Employee Details Report

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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

  1. Go to Location Management > Reports tab

  2. Open Employee Details report

    1. Employee Type: Select the type of employee to run the report for

    2. Location: Select the Location to run the report for, it will be set to ‘Any Location’ by default

    3. Sort By: Sort the report by the employee Code, Surname or Username

    4. Include Inactive: Inactive employees in the report, unchecked by default

    5. Include Denied: All employees who are ‘denied’ access in Security, unchecked by default       

 

 

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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