Sample Reports

To run reports, select Reports from the main menu. You will see a full list of reports in the drop down list; these reports will be specific to the Softworks modules you use and the profile that has been assigned to you by your company system administrator

Please note, should you like more information on the reporting functionality within your Softworks system, please do not hesitate to request our dedicated Softworks Reporting Manual

Common Report Settings

This will run the report showing detail on one

employee only. Select the employee using the find Employee icon

This will run a report on all employees currently selected in your Select Group/ Company Structure screen. It will provide you of a break-down of information on each employee

This will run a report showing a summary of information for all employees in your selection        

This will show no employee information, just department totals

1. Employee List Report

Explanation

To run a report on any information that is held in your Personnel Details Screen, run the Employee List report.

Key Settings

Choose the Employee Selection: Select the employee layout view from the options on the left hand side of the screen – Employee Detail, Multi-Employee Detail, Employee Summary, Department Summary (please find the explanation of each outlined above)

Duration: Normally you would select a duration, however as this report relates to fixed information a Duration is not relevant.

Content: From the Content outlined, select the relevant options you would like to report on

Once you are happy with your selections, run the report by clicking on the Lightning Bolt/ Lightning Bolt PDF icon. You will always use these icons to run a report

Example Employee List Report

To export the report, click on the save icon and choose the format you would like to save the report in.

1. Shift Roster Report

Explanation

The Shift Roster report is a key Softworks T&A report, and is recommended for Supervisor level users and above. It is useful to analyse the roster for any given period of time. This report can also be used to print a report of all days and shifts to be worked for employees view. This report corresponds to the roster that employees would view to see when they are scheduled to work

Key Settings

Chose your Employee Selection: Department Selection mode is not available here as this report displays shifts worked by individuals

Duration: All durations are available except day mode

Contents: There are no contents available as this report displays the shift rostered for the employees selected

Options: Select the options as relevant, below are some options that are available:

• Show Shift Times: This will display the times of the shifts to be worked, as opposed to the Shift Name
• Show if Absent: This will display the Absence in place of the shift where an employee is absent

1. Clockcard Report

Explanation:

The Clockcard Report is one of the most important reports in Softworks, as it focuses on the core time & attendance information in Softworks. This report is useful for supervisors and top-level users as it allows for an overview of the Clockcard screen for many employees.

Key Settings

• Employee Selection: All Employee Selection modes are available
• Duration: All duration modes are available
• Contents: All of the User Totals that appear on the Clockcard are available for selection.

These will vary depending on your organisation. The following are an example of contents available

• Department Clockings: This displays any Department Clockings, including the department the clocking was in and the time. This option is only available when the Labour Tracking module is active.
• Bas: This covers any Basic hours that appear in the Basic user total
• OT 1.5: This covers any Time & a Half hours that appear in the OT 1.5 section of the Clockcard
• OT 2: This covers any Double Time hours that appear in the OT2 section
• Hols: This covers any Holiday hours that appear in the Hols section
• PdAbs: This covers any Paid Absence hours that appear in the PdAbs section. These will vary depending on you organisation, and may include categories such as Paid Sick, Training, Study Leave, Time in Lieu Taken…etc
• UnpdAbs: This covers any Unpaid Absence hours that appear in the UnpdAbs section. These will vary depending on you organisation, and may include categories such as Unpaid Sick, Unauthorised Absence, Unpaid Leave…etc
• Late: This covers any hours assigned as late, when an employee starts work late
• Early: This covers any hours assigned as early, when an employee leaves work early
• Clocking: This lists all the Clocking times for employees
• Target: This list the target hours of the shift assigned to the employee for the day
• Shift: This lists the shift name assigned to the employee for the day

Options: The following options are available for selection:

• Select Emps Per Page: When this option is selected, the amount of employees per page can be defined by the number field
• Blank Line Between Emps: This option creates a blank line between each employee’s information
• New Page Per Dept: This will create a new page per department for employees selected
• Lines Between Emps: This number field defines the number of lines between each employee’s information