How do I print manager reports for Payroll? (Connect Online)

Connect Online

View employee payroll information. Generate these payroll reports to view in Connect Online: Employee List, Leave Report, YTD Totals, and Overtime Analysis Report. Only department managers, team supervisors, override users in Timekeeping, and users with Department access can use Connect Online to print manager reports.

Before you get started

Add the Manager Reports widget to My Dashboard. See the help topic titled How do I add the Manager Reports widget?

Filters

Apply a filter to sort data in a report. Use the Settings pane to apply or remove filters.

Filters in the Settings pane

Date

Filter data by date range.

Show All

Clear all filters.

Departments

Filter data by department.

Teams

Filter data by team. If you are team supervisor, you will have access to the employees who are assigned to your team.

Position Type

Filter data by position type.

In/Out Status

Filter data by the employee's clock in/clock out status.

Include Terminated Employees

Add employees with a termination date to the report.

Published on 06Sep2017

Show employee detail

To view more information about a transaction, click on the employee's name.

Manager Reports page

2019Jan28

Printing an Employee List

Show an employee's in/out status, hire date, position, contact, and leave balance.

Do this...

1. Open My Dashboard.

2. Find the Manager Reports widget and then click the link titled View Manager Reports.

Manager Reports widget on My Dashboard

The Manager Reports page displays.

3. Click Employee.

Employee Link on Manager Reports page

4. Select Employee List from the drop-down list.

Manager Reports page

5. Set up the report criteria.

When you change the report criteria, Connect Online will update the displayed report. To return to the default report settings, click the Reset button.

Report Criteria

The Employee List displays.

2019Jan28

Printing a Leave Report

Show an employee's beginning, accrued, used, remaining, and expiring. The expiration date displays the adjust to carryover at date saved in the employee's record (Connect Payroll > Employees > Modify Existing Employees). If the employee does not have an adjust to carryover date, the expiration date is blank. The expiration date will move forward when the expiration date is not included in the current pay period.

Do this...

1. Open My Dashboard.

2. Find the Manager Reports widget and then click the link titled View Manager Reports.

Manager Reports widget on My Dashboard

The Manager Reports page displays.

3. Click Leave.

Manager Reports page: Leave link to Leave Reports

4. Select Leave Report from the drop-down list.

The drop-down list will display the leave report definitions that you have set up and saved in Payroll.

Manager Reports page: Selecting a Leave Report

The Leave Report displays on the page.

2019Jan28

Printing Leave Requests

Review leave requests for your employees.

Do this...

1. Open My Dashboard.

2. Find the Manager Reports widget and then click the link titled View Manager Reports.

Manager Reports widget on My Dashboard

The Manager Reports page displays.

3. Click Leave.

Manager Reports page: Leave link to Leave Reports

4. Select Leave Requests from the drop-down list.

The drop-down list will display the leave report definitions that you have set up and saved in Payroll.

Manager Reports page: Selecting Leave Requests

The Leave Requests displays on the page.

2019Jan28

Printing YTD Totals

Look up an employee's year-to-date leave totals. The YTD Totals page shows the employee's leave time, overtime, leave hours that will expire after the leave hours are adjusted to the carryover limit, and leave hours taken by the employee during the fiscal year.

Do this...

1. Open My Dashboard.

2. Find the Manager Reports widget and then click the link titled View Manager Reports.

Manager Reports widget

The Manager Reports page displays.

3. Click Time.

Manager Reports page: Time Link

4. Select YTD Totals from the drop-down list.

Manager Reports page: Selecting the YTD Totals report

The YTD Totals Report displays on the page.

2019Jan28

Printing Overtime Analysis Report

Print the Overtime Analysis Report to show the employee's overtime hours and overtime pay for the date range.

Do this...

1. Open My Dashboard.

2. Find the Manager Reports widget and then click the link titled View Manager Reports.

Manager Reports widget

The Manager Reports page displays.

3. Click Time.

Manager Reports page: Selecting the Time link

4. Select Overtime Analysis from the drop-down list.

Manager Reports page: Selecting Overtime Analysis report

The Overtime Analysis Report displays on the page.

2019Jan28

Printing Time Punches Report

Review an employee's clock in and clock out times.

Do this...

1. Open My Dashboard.

2. Find the Manager Reports widget and then click the link titled View Manager Reports.