User Guide

We would like to run a Timecard Report based on the employee’s assigned work status. We have the following 3
work statuses; Full Time, Part-Time, Contract.
STEP 1: SET UP THE CUSTOM FIELD TITLE AND ASSIGNMENT
Create a title for the custom field. Do this under Settings | Preferences | Custom Fields. Be sure to assign the field
to the Employee page.
In our example, we will title the field Status.
STEP 2: ASSIGN THE CUSTOM FIELD VALUE TO THE EMPLOYEE
Go to Lists | Employees and find the employee(s) for which you would like to assign the custom field value. You
will find the title of the custom field value under Employee Settings. Assign the custom field value for the
employee, and press Submit.
Do this for each employee.
In our example, we will assign one of
the following values to our employee;
Full Time, Part Time, or Contract.
STEP 3: GENERATE THE CUSTOM REPORT USING CREATE REPORT
To generate reports based on the assigned custom values go to Reports | Create Report.
Select either the Timecard or Timecard by Department reports. When selecting one of these reports, Additional
Report Options will appear.
 Select the Custom Field title. The unique custom values assigned to your employees will display.
 If you would like to filter the report results to one or more unique custom value, select those values and
then press Submit.
Note: Custom Field Values are case sensitive and must match for each employee, for running reports.