Report generation and distribution system and method for a time and attendance recording system

• US 20050182698A1
• Filed: 02/16/2004
• Published: 08/18/2005
• Est. Priority Date: 02/16/2004
• Status: Abandoned Application

• Current Assignee: API Healthcare Corporation (VCS Holdco LLC)
• Original Assignee: API Healthcare Corporation (VCS Holdco LLC)
• Inventors: Peterson, Jeffrey H., Wilkison, Douglas M., Thornton, Dennis J., Hutchinson, Paul R., Garcia, Luis, Hennen, James A., Dickerson, Bryan D.
• Application Number:
  US10/778,407
• Publication Number:
  US 20050182698A1
• Time in Patent Office: Days
• US Class Current: 705/30
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 40/12 Accounting

Abstract

A computer system records when employees enter and exit a workplace, thereby producing time and attendance data for each employee. Each supervisor is able to configure computer generated reports that contain designated information about the employees for whom a respective supervisor is responsible. A separate summary data file stores report data for each employee and the report data are updated automatically as the employee completes a period of work. The supervisor creates a report profile which specifies items of report data that are to appear on a particular report and whether only employees with an item of report data within a selected range are to appear. Reports are produced for a supervisor by using the respective report profile and summary data files for those employees associated with that supervisor.

Claims

1. A method for generating a report from labor management data stored in a computer system for a plurality of employees, said method comprising:

storing data indicating an association of a supervisor with each employee;

creating a report profile which designates items of report data that are to appear on the report wherein the items of report data are derived from the labor management data;

for each employee, creating a summary data file having storage locations for items of report data;

whenever labor management data for a given employee changes, modifying the summary data file for the given employee by changing contents of the storage locations for the items of report data which are derived from that labor management data; and

producing a report by using the report profile and summary data files for those employees indicated as associated with a particular supervisor.

2. The method as recited in claim 1 wherein the items of report data designated by the report profile are selected from a group consisting of amount of hours worked, amount of overtime worked, amount of unscheduled hours worked, amount of absences, and amount of tardiness.

3. The method as recited in claim 1 wherein the items of report data designated by the report profile comprises a projection of an amount of overtime that an employee will work during a predefined period of time.

4. The method as recited in claim 1 wherein the report profile further designates items of employee biographical data that are to appear on the report for each employee.

5. The method as recited in claim 1 wherein the items of employee biographical data are selected from a group consisting of an employee name, a telephone number, and an email address.

6. The method as recited in claim 1 wherein the report profile further designates whether the report profile is available for use by only a person who created the report profile or also by other people.

7. The method as recited in claim 1 wherein only a given supervisor with whom an employee is associated and persons who supervise that given supervisor are able to produce a report having data for that employee.

8. The method as recited in claim 1 further comprising:

for each supervisor, creating a supervisor summary data file having storage locations for items of group data are produced by summing values of items of report data for the employees associated with the respective supervisor; and

producing a summary report from the supervisor summary data file.

9. The method as recited in claim 1 further comprising:

designating a person other the given supervisor; and

enabling that person to access the report containing data regarding the employees indicated as associated with the given supervisor.

10. The method as recited in claim 1 wherein creating a report profile comprises:

designating items of report data that are to appear on the report;

configuring a filter that defines a characteristic that a specified item of report data for an employee must possess for that employee to appear on the report; and

defining a sort parameter specifying an order in which employees are to appear on the report.

11. The method as recited in claim 10 wherein designating items of report data comprises making selections from a list of items of report data.

12. The method as recited in claim 1 further comprises displaying the report on a display device along with a field for a viewer to enter viewer input data.

13. The method as recited in claim 12 further comprises storing the viewer input data entered into the field.

14. A method by which a supervisor utilizes a computer system to generate a report from time and attendance data stored in the computer system, said method comprising:

storing an indication of a plurality of employees associated with the supervisor;

the creating a report profile which designates items of report data that are to appear on the report, wherein the items of report data are derived from the time and attendance data;

for each of the plurality of employees, creating a summary data file having storage locations for items of report data;

whenever time and attendance data for a given employee changes, modifying the summary data file for the given employee by changing contents of the storage locations for the items of report data which are derived from that time and attendance data; and

producing a report by using the report profile and summary data files for the plurality of employees.

15. The method as recited in claim 14 wherein creating a report profile comprises:

designating items of report data that are to appear on the report;

configuring a filter that defines a characteristic that a specified item of report data for an employee must possess for that employee to appear on the report; and

defining a sort parameter specifying an order in which employees are to appear on the report.

16. The method as recited in claim 14 wherein only the supervisor and persons who supervise the supervisor are able to produce a report having data for the plurality of employees associated with the supervisor.

17. The method as recited in claim 16 further comprising:

designating a person other the supervisor and persons who supervise the supervisor; and

making the report available to that person.

18. The method as recited in claim 17 further comprising:

for each supervisor, creating a supervisor summary data file having storage locations for items of group data are produced by summing values of items of report data for the employees associated with the respective supervisor; and

producing a summary report from the supervisor summary data file.

19. The method as recited in claim 14 further comprises displaying the report on a display device along with a field for a viewer to enter viewer input data;

and storing the viewer input data.

20. A method for generating a report from time and attendance data for a plurality of employees wherein the data are stored in a computer system, said method comprising:

storing data indicating an association of a supervisor with each employee;

storing data indicating a person who supervises each supervisor;

creating a report profile which designates items of report data that are to appear on the report wherein the items of report data are derived from the time and attendance data;

for each employee, creating a summary data file having storage locations for items of report data;

for each supervisor, creating a supervisor summary data file having storage locations for items of group data that are produced by summing values of items of report data for the employees associated with the respective supervisor;

whenever time and attendance data for a given employee changes, modifying the summary data file for the given employee by changing contents of the storage locations for the items of report data which are derived from that time and attendance data;

modifying the supervisor summary data files in response to modifying the summary data file;

producing a report for a given supervisor by using the report profile and summary data files for those employees indicated as associated with that given supervisor; and

producing a group report using supervisor summary data files.

21. The method as recited in claim 20 wherein creating a report profile comprises:

designating items of report data that are to appear on the report;

configuring a filter that defines a characteristic that a specified item of report data for an employee must possess for that employee to appear on the report; and

defining a sort parameter specifying an order in which employees are to appear on the report.

22. The method as recited in claim 20 wherein the items of report data designated by the report profile are selected from a group consisting of amount of hours worked, amount of overtime worked, amount of unscheduled hours worked, amount of absences, amount of tardiness, a projection of an amount of overtime that an employee will work during a predefined period of time.

23. The method as recited in claim 20 further comprising:

designating a person other than the given supervisor; and

enabling the person to access the report containing data regarding the employees indicated as associated with the given supervisor.

24. The method as recited in claim 20 further comprises displaying the report on a display device along with a field for a viewer to enter viewer input data.

25. The method as recited in claim 20 further comprises displaying the group report on a display device along with a field for a viewer to enter viewer input data.