Home Leave Module Staff Summary
Leave Module
Staff Summary
Overview# Staff Summary shows one staff member at a time: their contact and company details, payroll details, leave and productivity. It is read-only.
Search for a staff member, then double-click them (or press Enter ) to open their summary. When it opens from a leave record, it shows that staff member's Leave tab. Users with User access see only their own summary; Administrators can search for any staff member. Navigation Example Main Menu > Office > Leave > Right-click a leave record > Open Staff Summary
User Settings# Navigation Example Main Menu > Setup > Settings > Users (tab) > Double-click a Username
Note The defaults are the values for new databases, new users and new Transaction Types. Your database may have different values.
Setting Description Default Other > Staff Summary – Access Allowed The options are:None: You cannot open Staff Summary.User: You see only your own summary; the search is hidden.Administrator: You can search for and view any staff member. None
Search Tab# Button Description View Lists the staff members that match the search. If only one matches, their Detail tab opens.
Search Tab Filters Explained# Filter Description Search Enter part of a name, nickname, first name or ID number.
Search Tab Fields Explained# Field Description Name The staff member's name. Nickname The staff member's nickname. Menu (...) Click + or right-click a staff member for these options:Open Staff: Opens the staff member's record.Save Grid: Saves your grid layout.Restore Grid: Restores your saved grid layout.
Detail Tab# Field Description Mobile / Tel - Home The staff member's own numbers (Contact Detail). Tel - Work / SMS / Email The staff member's work contact details (Company Detail). Postal / Street The postal and street addresses. Production Checked if the staff member is an operator. Sales Checked if the staff member is a rep. Position The staff member's position. Cost Centre The staff member's Cost Centre .
Payroll Tab# Field Description Gender Male or Female. Marital Status Single, Married, Divorced or Widowed. Started The date the staff member started. Probation The end of the probation period. Termination The termination date. Date of birth The staff member's date of birth. ID Number The staff member's ID number. Note The payroll note.
Leave Tab# Info The leave shown here is captured and approved in Leave . Days are working days.
Available Fields Explained# Field Description Type The leave type and position (or All) of the Leave Rule. Accrued Days carried over from earlier cycles: the days allowed in those cycles, less the approved leave taken in them, plus adjustments. Zero for Leave Rules that do not accumulate. Current The days allowed in the current cycle, less the leave used in it. Total Accrued plus Current. + Adds leave for this staff member on this Leave Rule.
Current Cycle Fields Explained# Field Description Type The Leave Rule. Start / End The dates of the current cycle. Total The days allowed in the cycle. Used The days used in the cycle.
Leave Taken Fields Explained# Field Description Type The Leave Rule. From / To The leave dates. Days The number of days. Menu (...) Click the button to open the leave record. The first column shows the leave's status colour: Pending (yellow), Approved (green) or Declined (red).
Productivity Tab# Info The Productivity tab shows the staff member's work in the selected period. Select a date option in Set (User Date, Today, This week, This month, This year or Fin year), or enter the dates; the arrows move the period back or forward. Transactions Fields Explained# Field Description Role How the staff member is linked to the transactions: User (created or last updated them), Rep or assigned (Asign ). Trans Type The Transaction Type . Count The number of transactions dated in the period. Total The total of those transactions.
Workflows Fields Explained# Field Description Module The workflow . Actions The number of items the staff member added to that workflow's records in the period.
Timekeeping Fields Explained# Field Description Trans Type The Transaction Type the time was logged on. Hr/s The hours the staff member logged as operator, for time logs that ended in the period. Cost The cost of that time.
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