Difference between revisions of "Employee Reports"
From TrueERP wiki
Omer Farooq (Talk | contribs) |
|||
| (4 intermediate revisions by 2 users not shown) | |||
| Line 20: | Line 20: | ||
[[To Do List]] | [[To Do List]] | ||
[[Transfer Employee Data]] | [[Transfer Employee Data]] | ||
| + | [[Sales Analysis Manual List]] | ||
| + | [[Roster Report Summary]] | ||
| + | [[Expense Claim list]] | ||
| + | [[Roster History]] | ||
</menu> | </menu> | ||
| − | == Overview == | + | == Overview == |
| + | |||
| + | Selecting the Employee Reports icon will open the Report Selector menu displaying the list of Employee related reports. | ||
| + | |||
| + | '''How to Use Employee Reports''' | ||
| + | |||
| + | *Select Employee | ||
| + | *Select Employee Reports | ||
| + | |||
| + | Employee Reports Detail | ||
| + | |||
| + | *Action Authorisations - List of actions performed that require an authorised employee eg. Process Pays | ||
| + | *Audit Trail List - List of all data changes and which employee made the change | ||
| + | *[[Combined Analysis Report]] - Comparison of chargable and non chargeable hours per employee by product | ||
| + | *[[Commission List]] - Commissions generated by employee | ||
| + | *[[Employee Analysis]] - Summary of chargable and non chargeable hours per employee by job | ||
| + | *[[Employee Fixed Assets]] - List of Fixed Assets in the possesion of an employee | ||
| + | *[[Employee List]] - List of all employees | ||
| + | *[[Employee Summary]]- Summary of invoiced amounts by employee | ||
| + | *[[Employee Summary by Period]] - Comparison of invoiced amounts by employee on a period by period | ||
| + | *'''Global List''' - List of all companies and people in ERP including employees, customers, suppliers, marketing | ||
| + | |||
| + | contacts etc | ||
| + | |||
| + | *'''Product Commission List''' - List of products that employees can be paid commision on | ||
| + | *'''Rep Ability List''' - List of relative skill or ability levels for reps. These are defined by you. | ||
| + | *[[Rep List]] - List of all Reps | ||
| + | *[[Roster List]] - List of Clocked On and Clocked Off employees | ||
| + | *'''Sales Commission''' - List of individual transactions resulting in commissions for employees | ||
| + | *[[To Do List]] - List of items on an employees To Do List | ||
Latest revision as of 18:30, 26 November 2015
Overview
Selecting the Employee Reports icon will open the Report Selector menu displaying the list of Employee related reports.
How to Use Employee Reports
- Select Employee
- Select Employee Reports
Employee Reports Detail
- Action Authorisations - List of actions performed that require an authorised employee eg. Process Pays
- Audit Trail List - List of all data changes and which employee made the change
- Combined Analysis Report - Comparison of chargable and non chargeable hours per employee by product
- Commission List - Commissions generated by employee
- Employee Analysis - Summary of chargable and non chargeable hours per employee by job
- Employee Fixed Assets - List of Fixed Assets in the possesion of an employee
- Employee List - List of all employees
- Employee Summary- Summary of invoiced amounts by employee
- Employee Summary by Period - Comparison of invoiced amounts by employee on a period by period
- Global List - List of all companies and people in ERP including employees, customers, suppliers, marketing
contacts etc
- Product Commission List - List of products that employees can be paid commision on
- Rep Ability List - List of relative skill or ability levels for reps. These are defined by you.
- Rep List - List of all Reps
- Roster List - List of Clocked On and Clocked Off employees
- Sales Commission - List of individual transactions resulting in commissions for employees
- To Do List - List of items on an employees To Do List
