Employee Attributes

Description:

This report shows information about employees as of a selected date. The report displays basic demographic information as well as important dates (last visit, next visit and upcoming schedules).

Use:

This report can be used by provider agencies to better understand their employee roster. Address and phone information are included to make contacting the employee easier. The employee’s last and next visit are displayed to show recent and upcoming activity. The number of upcoming schedules for each employee is also included. Typically, the system includes up to 2 weeks of schedules.

Fields and Columns:

Parameters

Use the following fields to limit the report output to:

Field	Description
Employee	employee by name (last name, first name) or Santrax ID When a partial name is entered the report displays results that begin with the entered characters.

Report Grouping Tab

Reports are grouped by the following fields. Each change in these fields results in a page break

Field	Description
Account	the provider agency’s Sandata EVV account number
Provider ID	the state assigned identifier for the provider (e.g. Provider Medicaid ID)

Report Output

Each column of the report displays:

Columns	Description
ID	the employee's ID number
Name	the employee's name
Santrax ID	the employee's Santrax ID
Address	the employee’s primary address
Phone	the employee’s primary phone number
Hire Date	the employee’s hire date or the first date the employee was added to Sandata EVV
Term Date	the employee’s termination date or the date the employee was marked as inactive (deleted) in Sandata EVV
Last Visit	the date and time of the last visit started by the employee
Next Visit	the date and time of the employee’s next scheduled visit
# of Schedules	the number of schedules for the employee in Sandata EVV
# of Employees	the number of employees for the account
Grand Total of Employees	the grand total of employees for the account

Sample Report

Employee Attributes - Sample

• AGG Manual.5.log-269538.zip7 KB