shows the punches that needed to be manually added by a supervisor and the number of missed punches for each employee in the selected employee list and date range.
Parameters
Employee
Date Range
Punches (In, Out, Department, Job)
Show Audit User
OT Balancing
This report shows the summary of hours worked, and then shows the variance of the total hours against the Hours Threshold configured by the user for each selected employee and date range.
Parameters
Employee
Date Range
Time Category Group
Use Payroll Multiplier
Display Chart
Hours Threshold
Group by: Department, Employee, Grand Totals
Pay Period Summary
Shows Time & Attendance Time Category summary information (Duration, Memo Amount, and Wages) grouped by Home Department, employee.
The report shows a departmental total creates a Page Break for each Department.
The report also shows a Total for all departments on the last page of the report.
Parameters
Employee
Date Range
Time Category Group
Exclude Time Category Group From Total
Show Fields (Wages, Durations or both)
Group Selection: Department, Employee, Grand Totals
Period Signoffs
This report shows the Pay Period records that have or have not been “Signed Off” and if signed off, which user did the “Sign Off”.
The report groups the information by Home Department and Employee.
Parameters
Employee
Date Range
Signoff Status (Signed, Unsigned, or both)
Rounded Punches
This report shows the actual and rounded value of the selected employees punches for the selected date range and shows the variance between the actual and rounded values.
Parameters
Employee
Date Range
Punches (In, Out, Department, Job)
Scheduled vs. Actual Time
This report shows the number of scheduled hours vs the actual worked hours per day for the selected employees and date range, as well as the variance between the number of scheduled hours and actual hours.
The report is grouped by Home Department and employee.
Parameters
Employee
Date Range
Time Category Group
Summary Option (Daily, Summary)
Rate Value (Employee Rate, Department Rate)
Show Fields (Wages, Durations, Both)
Time & Attendance Summary by Category
This report is a Cross Tab report that summarizes the Time and Attendance Duration, Dollar Amount and Memo Amount of based on the selection criteria.
The report groups by Time Category.
Parameters
Employee
DateRange
Time Category Group
Show Fields (Wages, Durations, Both)
Group selection: Home Department, Employee, Date, GrandTotals
Time & Attendance Summary by Day
This report is a Cross Tab report that summarizes the Time and Attendance Duration, Dollar Amount and Memo Amounts based on the selection criteria.
The report groups by Date.
Parameters
Employee
Date Range
Time Category Group
Show Fields (Wages, Durations, Both)
Group selection: Home Department, Employee, TimeCategory, GrandTotals
Accrual
Accrual Summary
This report shows summary of employee benefit accrual balances for the selected date range.
Parameters
Employee
Opening Date
Accrual Filter (Current, Past, All)
Group Selection: Department, Employee, Benefit (Filter by Accrual)
Accruals – Detailed
Shows detailed accrual information for the selected employees. The Opening Date is the date used to determine the Opening Balance and Transaction Details.
Parameters
Employee
Opening Date
Show Accrual Notes
Accrual Filter (Current, Past, All)
Group Selection: Benefit (Filter by Accrual)
Costing
Daily Job Status
This report shows the actual and scheduled job punches for the selected date range and employees.
The report is grouped by Home Department, AppliesToDate, and Employee.
Note:
- If the user does not have permission to Job Costing, then this report is not available.
- If the user does not have permission to Scheduling, then the scheduled job transitions are not shown on this report.
Parameters
Employee
Date Range
Show Job Info (Description, Job Values)
Data Comparison
This report shows a comparison of hours, wages, or both between two different date ranges for selected employees.
Data can be grouped by Department, Employee and Grand Totals, and can be filtered by Job.
Parameters
Employee
First Date Range
Second Date Range
Time Category Group
Show Time Category Totals
Show Fields (Wage, Duration, Both)
Group Selection (Department, Employee, Grand Totals, Job (Filter by Job))
Employee Department Rates
This report displays all the department specific rates associated to the selected employees.
The report is grouped by Employee.
Parameters
Employee
Include Employees Without Rates
Employee Job Rates
This report displays all the job specific rates associated to the selected employees.
The report is grouped by Home Department and then Employee.
Parameters
Employee
Include Employees Without Rates
Labor Allocation Detailed
This is a “Cross Tab” report that shows details for Time Duration, Dollar Amount and Memo Amount of allocated labor based on the selected groups by Time Category.
Parameters
Employee
Date Range
Time Category Group
Show Totals
Show Fields (Wages, Durations, Both)
Labor Allocation Summary by Category
This report is a “Cross Tab” report that summarizes the Time Duration, Dollar Amount and Memo Amount of allocated labor based on the selected groups by Time Category.
Parameters
Employee
DateRange
Time Category group
Exclude Time Category Group From Total
Show Notes
Show Fields (Wages, Durations, Both)
Report Grouping Selection (Employee, Worked Department, Date, Grand Totals, Job (Filter by Job))
Labor Allocation Summary by Day
This report is a “Cross Tab” report that summarizes the Time Duration, Dollar Amount and Memo Amount of allocated labor based on the selected groups by day.
Parameters
Employee
Date Range
Time Category Group
Show Fields (Wages, Durations, Both)
Job Format (Value, Description, Value – Description, Description – Value)
Report Grouping Selection (Employee, Department, Time Category, Grand Totals, Job (Filter by Job))
Scheduling
Approaching OT Estimation
This report is a “Cross Tab” report that displays the amount of worked, absence and scheduled time, and shows the variance against the Hours Threshold inputted by the user.
Parameters
Employee
Time Category Group
Employee Date
Hours Threshold
Report Grouping Selection (Department, Employee, Time Category)
Budget Variance
This report shows the budgeted, scheduled and actual hours, as well as the variance for the departments of the selected employees.
Parameters
Employee
Date Range
Show Loaned
Variance (Budget vs. (Scheduled + Actual), Budget vs. Scheduled, Budget vs. Actual, Scheduled vs. Actual)
Schedule Posting
Shows the schedules that have been entered into the system for selected employees and date range. This report will count the number of shifts assigned and provide the total duration for each day reported and Home Department.
The report will Page Break for each Home Department.
Parameters
Employee
Date Range
Show Totals
Show Border
Show Scheduling Notes
Show Fields (Detail, Total Hours or both)
Report Grouping Selection (Department, Employee, Grand Totals)
Schedule Posting with Labor Allocation
This report shows the schedules (including scheduled Labor Activities and Absences) that have been entered into the system for a selection of employees and date range.
The report will count the number of shifts assigned, number of absences and provide the total duration for each day reported and Home Department
The report Page Breaks by Home Department.
Parameters
Employee
Date Range
Scheduled Absences
This report shows the absences that have been scheduled for the selected employees and date range.
Parameters
Employee
Date Range
Exclude Employees without Data
Scheduled vs Actual (Labor Allocation)
This data shown on this report is dependent upon the Parameter Selections made by the user. For example, If the user elects to only show wages, then you will only see wages.
Reports Scheduled and Actual activities along with the differences between the two for the selected employees and date. This report is grouped by Home Department, Employee, Date.
The scheduled average wage is determined by the scheduled work rule will be either (employee, current Department or current Job Rate) In the case that Rate Retention is null, the employee’s rate, Home Department or Default Job Rate are used.
The Actual average wage is the averaged effective rate from the labor transactions.
The report is group by Home Department and then by employee. Totals are available for each group and page breaks by Home Department are provided.
Parameters
Employee
Date Range
Time Category Group
Show Labor Information (Yes/No)
Summary Option (Daily, Summary)
Show Fields (Wages, Durations, Both)
Weekly Schedule Posting with Labor Allocation
This report is a weekly schedule posting report that shows all scheduled activity for selected Employees starting on the Opening Date selected by the user.
If the company has DA (Department Allocation) or Job Costing, then the Jobs and Departments listed on the last day of the report will be shown. Any scheduled activity for jobs or departments will be shown based on the parameter selection.
The report can be grouped by Home Department is required.
Parameters
Employee
Opening Date
Group Employees by Department
Show Dept/Job List
Show Totals
Show Scheduling Notes
Show Labour Information (None, Department Allocation (DA), Job Costing, DA and Job Costing)
Employee
Employee List
This report is a list of employees showing the Employee Code, Payroll Code and Milestone dates.
Parameters
Employee
Badge Selection (Active Only, All Badges)
Employee Notes
This report shows the employee notes with page break by employee.
The report creates a page break for each employee.
Parameters
Employee
Date Range
Employee Rates
This report shows the rates for the selected employees.
The report is grouped by Home Department and then Employee.
Parameters
Employee
Include Employees Without Rates
Employee Training
Reports all training information for the selected Date Range and Employees and Qualifications calculating summary information for each employee.
This report is grouped by Home Department and then by Employee.
Parameters
Employee
Date Range
Report Grouping Selection (Qualification Name (Filter by Qualification Name))
Employee Work Rules
Reports the work rules that have been assigned to the employee. Work rules are listed in order of most recent to earliest.
The report is grouped by Home Department.
Parameters
Qualification Assignments
This report shows the qualifications that have been assigned to selected employees.
Parameters
Employee
Report Grouping Selection (Department, Employee, Qualification Type (Filter by Qualification Type), Qualification Name (Filter by Qualification Name))
Audit
Audit of Activity on an Employee
This report shows the activity of data changes within the system for the selected
employees.
You may choose to view All activity or only the activity related to; Employee, General Configuration, Rule Configuration, Benefit Configuration, Transactions, Punches,
Security, or Notifications.
Parameters
Employee
Date Range
Report Grouping selection (Employee, General Configuration, Rule Configuration, Benefit Configuration, Transactions, Punches, Security, Notifications, All)
Show (Description, ID and Description)
Audit of User Activity
This report shows the activity of data changes within the system for selected Users – Admin/Supervisor users, ESS users or both.
You may choose to view All activity or only the activity related to; Employee, General Configuration, Rule Configuration, Benefit Configuration, Transactions, Punches,
Security, or Notifications.
Parameters
Users
Date Range
Report Grouping selection (Employee, General Configuration, Rule Configuration, Benefit Configuration, Transactions, Punches, Security, Notifications, All)
Show (Description, ID and Description)
System
Badges
Shows the badge history and assignment availability for all badges defined in the system.
Parameters
Sorted By (Badge, Employee)
Badge Selection (Show All, Show Available Only, Show Unavailable Only)
Job Levels
This report lists all of the jobs and their descriptions in the system. Data will be shown in two columns.
Parameters
None
Job Rates
This report lists all of the jobs in the system, with their associated rates and start and end dates of those rates.
Parameters
Show Rate
Show Active Only
Order by (Description, Start Date, End Date)
Punch Errors
This report shows the systems punch errors (based on selected type filter) that were polled on or after the selected date.
Parameters
Opening Date
View Errors of Type (All, Unassigned, Checked, Unchecked)
System Settings
This report lists all of the system settings, and their values.
Parameters
None
Terminals
This report lists all of the terminals that have been setup in the system.
Parameters
None
Time Categories
This report lists all of the Time Categories that have been setup in the system.
Parameters
None
User List
This report lists all system users, ESS users, or both, along with their Role, corresponding employee account, email address and other information.
Parameters
Users
Sorted By (Username, Employee)
Visibility
This report shows the departments and/or employees that are visible or not visible to the selected users.
Parameters
Users
Show Data (Both, Departments, Employees)
Visibility Filter (Visible, Not Visible)
Work Rule Definitions
This report details the Work Rule configuration, showing the rules, shifts, shift parameters, rounding, premiums and breaks for the selected sets of Work Rules.
Note: You must select at least 1 work rule from the Work Rule filter parameter.
Parameters
Report Grouping Selection (Work Rule (Filter by Work Rule))