Payroll notes

Notes Listing

Purpose

The Notes Listing provides a list of notes recorded in Payroll and Human Resources.

Content

For each note included on the report, the listing shows:

• note number
• note date and time
• note type
• note type description
• recall date and time
• user who entered the note
• reference(s) to other record(s)
• note description
• note text.

In addition, you can include one or more of the following:

• timestamps
• custom fields.

The following total appears on the report:

• record count.

Print the report

1. In the Navigation pane, highlight the Payroll/Human Resources > Notes folder.
2. Start the report set-up wizard.
   • To report on all or a filtered subset of payroll notes:
     1. Right-click the Notes folder and select Select and Report > Notes Listing from the shortcut menu.
     2. On the Selection tab, define any filters to apply to the data.

        

   • To report on specifically selected notes:
     1. In the HD view, select the notes to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
     2. Click and select Notes Listing from the drop-down menu.
   • To report on a particular payroll note from the Note window:
     1. In the HD view, locate and double-click the note to report on. The Note window opens with the note loaded.
     2. Click and select Notes Listing from the drop-down menu.
3. Select the Options tab.

   

4. To include a section at the end of the report with the report settings used to produce the report, leave the Include Report Options checkbox marked. To produce the report without this information, clear the checkbox.
5. Mark the checkbox(es) for the additional information to include:
   • Timestamps
   • Custom Fields (only visible if custom fields are set up)
6. Select the Output tab.
7. In the Design field, look up and select the report design to use.
In the toolbar, click the icon for the type of output you want:
• - Provides access to two preview options.
  • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
  • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
• - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
• - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
• - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).
From
The email account from which to send the email. Valid options are:
• Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
• Server personal. Sends email using the email configuration for the system or company server and the email address on the current user's authorized user record. The authorized user record must have a confirmed email address.
• Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
To
The email address(es) to which to send the email. Separate email addresses with semi-colons.
CC
The email addresses to copy on the email. Separate email addresses with semi-colons.
BCC
The email addresses to blind copy on the email. Separate email addresses with semi-colons.
Subject
The subject line.
Text box
The body of the email.

Data extensions

The following data extensions are available for the report:

• Notes
• Note types

Notes by Employee Report

Purpose

The Notes by Employee Report shows the notes associated with each employee that is referenced in the notes. If a note refers to multiple employees, the note is reported for each employee referenced.

Content

For each employee included on the report, the report shows:

• note details.

For each note included on the report, the report shows:

• note number
• note date
• recall date
• note type
• note type description
• user who entered the note
• note description
• note text.

In addition, you can include one or more of the following:

• timestamps
• custom fields.

The following total appears on the report:

• record count.

Print the report

1. In the Navigation pane, highlight the Payroll/Human Resources > Notes folder.
2. Start the report set-up wizard.
   • To report on all or a filtered subset of notes:
     1. Right-click the Notes folder and select Select and Report > Notes by Employee Report from the shortcut menu.
     2. On the Selection tab, define any filters to apply to the data.

        

   • To report on specifically selected notes:
     1. In the HD view, select the notes to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
     2. Click and select Notes by Employee Report from the drop-down menu.
   • To report on a particular note from the Note window:
     1. In the HD view, locate and double-click the note to report on. The Note window opens with the note loaded.
     2. Click and select Notes by Employee Report from the drop-down menu.
3. Select the Options tab.

   

4. To include a section at the end of the report with the report settings used to produce the report, leave the Include Report Options checkbox marked. To produce the report without this information, clear the checkbox.
5. Mark the checkbox(es) for the additional information to include:
   • Timestamps
   • Custom Fields (only visible if custom fields are set up)
6. Select the Output tab.
7. In the Design field, look up and select the report design to use.
In the toolbar, click the icon for the type of output you want:
• - Provides access to two preview options.
  • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
  • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
• - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
• - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
• - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).
From
The email account from which to send the email. Valid options are:
• Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
• Server personal. Sends email using the email configuration for the system or company server and the email address on the current user's authorized user record. The authorized user record must have a confirmed email address.
• Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
To
The email address(es) to which to send the email. Separate email addresses with semi-colons.
CC
The email addresses to copy on the email. Separate email addresses with semi-colons.
BCC
The email addresses to blind copy on the email. Separate email addresses with semi-colons.
Subject
The subject line.
Text box
The body of the email.

Data extensions

The following data extensions are available for the report:

• Notes
• Note types
• Employees