Preconfigured Reports

WorkSight FLOW has several Built-in Reports to display data entered into and calculated by FLOW. Reports can be printed or downloaded into Excel for additional data manipulation. or as a .pdf file For more information see Using Reports .

Report List

Various reports have unique total and subtotal rows and duration options which are described with the report below.

1. Employee

   • Assignment Changes
     The Assignment Changes report lists any employees whose job assignment was changed for the effective date range.
     • • The date range and duration should be defined to show the previous weeks assignments compared with the current weeks assignments.
       • The report includes a comment regarding what type of change it was by comparing previous & current values of fields for Effective Start and End dates, Area, Group, Occupation, Occupation Code, Shift Cycle (Pattern).
   • Assignments
     

     The Assignments Report lists all assignments for an employee. The date/duration field contains 1 day, 1 week and 2 weeks.

     • • Past assignments are displayed in italics. Assignment end date < 'today' (i.e. date on which report is run). These assignments and associated timecards will remain in the system

       • Future assignments are displayed in italics. Assignment start date > ‘today’

       • Current assignment(s) are displayed in bold. Assignment start date <= ‘today’ AND
         assignment end date >= ‘today’

   • Employees
     Lists all employees in the organization that are not archived or test employees and an employee count. The date/duration field contains 1 day, 1 week and 2 weeks.

1. • Time Off Balances
     Lists all employee accrual and withdrawal records that intersect with the date and duration selected. The date/duration field contains 1 day, 1 week and 2 weeks.

   • Unassigned
     Lists employees who do not have an assignment such as a new hire or an employee not assigned on a specific day or range of dates. These employees do not have a Group, but are active in the organization, without assignments. The date/duration field contains 1 day, 1 week and 2 weeks.

   • No Hours
     Lists employees who have been assigned or not assigned, with no hours for the date range selected. The date/duration field contains 1 day, 1 week and 2 weeks.

2. Schedule

   1. Posted Job Schedule
      Displays the Job Schedule for the date range and duration selected. The date/duration field contains 1 day, 1 week and 2 weeks.

   2. Posted Employee Schedule
      Displays the Employee Schedule for the date range and duration selected. The date/duration field contains 1 day, 1 week and 2 weeks.

3. Time Off

   1. All Requests
      Summary of employee absence requests, sorted by employee and showing the status of the request, for the date range chosen. which can be up to one year. The date/duration field contains 1 day, 1 to 4 weeks, 1 month, and 1 year.

4. Timecard

   1. Payroll Hours Dollars
      Displays Payroll Hours/Dollars by Area/Group/Account Code for the date range and duration selected. Overtime and Worked dollars and hours are shown as % of the total cost center payroll. The date/duration choices are 1 day, 1 to 4 weeks, 1 month, Quarters 1-4, and Custom.

   2. Employee

      1. Daily Absence Summary
         Lists Employee timecard transactions with the reason category = Absence. Data is rolled up by Employee, Date and Reason with subtotals by Employee for Paid Absences, Unpaid Absences and Gross. The date/duration choices are 1 day, 1 to 4 weeks, 1 month, Quarters 1-4, and Custom.

      2. Daily Timecard Summary
         Summary of employee timecard transactions for a date range including summarized totals of worked/premiums/absent/breaks with Reason column showing the explanation. The date/duration choices are 1 day, 1 to 4 weeks, and 1 month.

      3. Employee Pay Summary
         Displays the Employee Pay summary for the date range chosen, including the reason and factor. Date durations include Quarters 1-4 or a custom date string may be specified. he date/duration choices are 1 day, 1 to 4 weeks, 1 month, Quarters 1-4, and Custom.

      4. Employee Timecard
         Displays timecards for the date and duration selected, rolled up by employee name with Employee Totals and Grand Totals. The date/duration choices are 1 day, 1 to 4 weeks, and 1 month.