Modules & Reporting
Absence Hours to Cost Centre Report Absence Hours to Cost Centre Report Issue reported: Even though the devices are allocated with Cost Centres,… Absence Reports Synergy Workforce includes a set of built-in absence management reports. Each report has a description of… Activities Activities allow defining hierarchy of Projects and Tasks. It allows managing projects/jobs/tasks at multiple… Activities Documents Employees can upload documents against each activity for each day. The documents are visible and can be… Activities Module The Activity module (also known as Time Costing) allows for calculating the general cost and the time… Activities Notes Employees can write notes and comments against each activity for each day. The notes are visible from the… Activities Reports (Job/Task/Projects) Synergy Workforce includes a set of built-in activities reports. The Activities module is an add-on and must… Activity Resource Feature applicable only with Synergy Home device System allows creating list of resources that can be used… Adding a Job Role in Personnel These are the steps you will need to follow in order to successfully create a job role to select when adding… Adding Expenses Adding Expenses Module to existing or new clients. Ensure the Expenses module has been licensed correctly Run… Adding Job Role Titles Job role titles are managed under Menu > Personnel > Settings, on the Job Roles tab. Click the green plus, or… Adding locations in Personnel These are the steps you will need to follow in order to successfully create locations to select when adding… Advanced Reporting - Introduction The Web Report Designer in Synergy Workforce allows users to create, execute, and export custom reports. This… Advanced Reporting 2: Report Layout and Bands Every report contains three default bands: Top Margin Band – Defines spacing at the top of the page. Bottom… Advanced Reporting 3: Manipulating and Styling Components This guide covers how to arrange and style components in the Web Report Designer using the Properties Panel.… Advanced Reporting 4: Creating a Data-Bound Report This guide explains how to create a data-bound report using a built-in JSON data source, data bindings,… Advanced Reporting 5: Grouping and Summaries in a Timesheet Report Introduction This guide explains how to enhance the timesheet report by adding grouping by employee and… Advanced Reporting 6: Synergy Workforce Web Report Designer Introduction This guide explains how to create a report from an existing template and customise it by adding… Advanced Reporting 7: Including Employee Custom Fields in a Report Introduction This guide explains how to include employee custom field values-such as job title-into your… Advanced Reporting 8: Combining Multiple Data Sources in a Report Introduction This guide explains how to combine data from multiple sources into one federated data source and… Appraisals The Appraisals tab on an employee's record keeps a record of appraisals, each with an optional document. To… Automatic Fire / Presence Reports from a shortcut For T&A based data add URL/Reports/AttendanceReport?format=0 To the end of the URL of the customers portal… Card/Label Designer Allows designing card/label for the printing Go to Menu – System Setup – Card Designer Add New Card Design… Certificates The Certificates tab on an employee's record tracks certificates and their expiry, with a due date the system… Clients Go to Menu - Clients Add Client Click on icon to add Clients Fill in the respective data for all 3 tabs:… Cost Centre Reports Synergy Workforce includes a set of built-in cost centre reports, which break down the cost incurred by each… Costing Reports Synergy Workforce includes a set of built-in costing reports. The cost is based either on a daily rate or on… Custom Fields System allows defining unlimited custom fields as required To define custom fields, go to Menu - Personnel -… Dashboard Synel comprehensive dashboard provides you with a rapid in-depth analysis of your most important data.… Delete Employees Click on against the employee and click on icon to delete employee It is not recommended to delete an… Disciplinary/Grievances The Disciplinary/Grievances tab on an employee's record logs disciplinary actions or grievances, each with an… Documents (E-filing) Reports Synergy Workforce includes a set of built-in document (e-filing) reports. Each report has a description of… Documents Module Overview Synergy Documents allows storing of files on the cloud. It helps you keep records safe and easy to access… Duplicate Employees To create a new employee based on an existing one, click the ... menu on the employee's row and choose… Edit Employees To edit an individual employee, either double-click their row in the employee list, or click the ... menu on… ER2 FireReport settings for groups A while back we have changed the way we include certain population groups in a Fire report. For each… Exceptions Exceptions are generated when the clocking in/out time is reported and either an aspect of the time is… Expense Activities - Submit/Approve Expense Claims Depending on the access level, same screen allows for: Employees: Submit new claim Submit new mileage claim… Expense Management Reports Synergy Workforce includes a set of built-in expense management reports. Each report has a description of… Expenses Overview The Expenses Management solution from Synel allows you to automate your employee expense management process,… Field Management Additional Time Costing feature, Field Management allows to: Track your Field Workers when onsite via… Field Management Overview Part of Synel's Workforce Management product suite, Synel's Field Management solutions bring monitoring… How to Set Up a Fire Marshal, Assign Employees, and Print Fire Reports 1. Creating a Fire Marshal To designate an employee as a Fire Marshal: Click the three lines in the top-left… Manage Tips Synergy Workforce allows employees to record the Tip amount that they receive from customers. Employee would… Manual Time Sheet Manual timesheets let employees record and submit their hours electronically for approval, so there is no… Menu Options for advanced features like Report Designer will not Appear after licensing. If you've enabled a dedicated Report Designer module for the customer in their license, once license is… Objectives The Objectives tab on an employee's record sets objectives for the employee, each with a due date, and lets… Offline License Manager Installation doesnt update menu On Hosted sites - when we click apply License, it does 2 things automatically: Create and execute Menu… Others The Others tab on an employee's record stores any other documents against the employee. Word, Excel and PDF… Personnel Reports Synergy Workforce includes a set of built-in personnel reports. Each report has a description of what it… Remuneration The Remunerations tab on an employee's record holds pay-related items such as bonuses or commission, each… Report Builder Report Builder is where custom reports are created. Building one is an advanced task, so contact your Synel… Reports Overview Synel Time and Attendance Software gives you all the employee time sheet attendance and payroll reports you… Reprocess Data By default, system automatically processes the calculation and data as the transactions arrives from the… Schedule Reports Synergy Workforce includes a set of built-in scheduling reports, which output the backward and forward… Setup Expense Categories System comes with default expense categories in built. However, user can add/edit/delete the items as… Setup Expense Categories Groups System comes with default Expense Categories Groups in built. However, user can add/edit/delete the items as… Setup Expense Payment Types System allows creating payment types for the accounting purpose. Add Expense Payment Type Click on icon to… Setup Expense Periods System allows creating periods for the accounting purpose. Periods can be weekly, monthly or custom as… Setup Expense Rate Screen allows defining the mileage claim rates by various vehicle types and by accounting period Add Expense… Setup Expense Receipts Status System allows creating Expense Receipts Status for the accounting purpose. Add Expense Receipts Status Click… Setup Expense Vehicle Type System allows defining Vehicle types that employees will can submit claims against Add Expense Vehicle Type… Software Access Groups Viewing Permissions When creating a new software access group, you can limit or expand its view by department or by specific… Software Security > setting a user to see only his/her own data Log in as an administrator. Go to System Setup > Software Security Go to the Software Access Groups tab. Add… Statistical Reports Synergy Workforce includes a set of built-in statistical reports, which present large amounts of data in a… Submit Expenses System allows employees to submit both expense and mileage claims Employee must be permitted to screen Menu -… System Languages This screen controls which interface languages users can choose. Find it under System Setup > Languages. Each… System Reports Synergy Workforce includes a set of built-in system reports, used for auditing. Each report has a description… Time Costing Module (Activities) Overview Synel’s Time Costing and activity tracking solution gives you total control of your businesses return on… Time Sheets Synergy Workforce includes a set of built-in timesheet reports. Each one has a description of what it… TLW - Reporting on User deleting employees If a client asks to audit who has deleted an employee from the system, you need to do following steps: Go to… Track Hrs Based on daily templates and contracts setup, user(s) can track basic hours and OT hours for all the… Visitor Activities Visitor Activities screen allows authorized user to view real time data and visitor’s traffic Counters… Visitor Management Overview Synel’s Synergy Visitor is an easy to use and versatile visitor management solution which delivers incredible… Visitor Management Setup Go to Menu, Visitor Management and click on Visitor settings General Tab Allows defining general information… Visual Pattern Report Visual pattern report allows managers to view the performance of an employee in Realtime for the desired date…