Break Summary Report

Description:

This report tracks the "Break" punches that your employees have entered into the system, and notifies you of any automatic deductions due to long break times.

Note: In order for this report to display data, the employee must clock "IN" and "OUT" for breaks using the [BREAK] key on the clock keypad.  "Break" punches can also be manually entered from the Self Service or Time Card sections of the program (for users with the appropriate access rights).

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 Audit Reports field allows you to select a different report from the drop-down menu.

• Put a check mark in the Launch Report in Separate Window box if you would like the report to open in a new web browser window.  With this option de-selected the report is displayed directly below the Report Criteria section of the screen.

• Use the Date Range fields to enter the range of days for which you would like to view changes to time card data.  Click on the icons to select the dates from a calendar.

• The Employees field allows you to select which employees will be included in this report.  By default all employees are included.  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.

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.
   Note: If you leave the Viewed Employees box empty, the report will display all employees.

• The Department field allows you to specify that you would like to view data for employees assigned to specific department levels only.  Click on the down arrow icon located to the right of the Show Departments header to select departments.

1. Put a check mark in the Include Sub-Departments box to view all main and sub-department levels.  With this option de-selected, only your top-level departments will be displayed.

2. All of your departments are listed in the Unused Departments box.  The Viewed Departments box lists the department levels that will be reported on.  Select the desired departments from the Unused Departments box and click on the [>>] icon to assign them to the report.  The selected department level names are moved to the Viewed Departments box.

3. To unassign department levels from a report, select the desired names in the Viewed Departments box and click on the [<<] icon.  The selected department levels are moved to the Unused Departments box.
   Note: If you leave the Viewed Departments box empty, the report will display all department levels.

• If you would like the report to display data for employees assigned to a specific pay period only, make the desired selection from the Pay Period drop-down menu.

• If you would like to track data for employees who are assigned to a specific supervisor only, make the desired selection from the Supervisor drop-down menu.

• If you would like to track data for employees who are assigned to a specific Schedule Rule only, make the desired selection from the Schedule Rule 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 depends greatly upon what you selected in the Options section of the Report Criteria screen.  

• The employee's full name is displayed under the Employee column.

• The employee's ID is displayed under the ID column.

• The card number that the employee uses to enter punches at the time card is displayed in the Card# column.

• The default department level that the employee is assigned to is displayed in the Department column.

• The name of the supervisor that the employee is assigned to in the system is displayed in the Supervisor column.

• The # of Breaks column displays the total number of breaks that the employee took during the specified date range.

• The Break Deduction column displays the number of minutes or hours that was automatically deducted by the system due to long breaks.
  Note: In order for this total to calculate, the employee must be assigned to a "Schedule Rule" which contains at least one scheduled break with the "Restrict" option enabled.

• The # of Breaks and Break Deductions are totaled at the bottom of the report.

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.