Search Posts

Employee List – Summary

Print Friendly, PDF & Email

The summary Employee List is a reference list of your employees. It gives basic information about each employee, including the following:

  • Employee ID
  • Employee name
  • Telephone number

This information is taken from the Set Up Employees screen (1-5-1).

Printing the Report

Use the following steps to set up and print a summary Employee List:

  1. On the Main Menu, select Lubrication Menu.
  2. Select Employee Menu (5).
  3. Select Employee Reports Menu (2).
  4. Select Employee List (5) to receive the Employee List Report Control Screen.
  5. Use the following field definitions to create a report according to your needs. These definitions will help you decide how to fill in the parameters on this screen.
Field Definition
Employee ID Fill in the employee ID or range of employee IDs that you want printed. Leave blank to print all employees.
Print Time on Report Printing the time helps you identify the most current report when the same report is printed more than once during a day. This field defaults to Y to print the time on the report. If you do not want the time to print on a report, type N. We recommend that you always print the time on a report.
Summary Only This field appears for reports with both detailed and summary versions. Enter Y to print the summary report. We recommend printing a summary report under normal conditions.
Duplex This field appears for terminals that have report type 2 enabled in the Set Up Printer Controls screen. Duplex mode enables printing on both sides of the paper.

Note: This will only function on printers that support Duplex mode.
Landscape This field appears for terminals that have report type 2 enabled in the Set Up Printer Controls screen. It prints horizontally on the paper.
Number of Printed Lines per Page This value tells the computer how many lines to print on each page of the report. A typical 11-inch page can contain up to 66 lines, but this field defaults to 60 to allow three-line margins at the top and bottom of the page.

If you type 0 (zero) in this field, the report header does not print and the form feeds do not work.
Total Number of Lines per Page This field indicates the length of the paper in the printer. A typical 11-inch page contains 66 lines. Your system interprets a 0 or 66 in this field to mean that standard 11-inch paper is loaded in the printer. Because a 66 causes a form feed to take more time, accepting the default, 0, is recommended.
Print Report To This field tells the computer where to send the report. The following list contains the different selections available for this field.

  • 0 Printer – Sends report to the terminal’s default report printer immediately. (Default)
  • 1 Screen – Provides an on-screen view of a report. This can be used as a preview before you print it or when a hard copy of the report is not needed. The function keys at the bottom of the on-screen version allow you to move around to view the entire report.
  • 2 Disk file – Useful when you want an electronic copy of the report. If you select this option, you receive a prompt to enter the name of the report file. The file that is created can be copied to a USB drive or viewed later. This option is for advanced computer users.
    • If you use this option, we suggest you precede your report name with /tmp/. For example, at the prompt to enter the report name for a customer list, you might type /tmp/custlist. This is a good storage directory for temporary files.
Command Line Options The line at the bottom of the screen contains commands to print the report and to save or change the report settings.

  • Save – Press [F4] to save the current settings for the report. This is useful if a report is generated repeatedly with the same options. Do not save date selections because they may not be useful in the future.
  • Start – Press [F7] to submit the report to print on the printer, on the screen, or in a disk file. (Reports print in the order they are submitted.)
  • Again – Press [F9] to return to the top of the screen. This allows you to change any of the information you have entered on the screen before you submit the report.
  1. Press [F7] to start the Employee List. When the processing is complete, you return to the Employee Reports menu.

Report Contents

Callout Item Description
1 ID Unique employee ID as set up on the Set Up Employees screen (1-5-1).
2 Name The employee’s last name, first name, and middle initial.
3 Phone Area code and phone number of the employee.
4 Number of Employees Total number of employees on the report.

Recommendations for Using This Report

This report is useful as a general reference list. It can be posted by a telephone as a phone list or used to assign tasks. For example, you could post it with closing duties listed for each employee.

Beyond the Basics

The detailed version of this report is a complete record of employees’ personal and work-related information. It also includes information about wages. It can be used as a more complete reference for a manager or owner.