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Release 5.04.022

The Report Builder has been updated with a new template that can be used to create custom time card detail reports. This feature is only available to customers that utilize the Time & Attendance Console. If you are currently not utilizing the Time & Attendance Console and would like to learn more, please visit our website at http://www.apspayroll.com/time-attendance/, or contact your Account Manager.

To access the new template, from the Reporting Console, select Report Builder, then select the Create a New Custom Report link. The Time & Attendance template will be the last template listed.

The new template is currently in the beta phase. Therefore we do not recommend that you save any
of the reports that you build until the next release of the template.

Report example #1 – in this example we will create a report to show the punch times for three departments, and the regular and overtime hours for the date range selected.

STEP 1 – select the Time & Attendance template and click on Step 2 – Select Columns.

STEP 2 – select the fields to be included in the report. In this example, we will select the employee name from the Demographics list, then the Punch Department, Punch In Date, Punch In Time, and Punch Out Time from the Punch Details list, and lastly the Regular and Overtime hours from the Punch Amounts list. Then click on Step 3 – Setup Data Filters.

STEP 3 – start by removing the Base Department, Location, Employee, and Manual Entry or Punch filters since these will not be used in the report. Then expand the Punch Details field list and drag the Punch Department field to the Filters list twice. The report screen should look like the image below.

STEP 4 – click the Run Report button. When the report window loads, select the three departments that you want to include in the report and enter the desired date range, then click the Run Report tab.

By default the report will group the data by employee name. To change the grouping to use the department, use the select list
and choose punch department. You can also rearrange the columns by dragging the header to the desired position.

Report example #2 – in this example we will use the same report as example #1, but will not include the punch times. This would be a good way to compare the hours worked across departments that have similar job duties.

The only difference in the setup process is that in Step 2, when selecting the fields to be included, we will not select any fields from the Punch Details list.

Report example #3 – in this example we will create a report to show employee absenteeism and sick time usage for a selected date range. For this to work, the company must log employee absences on the time card. In this sample company the income type used to log absences is called Absent W/O Pay. Let’s start with Step 2.

STEP 2 – from the Step 2 – Select Columns tab of the template, select the Employee Name from the Demographics field list, the Punch Department and Punch In Date from the Punch Details field list, and the Absent W/O Pay and Sick income types from the Punch Amounts field list. Then click on the Step 3 – Setup Data Filters tab.

STEP 3 – in this example we will not add or remove any filters on the report. This will allow us to run the report company-wide, for a specific employee, or for a specific department. In this case we will run the report for a specific employee (John Brown) and enter the date range for the first three months of the year. The Edit Report Options tab should look like the image below.

The data generated from this report shows that the employee used 40 hours of Sick time by the end of February and is now having to take days without pay when absent from work.

If you have comments or suggestions regarding this report template you may leave a reply below.

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