Overtime Equalization Report

Description:

This report tracks data from the "Schedule Replacement" feature of the TimeForce system.  When an employee cannot work a scheduled day, the system allows you to offer the work shift to a replacement employee.  This report tracks the replacement schedules offered, accepted and declined.

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 Schedule 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 schedule replacement data.  Click on the icons to select days 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 to view 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 view 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 full name of the employee is displayed in the Employee column.

• The employee's default department level is displayed in the Department column.

• The Date Offered column displays the date on which a replacement schedule was offered to this employee.

• The Schedule Rule column displays the rule that the offered schedule is assigned to in the system.

• The Schedule Start column displays the start date and time of the offered schedule.

• The Schedule End column displays the end date and time of the offered schedule.

• The Accepted Hours column displays the number of replacement schedule hours that the employee has accepted.

• The Declined Hours column displays the number of replacement schedule hours that the employee has declined.

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.