Documents - Reports - preview, filing and deletion of reports

Documents - Reports - preview, filing and deletion of reports

In section reports worker has an ability to generate, preview and downloading reports for example, timetables with absences (monthly), attendancy list (for specified day), salary stripes, list of plans and leaves applications.

Generating new report

To generate new report:

  1. In side bar menu an the left side enter tab documents, and then reports

  2. Click +

  3. Select responsing type of report from available

  4. Fill needed fields (for example dates).

  5. Optionally select field send email report to receive a copy of report to your email adress.

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  1. Clickorder , to send report to generate


Some of available reports to generate have been shown below.

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Preview of generated reports

After generation, report lies in tab reports, where worker has access to it and can be downloaded. In tab we can also see reports that were generated earlier.

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Downloading generated reports

To download reports generated before

  1. In the side bar menu on the left side go to tab documents and then reports .

  2. Then click buttondownload report next to selected report.

  3. In the browser window we should see notification about report downloading.

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Notice regarding aggregated salary data (so-called salary limits)

We kindly inform you that the current aggregated salary data for this year (the so-called salary limits), which were previously available in the Moja PG system, are not yet available in the form of a report.

However, work is in progress to prepare and make this report available.

If you need information regarding the current salary limit, please contact the Payroll Department directly.

When generating a payslip, you can choose whether you want to view all payments at once or separately.
There is a checkbox called “Show summary from all payrolls in the month”, which is selected by default.

If you uncheck it, you will see separate payslips for each payment.
This option can be managed individually according to your preference.

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Please note that the payments are displayed according to the payment date, not the period for which the payment was calculated.

Deleting generated reports

In order to delete report:

  1. In the side bar menu on the left side go to tab documents , and then reports.

  2. Then click buttondelete next to selected report or delete everything if you wish to delete all of them.

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Examples of reports generation

How to generate report about timetable of worker with absences?

To generate report, follow thease steps:

  1. Log in to system TETA ME.

  2. At the side menu on the left side go to tab documentsreports

  3. Click button + .

  4. Select an option Timetable of worker with absences.

  5. Fill needed filds, including:

  • Month - select the mont for wchich you want your report to be generated,

  • Work hours - select if report should have work hours,

  • Daily work time - select if report should have daily work time,

  • Send a report via email - optionally select if youy want to receive report also for your email adress.

  1. Check the filled fields and click order to send report to generation.

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How to generate report about conclusions & leaves plans?

To generate a report, make the following steps:

  1. Log in to system TETA ME.

  2. At the side menu on the left side go to tab documentsreports

  3. Click button + .

  4. Select an option leaves applications and plans

  5. Fill needed fields, including:

  • Date of printing - decide an date to print the report

  • Workers - supposed field filled in worker, wchick is currently logged in. As a supervisor we have an option to select there also different workers or select an option. All workers to generate report for everyone.

  • Send report with email - optionally select if you want to receive the report also for your email adress

6. Check filled fields and click order to send it for generation.

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The state of leaves in the report is being shown in days.

 

Centrum Usług Informatycznych Politechniki Gdańskiej 2024