You can view lists (or ”profiles”) of common Time & Attendance module configuration items by generating a Company Profile - Administrator report. For each configuration item, the ID, description, start date, and other basic data is displayed. This report allows you to quickly verify that your company is configured correctly.

The Company Profile – Administrator report displays profiles for the following configuration items:

Configuration Item

Availability

Holiday programs

Available to all users

Pay cycles

Available to all users

Pay groups

Available to all users

Pay groups with earnings codes

Available to all users

Pay groups with supplemental earnings codes

Available only if the supplemental earnings feature is enabled in your company

Recurring schedules

Available only if at least one recurring schedule is defined in your company

Security groups

Available to all users

Shift rules

Available only if at least one shift rule is assigned to a shift plan and the shift plan is assigned to a time calculation program in an active pay group

Wage rate programs

Available only if at least one wage rate program is defined in your company. For managers who are not allowed to see rates, all details about rates are hidden.

Labor charge fields

Available only if a labor charge field is defined in your company. Manager IDs are only displayed if employee loan is enabled.

 

To create a Company Profile - Administrator report:

  1. From the Reports menu, select Time & Attendance Reports.

    Note: If the Time & Attendance Reports option is not visible, make sure that you have selected Practitioner in the Role Selector.

  2. Under the Report Categories section, click the Administrator Reports link. The Administrator Reports page opens.

  3. Click the Edit Report button next to the Company Profile - Administrator report. The Edit Report page opens.

    Note: For this report, you cannot use the View Report button to open and view the report. You must use the Edit Report button to go to the Edit Report page and select the lists and other options you want to include in the report. If you click the View Report button, a dialog box opens prompting you to go to the Edit Report page.

  4. On the Edit Report page, select the check box for each list you want to include in the report.

  5. From the Time Frame drop-down menu, select All Dates or Define at Runtime.  If you select Define at Runtime, you will be prompted to enter a From Date and To Date when you generate the report.

    Notes:
    - If you select a list that does not allow a time frame to be selected, the Time Frame menu is unavailable and the All Dates time frame is used by default.

    - If you select some lists that allow a time frame and other lists that do not allow a time frame, the time frame applies only to the lists that allow a time frame.

    - If you use the All Dates time frame for the Pay Cycles or Holidays lists, the lists includes data for the current year only. To view pay cycle or holiday data for more than the current year, you must select Define at Runtime and then select the dates you want to view when the report is generated.

  6. If you want to filter the lists in the report by the Active or Inactive status of a configuration item, select the Is Active Status option from the Create a New Filter drop-down menu. From the Selected Value box, select All Status or Inactive and then click the Add Filter button.

    Notes:
    - If you select a list that does not allow the filter to be applied, the Create a New Filter drop-down menu is unavailable.

    - If you select some lists that allow you to apply the filter and other lists that do not allow the filter, the filter applies only to the lists that allow the filter.

    - When no filter is selected, only lists with an active status are included in the report.

  7. If you want to save the settings you have selected for the report, click the Save button at the bottom of the page.

    Note: When you click the Save button, the report is saved with your settings under the My Reports section on the Reports - Home page. You can then go to the My Reports section and click the View Report button to generate the report without having to select the options again.

  8. If you want to view and print the report without saving your settings, click the Preview button at the bottom of the page. The report opens in a PDF window.

    Notes:
    - To view the report as a PDF file, you must have Adobe Acrobat Reader or Adobe Acrobat installed on your computer. If you do not have one of these programs installed, click the following link to download a free copy of Acrobat Reader: Get Acrobat Reader.

    - To print the report, go to your browser's File menu and select Print. In the Print dialog box, click the Print button.

    - To save the PDF version of the report to your computer's hard drive, go to your browser's File menu and select Save As. In the Save As dialog box, select a location where you want the report to be saved, and then enter a name for the report. When you have entered a name and selected a location, click the Save button.

    - You can also view and save the report in a comma separated value (CSV) file format. For instructions, see Saving a Report as a CSV File.

    - You can also create a personalized version of the report with the specific settings that you select.