The ‘Services by employees’ screen is designed to display data on the services provided by employees to customers. The data is shown in tabular form for the selected employee or several employees. Information is grouped by employees, by week, by customers, and by days (by claims). For each work shift, the following are shown:
To go to the ‘Services by employees’ screen, select the ‘Services’ then ‘By Employees’ (1) option from the main menu. The ‘Services by employees’ screen is based on the Main screen.
‘Services by employees’ screen elements:
To view the data, you must select:
You could open the employees’ list by clicking on the list button (2) and selecting the employee directly. Alternatively, you can begin to type in the field (1). As you type any part of the employee’s First Name or Last Name, only employees who meet the search criteria will be displayed in the list. Then click on the employee row. A chip (3) with the employee name will be displayed in the search field. You can add some employees. In this case, only part of the chips and the symbol of multiple selections (4) will be displayed. The chips contain an icon to deselect (5).
Now the data table shows the employee’s name (6), workweek (7), client’s name (8), clime’s day (9), check-in and check-out time (10), actual worked hours, and hours paid by the state.
If there are ISAS comments to the clime or work shift, a red icon (12) will be displayed. Click on it to display comments.
In the table, you can click on the summary lines (6), (7), (8) to collapse or expand the data below.
The ‘Services by employees’ screen includes buttons to prepare Payroll and to send a Visits report to employee(s).
Payroll will be generated for the period selected in the Calendar as an XLS file.
The visits report will be generated for the period selected in the Calendar and for employee(s) selected in the search field (1). If no one employee is selected, then the report will be generated and sent to all employees who worked in the selected period. After you click the ‘Send visits report’ button, RSAkit refines the period for the report, and you can choose any range:
The visits report will be sent by email as a PDF file to the address of each employee indicated in his/ her data.