Introduction
Before terminating the services of JustLogin, one of the most important steps to do is to gather all the necessary data that your company might need for reporting purposes. This article will guide you on some of the reports that you might need for each module and how to download each.
LEAVE MODULE
- Leave Taken
Step 1: Go to
Step 2: Click on
Step 3: Click on tab at the top. You can use the filters on this page and the option to download with or without remarks - Leave Balance - on this page, the admin can generate a report for all users per leave type per year.
Step 1: Generate the Leave Balance report
Step 2: Click on icon to view the report.
Step 3: You can either click on the (Excel format) OR(PDF format) buttons to save. -
Leave Individual Report - on this page, the admin can generate a report for each user for all leave types per year.
Step 1: Generate the Leave Individual Report
PAYROLL MODULE
- Payroll Yearly by Employee (Report #14)
Step 1: Go to
Step 2: Click on
Step 3: Click on Report 14, Payroll Yearly by Employee
Step 4: Indicate the year of coverage
Step 5: Click on
Step 6: You can choose to view all users or just one by putting a tick beside the name/s of the staff.
Step 7: Click on
Step 8: Click on the Export button
The admin can then download all the users’ payrun details for the entire year in one go through this process.
NOTE: In case you require other data, there are other reports which can be generated and downloaded under the Reports page.
ATTENDANCE MODULE
- Monthly Detailed Report - This report can be generated to get the clock in/out data of all users or a particular user for a month.
Step 1: Go to
Step 2: Click on
Step 3: Click on tab at the top
Step 4: Set the date of coverage and click on
Step 5: To download/print the report, click on the icon and you can rename the file and click on
Step 6: You need to go to the sub-Tab Report History under Monthly Detailed Report to see the previously saved reports. Step 7: You can click on the to download the report. Click on button to download the Excel file or the button to get a PDF copy.
EXPENSE MODULE
- Expense Reports - allow the admins to export the report to a PDF file by clicking on the Report Number.
-
Expense Summary - can be generated to capture all the expenses submitted of all users for a particular period.
To download the report, please click on the button at the lower-right corner of your screen.
eFORMS/JUSTFORMS
Under eForm, the admin can go to
Step 1: Complete all the necessary fields
Step 2: Click on It will then show all the forms. If the admin needs the actual form submitted will all the expenses, click on the view document icon to download the PDF file.
If the admin doesn’t need the actual form and just requires the overview, simply click on the Download Report button to have a copy of all the forms.
eSTAFF
Should the admin require all the basic or personal information of the employees, head over to eStaff, and click on
Step 1: Choose the filters you want the report to be based on
Step 2: Click on
Step 3: The data can then be exported by clicking on the export icon:
Step 4: A pop-up window will appear. Indicate the file format you want to generate, then hit the button.
USER ADMIN
Another option to export all the personal data of staff is through User Admin. This can be accessed by the superuser of the account.
Step1: Click on the area where you can see your name:
Step 2: From the pop-up window, click on User Admin
Step 3: Click on the tab at the top part of the page
Step 4: Choose button to download the basic details of the staff.
NOTE: This can also be done for the other remaining modules: