Approaching Overtime Report

Description:

This report displays the employees whose time card hours for the specified pay period are approaching overtime. The “Hours Threshold” setting is configurable, allowing you to view employees who will reach overtime after working the specified number of hours.

Note: This report generates data for the current pay period only.  You cannot generate an "Approaching Overtime" report for a closed pay period.

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 Time 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 Worked Department field allows you to select which departments will be included in this report.  By default all departments are included.  Click on the down arrow icon located to the right of the Show Departments header to select departments.

    1. All of your departments 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 levels are moved to the Viewed Departments box.

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

  • If you would like to review overtime for a specific pay period type only (as in "Daily," "Weekly," "Bi-Weekly," etc.), make the desired selection from the Pay Period drop-down menu.

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

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

  • The Type field allows you to select the type of employee that you would like the report to include (as in "Full Time," "Part Time," "Seasonal," etc.).

  • 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 shows the full name of the displayed employee.

  • The ID field displays the employee ID that has been specified in the employee's profile.

  • The Card # field displays the card number that the employee uses to punch at the clock.

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

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

  • The W. Department column displays the department level that the displayed hours total is assigned to.  This setting will be different from the setting in the "Department" column if the employee has specified a department number when punching at the time clock.

  • The Regular column displays the number of "regular" hours that the employee currently has on their time card.

  • The OT 1 column displays the number of Overtime Level 1 hours that the employee currently has on their time card.

  • The OT 2 column displays the number of Overtime Level 2 hours that the employee currently has on their time card.

  • The OT 3 column displays the number of Overtime Level 3 hours that the employee currently has on their time card.

  • The OT 4 column displays the number of Overtime Level 4 hours that the employee currently has on their time card.

  • The Comp Time column displays the number of comp time hours that the employee currently has on their time card.

  • The Total column displays the total number of hours currently on the employee's time card.

  • Each hours group is totaled in the box 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.