Daily Summary Report

Description:

This report displays an employee specific summary of the number of hours worked per-day.  Employee daily earnings can also be displayed.

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 see daily hours summaries.

• 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 daily hours summaries for hours assigned to a specific department only, make the desired selection from the Worked Department drop-down menu.

• If you would like to view daily hours summaries 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 daily hours summaries 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 daily hours summaries for employees who are assigned to a specific pay period only, make the desired selection from the Pay Period drop-down menu.

• If you would like to view daily hours summaries for employees who are assigned to a specific term only (as in "Full-Time," "Part-Time," "On-Call," etc.), make the desired selection from the Term 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 name is displayed in the Employee column.

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

• The number that the employee uses to punch in at the time clock is displayed in the Card# column.

• The Department column displays the employee's default department level.

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

• The date that the shown hours total is assigned to is displayed in the Date column.

• The Hours Worked column displays the name of the department that this hours total has been assigned to.  This setting takes into account any department transfers or overrides performed by the employee at the time clock.

• The Premium column displays the name of the Premium Pay Policy that this hours total is assigned to (if applicable).

• The Hours Type column displays the type of the daily hours total (as in "Paid," "Unpaid," "Holiday," etc.).

• The Regular column displays the number of regular hours worked by the employee for that day.

• The OT 1 - 4 columns display the number of overtime hours worked by the employee for that day.

• The Total column displays the total number of hours worked by the employee for that day.

• The Reg Pay column displays the dollar amount that the employee earned for the number of regular hours worked.
  Note: If you do not want the report to displays earnings amounts, de-select "Pay Information" from the Options section of the Report Criteria screen.

• The OT 1 - 4 Pay columns display the dollar amount that the employee earned for the number of overtime hours worked.
  Note: If you do not want the report to displays earnings amounts, de-select "Pay Information" from the Options section of the Report Criteria screen.

• The Earnings column displays the total dollar amount earned by the employee for hours worked on that day.
  Note: If you do not want the report to displays earnings amounts, de-select "Pay Information" from the Options section of the Report Criteria screen.

• Combined hours and earnings totals for all employees are displayed 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.