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HR Reporting

Overview

Shafer's HR Reporting options present the contents of your database in a user-friendly manner offering flexible and detailed reports in four different categories. Track employment records, compensation and sales as well as commission and performance.

Payroll Reports allow for gathering of information to complete your monthly reporting needs. Each report has filter and sorting criteria to gather the appropriate information in a format you desire. Reports include an employee report, QTD-YTD report, check report, and a worker's compensation report. You will also have the ability to print W-2's. Technician Reports will enable you to track technician sales and performance. Status/Inquiry Reports interface with the service module to allow reporting for service calls, time tags, dispatch details, service call time stamps, etc. Marketing Reports are also available from within this module to provide listings of dispatch referrals and the sources of your calls.

A special feature of Shafer's HR Reporting options is the ability to view reports onscreen before printing. How many times have you wasted paper printing a report, when all that was needed was a quick glimpse of only a few items? Through detailed filters and onscreen viewing, Shafer's provides the report that you really need and will let you view the information without printing if necessary. Of course printing is always a standard option. In addition, Shafer's reports will export to a PDF, Excel or RTF document format and can be emailed directly from within our own email program. No need to even open another application!

Back to: Payroll

· Payroll Reporting

Payroll reporting allows you to print a complete listing of employees (detailed or summarized) using filter and search criteria. The Payroll Check Register provides payroll check information for any number of employees. Choices let you access data as needed for a single report and can be sorted by fields. The QTD-YTD Report contains quarterly or year-to-date information that can be selected for any number of employees. The Worker’s Compensation Report prints worker’s compensation information by employee number, workers comp code, check number, etc. Printing W-2 forms can be done at any time during the year. Your selection criteria allows you to view the report prior to printing, making the editing process much easier.

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· Technician/Salesperson Reporting

The Sales Commission Report is password protected and provides an listing of commissions for any salesperson or technician within a specified date range. Technician Reports track technician sales (by sales class) and performance. In addition, a Day End Report works with Shafer's Mobile Office to provide a snapshot of the technicians day. This report illustrates how many calls, the types of calls and how much money the technician received/processed for the day.

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· Status/Inquiry Reporting

Because technicians are directly related to service, the payroll module will also allow access to Status/Inquiry reports. These reports allow reporting for service calls, time tags, dispatch details, service call time stamps, etc and help reduce time spent navigating through other modules in the system.

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