Standard reports

Report	Description
Balance Detail Report	The Balance Detail Report displays an initial and final balance as well as any balance changes that have occurred during a selected date range. The report can be filtered by team, employee, and balance type. Note: To improve performance, the BAL_REPORTS_MAX_EMPLOYEES registry parameter can be used to set a maximum number of employees for the report. If the report query returns more than this maximum, an exception is shown. To run the report you must change the parameters to return a smaller number of employees.
Balance Summary Report	The Balance Summary Report displays an employee's balances for a specific date. The report can be filtered by teams, employees and balance types, such as SICK (Sick Days) or VAC (Vacation Days). Note: To improve performance, the BAL_REPORTS_MAX_EMPLOYEES registry parameter can be used to set a maximum number of employees for the report. If the report query returns more than this maximum, an exception is shown. To run the report you must change the parameters to return a smaller number of employees.
Daily Employee Overtime Report	The report shows the number of hours an employee worked for each overtime hour type (OT1, OT2, OT3, etc.) on each date within the interval that is selected in the report selection parameters. The report items are organized according to the values that are selected in the Group By and Second Group By fields. If the Include in Year at a Glance flag is not selected for an hour type (through Payroll Settings), the hour type is still displayed in the report, but it is not included in the Total column. To ensure the Total column accurately reflects the total of all overtime hour types in the report, either set the Include in Year at a Glance flag for the hour type or remove the relevant column from the report. Note: This report is similar to the Employee Overtime Report. The Employee Overtime Report aggregates employee overtime per day (unless the Second Order By field is set to Work Date). The Daily Employee Overtime Report uses one line per day worked, whereas the Employee Overtime Report uses one line per employee.
Daily Error and Exceptions Report	The report shows any clock errors that employees receive when they clock on or off for a shift. Information that is displayed in the report includes the employee ID and name, calculation group, clock time the error occurred, and in or out exceptions.
Daily Project Activity and Docket Report	The report shows daily work against teams, projects, dockets, or jobs in a specified time interval. Each record represents the work done by a single employee on a given date and is grouped at two levels: by docket, project, jobs, or teams. For each line item, the hours are grouped into one of four categories: WRK codes, OT codes, ABS codes, and OTHER codes. Therefore, each line item shows the sum of work detail minutes on a particular date for each of the four categories. OT hours are defined with a Include in Year at a Glance flag on the hour type. ABS hours are defined as time codes with the Include in Year at a Glance flag selected.
Daily Time and Attendance Report	The report shows each employee's scheduled start and end times for a day along with work detail start and end times, time codes, and hour types, with worked hours being summed for each employee and grouping. Employees can be grouped by pay group, calculation group, or team. The report can be run for a single date only.
Detailed Time Code by Employee Report	The report lists the time spent by each employee towards each time code in a specified time interval according to date. Records are grouped into sections corresponding to each employee with work detail records. Within the employee grouping level, the records are grouped by date. Therefore, the user can see the time codes worked by each employee on each day.
Employee Information Report	The report lists employees meeting the selection parameters (and within the team-based security constraints). For each employee, employment details, status, team, calculation group, pay group, and shift pattern are displayed.
Employee Overtime Report	The report shows the number of hours an employee worked for each overtime hour type (OT1, OT2, OT3, etc.) and REG, on each date within the interval that is selected in the report selection parameters. The report items are organized according to the values that are selected in the Group By and Second Group By fields. If the Include in Year at a Glance flag is not selected for an hour type (through Payroll Settings), the hour type is still displayed in the report, but it is not included in the Total column. To ensure the Total column accurately reflects the total of all overtime hour types in the report, either set the Include in Year at a Glance flag for the hour type or remove the relevant column from the report. Note: This report is similar to the Daily Employee Overtime Report. The Daily Employee Overtime Report aggregates employee overtime per day (unless the Second Order By field is set Employee ID or Employee Name). The Employee Overtime Report uses one line per employee.
Employee Punches by Day Report	The report provides a breakdown of hours, productive hours, overtime hours, and absent hours by work day for a given employee on a team. The report also shows the original punch type, punch time, and punch data for each employee. The hours, productive hours, overtime hours, and absent hours are totaled for each employee within the specified date range. The hours are also totaled for each team individually and all teams.
Employee Seniority Report	The report shows all employees whose records you have permission to view. It shows the employee name, shift pattern, hire date, seniority date, and the three-month date (three months from when the employee was hired).
Employee Time Approval State Report	The Employee Time Approval State Report displays the following types of time approval records: All, Approved, Created, Pending, Rejected or Shown. The report can be grouped by Team, Pay Group or Calculation Group and ordered by Employee ID or Full Name.
Net Absenteeism Report	The report shows employee absences, including the scheduled hours for the day, hours missed, whether they were controllable, and what percentage of total scheduled time for the selected date interval was missed. The employees are grouped by team to make it easier to spot the absenteeism per team.
OTE Offered and Worked Report	The report tracks the offers of overtime work to employees along with the responses (whether the employee accepted the overtime offer.) For each offer, details include the date, start and end times, and duration. For OTE purposes, points charged and balances show how each offer affected the employee's point balance. The offers are grouped primarily by OTE Group and secondly by employee.
Override by Employee Report	The Override by Employee Report allows managers to report on all overrides applied to a single employee. Managers can filter the report by override type, override status and date range. The date range is applied to both created and canceled overrides. The report can be ordered by the override creation date, canceled date, type or status.
Overtime Report	The report shows the number and type (OT1, OT2, etc.) of overtime that employees (either individually or aggregated into teams, departments, or projects) worked for departments, projects, or teams during a specified time period. If the Include in Year at a Glance flag is not selected for an hour type (through Payroll Settings), the hour type is still displayed in the report, but it is not included in the Total column. To ensure the Total column accurately reflects the total of all overtime hour types in the report, either set the Include in Year at a Glance flag for the hour type or remove the relevant column from the report. Note: You can produce an Overtime Report similar to either the Daily Employee Overtime Report or the Employee Overtime Report using the Date and Employee grouping options.
Schedule Compliance Violations Report	For users of LFSO or MVS with schedule compliance, the report lists all the compliance warnings and errors that are incurred for the specified employees, teams, and period. The schedule period options in the Date Selection parameter are only valid for use in MVS scheduling. The other options (This Week, Next Week, and Previous Week) are valid for both LFSO and MVS scheduling. The report has these filtering options: Type of violation (warning, error) Users who approved violations State of the violation (approved, unapproved)
Shift Pattern Detail Report	The report provides details about all selected shift patterns. For each shift pattern, a line item for each day in the shift pattern shows the start time and end time. Each shift pattern constitutes a section in the report. Different shift patterns will have different numbers of day and therefore different numbers of line items in the report results.
Time Code by Employee Report	The report lists the time spent by each employee towards each time code in a specified time interval. Records are grouped into sections corresponding to each employee with work detail records.
Time Code by Team Report	The report lists the time spent by each employee towards each time code in a specified time interval. The records are grouped first by either team or time code and second by the other. Time codes for a particular work code may have different hour types. For example, WRK time coded work detail records are often labeled with either REG and OT% hour types. Therefore, the work that is allocated to a particular time code may be divided into any number of line items on this report corresponding to the hour types.
Unauthorized Records Report	The report shows employee daily work summaries that are unauthorized. For each record, the date, employee ID, name, pay group, and shift are displayed. In addition, two strings representing the hour types and time codes worked in the day are displayed with the number of hours corresponding to each hour type or time code. This provides an at-a-glace summary of the unauthorized employee work day
User Session Report	The report shows records of all users who have logged on to the system from the desktop application/ETM or mobility. Information displayed includes employee name, user name, date and time of the employee's last session, and the IP address used for the session. Note: Users behind a Gateway that performs NAT (network address translation) will be logged into Workforce Management using the Gateway's IP address. This is because the Gateway makes the user's IP address private, while the Gateway itself has a single public IP address. That public IP address will be displayed in the report.
Work Adjustment Report	The Work Adjustment report allows you to review and verify any adjustments prior to performing a payroll export. The report cannot filter out work records that have already been exported and it is also unable to display retro-adjustment records and should be treated as an estimate only. The report can be filtered by Employee, Team, Pay Group and Calculation Group. Note: This report is also automatically run during the Payroll Close Wizard and allows you to further verify whether the payroll (on-cycle) or employee (off-cycle) information that you are about to export is correct. If no adjustments were created, "No Adjustments" is displayed under Summary Report next to each pay group or employee. For more information on using the Payroll Close Wizard, see Infor Workforce Management Time and Attendance Implementation and Administration Guide.
Work In/Out Report	The report displays the start and end times that an employee worked on a specified date (i.e., the clock in and out times), and the total number of hours worked for the specified date. You can filter the report by Employee, Team, Pay Group and Calc Group.
Work Summary Report	The Work Summary Report displays work details for the employee, grouped by one of the options in the Group by Parameter and the employee. Information that is displayed for each work date includes employee name and ID, holiday hours, Authorizations, start/end shift times, and total number of hours the employee worked.

Balance Detail Report

The Balance Detail Report displays an initial and final balance as well as any balance changes that have occurred during a selected date range. The report can be filtered by team, employee, and balance type.

Note: To improve performance, the BAL_REPORTS_MAX_EMPLOYEES registry parameter can be used to set a maximum number of employees for the report. If the report query returns more than this maximum, an exception is shown. To run the report you must change the parameters to return a smaller number of employees.

Balance Summary Report

The Balance Summary Report displays an employee's balances for a specific date. The report can be filtered by teams, employees and balance types, such as SICK (Sick Days) or VAC (Vacation Days).

Note: To improve performance, the BAL_REPORTS_MAX_EMPLOYEES registry parameter can be used to set a maximum number of employees for the report. If the report query returns more than this maximum, an exception is shown. To run the report you must change the parameters to return a smaller number of employees.

Daily Employee Overtime Report

The report shows the number of hours an employee worked for each overtime hour type (OT1, OT2, OT3, etc.) on each date within the interval that is selected in the report selection parameters. The report items are organized according to the values that are selected in the Group By and Second Group By fields.

If the Include in Year at a Glance flag is not selected for an hour type (through Payroll Settings), the hour type is still displayed in the report, but it is not included in the Total column. To ensure the Total column accurately reflects the total of all overtime hour types in the report, either set the Include in Year at a Glance flag for the hour type or remove the relevant column from the report.

Note: This report is similar to the Employee Overtime Report. The Employee Overtime Report aggregates employee overtime per day (unless the Second Order By field is set to Work Date). The Daily Employee Overtime Report uses one line per day worked, whereas the Employee Overtime Report uses one line per employee.

Daily Error and Exceptions Report

The report shows any clock errors that employees receive when they clock on or off for a shift. Information that is displayed in the report includes the employee ID and name, calculation group, clock time the error occurred, and in or out exceptions.

Daily Project Activity and Docket Report

The report shows daily work against teams, projects, dockets, or jobs in a specified time interval. Each record represents the work done by a single employee on a given date and is grouped at two levels: by docket, project, jobs, or teams. For each line item, the hours are grouped into one of four categories: WRK codes, OT codes, ABS codes, and OTHER codes. Therefore, each line item shows the sum of work detail minutes on a particular date for each of the four categories.

OT hours are defined with a Include in Year at a Glance flag on the hour type. ABS hours are defined as time codes with the Include in Year at a Glance flag selected.

Daily Time and Attendance Report

The report shows each employee's scheduled start and end times for a day along with work detail start and end times, time codes, and hour types, with worked hours being summed for each employee and grouping. Employees can be grouped by pay group, calculation group, or team.

The report can be run for a single date only.

Detailed Time Code by Employee Report

The report lists the time spent by each employee towards each time code in a specified time interval according to date. Records are grouped into sections corresponding to each employee with work detail records. Within the employee grouping level, the records are grouped by date. Therefore, the user can see the time codes worked by each employee on each day.

Employee Information Report

The report lists employees meeting the selection parameters (and within the team-based security constraints). For each employee, employment details, status, team, calculation group, pay group, and shift pattern are displayed.

Employee Overtime Report

The report shows the number of hours an employee worked for each overtime hour type (OT1, OT2, OT3, etc.) and REG, on each date within the interval that is selected in the report selection parameters. The report items are organized according to the values that are selected in the Group By and Second Group By fields.

If the Include in Year at a Glance flag is not selected for an hour type (through Payroll Settings), the hour type is still displayed in the report, but it is not included in the Total column. To ensure the Total column accurately reflects the total of all overtime hour types in the report, either set the Include in Year at a Glance flag for the hour type or remove the relevant column from the report.

Note: This report is similar to the Daily Employee Overtime Report. The Daily Employee Overtime Report aggregates employee overtime per day (unless the Second Order By field is set Employee ID or Employee Name). The Employee Overtime Report uses one line per employee.

Employee Punches by Day Report

The report provides a breakdown of hours, productive hours, overtime hours, and absent hours by work day for a given employee on a team. The report also shows the original punch type, punch time, and punch data for each employee. The hours, productive hours, overtime hours, and absent hours are totaled for each employee within the specified date range. The hours are also totaled for each team individually and all teams.

Employee Seniority Report

The report shows all employees whose records you have permission to view. It shows the employee name, shift pattern, hire date, seniority date, and the three-month date (three months from when the employee was hired).

Employee Time Approval State Report

The Employee Time Approval State Report displays the following types of time approval records: All, Approved, Created, Pending, Rejected or Shown. The report can be grouped by Team, Pay Group or Calculation Group and ordered by Employee ID or Full Name.

Net Absenteeism Report

The report shows employee absences, including the scheduled hours for the day, hours missed, whether they were controllable, and what percentage of total scheduled time for the selected date interval was missed. The employees are grouped by team to make it easier to spot the absenteeism per team.

OTE Offered and Worked Report

The report tracks the offers of overtime work to employees along with the responses (whether the employee accepted the overtime offer.) For each offer, details include the date, start and end times, and duration. For OTE purposes, points charged and balances show how each offer affected the employee's point balance. The offers are grouped primarily by OTE Group and secondly by employee.

Override by Employee Report

The Override by Employee Report allows managers to report on all overrides applied to a single employee. Managers can filter the report by override type, override status and date range. The date range is applied to both created and canceled overrides.

The report can be ordered by the override creation date, canceled date, type or status.

Overtime Report

The report shows the number and type (OT1, OT2, etc.) of overtime that employees (either individually or aggregated into teams, departments, or projects) worked for departments, projects, or teams during a specified time period.

If the Include in Year at a Glance flag is not selected for an hour type (through Payroll Settings), the hour type is still displayed in the report, but it is not included in the Total column. To ensure the Total column accurately reflects the total of all overtime hour types in the report, either set the Include in Year at a Glance flag for the hour type or remove the relevant column from the report.

Note: You can produce an Overtime Report similar to either the Daily Employee Overtime Report or the Employee Overtime Report using the Date and Employee grouping options.

Schedule Compliance Violations Report

For users of LFSO or MVS with schedule compliance, the report lists all the compliance warnings and errors that are incurred for the specified employees, teams, and period.

The schedule period options in the Date Selection parameter are only valid for use in MVS scheduling. The other options (This Week, Next Week, and Previous Week) are valid for both LFSO and MVS scheduling.

The report has these filtering options:

Type of violation (warning, error)
Users who approved violations
State of the violation (approved, unapproved)

Shift Pattern Detail Report

The report provides details about all selected shift patterns. For each shift pattern, a line item for each day in the shift pattern shows the start time and end time. Each shift pattern constitutes a section in the report. Different shift patterns will have different numbers of day and therefore different numbers of line items in the report results.

Time Code by Employee Report

The report lists the time spent by each employee towards each time code in a specified time interval. Records are grouped into sections corresponding to each employee with work detail records.

Time Code by Team Report

The report lists the time spent by each employee towards each time code in a specified time interval. The records are grouped first by either team or time code and second by the other. Time codes for a particular work code may have different hour types. For example, WRK time coded work detail records are often labeled with either REG and OT% hour types. Therefore, the work that is allocated to a particular time code may be divided into any number of line items on this report corresponding to the hour types.

Unauthorized Records Report

The report shows employee daily work summaries that are unauthorized. For each record, the date, employee ID, name, pay group, and shift are displayed. In addition, two strings representing the hour types and time codes worked in the day are displayed with the number of hours corresponding to each hour type or time code. This provides an at-a-glace summary of the unauthorized employee work day

User Session Report

The report shows records of all users who have logged on to the system from the desktop application/ETM or mobility. Information displayed includes employee name, user name, date and time of the employee's last session, and the IP address used for the session.

Note: Users behind a Gateway that performs NAT (network address translation) will be logged into Workforce Management using the Gateway's IP address. This is because the Gateway makes the user's IP address private, while the Gateway itself has a single public IP address. That public IP address will be displayed in the report.

Work Adjustment Report

The Work Adjustment report allows you to review and verify any adjustments prior to performing a payroll export. The report cannot filter out work records that have already been exported and it is also unable to display retro-adjustment records and should be treated as an estimate only. The report can be filtered by Employee, Team, Pay Group and Calculation Group.

Note: This report is also automatically run during the Payroll Close Wizard and allows you to further verify whether the payroll (on-cycle) or employee (off-cycle) information that you are about to export is correct. If no adjustments were created, "No Adjustments" is displayed under Summary Report next to each pay group or employee.

For more information on using the Payroll Close Wizard, see Infor Workforce Management Time and Attendance Implementation and Administration Guide.

Work In/Out Report

The report displays the start and end times that an employee worked on a specified date (i.e., the clock in and out times), and the total number of hours worked for the specified date.

You can filter the report by Employee, Team, Pay Group and Calc Group.

Work Summary Report

The Work Summary Report displays work details for the employee, grouped by one of the options in the Group by Parameter and the employee. Information that is displayed for each work date includes employee name and ID, holiday hours, Authorizations, start/end shift times, and total number of hours the employee worked.