Staff Summary
The Staff Summary gives you an overview, and instant report, of the Detail, Payroll, Leave and Productivity of a member of Staff.
Note
Note
User Access needs to be given. Navigate to Main Menu > Setup > Staff > Edit > Settings > Human Resources > Staff Summary - None/User/Supervisor.
- None - No access to Staff Summary.
- User - Allows you to view the Staff Summary for logged in User only.
- Supervisor - Allows you to view all Staff Summaries.
Discover Staff Summary
Discover Staff Summary
The Staff Summary side panel consists of five tabs:
- Search
- Detail
- Payroll
- Leave
- Productivity
Navigation
Navigation
Main Menu > HR > Staff Summary > View
1. Search
1. Search
This tab provides a list of all Staff members that were created under Main Menu > Setup > Staff.
2. Detail
2. Detail
- Contact Detail - This shows all the Contact Details that have been entered for this member of staff.
- Company Detail - This shows the Position, Cost Centre, and Role that the Staff member has within the Company.
3. Payroll
3. Payroll
- Payroll Detail - This shows the information regarding Payroll for this Staff member.
- Note - Any Notes that have been added to the Staff record are shown here.
4. Leave
4. Leave
- Available - This shows the Type of Leave by Accrued, Current, and Total.
- Current Cycle - This shows the Start and End dates of the Leave Types.
- Leave Taken - This shows the Type of Leave taken, From and To dates, and how many Days it totals.
5. Productivity
5. Productivity
- Data filter - This allows you to select what Date period you wish to filter the records by.
- Transactions - This shows a list of the Transactions that are linked to this Staff member by Role, Transaction Type, Count, and Total.
- Workflows - This shows the Staff members Workflows by Module and Actions.
- Timekeeping - This shows the Staff member's Timekeeping by Transaction Type, Hours, and Cost for that period.