Documentation for WEB Report System PSIM 1.0.1.

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To create the Time and Attendance report:

  1. Select the Time and Attendance report (see Select the type of the Time and Attendance report).
  2. Set the required parameters to create the Time and Attendance report (1). The mandatory parameters are marked with an asterisk.
  3. Click the Execute button (2).

Note

You can use templates when you create a report.

To add a new template, click Report templates New template and fill in the Name and Description fields. The template will use the selected parameters of the current report.

Templates work the same way as templates in the scheduler and can be used interchangeably.

When you create a response using a template, click Report templates at the top of the page and select the required template from the list of saved templates (the required template is highlighted). As a result, the parameters of the current report are updated according to the selected template.

Note

The figure illustrates the parameters of the Generalized report.

The set of parameters depends on the type of the Time and Attendance report. The description of parameters used for creating reports is given in the table.

Parameter

Description

Used in reports

Used to select the area the information on which you want to display in the report

  • Detailed general report
  • General report
  • Presence at workplace report
  • Report by person quantity
  • Personal presence-at-workplace report

Used to set the period for which you want to display the report

Used in all reports

When you set the checkbox, some report fields are hidden
  • General report
  • Detailed general report

When you set the checkbox, the Comment column is displayed in the report. The column is used to manually add a comment to the printed report
  • General report
  • Detailed general report

When you set the checkbox, each department is displayed on a separate sheet
  • Detailed general report

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

  • Detailed general report
  • General report
  • Arrival/leaving with schedule report

Used to select a department or an employee whose information 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

  • Work schedule violations
  • Hours-worked report
  • Official acts report

  • Error report
  • Latecomers report
  • Presence at workplace report
  • Employee time clock report
  • General report by discipline and overtime
  • Simple generalized report
  • General report
  • Report by person quantity
  • Employee details
  • Arrival/leaving with schedule report

Used to select the department or subdivision whose information 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
  • General report
  • T-12
  • T-13

Used to select an employee whose information 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 are displayed in the drop-down list
  • General report
  • Personal presence-at-workplace report

When you set the checkbox, only those employees who were not present at their workplace are displayed in the report
  • Hours-worked report

Used to set the exact time (hours, minutes) for which you want to display the report
  • Report by person quantity

When you set the checkbox, the information on the working area only is displayed in the report
  • Presence at workplace report
  • Personal presence-at-workplace report

Used to set the time period of employee coming to territory for which you want to display the report

  • Presence at workplace 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 are 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

  • Presence at workplace report
  • Personal presence-at-workplace report

Used to include in the report the employees who arrived later than the start of the working day
  • Employee time clock report

If an employee left the work region for a time not exceeding the specified time, then this time is counted as spent in the work region
  • General report

Used to add an additional filter by the External ID field for counting the number of employees

  • General report
  • Report by the number of people

Used to select the the alternate view of the report appearance
  • T-13
  • Employee time clock report

Used to add week subtotal to the report
  • Generalized report

Used to sort lists of objects for a report by:

  • Name
  • Number
  • Detailed general report
  • General report
  • Report by person quantity
  • Work schedule violations
  • Hours-worked report
  • Official acts report
  • Error report
  • Latecomers report
  • Personal presence-at-workplace report
  • Presence at workplace report
  • Employee time clock report
  • General report by discipline and overtime
  • Simple generalized report
  • Employee details
  • Arrival/leaving with schedule report

As a result, a report is created and displayed (see View the Time and Attendance report).

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