Payroll Time Off Report Payroll Time Off Report
The Time Off report displays Vacation, Sick Pay and Pension Pay hours and amounts by employee for any user-specified range of dates. Select Time Off Report from the Payroll Reports Menu and the following screen will come into view.
Add or Change (button)
Press the Add or Change button to add or modify a Time Off Report. For more information, see Adding or Changing a Time Off Report.
Delete (button)
Press the Delete button and the following screen comes into view. Press the Yes button and the highlighted record will be deleted and the previous screen comes into view. If the No button is pressed, the program returns to the previous screen.
Print (button)
To print a report, press the Print button. For more information, see Printing Reports.
Note: If the message "Nothing to Print" comes into view when the Print button is pressed, there are two main causes:
A. There is no information within the selected limits. Remove all limits, then, one at a time, reAdd the limits. If the report still will not print, Add a new report title.
B. No report title is selected. The report title is used to store the selected limits. A report title must be selected in order for the report to print.
This button closes the program and returns to the main screen.
Help (button)
see How to use Help
Adding or Changing a Time Off Report
Pressing the Add or Change button will bring the following screen into view. This screen displays the possible limits that may be set. At the very least, one deduction must be selected for printing. Several limits may be set to narrow the list down to a very small range of deductions.
Use this section to limit the report by employee. Use the Range setting to set a range of employee numbers. Use the List setting to specify a list of employees to be included.
All, Range, List (radio buttons)
Select the All radio button to ignore Employee reporting limits. Select Range to enter a range of Employees in the From and To fields. Select List to report on a list of selected Employees.
From
Selects the first employee in a range of employees or a single employee. To select a limited number of employees, enter the first employee's ID number or name in the range of numbers or press the lookup button and the Employees screen will come into view. Highlight the desired employee and press the Select button.
To
Selects the last employee in a range of employees or a single employee. To select a limited number of employees, enter the last employee's ID number or name in the range of numbers or press the lookup button and the Employees screen will come into view. Highlight the desired employee and press the Select button.
Edit Employee List (button)
Click the Edit Employee List button to add or remove Employees from the list of Employees to be included in the report. The following screen will come into view.
Retrieve a Saved List / Save This List for Future Use (buttons)
Use these buttons to save the current list of included records for future use, or to retrieve a previously saved list. See Saved Report Limit Lists for more details.
Available Records
All Available Employees that are not included in the list are displayed in these columns.
Included Records
All Included Employees are listed in these columns. Use the arrows to move selected records or all records between the Available and Included areas.
Include Inactive Employees (check box)
If this box is not checked, all inactive employees will be excluded from the report. Employees that have been laid off or terminated may be marked as inactive in their employee records. For information on changing the status of an employee, see the Personal Tab in Employees. The main purpose of this flag is so that these employees may be excluded and thus avoid cluttering reports with information about employees who are not currently working.
Include Employees with no Time Off taken (check box)
If this box is not checked, the report will include all employees, even if they have not taken any time off during the selected period.
Include Executive Employees (check box)
Select this box to include Executive Employees on the Employee Listings.
Include Employees with No Deduction (check box)
Check this box to include Employees who either do not have the specified deduction(s) set up, or have not had any amounts deducted during the specified date range.
This section allows the user to limit the report to any range of timesheet dates. Make the desired selection.
Place a tick in the desired boxes. If no boxes are checked, there will be no report data.
Portrait (radio button)
Specifies how the report is positioned on the page when printed. Portrait is the standard. Portrait is printed vertically.
Landscape (radio button)
Specifies how the report is positioned on the page when printed. Landscape is printed horizontally.
Readability Bars (check box)
Select this option to add Readability Bars to the generated Report. Click the color box to select the Readability format. The following screen will come into view.
Select the Readability Bar color or press the Define button to select a Custom Readability Bar color.
Include Accrual Settings (check box)
If this box is checked, the system will print a summary of each employee’s accrual settings for the selected accrual types.
Click this button to save the current settings and print the report immediately, without having to return to the Report Title browse window.
Employee
The Employee name is displayed in this column.
Accrual Settings
If the user selected to print accrual settings, they will be printed directly below the employee name.
Date
The Timesheet Date is displayed in this column.
Check Number / Check Date
The number and date of the employee paycheck is displayed in this column.
Charged Account
This column will display the account number or job to which the time was charged.
Hours / Amount columns
These columns will display the number of hours and the dollar amount charged.
