Employee Overview

Watch this video on the Employee Overview Report.

Navigation

In the navigation menu select the Labour Solution module and click on: Reports > Employee Overview.

This report allows you to:

1. Date Period and Employee/Team Filtering: Users can select any date range and filter the data for specific employees or teams.

2. Interpreting Clocking Information: The report uses clock templates to interpret all clocking data of employees, ensuring that the information displayed is accurate and adheres to the configured templates.

3. Viewing, Editing, and Validating Data: Users have the capability to view and edit existing data. This feature is essential for validating that all calculations, including hours worked and overtime, are correct.

4. Managing Exceptions with Warnings and Errors: The report highlights any warnings or errors. This functionality assists users in identifying and managing exceptions for employees over the selected period, ensuring compliance and accuracy in time and attendance reporting.

Time & Attendance Concepts

Please refer to this section for additional concepts and explanations: T&A Terminology.

Aggregated Metrics

The normal hours, overtime and short time for each day are calculated based on the budget hours and the shift setup specified for that day. When aggregating the hours for a week, they are categorised based on days of the week. This categorisation includes Weekdays (Monday to Friday), Saturdays, Sundays, and Public Holidays. This approach ensures that the calculation of hours worked, including normal hours and overtime, is accurately aligned with the specific working conditions of each day of the week.

Parameters

Watch this video on How to generate the Employee Overview Report.

• Date range: Select a start and end date for a specific period

• Teams (Optional): Filter one or more teams

• Employees (Optional): Filter one or more employees

Action Toolbar

• Learn: Click here for information on how to use the Employee Overview report

• Export report information (This option is only available once the report is generated):

  • Export totals: Aggregated hours categorised in the main categories mentioned in the Metrics section above and leave categorised by type.

  • Export Full: All values in totals export but including daily normal hours and daily overtime

  • Custom Export:

    • Total Hours: Aggregated hours excluding leave

    • Leave: Aggregated leave totals

    • Daily Hours: Normal hours per day

    • Daily Overtime: Overtime hours per day

    • Daily In & Out: Daily clock in and out times

    • Total Activities: Total number of units per activity

    • Total Harvesting: Total number of harvested units per produce

    • Payroll Metrics: Aggregated hours categorised in the categories mentioned in the Metrics section above

• Download Logs: Click here to download a change log (Excel format) for the date range of the generated Employee Overview Report.

• Audit Logs: Click here to view changes made to data for the date range of the generated Employee Overview Report.

• Data review - Quick actions to navigate to captured information on the device

  • When using these quick actions to navigate to the data review section the date period will automatically be set to the period on the employee overview report

Generate Result

Click on the Generate button to view the result.

Actions

• Search: Search for employee name or number

• Exceptions: Use this option to filter the table for specific exceptions. When this option is activated, only the employees and days that contains the exception will be displayed in the table. Use this option to effortlessly manage all exceptions.

• Detailed View: View all activities per day.

Employee Timeline

To delve into the specifics of an employee's daily activities after generating the employee overview report, simply click on any cell within the table. This action will open a timeline dialog, presenting detailed information for the chosen day. Within this dialog, you have the flexibility to add overrides or input additional information related to the employee for that specific day, offering a comprehensive and interactive way to manage and review individual employee data with ease.

Watch this videos about the How to view Employee Timeline and how to Add overrides from the employee timeline.

In the Employee Timeline view, Clock Ins and Clock Outs can be deleted. Watch this video on How to delete Clock Ins & Outs.

Exceptions

Efficiently managing exceptions in time and attendance data is crucial, and the employee overview report simplifies this task with integrated filters and bulk management tools. This report highlights several key exceptions:

• Absent: Indicates a lack of employee activity (clocks or piecework) on a day where the budget hours exceed zero and the day is not marked as optional.

• Missing Clock In/Out: Occurs when an employee has either clocked in without clocking out, or vice versa.

• Overtime: Identified when the hours worked surpass the day's budget hours.

• Short Time: Recognized when the hours worked fall short of the day's budget hours.

• Extended Day: Indicates when an employee's workday extends into the next calendar day.

• Missing Template: The employee is not linked to a clock template on a specific day. This can be caused because the employee is not linked to a team, or the team the employee is linked to is not associated with a clock template.

  • Missing template on a weekend can be caused when the clock template is not configured for all the days of the week.

  • When configuring clock templates for different seasons of the year make sure that the templates are linked to each calendar month of the year.

• Inactive Payroll Period: The employee does not have an open active period for this day. How to add an active period

Filter exceptions

Click on the exceptions button in the actions section to view the total number of exceptions for all employees in the selected period. Click on one of the exceptions in the list to filter employees and days for the selected exception.

Watch this video to see how to Filter exceptions.

Click on Clear to reset the table to all the information.

Daily Exceptions

Watch this video on Daily Exceptions.

Below the date of each column, a summary of all the exceptions will be represented by round colour icons. Hover over these icons to view the types of exceptions and the total number of employees applicable to this exception. Click on these icons to perform bulk actions for each of the exception types.

The following bulk actions are available for each type of exception:

• Absentees: Add full days, clock ins and outs or add leave for all absent employees

• Missing clock in or out: Add bulk clock ins or outs for all employees

• Overtime: Override employee hours and adjust the total hours worked

• Short time: Override employee hours and adjust the total hours worked

Bulk Overrides

Bulk overrides allow for efficient handling of attendance exceptions in the employee overview report. They can be applied when there are the following exceptions: Absent, Overtime, and Short Time.

This video explains Bulk Overrides, with examples.

How to Add Bulk Overrides

1. Click on the date exception indicators located at the top of the table, below each date, to access the daily exceptions view.

1. Navigate to the specific exception—Absent, Overtime, or Short Time.

2. Select the employees affected and click on 'Bulk Override'. You'll then have several options:

   • Default to Budget Hours: This will adjust the total hours to match the budget hours set in the clock template for the selected employees.

   • Set Overtime: Enter the amount of overtime to be added for each employee. Their total hours will be their budget hours plus the provided overtime.

   • Set Short Time: Enter the short time hours to be added for each employee. Their total hours will be their budget hours minus the provided short time.

   • Set the Total Hours: Specify the total hours for the selected employees, which may result in overtime or short time depending on how it compares to the budgeted hours.

Remove all overrides

If you wish to remove all overrides for a given day, click on the gear icon next to the date in the header row and select "Remove all overrides"

Watch this video on How to Remove all overrides.

Overrides

Total Hours Override

Overrides enable the adjustment of an employee's total daily hours worked, while maintaining the original clocking data. The configured budget hours in the clock template are still used for calculating normal hours and overtime. When overriding the hours, you only provide the total duration that the employee worked; start and end times are not needed.

Overrides can be added in the following two ways:

• Access the Employee Timeline and clicking on the "Add Override" button.

• Viewing daily exceptions for overtime and short time. Refer to this section for more information: Daily Exceptions.

When selecting the add override option the following dialog will appear. If the employee has existing information it will be prefilled:

1. Add overrides for more than one activity. Click here to add an additional line.

2. Change the existing activity. If the employee have existing information for the day the activities will be pre-populated on this list.

3. Add a block (Optional): Associate this activity and hours with a specific area or block.

4. Specify the duration in hours and minutes for this activity. You can specify a duration per activity that will be aggregated to calculate the total hours for the day.

5. The budget hours for the day as configured on the clock template shift. Overtime or short time will also be indicated here if applicable.

6. Night shift: If this option is enabled this day will be counted as a night shift on the metrics.

7. Add or update the current override.

8. Remove items: Remove all activities and durations for this day.

9. Delete the override by clicking on the trashcan icon.

Add Clock Template (shift) Override

Use this feature to adjust an employee's working hours on a day. Common use-cases include weather disruptions or break alterations.

Watch this video on How to override working hours.

To add a clock template override for all employees in the the table:

1. Click on the cogwheel in the date row to add overrides in bulk.

2. Click on "Working hours overrides"

   • Please note that when adding bulk overrides for clock templates all employees in the table will be selected automatically.

To add a clock template override for an individual employee:

1. Access the Employee Timeline and click on the "Add Override" button.

2. Click on "Add clock template override"

Add an override for the shift on the selected day:

Please refer to the clock template section in configuration for more information on how to setup shifts: Clock Templates.

Employee Totals

The first column in the table contains each employee's information and aggregated hours.

Refer to the metrics section on more information on how hours are aggregated in this column.

Detailed view

Enable the detailed view in the report actions to view additional information on each employee.

This video explains the Detailed view option.

When detailed view is enabled the following information will also be displayed in addition to the hours worked:

• Hours spent on each activity

• Measurement units allocated to each employee for an activity

• Harvesting units per produce.