Hours Reports - Revision history

Brittany: /* Hours Analysis (File)= */

2022-04-28T16:41:49Z

‎Hours Analysis (File)=

2022-04-28T16:41:29Z

2022-04-28T16:36:53Z

2021-11-24T21:44:16Z

‎Hours Pivot Grid

2021-08-25T19:51:17Z

2018-08-28T13:46:41Z

‎Long Shift (Excel)

2018-05-04T16:20:36Z

‎Payroll Hours Summary (File)

2018-01-12T16:30:20Z

‎Payroll Hours Summary (File)

2017-11-06T21:43:54Z

‎Approaching Overtime

2017-09-04T14:53:22Z

‎Total Hours Detail

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 Provides row based hours data in Excel format. The fields include the employee ID, employee name, pay date, shift, labor levels, pay type and the number of hours. The data can be used in Excel as the data source for pivot tables or charts. It can also be used by other external systems for import or analysis.
-===Hours Analysis (File)====
+===Hours Analysis (File)===
 Excel based analysis of hours data using an Excel file as a template.
 ===Hours Analysis (Folder)===

← Older revision		Revision as of 16:41, 28 April 2022
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	Provides row based hours data in Excel format. The fields include the employee ID, employee name, pay date, shift, labor levels, pay type and the number of hours. The data can be used in Excel as the data source for pivot tables or charts. It can also be used by other external systems for import or analysis.		Provides row based hours data in Excel format. The fields include the employee ID, employee name, pay date, shift, labor levels, pay type and the number of hours. The data can be used in Excel as the data source for pivot tables or charts. It can also be used by other external systems for import or analysis.
		+
		+	===Hours Analysis (File)====
		+	Excel based analysis of hours data using an Excel file as a template.
		+
		+	===Hours Analysis (Folder)===
		+
		+	Excel based analysis of hours that populates all Excel files in a dedicated folder.

	===[[Hours Pivot Grid]]===		===[[Hours Pivot Grid]]===

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 This is the same as the Approaching Overtime report, but in an Excel format.
 ===Employee Hours===
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 Display employees that have no hours within the specified date range. This may be an indication that the employee is no longer active, or is not working and requires payment for non-worked time such as vacation.
 ===Total Hours Detail===

← Older revision		Revision as of 21:44, 24 November 2021
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	Allows you to analyze the hours data using a built-in pivot grid.		Allows you to analyze the hours data using a built-in pivot grid.
		+
		+	Common template that we use is the HHS PRF template. see [[HHS PRF Report]] for more details.

	See [[Pivot Grid]] for more detail.		See [[Pivot Grid]] for more detail.

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 Provides row based hours data in Excel format. The fields include the employee ID, employee name, pay date, shift, labor levels, pay type and the number of hours. The data can be used in Excel as the data source for pivot tables or charts. It can also be used by other external systems for import or analysis.
-===Hours Pivot Grid===
+===[[Hours Pivot Grid]]===
 Allows you to analyze the hours data using a built-in pivot grid.

@@ Line 42: / Line 42: @@
 ===Long Shift (Excel)===
-Displays employees that worked and were paid more than their daily hours in a day.
+Displays employees that worked and were paid more than their daily hours in a day. This report is based on paid hours and ignores punched time.
 ===No Hours===

← Older revision		Revision as of 16:20, 4 May 2018
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	The name and location for the template should be entered on the Options tab. When the report is run it will display a copy of the template file with Hours from the software added to it.		The name and location for the template should be entered on the Options tab. When the report is run it will display a copy of the template file with Hours from the software added to it.
		+
		+	The software can also populate multiple sheets in the same Excel file.

	===Payroll Hours Summary (Folder)===		===Payroll Hours Summary (Folder)===

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 ===Payroll Hours Summary (File)===
-Excel based summary of payroll hours using a file as the template. This is used to get hours into an excel file that has other information pre filled (formulas, budget totals, custom formating). Contact SBV to get a sample template.
+Excel based summary of payroll hours using a file as the template. This is used to get hours into an excel file that has other information pre filled (formulas, budget totals, custom formatting). Contact SBV to get a sample template. The template uses name-ranges to identify which cells to fill in ("Hours"), and which cells are used for filtering ("PayTypes" and "Department"). All 3 of these are required.
 The name and location for the template should be entered on the Options tab. When the report is run it will display a copy of the template file with Hours from the software added to it.

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 Displays employees that are within one shift of reaching period overtime (if given another shift, will get paid overtime on that shift). This report can be used to see which employees should not be asked for another shift as it will incur OT.
-Date Range should be set to Current Week (if paid weekly OT). This report will usually be empty at the start of the week (as no employee has yet worked enough shifts to get close to overtime). At the end of the week it will usually include everyone who worked the full week.
+Date Range should be set to Current Week (if paid weekly OT Sun-Sat). This report will usually be empty at the start of the week (as no employee has yet worked enough shifts to get close to overtime). At the end of the week it will usually include everyone who worked the full week. If your OT period is mid-week to mid-week then the Date Range on the report should be set accordingly.
 ===Approaching Overtime (Excel)===

@@ Line 58: / Line 58: @@
 ===Total Hours Detail===
-Summarized hours by employee with group totals.
+Summarized hours by employee with group totals. This report uses Pay Type Tags (Configuration/Schedule/Pay types/Pay Type Tag) for the hours.
 == See Also ==
 * [[Reports]]