Hours Based Accrual Report

Description:

This report displays information on the accrual hours awarded to your employees from the hours based accrual policies that they are assigned to.

Report Criteria:

The Report Criteria screen opens when you click on the report name from the main "Reports" section of the software.  This screen is where you tell the system what data you would like it to report on.

  • The Department field allows you to select which departments will be included in this report. Click on the down arrow icon located to the right of the Show Departments header to select departments.
    Note:     By default, all department levels will be included in the report.

    1. A tree directory structure is displayed, showing each department level that you have entered into the system. Click on the Include Subs option to include the sub-departments of each selected department level.

    2. Use the tree directory to navigate to the department levels that you would like to include in the report.

    3. Each department is a link. Click on the links to select them for inclusion in the report. Selected departments are displayed in blue. Unselected departments are displayed in black.

    4. Click on the Clear All link to remove all selected departments.

    5. The Quick Search section of the screen allows you to easily search for the desired department levels by department name or number. Enter the desired search criteria and click on the [SEARCH] icon. The found results are displayed below.

  • The Employees field allows you to select which employees will be included in this report.  Click on the down arrow icon located to the right of the Show Employees header to select employees.

    1. To view employees from a specific department only, select the desired department from the Department drop-down menu.

    2. All of your employees are listed in the Unused Employees box.  The Viewed Employees box lists the employees that will be reported on.  Select the desired employees from the Unused Employees box and click on the [>>] icon to assign them to the report.   The selected employee names are moved to the Viewed Employees box.  If you leave the Viewed Employees box empty, the report will display all employees.
      Note:        The Viewed Employees box is empty by default, thus including all employees in the report.

    3. To unassign employees from a report, select the desired employee names in the Viewed Employees box and click on the [<<] icon.  The selected employees are moved to the Unused Employees box.

  • Enter a beginning and ending date for the report into the Date Range fields.  Click on the [CALENDAR] icon at the end of the field to select the dates from a calendar.
    Example:     If you want to print reports for one pay period only, enter the beginning date for the pay period into the first field, and the pay period ending date into the second field.  Leaving the Date Range fields blank will generate a report on all time card data based on the remaining criteria selections.  For example, you can print a report on all time card data for a specific employee, etc.

  • If you would like to report on employees scheduled to a specific Schedule Rule only, make the desired selection from the Schedule Rule drop-down menu.

  • If you would like to report on employees assigned to a specific supervisor only, make the desired selection from the Supervisor drop-down menu.

  • Use the Sort by field to select how the information on the report will be sorted.  Two sort levels can be specified.
    Example:     "Department" is selected in the first field, and "Employee Name" is selected in the second.  The report will be sorted first by the department level that the employees are assigned to, and then alphabetically by employee name.

  • The Options section allows you to select how much information is to be displayed on this report.  Put a check mark in the box next to each type of information that you would like the report to display.

Click on the [DISPLAY REPORT] icon located directly below the Options section of the screen to generate the report.

Report Output:

The report is separated into columns.  The header at the top of the report lists the type of information that is displayed in the column below.

Note: The report output will vary depending on what Options you selected in the Report Criteria section of the screen.

  • The Employee column displays the employee's full name.

  • The ID column displays the employee's ID.

  • The Card# column displays the card number that the employee is assigned to in the software.

  • The Department column displays the employee's default department assignment.

  • The Supervisor column displays the name of the supervisor that the employee is assigned to.

  • The Accrual Name column displays the name of the accrual policy that generated the shown hours total.

  • The Rate column displays the rate at which hours were awarded using this policy.

  • The Hours column displays the number of accrued hours that are available to the employee.

  • The Awarded Hours column displays the total number of hours that have been awarded to the employee on this accrual policy since the last "rollover" date.

Click on the [SAVE] icon in the upper right-hand corner of the screen to save this report to a separate file.  Click on the [PRINT] icon to print the report.