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Employee Overview Report

This document provides a comprehensive overview of how to access and interpret the Employee Overview Report within the OfficeSeries application. This report offers insights into an employee's daily work hours, weekly summary of activities, and detailed timesheet entries.

A step-by-step guide to accessing and understanding the employee overview report in OfficeSeries

Step 1: Accessing the employee overview report

  • Users must sign in to the OfficeSeries application.
  • Navigate to the "Timesheets" section from the dashboard or through the navigation menu.
  • Locate the "Timesheet Reporting" card within the Timesheets section.
  • Click on "View Report" on the card to access the reporting options.
  • From the available options, select "Overview Report" to proceed with generating the report.

Step 2: Viewing the report

  • The Employee Overview Report page displays the following sections:
    • Daily Work Hours Summary: A table summarizing the total hours worked by the employee each day.
    • Weekly Summary of Activities: A pie chart and table summarizing the activities or tasks completed by the employee over the week.
    • Timesheet Entry Detail: A detailed table of each timesheet entry, including date, activity, hours worked, and notes.

Step 3: Interpreting the report

  • Daily Work Hours Summary:
    • The table lists each date, the day of the week, and the total hours worked on that day.
    • A summary row provides the total hours worked across all days in the selected period.
  • Weekly Summary of Activities:
    • The pie chart visualizes the distribution of hours across different activities.
    • The table lists each activity and the total hours worked on that activity.
    • A summary row provides the total hours worked across all activities in the selected period.
  • Timesheet Entry Detail:
    • The table lists each date, the activity performed, the hours worked, and any notes associated with the entry.
    • A summary row provides the total hours worked for each day and for the entire period.

Step 4: Exporting the report

  • After reviewing the report, you can export it for further analysis or record-keeping.
  • Look for the "Export" or "Download" button on the report page.
  • Select the desired format for the export (e.g., PDF, Excel, CSV) and proceed to download the report.

Step 5: Utilizing the report

  • This report is valuable for employees and managers to assess work distribution, productivity, and project progress.
  • It can also be used for performance evaluation, resource planning, and billing purposes.

Notes

  • The Employee Overview Report is a powerful tool for managing and reviewing employee work hours and activities.
  • Users are encouraged to regularly review these reports to stay informed about employee productivity and project contributions.

Summary

This guide outlines the steps to access and understand the Employee Overview Report within the OfficeSeries application. By leveraging these reports, users can gain valuable insights into employee performance and workload over time.

In this page

  • Employee Overview Report
    • A step-by-step guide to accessing and understanding the employee overview report in OfficeSeries
      • Step 1: Accessing the employee overview report
      • Step 2: Viewing the report
      • Step 3: Interpreting the report
      • Step 4: Exporting the report
      • Step 5: Utilizing the report
    • Notes
    • Summary

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