Accrual Audit Report

This report gives you a detailed history of accrual hours totals for the specified date range.  Dates are based on the system Last Calculated Date.

Report Criteria

The Report Criteria screen opens when you click on the report from the main "Reports" section of the software. This is where you tell the system what data you would like it to report on.

• The drop-down menu at the top of the screen allows you to select a different report without navigating back to the main "Reports" screen.

• Put a check mark in the Launch Report in Separate Window box if you would like the report to open in a new web browser window.  With this option de-selected the report is displayed directly below the Report Criteria section of the screen.

• Use the Date Range fields to enter the range of days for which you would like to view changes to time card data. Click on the icons to select the dates from a calendar. The drop-down menus at the end of the field allow you to automatically specify a date range.

• Custom allows you to manually specify a starting and ending date.

• The Pay Period setting automatically specifies the date range based on the starting and ending dates of the pay period selected in the second drop-down menu (as in "Daily," "Weekly," "Semi-Monthly," etc.).

• The One Day setting displays punches for the selected day only.

• The Seven Day setting displays seven days worth of data from the specified start date.

• The Month setting displays a month's worth of data from the specified start date.

• The Employees field allows you to select which employees will be included in this report. By default all employees are included. Click on the icon to exclude employees. This setting includes four selection boxes. Two each for "Department," and "Employee." Any department or employee listed in the Invisible box will not be included on the report. Select the desired departments/employees and use the arrow icons to move them to the Visible section of the screen.
  Note: By default, all employees are included on the report. Use Quick Search to search for specific employees by first and last name, card number or employee ID.

• The Additional Filters section of the screen allows you to select what types of data you would like to include on the report. Click on the icon to display the additional filtering options.

• If you would like to display data on a specific Accrual,  Employee Status or Supervisor only, make the desired selections from the drop-down menus.

• Put a check mark in the box next to each type of data that you would like the report to display.

• Use the Sort by fields to select how the information on the report will be sorted.  Two sort levels can be specified.
  Example: "Department" is selected in the first field, and "Employee Name" is selected in the second.  The report will be sorted first by the department level that the employees are assigned to, and then alphabetically by employee name.

Once you have specified the desired report criteria, click on the [GENERATE REPORT] icon. The report is displayed at the bottom of the screen.

Report Output

Note: Report output varies depending on the report criteria and filters selected.

The selected date range and pay period are displayed in the upper left-hand corner of the screen. A separate table appears for each employee. The employee's name, ID, card number, department, and supervisor are displayed at the top of the table.

• The Date column displays the date assigned to the displayed accrual activity.

• The Type column displays the type of accrual activity (as in "Accrued," "Used," etc.).

• When applicable, the Awarded column displays the number of accrual hours awarded.

• When applicable, the Manually Adjusted column displays the number of hours that have been manually adjusted in the system.

• The Carryover column displays the number of accrual hours that have been carried over from a prior year.

• The Expired column displays the number of accrual hours that were not used before the specified expiration date.

• The Used column displays the total number of accrual hours that have been used by the employee.

• The number of accrual hours available for the employee to use are displayed in the Available column.

• The User column displays the system name of the user who created this accrual entry.
• The Modified Date column displays the date that the entry was entered into the system. This setting can differ from the Date setting if accruals were entered for a previous or future date.
• The Notes column displays any notes entered about this accrual entry.

Click on the [SAVE] icon in the upper right-hand corner of the screen to save this report to a separate file. Click on the [PRINT] icon to print the report.