Staff Details Report

The Staff Details Report allows you to view all users and their details within your RosterElf account. This report provides essential information to help you manage your staff efficiently. You can use the report to find staff IDs, which play a critical role in various payroll processes by identifying the correct employee for payroll export or syncing. This feature helps troubleshoot any missing staff in payroll exports, especially if staff IDs are absent or incorrect. For some payroll exports, missing or inaccurate staff IDs may cause issues when importing data into payroll software.

1. Accessing the Staff Details Report

This section explains how to access the Staff Details Report in RosterElf. It provides a clear path to navigate to the report, allowing you to see detailed staff information and troubleshoot issues related to payroll export.

1.1 Steps to Access the Staff Details Report

Follow these steps to open the Staff Details Report in RosterElf:

1.1.1 Click on the Reports tab in your RosterElf dashboard.

1.1.2 Select Staff Details Report from the list of available reports.

2. Using Filters and Search Options

This section covers the search and filter functions in the Staff Details Report, allowing you to efficiently locate specific staff members or groups based on name, site, position, or status.

2.1 Searching and Filtering the Report

Follow these steps to search and filter the report:

2.1.1 Use the Staff Name search box to quickly find specific employees.

2.1.2 Apply filters using the Site, Position, or Status dropdowns to narrow down the list as needed.

Frequently Asked Questions on Staff Details Report

1. What is the Staff Details Report in RosterElf?
The Staff Details Report provides detailed information about all users in your RosterElf account. It includes staff IDs, which are essential for payroll export processes and troubleshooting missing or incorrect data in payroll software.

2. How do I access the Staff Details Report?
To access the Staff Details Report, go to the Reports tab in your RosterElf dashboard and select Staff Details Report from the list of reports.

3. How can I find a specific employee in the Staff Details Report?
Use the Staff Name search box in the Staff Details Report to quickly locate a specific employee. You can also filter by Site, Position, or Status to refine your search.

4. Why is the staff ID important in payroll exports?
The staff ID is crucial because it helps identify the correct employee for payroll export or syncing. Missing or inaccurate staff IDs can cause issues when importing data into payroll software, so verifying these IDs is essential.

5. Can I filter the Staff Details Report by different criteria?
Yes, you can filter the report using dropdowns for Site, Position, or Status to view specific groups of staff or focus on a particular category of employees.