Yearly Calendar Report

Description:

This report gives you employee totals for each day of an entire year. The report can show either the number of hours worked per-day, or the dollar amount earned (based on the employee's pay rate).

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 field to enter a start date for the report.

• The Employees field allows you to select which employees will be included in this report.  Click on the 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. Click on the icon to select the department from a map.

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 Worked Department field allows you to select which departments will be included in this report.  Click on the 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 view time card data 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 time card data 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 time card 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 time card data for employees of a specific type only (as in "Full-Time," "Part-Time," "On-Call," etc.), make the desired selection from the Type 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.
  Note: Select the "Pay Information" option if you would like to view the dollar amounts that employees earned each day, based on their pay rate. Leave this option de-selected to view hours totals.

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

Report Output:

This report generates a separate table for each employee's hours.  The employee's name, ID, and card number are displayed in the header of the table.

Note:  The report output will vary greatly depending on which Options you have selected from the Report Criteria section of the screen.

• The header at the top of the table displays the Department and Supervisor that the employee is assigned to.  The employee's rate of Pay and assigned Pay Period are also displayed.
  Note: If you do not wish the report to display the employee's pay rate and pay period, de-select "Pay Information" in the Options section of the Report Criteria screen.

• The displayed table contains a column for each month of the year (as defined by your Date Range selection). The days of the month are displayed as table rows.

• The hours total that the employee worked, or the dollar amount that the employee earned on that day is displayed in the body of the table.

• If you selected the Total Hours option, hours/pay totals for the entire year are displayed at the bottom of the table.

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.