Date Format

The date format applicable to the login user.

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Reporting Unit

From the drop down list box, select the required reporting unit.

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Language

The system displays the language as US English.

Employment Unit

The name of the employment unit to which the employee belongs.  This is a mandatory field.

Calendar

From the drop down list box, select the required reimbursement calendar.  This is a mandatory field.

Reimbursement Item

From the drop down list box, select the reimbursement item.  This is a mandatory field.

Currency

The currency that is applicable to the reimbursement item is displayed.

Unit Of Measurement

The unit of measurement to the reimbursement item that is applicable is displayed.

Employee Code

The unique code that identifies the employee.

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Employee Name

To view the reimbursement claim summary of all employees whose names contain specific characters, type in the starting character or characters of these employee names.  Alternatively, type in these characters in any combination with wild cards.

Example: Michael*, will search for those employee names that start with Michael, examples, Michael Anderson, Michael Smith and Michaels.

Department Code

The unique code that identifies the department.

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Department Description

To view the reimbursement claim summary of all employees whose departments contain specific characters, enter one or more characters of the department. Alternatively, type in these characters in any combination with wild cards.

Example: *Resource, will search for the department that ends with Resource.

Job Code

The unique code that identifies the job.

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Job Title

To view the reimbursement claim summary of all employees whose job title contains specific characters, enter one or more characters of the job title. Alternatively, type in these characters in any combination with wild cards.

Example: Manager*, will search for those employees whose job titles start with “Manager“.

Grade Code

The unique code that identifies the grade.

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Grade Description

To view the reimbursement claim summary of all employees whose grades contain certain characters, type in the starting character or characters of the grade.

Example: An organization may have employees under the grades G1, G2, etc.  If you enter G1, the system will display all the employees whose grade is G1. If you enter G*, the system will display all the employees whose grades are G1 and G2.

From Date

To view the reimbursement claim summary of employees within a specific date range, enter the date that starts the range.  This is a mandatory field. This should be in the format as set by the user in user preferences.

To Date

To view the reimbursement claim summary of employees within a specific date range, enter the date that ends the range. This should be in the format as set by the user in user preferences.

Employee Name Display Format

From the drop down list box, select the required type of format for the display of the employee name in the report.

For example, if you select the format as “F.M.Last”, the name “Robert Louis Stevenson”, will be displayed as “R.L.Stevenson”.

Date Format Display

From the drop down list box, select the required type of date format for display in the report.

Sort By

From the drop down list box, select the required sort by criteria.  The user can select the sort order in the way it has to be displayed in the report. By default the sort order is by employee code.

The drop down box displays ”Employee Code”, “Employee Name”, and “Item”.

Then By

From the drop down list box, select the required subhead for the next level of sort by field.

The drop down box displays ”Employee Code”, “Employee Name”, and “Item”.

Then By

From the drop down list box, select the required sub-subhead for the sort by field.

The drop down box displays ”Employee Code”, “Employee Name”, and “Item”.