The recommended reports to run before exporting Payroll:

• Admin – Request -> Reports on any requests
• Admin – Missing Punch – > Reports on any missing punches.
• Admin- Unapproved Time -> Shows any unapproved time for any employees.
• Payroll – Transfer – Shows what the system is prepared to export.

• Admin – Request -> Reports on any requests

• • Will give you open period requests with the employee who sent the request and the supervisor to whom it was sent. The type of request, and hours associated with it, dates, punch times, schedule deviations, etc. will be shown depending on the type of request.
  • It also gives you a summary of all open requests in the pay period.

• Admin – Missing Punch – > Reports on any missing punches.

• • Will display the employee with the missing punch, a Date and Time (Make note of Date but ignore Time as it is just a place holder), and it will list a punch type. As there are several types of IN punches (IND, INB, IDA), the system puts an IN_ to indicate some type of IN punch is needed.

• Admin- Unapproved Time -> Shows any unapproved time for any employees.

• • In a detailed report, data will display unapproved hours, punches or dollars. If having Employees approve their time each period, it will show both the employee and supervisor approval status. Below, Jimmy Cricket has approved his time as the employee, but his supervisor, Veronica Bell, still needs to approve. Stanley Smith on the other hand needs to approve his time and have his supervisor, Doris White, approve as well.

• Payroll – Transfer – Shows what the system is prepared to export to payroll.

If run as a detailed report:

• • A. The report will show up to 3 Org Levels worked, the Pay Type, Shift, Hours(If applicable), hourly Rate(If applicable), total Wages(If applicable), Other Amounts like Dollar records, and the total for the line item.
  • B. The Totals for the Employee in the period.
  • C. The total for all employees listed on the report.

If run as a report summary:

• • The report will show the same items as the detailed report, only it will combine like line items into blocks of time.

To open this information in a new window or to email, use the following link: What Reports Should I Run For Time Approval and Payroll Processing?