Accrual History Report

Description:

This report gives you a history of awarded, used and banked accrual hours for the specified date range.  Dates are based on the system Last Calculated Date.

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 Employee 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.

• Enter a beginning and ending date for the report into the Date Range fields.  Click on the 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.

• 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.

• The Department 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 Departments header to select department levels.

1. All of your department levels are listed in the Unused Departments box.  The Viewed Departments box lists the departments 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 names are moved to the Viewed Departments box.  If you leave the Viewed Departments box empty, the report will display data for all departments.
   Note:  The Viewed Departments box is empty by default, thus including all departments in the report.

2. To unassign departments from a report, select the desired department names in the Viewed Departments box and click on the [<<] icon.  The selected departments are moved to the Unused Departments box.

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

• If you would like to report on employees assigned to a specific schedule rule (based on the schedule that they are assigned to work), make the desired selection from the Schedule Rule drop-down menu.

• If you would like to report on a specific type of accrual only (such as Hours Based, PTO, etc.), make the desired selection from the Accrual 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 column displays the employee's full name.

• The ID column displays the employee's ID in the TimeForce system.

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

• The Supervisor column displays the name of the employee's supervisor.

• The Accrual column displays the name of the accrual that is being reported on.

• The Calculated column displays the date on which the displayed hours record was generated by the system.

• The Un-Awarded column displays the number of unearned accrual hours that have been granted to the employee for this accrual type.

• The Awarded column displays the total number of hours that has been generated by the system for this accrual (up to the "Calculated" date).

• The Banked column displays the number of hours for this policy that have been rolled over from a previous month or year (based on the rollover settings specified in the accrual policy).

• The Used column displays the number of hours that the employee has used from this accrual policy (up to the "Calculated" date).  This figure is generated from the absences on the employee's time card.

• The Balance column totals the "Un-Awarded," "Awarded," "Banked," and "Used" figures to give you the employee's available hours for this policy (up to the "Calculated" date).

• The Modified column displays the date and time on which the displayed accrual figures were last modified.

• The Active column tells you whether this accrual is currently active for this employee.

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.