HR Report: Employee Equipment Agreement

Overview

The Employee Equipment Agreement report prints an agreement that can be signed by an employee stating the equipment currently assigned to him/her. If it is customary for your company to have an employee sign an agreement when issuing equipment, you will want to use this report. A Message can be set up to print on the report that states your company’s terms of equipment issue.

Security

The HR Report Employee Equipment Agreement screen has its own Security Group, HR Report Employee Equipment Agreement.

The HR Report Employee Equipment Agreement screen is part of the HR Reports All Employees Security Group.

Tip:  For more information see Security Groups Overview and Security Groups By Module.

Custom Settings

Section	Item	Value	Module and Purpose
EquipmentTrackerAgreement	LockMessage	Yes	This setting locks down the Message text box on the Equipment Agreement Report Options. If the setting is found for the current user/computer, no changes can be made to the Message text box.

Related Information

• View Employee Equipment Agreement Report
• See Human Resource topics
• Go to Human Resources Reports

Key Functionality

Message

Use the Message text box to type a note that you want to include on the agreement. You may lock this field by using a Custom Setting.

Section	Item	Value	Module and Purpose
EquipmentTrackerAgreement	LockMessage	Yes	This setting locks down the Message text box on the Equipment Agreement Report Options. If the setting is found for the current user/computer, no changes can be made to the Message text box.

For more information see Custom Settings and List of Custom Settings.

Sort By

Use the Sort By option to sort the report data by Employee Number or Employee Name.

The default selection is to sort by Employee Name.

When this filter is used, WinTeam is looking at the current employee status for filtering. It is not looking at Status Dates. If you want to filter off Status Dates use the Status Dates category.

Example:  If you leave the option as All and also indicate a Status Date range, the system will look at employees who are currently Active, Inactive or on Leave of Absence who have status info records within the date range entered. If they do, the system will print the Employee Equipment Agreement for these employees. If no status date range is entered, the system will include all employees that currently have uniforms.

Example:  If you choose Inactive as the Employee Status, and run the report for a Status Date range, the report will find employees who are currently Inactive and have an Inactive Status Info record that is dated with the date range indicated. If you do not use a date range, then all inactive employees that have uniforms will be shown on the report.

Category/Records

Employees

Use the Employees category to select the Employees to include on the report.

Select All to include all Employees on the report.

Select Range to define a range of Employees for the report. Type the beginning Employee Number in the From field and the ending Employee Number in the To field.

Select Create to define your own list of Employees. When you select Create, a small grid displays to the right. Enter the Employee Numbers you want to include in the list, or use the Lookup to locate the Employee Numbers.

Select Exclude to identify records that should not be included. When you select Exclude, a small grid displays to the right. Enter the Employee Numbers you want to exclude in the list, or use the Lookup to locate the Employee Numbers.

Status Dates

Use the Status Dates category to select the dates to include on the report. This allows you to select employees based on dates relative to their employee status at that time.

Select All to include all Status Dates.
Select Date Range to define a range of Status Dates for the report. When you select Date Range, the range fields display. Type the beginning date in the From field and the ending date in the To field.

Transaction Dates

Use the Transaction Dates category to select the dates to include on the report.
Select All to include all Transaction Dates.
Select Date Range to define a range of Transaction Dates for the report. When you select Date Range, the range fields display. Type the beginning date in the From field and the ending date in the To field.

If a Transaction Date range is used, the From Date defaults to the Benefit Cut Off Date for Beginning Balances field. The From Date must also be greater than the Availability From Date (if used).

Companies

The Company Pick option filters for AR Invoice and Payment records. The Companies category is available for Clients using the Multi-Company feature.

Select the Companies to include on the report.

Select All to include all companies on the report.

Select Pick to define specific Companies for the report. When you select Pick, the Companies list displays. Select the check box next to each Company to include on the report.

Note:  When running reports using the Company Category/Record Pick and the company name exceeds the maximum number of characters, WinTeam will truncate the name.

Locations

The Locations category is available for Clients using the Multi-Location feature.

Use the Locations category to select the Locations to include on the report.

Select All to include all Locations on the report.

Select Pick to define specific Locations for the report. When you select Pick, the Locations list displays. Select the check box next to each Location to include on the report.

Include Notes

Select the Include Notes check box to print the notes from the Equipment Tracker on the report.

Include Signature Line

Select the Include Signature Line check box to print a signature line on the report.

Employee Equipment Agreement Report

Employee Equipment Agreement Report (including Notes and Signature Line)