Reports | Employee 

This section of reports shows the Employee activity.

Employee - Employee List

This is a list of the employee profiles entered in Employee Maintenance.

Search Criteria – Search Options

• None
  

Filters:

• Employee Status – This report can be sorted to view the list of employee accounts marked active, inactive or all accounts entered with this drop-down list.
  
• Employee – This report can be sorted to view all employees or a specific employee with this drop-down list. 
  

After customizing your report select Preview Report to view your report on–screen.

Employee - Sales by Employee

This report is not currently available.

Employee - Employee Hours

This is the report you will use to do your payroll. If you have a Pay Rate entered in the employee’s file and utilize the Time Clock in CSM you will be able to print off a report of each employee’s hours. This will give you the gross payroll for each employee as well as your total gross payroll for the time period selected.

Search Criteria – Search Options

Beginning Date – Select the first day of the date range you wish to view.
Ending Date – Select the last day of the date range you wish to view.

Filter:

• Simple Export format -– Select this to hide the subtotals and totals to solely preview the base information for report export.
  
• Hour Min. format – Select this to view the report in a 12 hour format.
  
• Show 24 hour format – Select this to view the report in a 24 hour format. 
  
• Pay Period Start Day – Select the day of the week the pay period begins on.
  

After customizing your report select Preview Report to view your report on–screen.

Report Information

Check In Date / Time – Date and Time employee checked into the time clock.

Check Out Date / Time – Date and Time employee checked out of the time clock.

Shift Hours – Total number of hours worked on specific day.

Pay Rate – Pay rate as entered in Employee Maintenance.

Shift Gross Pay – Total hours worked times Pay Rate amount.

Tips – Tips as entered by employee before checking out of the Time Clock.

Total Hours – The total hours worked on that shift.

Hours Over 8 – Total number of hours over 8 worked per day.

Employee - Employee Schedule

This report is not currently available.This is a shortcut to the Schedule Utility in Employee Maintenance. You can make any needed changes and print the schedule.

Search Criteria – Search Options

• None
  

Filters:

• None
  

Select the report to access the Schedule Utility

Report Information

Daily View – Select this to view a specific day in the calendar.

Weekly View – Select this to view a specific week in the calendar.

Work Week View – Select this to view the week specified by the First DOW drop-down list.

Monthly View – Select this to view a specific month in the calendar.

By Employee – Select this to view a specific employee’s schedule in the calendar.

First DOW – Select this to view a specific week in the calendar.

Print  – Select this to print the schedule selected.

Exit – Select this to exit the report.

Employee - Employee Tasks

This is a list of the tasks assigned to employees.

Search Criteria – Search Options

• None
  

Filters:

• Employee – Select the employee to view tasks assigned in this drop-down list.
  

After customizing your report select Preview Report to view your report on–screen.

Report Information

Task ID – The ID of the task assigned to employee.

Task Description – The description of the task.

Task Date – The date the task was assigned.

Task Expire Date – The date the task is set to expire.

Status – The status of the task (completed or pending).

Employee - Employee To Do

This report is not currently available.

Employee – Tasks

This is a list of the tasks stored in Task Maintenance.

Search Criteria – Search Options

• None
  

Filters:

• None
  

After customizing your report select Preview Report to view your report on–screen.

Report Information

Task ID – The ID of the task.

Task Description – The description of the task.

Notes – This shows any notes entered in the task.

Minute of the Day – The time increment the task is assigned to be completed.

Begins – The beginning time frame of the task.

Ends – The ending time frame of the task.

Day – The day of the week the task is assigned to be completed.

Time – The time the task is assigned to be completed.

Expiration Date – The expiration date of the task.

Role Group – The Employee Role assigned to complete the task.

This report is not currently available.

Employee - Task List Assignments

This is a list of the tasks assigned to Employees.

Search Criteria – Search Options

• None
  

Filters:

• None
  

After customizing your report select Preview Report to view your report on–screen.

Report Information

Task ID – The ID of the task.

Task Description – The description of the task.

Notes – This shows any notes entered in the task.

Minute of the Day – The time increment the task is assigned to be completed.

Begins – The beginning time frame of the task.

Ends – The ending time frame of the task.

Day – The day of the week the task is assigned to be completed.

Time – The time the task is assigned to be completed.

Expiration Date – The expiration date of the task.

Assigned by – The ID of the Employee whom assigned the task.

This report is not currently available.