The Employee Details report generates a list of active and inactive employee details. It gathers information from the Providers, Staff and Security tabs.
Run the Report
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Go to Location Management > Reports tab
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Open Employee Details report
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Employee Type: Select the type of employee to run the report for
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Location: Select the Location to run the report for, it will be set to ‘Any Location’ by default
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Sort By: Sort the report by the employee Code, Surname or Username
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Include Inactive: Inactive employees in the report, unchecked by default
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Include Denied: All employees who are ‘denied’ access in Security, unchecked by default
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Report Details
Code |
The alphabetic or numeric value setup on each employee’s card under the Code field of the Providers or Staff tab. |
Employee |
Surname, Firstname and Title displayed. |
Location |
The location where employee was added; employees may be listed multiple times. |
Username |
Setup in the Security tab, if no username listed; the employee is denied access. |
Active |
Y: Yes, the employee is active. N: No, the employee is inactive. |
Deny |
Y: Yes, employee is denied access. N: No, an employee has access. |
Common |
Y: Yes, employee is common across all locations. N: No, employee is not common across all locations. |
DOB |
Employees date of birth, will be blank if it isn’t entered in the employee’s file |
Mobile |
Employees mobile number, will be blank if it isn’t entered in the employee’s file. |
Notes |
Will list any notes that have been written in the Notes field on the employee’s file. |
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