The Staff Summary provides an overview and instant reporting of the Detail, Payroll, Leave and Productivity of a member of Staff.

Discover Staff Summary

• Get Started
• Staff Summary Interface

Get Started

• The Staff Summary module is a fixed module that needs to be added to the Main Menu or/and to the Tile menu using Setup > Menu Manager.
• User Access needs to be granted in Main Menu > Setup > Settings > Users > Human Resources > Staff Summary - Access Allowed.
• Make sure to set-up the following before attempting to use the Staff Summary module:
  • Staff members need to be set-up in Main Menu > Setup > My Company > Staff Setups.
  • Set-up the Leave module.

Staff Summary Interface

Navigation

Main Menu > Reporting (Customisable Menu Title) > Staff Summary > View

Once you've opened the Staff Summary, click View to display the five tabs as shown in the screenshot above.

1. Search (more below)
2. Detail
3. Payroll
4. Leave
5. Productivity

1. Search

The Search tab allows you to find the desired Staff member you wish to view a Staff Summary of. The other tabs will display records relating to the Staff member selected in the Search tab.

Navigation

Main Menu > Reporting (Customisable Menu Title) > Staff Summary > View > Search tab

By right-clicking on a Staff member provides additional functionality to Open Staff. This will open the Staff member's Staff Setup in My Company.

2. Detail

The Detail tab will display the Staff member's Contact and Company details.

Navigation

Main Menu > Reporting (Customisable Menu Title) > Staff Summary > View > Select Staff Member> Detail tab

1. Image - This will display an image, if an image has been loaded in Staff Setups, representing the Staff member.
2. Contact Detail - This shows all the Contact Details that have been entered for this member of Staff.
3. Company Detail - This shows the Position, Cost Centre, and Role that the Staff member has within the Company.

For more about Staff Setups, click here.

3. Payroll

The Payroll tab will display the Staff member's Payroll information.

Navigation

Main Menu > Reporting (Customisable Menu Title) > Staff Summary > View > Select Staff Member > Payroll tab

1. Payroll Detail - This shows the information regarding Payroll for this Staff member.
2. Note - Any Notes that have been added to the Staff record are shown here.

4. Leave

The Leave tab will display the Staff member's Leave/Availability information.

Navigation

Main Menu > Reporting (Customisable Menu Title) > Staff Summary > View > Select Staff Member > Leave tab

1. Available - This shows the Type of Leave by Accrued, Current, and Total.
2. Current Cycle - This shows the Start and End dates of the Leave Types.
3. Leave Taken - This shows the Type of Leave taken, From and To dates, and how many Days it totals.

For more about Leave, click here.

5. Productivity

The Productivity tab will display the Staff member's linked Transactions, Workflows and Timekeeping records.

Navigation

Main Menu > Reporting (Customisable Menu Title) > Staff Summary > View > Select Staff Member > Productivity tab

1. Data filter - This allows you to select what Date period you wish to filter the records by.
2. Transactions - This shows a list of the Transactions that are linked to this Staff member by Role, Transaction Type, Count, and Total.
3. Workflows - This shows the Staff members Workflows by Module and Actions.
4. Timekeeping - This shows the Staff member's Timekeeping by Transaction Type, Hours, and Cost for that period.