Overview
An allocations report allows you to issue a report on allocated punches irrespective of whether the allocations are sent to payroll or not. You can run the report for up to five allocation types: basic hours, leave entitlements, leave requests, pay items, and overtime.
This report can include allocated punches for sub-contracted employees, company employees, or both. Running this report on sub-contracted employees in your system helps you reconcile contractors' invoices sent to you for the work done by the sub-contracted employees.
In the report, you will find a Transferred column that indicates whether the attendance data has been sent to payroll (Yes) or not (No).
Generating an Allocation Report:
Go to Attendance > Reporting > Allocations Report.
Fill in the fields you need from Options, Allocation Type, Approval State and Grouping.
Click on Generate to generate the report.
Date from/to: select the date range for this report. Date to must not exceed the current date.
Report Type: choose between Daily Attendance and Target Attendance.
Summary Report: check this box if you want to a summarised version of the allocation report. This tallies the total allocations for each grouping level that you select in the report's configuration.
Employee type: choose to include company employees, sub-contracted employees, or both.
Sort Order: choose between Employee Code and Employee Full Name.
Allocation Type: choose up to five allocation types - Basic Hours (default), Leave Entitlements, Leave Deductions, Pay Items, or Overtime.
Approval State: choose whether to include Approved (default), Declined, or Awaiting Approval, or a combination.
Grouping: you can group your report by cost centre, employee, occupation, employee type, department, section, unit, or none in up to three different levels.
Generate: you can generate the report either as a PDF file or an Excel file.
If you want Indigo to remember the settings for this report for future uses, check the Remember generated report settings at the bottom of the report setup panel.
