Overview: Workforce allows users to manage and track work balances in detail. Through the reporting tool, managers and personnel managers can analyze the balances previously configured per center and per worker.
Start from: The Workforce module.
Select Reports from the main menu.
Use the magnifying glass icon ⌕ to search for or locate the Payroll Variables - Payroll Incidences (181) report in the list.
Please note that you can only view balances previously configured in the system.
To learn more about balance configuration, see Configure balances.
Balances by unit
The balance by unit report provides the user with an overview of overtime hours, holidays worked, and incidences that influence the accumulation of balances for all workers in one or more selected plants.
In the Report dropdown, select Balance by Unit.
Select the specific Balance you wish to consult from the Balance dropdown.
Set a Start and End date for the report.
Click on the Select Units button to select one or more sites to be consulted for the report.
Select if you want to Show Only Active Employees.
Select the Excel button to download the report in .XLS format.
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Balances per Employee
The balance per employee report gives you a detailed view of the additional hours, holidays worked, and incidences that influence the accrual of balances for a specific employee you have selected.
In the Report dropdown, select Balance per Employee.
Select the specific Balance you wish to consult from the Balance dropdown.
Set a Start and End date for the report.
Click the Select Worker button to select the particular worker to query for the report.
Select the Excel button to download the report in .XLS format.