10.1 Daily Summary
Daily Summary
Click on ‘View’ then ‘Daily Summary’ from the menu bar, or click the icon on the toolbar. This
displays a summary of hours and totals periodically, monthly or for any custom date range. You can
print the current info displayed to the default printer, or export it to Excel by clicking on the buttons
along the bottom right-hand corner.
Periodic View
The ‘Periodic View’ selected in the top right-hand corner, will display the summary using the current Pay Group date range with Periodic and Pay totals. In the example below this particular employee is
paid on a weekly basis.
Periodic Totals are calculated by simply summing up the daily totals (time categories and counters
earned).
Pay Totals are calculated by applying the Pay Group rules to the Periodic Totals.
To navigate back a period, click the back arrow (or press F4 on the keyboard).
To navigate forward a period, click the forward arrow (or press F5 on the keyboard).
To navigate to a specific date, click the button between the two arrows displaying
the current period, then select the date.
The green arrows button will recalculate for the dates that are currently displayed,
for the selected employee.
Monthly View
The Monthly view will display from the first to the end of the month, for any month.
The concept is identical to the Periodic view, except for the fixed date range and the exclusion of the
Pay Totals.
Custom View
Custom dates may be selected if need be. Select ‘Custom’ and then select the dates necessary. When a Custom view is selected, as with Monthly, only the Periodic totals will be displayed.
Right-click Menu Actions
By right-clicking anywhere within the Daily Summary window you can bring up a context menu. The options are as follows:
Go to Today – This will show the summary for the current date.
Calculate all Dates in View – Will calculate all the dates without stopping at the current date
automatically.
Use Time Format – Will show time in time format (e.g. 5:30 for five and half hours).
Use Decimal Format – Will show time in decimal format (e.g. 5.50 for five and half hours).
Use Decimal – to 5 places – Will show time in decimal format with five decimal places for increased
accuracy (e.g. 5.50000 for five and half hours).
Show/Hide Gridlines when printing – If printed directly to the printer, will or will not print the grid
lines.
Show Dynamic Totals – Will show the totals calculated dynamically.
Show Custom Sub Totals – Display dynamically calculated sub totals when using a custom date
range.
Show Custom Grand Totals – Display dynamically calculated grand totals when using a custom date
range.
Show Monthly Totals with Weekly Rules – Will display weekly rules applied to a monthly period.
Show Colour Legend – A complete colour key can be displayed underneath Pay Totals. See next
page for more.
Show Day Program Full Name – Will show the Day Program’s full description instead of short
description.
Manage Common Columns –Will open the configuration window for adding, removing and sorting
columns.
Use Custom User Columns – If the particular user’s columns have been set via ‘Configuration’,
‘Custom’, this option will apply those settings.
Daily Details, Day Program, Pay Group, Shift – Will open the respective configuration window.
Create Support Request – Explained in the Create Support Request section.
Daily Summary Additional Functions
You can double-click on any date (row) to open it in the Daily Details window.
To change how the views are displayed, click on ‘Configuration’ then ‘Custom’ from the menu bar.
You will be able to include or exclude clockings, day program names, or any time category and
counters created in the software. The same can be done via ‘User Groups’, ‘Daily Summary’ tab.
To authorize overtime for the specific employee for the show dates, simply click ‘Authorize’ and it will
open the authorization window with the employee’s unauthorized overtime. You can also print directly
to the default printer and export the summary to Excel from this screen.
Flexi Time Totals
These totals are displayed at the bottom of the summary view if the employee is on a flexitime
paygroup and Periodic view has been selected.
In the diagram below, the totals for the period are listed.
Brought Fwd - The amount of time that has been transferred from the previous period’s ‘Carried
forward’ amount (initial balance of flexitime).
Worked Hours - The actual amount of time worked in the period before applying any flexitime rules.
Closing Balance - The amount of time calculated after adding the ‘Worked Hours’ to the balance
brought forward amount.
Lost Time - The amount of time worked which exceeds the allowed limit, for carrying over to the next
period.
Carried Fwd - The amount of time which will be transferred to the next period, calculated from the
difference between the closing balance and the ‘Required Time’.
Colour coding
Various conditions occurring on days are noted via coloured or highlighted text, per below: This can be added to the Daily Summary by right-clicking and selecting ‘Show Colour Legend’.
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