Use this screen to print a report that displays employee account information for the fiscal year, period, and subperiod you specify in this screen. This report is a summary of posted timesheet data.
The report output provides detail specific to the labor costs and labor hours charged by the employee, and it displays the percent of hours allocated to each project. In addition, there is an evaluation of labor hours and timesheet costs to calculate an average hourly rate, which is also displayed in this report.
There are several sort options available in this application, allowing you to group the report data by "Home Organization," "Employee Name," and "Employee ID."
The report is useful if you want view a glimpse of employee time management.
You can click the Preview Default Report icon to print the report output to your screen, or you can click the Print Default Report icon to send the report to a printer.
Use this report to view employee account information for a specific accounting period. Timesheets that have not been posted to labor distribution are not included in this report.
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. Once you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. Many users save a unique set of parameters for each different way they run a report or process. If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults. You can change any of the associated selection defaults as necessary.
Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters. You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as “PERIOD” or “QUARTERLY.”
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.
Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.
Use the fields in this block to indicate the employee, home organization, effective date, and the accounting period data that you want to include on the report.
Use the drop-down box to make a selection. Your choices are "All" or "None."
All - Select this option to include all available records. The Start field is disabled for this option.
One - Select this option to include only one record. You must enter data in the Start field if you select this option.
Enter, or use Lookup to select, the employee ID.
This field is only available if "One" displays in the Employee (Option) field.
This option includes only one record. This field is non-editable.
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 Employee Salary Information screen.
The default is the current system date. If your primary sort selection is "Home Organization," this is a required field.
Enter, or use Calendar Lookup to select, the effective date.
This option includes only one record. This field is non-editable.
Enter, or use Lookup to select, the fiscal year to be included in the report.
This option includes only one record. This field is non-editable.
Enter, or use Lookup to select, the period to be included in the report.
This option includes only one record. This field is non-editable.
Enter, or use Lookup to select, the beginning subperiod to be included on the report.
Enter, or use Lookup to select, the ending subperiod to be included on the report.
Use the fields in this block to determine the sort order of the report.
1st Sort *
Use the drop-down box to make a selection. Your choices are "Home Organization," "Employee Name," and "Employee ID."
Home Organization - Select this radio button to sort the report by the employee home organization.
Employee Name - Select this radio button to sort by the report by the employee name, as entered in the Employee User Flow screen.
Employee ID - Select this radio button to sort by employee ID. Both the employee name and ID will appear on the report.
2nd Sort *
Use the options in this drop-down box to choose the secondary sort.
The options in this drop-down box are enabled based on your selection in the 1st sort drop-down box. For example, if you choose "Home Organization" as the first sort option, the "Employee ID" and "Employee Name" will be available for selection.
If you select the "Employee Name" or "Employee ID" options in the 1st sort drop-down box, "None" will default in this field and display as the only available second sort option.
Employee Name - Select this option to sort the report by the employee name, as entered in the Employee User Flow screen.
Employee ID - Select this option to sort the report by employee ID. Both the employee name and ID will display on the report.
None - Select this option to disallow a secondary sort. This is the default when the primary sort chosen by "Employee Name" or "Employee ID."
* A red asterisk denotes a required field.
The following are source tables whose data is evaluated after you enter your selection criteria.
TS_HDR_HS (Timesheet History)
TS_LN_HS (Timesheet Line History)
This screen uses the following tables:
ACCTING_PD (Accounting Periods)
EMPL (Basic Employee Info)
EMPL_LAB_INFO (Salary Info & History)
FY (Fiscal Years)
PROJ (Projects)
SUB_PD (Subperiods)