Use this screen to print a report that details, for the employees whom you select, the hours and dollars for each account that each employee has charged in the current period and for the fiscal year-to-date. This report is useful for management of an employee's time. Subtotals for the accounting period, the year-to-date, and the percentages are printed for the non-billable and the billable labor, showing both hours and dollars. When you select Home Organization as the primary sort, the report will page break on home organization, but the report will not page break by employee. However, when an employee's information does not fit on the page, the report adds a page break before adding the employee information. This ensures that an employee's information is all on the same page, unless the information is longer than the page length.
Run this report at the end of the fiscal year, since the year-to-date information is rolled into all previous years when closing the fiscal year. Timesheets that have not been posted to labor distribution are not included in this report.
Use the options in this group box to select the primary sort.
Select this radio button to sort by the employee's home organization. When you select Home Organization, the report will page break on a home organization. The Effective Date field is required if you select this radio button.
Select this radio button to sort by the employee's displayed name, which appears on the report that was originally set up in the Basic Employee Info screen in Costpoint Employee.
Select this radio button to sort by the employee's ID. Both the employee's name and ID will appear on the report.
Use the options in this group box to select the secondary sort.
Select this radio button to designate the secondary sort as the displayed name, which also appears on the report. This is one of two options available when the primary sort is by Home Organization.
Select this radio button to designate the secondary sort as the employee ID. Both the employee's name and ID appear on the report. This is one of two options available when the primary sort is by Home Organization.
Select this radio button to designate no secondary sort. This is the default when the primary sort chosen is either Employee Name or Employee ID.
Select items in this group box to indicate the employee, home organization, effective date, and the accounting period data that you want to include on the report.
Enter, or use Lookup to select, the ID of the employee you want to print. If no employee is entered in this field, all employees are posted.
If your primary sort selection is Home Organization, enter an effective date for which data will be reported, in case the employee has more than one effective date in the Salary Info and History screen in Costpoint Employee. The default is the current system date. If your primary sort selection is Home Organization, this is a required field.
Choose the accounting period, and optional subperiod if desired, that will appear in the Accounting Period columns. This period also determines which periods the Year-To-Date columns will include (year-to-date as of the period you select).
Use the drop-down box to select the fiscal year for which the report should be printed.
Use the drop-down box to select the period for which the report should be printed.
Use this group box to select the General Ledger subperiod From/To range to be reported in this optional field. You must enter both the From and To fields when using this selection.
Enter, or use Lookup to select, the beginning General Ledger subperiod to be included on the report.
Enter, or use Lookup to select, the ending General Ledger subperiod to be included on the report.
This screen uses the following tables:
Accounting Periods - ACCTING_PD
Basic Employee Info - EMPL
Salary Info & History - EMPL_LAB_INFO
Fiscal Years - FY
Projects - PROJ
Subperiods - SUB_PD
Timesheet History - TS_HDR_HS
TS_LN_HS
This report prints information from the Timesheet History table. Only timesheets that have been posted to Labor Distribution within the timeframe entered on this screen will be included. You can also use the Timesheet History Inquiry application to view timesheet records.