Reports

To pull reports, follow the step-by-step instructions below.

Missing Punches, Pending Timecard Changes, and Unapproved Timecards Summary reports will be detailed below, as well.

📍 Please note that all screenshots and directions located within this site are taken from the UKG Pro App.

Dataview Library

Accessing the Library

Tap on the Menu button at the bottom of your screen.
Tap on Dataviews & Report's ˅ arrow.
Tap on "Dataview Library."

Here, you will see many different reporting options grouped by function.
Scroll down to the "Other" category, and tap on the "Employee Basic Summary" option (see image below).

Tap on "Employee Basic Summary" in the upper left corner of your screen.

Here, you scroll to see all Dataview options or type in the search bar to find a particular report.

See below for more information on the Missing Punches Report, Pending Timecard Changes Report, and the Unapproved Timecards Summary Report, and the Timekeeping/PTO Overview Reports.

Missing Punches Report (Exception Counts by Employee)

Why would I use this report? This report will show you if there is anything you need to approve for an employee(s) and provide you quick access to approving changes for an employee(s).

You can either scroll within the Dataview Library to locate or search to find the "Exception Counts by Employee" report.
You can view the report screen in the image below.
- - Please note that you will need to click the calendar icon to adjust the time period for which you are viewing the report. The report will default to "Previous Pay Period" because that is the one that is about to be paid and should be at the forefront to make any corrections.

In this report, you can view every exception that is being tracked, such as:
- - Early In/Early Out
  - Late In/Late Out
  - Missed In/Missed Out
  - Short Shift/Long Shift
  - Unexcused Absence
  - Total

Pending (and approving) Timecard Changes

Why would I use this report? This report will show you if there is anything out there you need to approve for an employee(s) and provide you quick access to approving the change for an employee(s). This is when an employee fixes their punch and it needs manager approval.

📍 Please note:

All pending changes must be made by 11am EST to be processed with payroll. Payroll does not approve these as they need manager confirmation.
If a manager approves the pending change after that deadline, they must reach out to payroll at ccs.support@marketsource.com for further assistance.
It is incredibly important that managers delegate to each other when the manager is out of office, as the pending changes won't get approved and will sit out there.

To get started, you can either scroll within the Dataview Library to locate or search to find the "Pending Timecard Changes" report.

- - Under Approved, you can see what was submitted, when it was submitted, who made the edit, and the date it was applied.
  - Under Refused, you can see what was already handled, like a deletion of punch, and where it was handled within the update.
  - There is a third category that is not shown in the image above called "Submitted." Under Submitted, you can see any pending timecard changes that would need your approval.
  - If you don't see the words Approved, Refused, or Submitted, then there is not anything pending for those employees, whatsoever.
  - You can also select an individual employee and go to their timecard to approve or refuse an adjustment.
  - Once you are within an employee's timecard, if there is anything that needs to be reviewed, the "View Pending" button would be visible and a slider would pop out from the right side of the screen requesting your approval (see images below).

Note: If an employee has adjusted their time and it is pending your approval, you will also receive a notification in your inbox when you log into UKG.
- - - After tapping your inbox, you will see your task cards and have the ability to Approve the change, Refuse the change, or Go To the employee's timecard.

You can also tap on Timekeeping Requests on the My Notifications tile to see the results of all timekeeping requests in one place.

Unapproved Timecards Summary

Why would I use this report? This report will show you a list of all the timecards that are not approved for the week. As a manager goes through the week, they can correct and approve timecards individually, but that is a lengthier process than approving timecards from this report view. 📍 It is a good practice to check this report at the end of each week. You can view this example video for more help with this task.

You can either scroll within the Dataview Library to locate or search to find the "Unapproved Timecards Summary" report.
You can view the report screen in the image below, and you will first need to make sure you change the pay period the "Current Pay Period."

You will then see a list of timecards that have not been approved for the week.
If they are correct, you can select all of the names by checking the box to the left of each name or by tapping "Select All," and then tap "Approve."
If you approve them, it does not mean that the timecard still cannot have new things added on or edited because payroll has not been closed out, yet.

If you then tap to look at an approved timecard, the coloring of the timecard does change (see image to the right). This can confuse employees, but it only means that the timecard has been approved.

Timekeeping/PTO Overview

Why would I use these reports? These reports allow you to look up the specific amount of PTO being used by an employee. These reports show you the specific PTO that is being requested or submitted for a given week.

You can either scroll within the Dataview Library to locate these reports under Timekeeping or search to find them using "PTO" report.
Please note that you will need to sort the date by the week the PTO will be used.

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