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In order to create a Time and Attendance report, do the following:
Select a Time and Attendance report in one way (see Selecting a type of Time and Attendance report).
Set the required values to the parameters that are necessary for displaying the report of the selected type (1).
Note
The figure illustrates the parameters of a Generalized report.
The set of parameters depends on the type of Time and Attendance report. Description of parameters used for creating reports is given in the table.
Parameter | Description | Used in reports |
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Used to select the area the information on which you want to display in the report |
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Used to set the period for which you want to display the report | Used in all reports | |
When the checkbox is set, some report fields are hidden |
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When the checkbox is set, the Comment column will be displayed in the report, which is used to manually add a comment to the printed report |
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When the checkbox is set, each department will be displayed on a separate sheet |
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Used to select the working schedule of employees the information on which you want to display in the report. You can select one of the available schedules or all working schedules at once |
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Used to select a department or an employee the information on which you want to display in the report. The structure of the departments in the reports corresponds to the structure of the departments in the Time and Attendance module. You can select all departments at once, or separately parent and child departments, as well as several employees of a department |
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Used to select the department or subdivision the information on which you want to display in the report. You can select only a department/subdivision. You can also use the search for the required department/subdivision by substring |
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Used to select an employee the information on which you want to display in the report. If there are more than 100 employees, then the entire list is not displayed. To search for an employee, enter at least three first letters of their surname. As a result, employees with matching surnames will be displayed in the drop-down list |
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When the checkbox is set, only those employees who were not present at their workplace will be displayed in the report |
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Used to set the exact time (hours, minutes) at which you want to display the report |
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When the checkbox is set, the information on the working area only will be displayed in the report |
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Used to set the time period of employee coming to territory for which you want to display the report |
Note. For the Presence at workplace report to work correctly, you need to configure it (see Setting up the Presence at workplace report and Personal presence-at-workplace report) | |
Used to set the time period of employee leaving territory for which you want to display the report | ||
Used to set the time period of employee presence on territory for which you want to display the report | ||
Used to select the columns of the report | ||
Used to add a filter by which the employees will be filtered. Filter availability depends on whether the corresponding parameters are filled in for the employees in the Access Manager module | ||
Used to filter the employees by their personnel number | ||
Used to filter the employees by their name | ||
Used to filter the employees by their surname | ||
Used to filter the employees by their patronymic | ||
Used to filter the employees by their position | ||
Used to sort the data in the report | ||
Used to group the data in the report | ||
Used to select the appearance of the report: Standard or Compact for Presence at workplace report and View 1 or View 2 for Personal presence-at-workplace report |
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Used to include in the report the employees who arrived later than the start of the working day |
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If an employee left the work region for a time not exceeding the specified time, then this time will be counted as spent in the work region |
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| Used to add an additional filter by the External ID field for counting the number of employees |
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Used to select the the alternate view of the report appearance |
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Used to add week subtotal to the report |
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Click the Execute button (2).
As a result, a report will be created and displayed (see Viewing a Time and Attendance report).