Report: Employee List

• On the 360Toolbox menu, click Classic Reports to open Reports - All where you can make your selection.

• Click Employee List Report to preview the report, and print if desired.

Report Fields	Description
Name	Last Name, First Name, Middle Name or Firm Name.
Address1	Address line 1.
Address2	Address line 2.
City, ST, Zip	City, state and zip code.
SSN	Social security number.
Status	The values are Active, Terminated, and Retired.
1099 Category	1099 category from Employee Setup.
1099 Type	1099 type from Employee Setup.
Short Name	Employee short name.
Type	The values are Rep, Exec, or Rep, Exec if employee is both.
Title	Title
Residence Phone	Home phone number and extension, if it exists.
Business Phone	Business phone number and extension, if it exists.
FAX Phone	FAX phone number and extension, if it exists.
Cell Phone	Cell phone number and extension, if it exists.
Email	Email address.

CSV Columns	Description
Name	Last Name, First Name, Middle Name or Firm Name.
Address1	Address line 1.
Address2	Address line 2.
CityStateZip	City, state and zip code.
SSN	Social security number.
Status	The values are Active, Terminated, and Retired.
1099Category	1099 category from Employee Setup.
1099Type	1099 type from Employee Setup.
ShortName	Employee short name.
IsExec	Yes or No
IsRep	Yes or No
IsSalesR	Yes or No
Title	Title
ResidencePhone	Home phone number and extension, if it exists.
BusinessPhone	Business phone number and extension, if it exists.
FAXPhone	FAX phone number and extension, if it exists.
CellPhone	Cell phone number and extension, if it exists.
TimeZone	Time zone.
DOB	Date of Birth
YearEmployed	Year employee employed with your agency.
Supervisor	The name is formatted, Last Name, First Name.
FullTime	Yes or No
LicensedAgent	Yes or No
MemoCommission	Yes or No
LogDownloadSuspense	Yes or No
EmergencyContact	Emergency contact phone.
ContactPhone	Contact phone number and extension, if it exists.
EmpLastName	Employee last name.
EmpFirstName	Employee first name.
EmpMiddleName	Employee middle name.
City	City
State	State
ZipCode	Zip Code

Five new columns have been added to the Employee List report in AMS360 Classic Reports to help agencies identify license information for employees.

NEW COLUMNS ADDED:

• Access Type

  • O = Online

  • S = Service Only

• SSO Status

  • R = Registered

  • U = Unregistered

  • P = Pending

• Business Unit Access Group

  • Displays the full business unit information for the employee

• Employee Id

• Entered Date

ACCESSING THE NEW COLUMNS

1. From AMS360, click the Toolbox and then click Classic Reports.

2. Click the Name drop-down and scroll down to click Employee List.

Employee List

3. Once Employee List is selected, check the box next to the report. Click File and then click Create CSV.

Employee List: Check Box

Employee List: Create CSV

4. Once generated, you will be able to scroll over and see the new columns added.

Employee List: New Columns