Signoffs Report

Usage

The signoff report allows the user to view a report indicating when staff members have signed off shifts/transactions (Timesheets) within the My Staff.Care screen and up to what date. It also allows the user to see any rejections that have been entered by the staff.


Report Parameters

All Staff: Ticking the All staff box, runs the report on every staff member stored in Staff.Care that matches the report criteria.
To add single or multiple specific staff members, type the name of the staff member you wish to search in the search field and select the staff member/s by clicking on the auto complete drop down menu.

Units: When selected the report will not filter by primary unit (unless you sort by ‘Unit’), however this can be unchecked and individual units selected from the list allowing you to filter by primary unit.
Staff types: Captures staff members who have the selected staff type(s) on their current contract within the reporting dates.
Ranks/grades: Capture staff members who have the rank/grade assigned to their contract during the reporting period.

Start Date: The date to capture report parameters from.
End Date: The date to capture report parameters to.

Sort by
Staff: Sorts the list of staff members leave requests by staff code alphanumerically.
Last date: Sorts by the last date that has been signed off by Staff members.
Grade: Sorts staff members by the order of grades in the Admin menu.
Unit: If multiple units are being reported on, units will be sorted based on unit code alphanumerically.
Rank: Sorts staff members by the order of ranks in the Admin menu.
Staff type: Sorts staff members by the staff type assigned to their contract within the reporting dates.

Report format
Staff summary: Groups signoff’s, rejections and no sign offs and displays ‘When signed’ and unsigned days.
Category: Displays the status of the sign-offs and signatures for each sign-off/rejection.
Staff individual: Groups signoff’s per staff member and displays staff details.
Category summary: Displays the total amount of Sign-offs. Rejections, No sign-offs.
Display payroll number: Payroll code stored with a staff member’s record can be outputted.


Running the Report

Complete all report parameters including the date range.

If you want the report in CSV format tick Output to File.
If PDF output only is required, the Output to File check box does not need to be ticked.
Click GENERATE.

The report is complete will be displayed at the top of the page .

Click VIEW REPORT to view the PDF output.
Click OPEN FILE to view the CSV output.