Exceptions Report

Description:

This report documents when an employee's actual punch information varies from what they were scheduled to work.

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 see punch exceptions.

• 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.

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

• If you would like to view exceptions for employees who are assigned to a specific Schedule Rule only, make the desired selection from the Schedule Rule drop-down menu.

• If you would like to view exceptions for employees who are assigned to a specific pay period only, make the desired selection from the Pay Period 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 for this report are separated into two sections.  Put a check-mark in the box next to each setting on the left-hand side of the screen to tell the report which types of general employee information you would like to see.  The right-hand section of the screen is used to tell the report which punch errors you would like it to generate exceptions for.  For example, remove the check mark if you do not want the report to show the errors generated by "Break Discrepancies" in your employees' time cards.

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

Report Output:

A separate table is generated for each employee.  The employee's name, ID and Card Number are displayed at the top of each table.

The header at the top of the table displays the Department and Supervisor that the employee is assigned to.

• The Date column displays the date on which the exception occurred.

• The Time column displays the time of the punch on which the exception occurred (if applicable.  For example, no time will be displayed for an "Unscheduled Absence").

• The Exception column displays the type of punch exception.  The data in this column is defined by which errors you selected that you wanted to see in the Options section of the Report Criteria screen.

• The Comments section allows you to enter handwritten notes on a printed copy 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 (such as a spreadsheet file).  Click on the [PRINT] icon to print the report.