Reports

To pull reports, you can either follow the step-by-step instructions below or view this example video.

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 desktop version of UKG.

Dataview Library

Accessing the Library

Click on the three lines in the upper left corner of your screen.
Click on Dataviews & Report's ˅ arrow.
Click on "Dataview Library."
Here, you will see many different reporting options grouped by function.
Scroll down to the "Other" category, and click on the "Employee Basic Summary" option (see image below).

Click 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

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).

You can either scroll within the Dataview Library to locate or search to find the "Pending Timecard Changes" report.
You can view the report screen in the image below.

- - 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 (see image to the right).

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 (the bell at the top of your screen) when you log into UKG.
- - - After clicking the bell, you will see your Control Center (right image) and have the ability to Approve the change, Refuse the change, or Go To the employee's timecard.

You can also click 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 Schedule 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 clicking "Select All," and then click "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 click 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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