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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 a 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 for selecting the area the information on which you want to display in the report |
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Used for setting 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 for selecting 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 for selecting 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 for selecting 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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Note. To correct operation this report, it is necessary to configure that (see Setting up the Presence at workplace report and Personal presence-at-workplace report) | ||
Used for adding the employees filter to the report | ||
Used to filter the data by the employee's personnel number and display this information in the report | ||
Used to filter the data by the employee's name and display this information in the report | ||
Used to filter the data by the employee's surname and display this information in the report | ||
Used to filter the data by the employee's patronymic name and display this information in the report | ||
Used to filter the data by the employee's job position and display this information in the report | ||
Used to filter the data by the employee's time of arrival and display this information in the report | ||
Used to filter the data by the employee's time of leaving and display this information in the report | ||
Used to filter the data by the time employee's spent on site and display this information in the report | ||
Used to group the data in the report | ||
Used to sort 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 employees who arrived later than the start of the working day |
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If an employee has 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 count calculation by field | ||
Used to select the the alternate view of the report appearance |
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Used for adding week subtotal to the report |
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Click Execute (2).
As a result a report is created and displayed (see Viewing a Time and Attendance report).