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titleDocument Data Storage Report - Get a Snapshot of Your Document Data Storage Usage

This report has been created to provide you with an understanding of your estimated document data storage usage. The report is not intended to give you a complete understanding of your overall Data Storage as it is focused on the estimated size of the documents stored within your system and the areas of your system with the highest usage. This supports with the auditing of what you have attached including file size and type. This assists in managing system usage to ensure policies are followed around file management and storage.

Grouped By

N/A

Filter By

N/A

Report Fields

Attachment Type

File Extension

Attached By User Type

File Count

MBytes

GBytes

Average MBytes

Report Status

NEW Report October 2020

Recruitment

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titleComments by Activity By Agency User Report - Gain an understanding of User productivity with the Activity by Agency User Report
Image RemovedImage Added

Report lists all Activities, grouped by Task

,

scheduled for an Agency User within a selectable date range and totals the number Completed, Incomplete, Cancelled and Percent Completed. The Future column totals all Activities scheduled for a future date. Report can be filtered by; Country, Brand, Region, Office, User Manager, Task and Activity Date Range.

Grouped By

User

Filter By

Country

Brand

Region

Office

User Manager

Activity

Task

Activity Date From

Activity Date To

Report Fields

Activity Task

Activities Due

Completed

Incomplete

Cancelled

Percent Completed

Future Tasks

Report Status

Updated Report October 2020

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titleAgency Staff List Report Listing - Reports list all active agency users by office and contains all relevant View a list of Agency Users and their contact details
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Reports list all active agency users by office and contains all relevant contact details.

Grouped By

Office

User

Filter By

Country

Brand

Region

Office

Report Fields

Staff

Name

name

User Type

User Name

Position

Phone BH

Phone AH

Mobile

Email Address

Report Status

Updated Report October 2020

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titleCandidate Skill Expiry Report - Quickly report on upcoming Skill Expiry for Candidates
Image Modified

Report lists all candidate skills that have either previously expired or will expire within a specified date range (Defaulted to 2 weeks from date of running).

Grouped By

Office

Filter By

Country

Brand

Region

Office

Skill Name

Display Verified Skills Only

Expired Skills

Include Skills Previously Expired

Candidate Status

Skill Expiry Date From

Skill Expiry Date

Range

To

Report Fields

Office

Candidate

No

Id

Candidate Name

Skill

Expiry Date

Reference

Grade

Years Used

Last Used

Level

Comment

Report Status

Updated Report October 2020

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titleCandidate Weekly Schedule Report - See All Scheduled Shifts for Candidates for a Week

Report lists a 7 Day schedule by Candidate and Office, based on a User imputed Start Date. Enter the first day of the week and report will return 7 days of data. A Job Schedule must be populated on a job for it to show in the report

Grouped By

Office

Filter By

Country

Brand

Region

Office

Client Name

Candidate No

Candidate First Name

Candidate Surname

First Day of Week Date

Report Fields

Office

Candidate

Candidate No

Job Order No

Client Name

Position

Shift Date

Shift Start Time

Shift End Time

Report Status

Updated Report October 2020

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titleClient Weekly Schedule Report - See All Scheduled Shifts for a Client for a Week

Report lists a 7 Day schedule by Client and Office, based on a User imputed Start Date. Enter the first day of the week and report will return 7 days of data. A Job Schedule must be populated on a job for it to show in the report

Grouped By

Office

Client

Filter By

Country

Brand

Region

Office

Client Name

Client Candidate No

Candidate First Name

Candidate Surname

First Day of Week Date

Report Fields

Office

Client No

Client Name

Cost Centre Name

Candidate Name

Job Order No

Job Order End Date

Position

Shift Date

Shift Start Time

Shift End Time

Report Status

Updated Report October 2020

UserComments
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titleComments by Agency User Report - Get a high level view of Consultants use of Comments with Gain an understanding of User productivity with the Comments by Agency User Report
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Report lists all Comments, grouped by Comment Description, scheduled for an Agency User within a selectable date range and totals the number completed.

 

Grouped By

Report can be filtered by; Country, Brand, Region, Office, User Manager, Comment Description and Activity Date Range.

Grouped By

User

Filter By

Country

Brand

Region

Office

User Manager

Comment Description

User Manager

Comment Date From

Comments

Comment Date To

Report Fields

Comment Description

Comment Type

Comments Made

Report Status

Updated Report October 2020

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titleDaily Schedule Comments by Client Agency User Report - Get a Daily Snapshot of Scheduled Jobs
high level view of Consultants use of Comments with Comments by Agency User Report
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Report lists all

Job Orders by Client for a selected Date where there is a Job Schedule.

Comments, grouped by Comment Description, scheduled for an Agency User within a selectable date range and totals the number completed. 

Grouped By

Client

User

Filter By

Country

Brand

Region

Office

Client

Job Owner

Job Order Status

Scheduled to Work Date

Comment Description

User Manager

Comments Date From

Comments Date To

Report Fields

Client Name

Comment Description

Comment Type

Comments Made

Report Status

Updated Report October 2020

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titleDaily Schedule by Client Report - Get a Daily Snapshot of Scheduled Jobs
Image Added

Report lists all Job Orders by Client for a selected Date where there is a Job Schedule.

Grouped By

Client

Filter By

Country

Brand

Region

Office

Client

Job Owner

Job Order Status

Scheduled to Work Date

Report Fields

Client Name

Job Order

Site Contact

Job Owner

Status

Candidate

Submitted Status

Start Time

End Time

Work Location

Report Status

Updated Report October 2020

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titleDaily Schedule by Job Owner Daily Schedule Report - Get a Daily Snapshot of Job Owner's Scheduled Jobs

Report lists all Job Orders by Job Owner for a selected Date where there is a Job Schedule. 

Grouped By

Client

Filter By

Country

Brand

Region

Office

Client

Job Owner

Job Order Status

Scheduled to Work Date

Report Fields

Client Name

Job Order

Site Contact

Job Owner

Status

Candidate

Submitted Status

Start Time

End Time

Work Location

Report Status

Updated Report October 2020

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titleJob Order Extension (Last Day) Report - Easily Stay on top of ongoing Job Orders

Report lists all jobs that have an End date within a user defined time period.  The report when exported to excel will create a tab for each office with Jobs listed to expire.  The final tab contains all data.  Report assists Consultants in keeping on top of their ongoing job orders. 

Grouped By

Office

Filter By

Country

Brand

Region

Office

Client Name

Job Owner

Job Order End Date From

Job Order End Date To

Report Fields

Office

Client No

Client Name

Cost Centre Name

Job Owner

Job Order No

Job Order End Date

Position

Candidate No

Candidate Name

Candidate Phone Number

Report to Contact Name

Report to Contact Phone Number

Report Status

Updated Report October 2020

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titleJob Order Wage Cost Report (AU) - All Job Orders, All Job Order Wage Costs on one Report

Report list all Job Orders and the Wage Costs attributed against them.    This data can be useful in identifying Job Orders that may have set up incorrectly. Special filters allow you to easily identify Payroll Tax Exempt Jobs and any Job Orders where the State of the Job Order Office does not match the Payroll Tax State and Work Cover State.

Grouped By

N/A

Filter By

Country

Brand

Region

Office

Client Name

Job Order Status

Timesheet Submitted Status

Payroll Tax Exempt StatusFlag

Wage Cost State Match

Job Orders As At Date

Report Fields

Office

State (Office Code State)

Client No

Client Name

Cost Centre No

Cost Centre Name

Job Order No

Job Order Status

Timesheet Submitted Status

Candidate

Work Cover State

Work Cover Code

Work Cover Rate

Payroll Tax State

Payroll Tax Exempt Status

Payroll Tax Rate

Report Status

Updated Report October 2020

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titleJob Order Wage Cost Report (NZ) - All Job Orders, All Job Order Wage Costs on one Report - New Zealand Wage Costs

Report list all NZ Job Orders and the Wage Costs attributed against them.    This data can be useful in identifying Job Orders that may have set up incorrectly.

Grouped By

N/A

Filter By

Country

Brand

Region

Office

Client Name

Job Order Status

Timesheet Submitted Status

Job / Candidate Office Match

Job Orders As At Date

Report Fields

Office

Client No

Client Name

Cost Centre No

Cost Centre Name

Job Order No

Job Order Status

Timesheet Submitted Status

Candidate

Candidate Office

ACC Code

ACC Rate

Report Status

New Report October 2020

...

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titleReferral Stage Summary Report - Gain a high level view of activity within Job Referral Workflow

Report lists all Referral Stages that have had a candidate referred within a selectable date range. The report is grouped by Referral Stage and lists number of Referrals and number of Referrals currently in that Stage. 

Grouped By

Referral Stage

Filter By

Country

Brand

Region

Office

Referral Stage

Position Type

Referred Date

Report Fields

Referral Stage

Job Order No

Client Name

Cost Centre

Position Type

Position

Status

Stage Referrals

Current Referrals in Stage

Report Status

Updated Report October 2020

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titleTime to Fill Report - A Great Report to Easily to See How long Job Orders are Taking to Fill
Skill Expiry Report
Image Added

Report lists all

Jobs Created

candidate skills that have either previously expired or will expire within a specified date range

that have been filled

(Defaulted to 2 weeks from date of running). The report is grouped by Office and

Client Name and displays time to fill in Days, Hours and Minutes

displays Candidate Id, Candidate Name, Skill, Expiry Date (shown in red if previously expired), Reference, Grade, Years Used, Last Used, Level and Comment. Report can be filtered by; Country, Brand, Region, Office, Verified Skills, Expired Skills, Skill And Skill Expiry Date range.

Grouped By

Office

Client

Filter By

Country

Brand

Region

Office

Client

Position Type

Job Owner

Creation Date

Skill Name

Display Verified Skills Only

Include Skills Previously Expired

Candidate Status

Skill Expiry Date From

Skill Expiry Date To

Report Fields

Office

Candidate Id

Client

Candidate Name

Cost Centre

Job Order No

Job Owner

Position Type

Position

Job Order Status

Job Order Start Date

Job Order End Date

Filled Date

Days To Fill

Hours To Fill

Minutes to Fill

Skill

Expiry Date

Reference

Grade

Years Used

Last Used

Level

Comment

Report Status

Updated Report October 2020

Timesheet and Interpretation

Report lists all Candidates who have been in a pay batch where the Pay Code Item Date is within date rangeImage RemovedNew
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titleCandidate Hours by Client Report - Quickly see how many hours your Candidates are working at a Client Site
Time to Fill Report - A Great Report to Easily to See How long Job Orders are Taking to Fill
Image Added

Report lists all Jobs Created within a specified date range that have been filled. The report is grouped by Office and Client Name and displays

Totals of Pay Codes Types based on the type of Ordinary, Overtime, Allowance and Leave

time to fill in Days, Hours and Minutes.

Grouped By

Office

Client

Filter By

Country

Brand

Region

Office

Client

Name

Date Worked Range

Candidate

Position Type

Job Owner

Creation Date

Report Fields

Office

Client

NumberClient

Report Status

Name

Candidate Number

Candidate Name

Days Worked

Ordinary Hours (Type of Ordinary and Unit Type of Hours)

Overtime Hours (Type of Overtime and Unit Type of Hours)

Allowance Quantity (Type of Allowance)

Leave Hours (Type of Leave and Unit Type of Hours)

Total Hours (Unit Type of Hours)

Cost Centre

Job Order No

Job Owner

Position Type

Position

Job Order Status

Job Order Start Date

Job Order End Date

Filled Date

Days To Fill

Hours To Fill

Minutes to Fill

Report Status

Updated Report October 2020

OfficeN/A
Expand

Grouped By

titleCandidate Hours Report - Quickly see how many hours your Candidates are working
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Report lists all Candidates who have been in a pay batch where the Pay Code Item Date is within date range. The report is grouped by Office and displays Totals of Pay Codes Types based on the type of Ordinary, Overtime, Allowance and Leave.

Timesheet Workflow User Details - Helpful to identify which Timesheet Workflow(s) a User is selected in should they need to be changed.
Image Added

Get job order timesheet workflow Initiator, Approver & Escalation User details for both New & Adjustment timesheets. Helpful to identify which Timesheet Workflow(s) a User is selected in should they need to be changed. Report can be filtered by Country, Brand, Region, Office, Job End Date, Job Start Date, Job Status, Client Id, Job Order Id, Timesheet Type, Submitted To Timesheet, Initiator Type, Initiator Id, Approver Type, Approver Id, Escalation Id

Grouped By

Office

Client

Filter By

Country

Brand

Region

Office

Client Name

Date Worked Range

Report Fields

Office

Candidate Name

Candidate Number

Ordinary Hours (Type of Ordinary and Unit Type of Hours)

Overtime Hours (Type of Overtime and Unit Type of Hours)

Allowance Quantity (Type of Allowance)

Leave Hours (Type of Leave and Unit Type of Hours)

Total Hours (Unit Type of Hours)

Report Status

Updated Report October 2020

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titleFind Timesheet Report - Quickly Find Where to Find a Timesheet in the system
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Report assists in locating where a Timesheet is located within the system. Timesheet Location could be one of the following; Not Submitted, Extend Job, Start Job Earlier, Deleted, Available, Bulk Timesheet, Expired, Incomplete, Submitted, Rejected, Incomplete Recalled, Submitted awaiting further approval, Interpreter - Not Reviewed, Interpreter - Reviewed, Timesheet in Open Pay Batch, Timesheet has been Paid, Incomplete - Timesheet Reversed, Timesheet Interpretation in Progress, Interpretation Failed.

Grouped By

Job End Date From

Job End Date To

Job Start Date From

Job Start Date To

Job Status

Client Id

Job Order Id

Timesheet Type

Submitted to Timesheet

Initiator Type

Imitator Id

Approver Type

Approver Id

Escalation Id

Report Fields

Country

Client Id

Client Name

Office

Job Order Id

Job Status

Start Date

End Date

Submit to Timesheet (status)

Initiator Type

Initiator Id

Initiator Name

Approver Type

Approver Id

Approver Name

Timesheet Type

Escalation Id (User)

Escalation Name

Report Status

Updated Report October 2020

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titleVisa Expiry Report - View Candidates that have a Work Visa with an expiry date
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Report lists all Candidates that have a Work Visa with an expiry date within the Date Range Filter. Report is useful in managing Work Visa compliance.

Grouped By

Office

Visa Expiry Date

Filter By

Country

Brand

Region

Office

Timesheet End Date

Job Order No

Client Name

Candidate

No

Payee No

Candidate First Name

Candidate Surname

Status

Show Previously Expired

Visa Expiry From

Visa Expiry To

Report Fields

 

Client Name

Cost Centre Name

Office

Candidate No

Candidate

NameTimesheet Location

Candidate No

Payee No

Job Order No

T/S Start

T/S End

Adjustment Timesheet

Status

Visa Number

Visa Type

Contract/Visa Details

Nationality

Visa Expiry Date

Expiry Status

Report Status

Updated Report October 2020

Timesheet and Interpretation

N/AUpdated
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titleInterpreted Time Check Report - Identify discrepancies between Timesheet Shift Length and Interpreted Results
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Report is helpful in identifying timesheets where the hours entered do not match the hours interpreted. Report can be filter to show where there are discrepancies or can show all timesheets that meet the search criteria regardless if the results match or not.

Grouped By

Candidate Hours by Client Report - Quickly see how many hours your Candidates are working at a Client Site
Client Name
Image Added

Report lists all Candidates who have been in a pay batch where the Pay Code Item Date is within date range. The report is grouped by Office and Client and displays Totals of Pay Codes Types based on the type of Ordinary, Overtime, Allowance and Leave.

Grouped By

Office

Filter By

Country

Brand

Region

Office

Interpreter Status

Show Discrepancies Flag

Timesheet End Date

Client Name

Date Worked Range

Candidate

Report Fields

 

Office

Client

NoCandidate No

Number

Client Name

Cost Centre No

Cost Centre Name

Job Order Number

Report Status

Candidate Number

Candidate Name

Shift Date

Start Time

End Time

Break Length

Shift Length

Manual Item

Manual Quantity

Pay Quantity

Bill Quantity

Days Worked

Ordinary Hours (Type of Ordinary and Unit Type of Hours)

Overtime Hours (Type of Overtime and Unit Type of Hours)

Allowance Quantity (Type of Allowance)

Leave Hours (Type of Leave and Unit Type of Hours)

Total Hours (Unit Type of Hours)

Report Status

New Report October 2020

Report assists in identifying Payees whose Leave balance may be insufficient for timesheet-based leave requests.  Where a timesheet has insufficient balance, a row will appear in red.  Where there are multiple timesheets with Leave on them for the same payee a Multiple Timesheet warning will appear in Orange.  Only timesheets that have not been paid will appear in the reportImage Removed
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titleInterpreter Leave Balance Check Report - Find Timesheets with Insufficient Leave Balances before processing your Payroll
Candidate Hours Report - Quickly see how many hours your Candidates are working
Image Added

Report lists all Candidates who have been in a pay batch where the Pay Code Item Date is within date range. The report is grouped by Office and displays Totals of Pay Codes Types based on the type of Ordinary, Overtime, Allowance and Leave.

Grouped By

Office

Filter By

Country

Brand

Region

Office

Client Name

Timesheet End

Date Worked Range

Report Fields

 

Office

Candidate Name

Payee No

Candidate

No

Employment Type

Leave Type

Leave Quantity

Leave Balance

Timesheet Week Ending

Interpreter Status

Multiple Timesheet

Number

Ordinary Hours (Type of Ordinary and Unit Type of Hours)

Overtime Hours (Type of Overtime and Unit Type of Hours)

Allowance Quantity (Type of Allowance)

Leave Hours (Type of Leave and Unit Type of Hours)

Total Hours (Unit Type of Hours)

Report Status

Updated Report October 2020

Office
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titleOutstanding Find Timesheet Report - Easily see all timesheets for a period that have not been completed - allowing for easier follow up
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Report lists all Timesheet still in the workflow (i.e. have not reached interpreter) for a given user defined period.  Very helpful report to send to Offices to follow up on all their outstanding timesheets meaning less chance of candidates not getting paid.

Grouped By

Quickly Find Where to Find a Timesheet in the system
Client Name
Image Added

Report assists in locating where a Timesheet is located within the system. Timesheet Location could be one of the following; Not Submitted, Extend Job, Start Job Earlier, Deleted, Available, Bulk Timesheet, Expired, Incomplete, Submitted, Rejected, Incomplete Recalled, Submitted awaiting further approval, Interpreter - Not Reviewed, Interpreter - Reviewed, Timesheet in Open Pay Batch, Timesheet has been Paid, Incomplete - Timesheet Reversed, Timesheet Interpretation in Progress, Interpretation Failed.

Grouped By

N/A

Filter By

Country

Brand

Region

Office

Timesheet End Date

Timesheet Submitted Status

Job Order No

Client Name

Candidate No

Payee No

Candidate First Name

Candidate Surname

Report Fields

 

Office

Client Name

Cost Centre Name

Candidate Name

Candidate No

Payee No

Job Order No

T/S Start

T/S End

Filled by User Name

Adjustment Timesheet

Timesheet Location

Report Status

Updated Report October 2020

Report will list any timesheet entries that overlap with another shift for the same candidate within a user defined period. The report is useful in identifying potential issues at the interpreter stage prior to processing payrollImage Removed
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titleOverlapping Timesheet Shift Report - Find timesheets for a candidate where they have entered hours on separate timesheets that overlap
Interpreted Time Check Report - Identify discrepancies between Timesheet Shift Length and Interpreted Results
Candidate
Image Added

Report is helpful in identifying timesheets where the hours entered do not match the hours interpreted. Report can be filter to show where there are discrepancies or can show all timesheets that meet the search criteria regardless if the results match or not.

Grouped By

N/A

Filter By

Country

Brand

Region

Office

Interpreter Status

Show Discrepancies Flag

Timesheet End Date

Client Name

Report Fields

 

Office

Client No

Candidate Client

Client Name

Shift Date

Cost Centre No

Cost Centre Name

Job Order Number

Candidate No

Candidate Name

Shift Date

Start

Shift End

Time

End Time

Break Length

Shift Length

Manual Item

Manual Quantity

Pay Quantity

Bill Quantity

Report Status

Updated Report October 2020

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titleShift Break (Fatigue) Interpreter Leave Balance Check Report - Find Timesheets where break between shifts is an issue
with Insufficient Leave Balances before processing your Payroll
Image Added

Report assists in identifying

shift that are worked with less than a user defined shift break.  This is useful in identifying and potential fatigue issues and ensuring legislative compliance. Report also identifies any overlapping shifts

Payees whose Leave balance may be insufficient for timesheet-based leave requests.  Where a timesheet has insufficient balance, a row will appear in red.  Where there are multiple timesheets with Leave on them for the same payee a Multiple Timesheet warning will appear in Orange.  Only timesheets that have not been paid will appear in the report.

Grouped By

N/A

Office

Filter By

Country

Brand

Region

Office

Client Name

Shift Date

Minimum Shift BreakShift Break

Timesheet End Date

Report Fields

 

Candidate Name

Payee No

Candidate No

Client No

Client Name

Job Order No

Shift Date

Start Date

End Date

Employment Type

Leave Type

Leave Quantity

Leave Balance

Timesheet Week Ending

Interpreter Status

Multiple Timesheet

Report Status

New

Updated Report October 2020

N/A
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Grouped By

titleShift Min / Max Hours Report - Find Timesheets where Shift hours are below of above User Define Thresholds
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Report lists all timesheets that contain shifts that fall outside a user defined Maximum and Minimum Time Period. Very Helpful for identifying incorrect Timesheet Entry, Fatigues Management and Short Shifts

Outstanding Timesheet Report - Easily see all timesheets for a period that have not been completed - allowing for easier follow up
Image Added

Report lists all Timesheet still in the workflow (i.e. have not reached interpreter) for a given user defined period.  Very helpful report to send to Offices to follow up on all their outstanding timesheets meaning less chance of candidates not getting paid.

Grouped By

Office

Filter By

Country

Brand

Region

Office

Interpreter Status

Show Min / Max Filter

Client Name

Minimum Shift Hours

Maximum Shift Hours

Timesheet End Date

Timesheet End Date

Timesheet Submitted Status

Client Name

Report Fields

 

Client Id

Office

Client Name

Candidate

Cost Centre Name

Candidate Name

Candidate No

CandidateInterpreter Status

Payee No

Job Order No

Timesheet End Date

Shift Date

Start Date

End Date

Shift Length

Break Length

T/S Start

T/S End

Filled by User Name

Timesheet Location

Report Status

Updated Report October 2020

Client
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titleOverlapping Timesheet Audit Shift Report - Get a whole client audit view of Timesheet Approval in a single report
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Report lists all Timesheets within a selectable date range and shows who initiated and approved a timesheet (if actioned).

Grouped By

Find timesheets for a candidate where they have entered hours on separate timesheets that overlap
Image Added

Report will list any timesheet entries that overlap with another shift for the same candidate within a user defined period. The report is useful in identifying potential issues at the interpreter stage prior to processing payroll.

Grouped By

N/A

Filter By

Country

Brand

Region

Office

Client Name

Timesheet End Date

Report Fields

 

Client Name

Office

Job Order

Candidate No

Candidate Name

Timesheet End

Shift Date

Adjustment Timesheet Flag

Initiator User

Client Name

Initiator User Type

Submitted Date

Approver User Name

Approver User Type

Approved Date

Job Order No

Shift Start

Shift End

Report Status

Updated Report October 2020

Image RemovedReport lists all timesheets that contain Shifts that are greater than a user defined Time Period and do not contain the Minimum user defined Break length. Report is handy to identify keying errors and possible legislation infringements
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titleTimesheet Shift Break (Fatigue) Report - Find Timesheets where Shift hours are below of above User Define Thresholds
break between shifts is an issue
Image Added

Report assists in identifying shift that are worked with less than a user defined shift break.  This is useful in identifying and potential fatigue issues and ensuring legislative compliance. Report also identifies any overlapping shifts.

Grouped By

N/A

Filter By

Country

Brand

Region

Office

Interpreter Status

Client Name

Shift Date

Minimum

Break Length

Maximum Shift Length

Timesheet End Date

Shift Break

Report Fields

 

Candidate No

Candidate

Client

Id

No

Client Name

Candidate No

Candidate

Job Order No

Timesheet End Date

Shift Date

Start Date

End Date

Shift

Length

Break

LengthInterpreter Status

Report Status

Updated

New Report October 2020

Grouped Timesheet Start Date
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titleTimesheet Detail Report - Find Timesheet details for a defined period by Hierarchy, Job, Client, Payee, Candidate
Image Removed

Report lists all Timesheet lines for a given user defined period. Report can be filtered by Country, Brand, Region, Office, Job Order Number, Client Name, Client No, Candidate number, Payee Number and Candidate Name

Shift Min / Max Hours Report - Find Timesheets where Shift hours are below of above User Define Thresholds

Filter By

Image Added

Report lists all timesheets that contain shifts that fall outside a user defined Maximum and Minimum Time Period. Very Helpful for identifying incorrect Timesheet Entry, Fatigues Management and Short Shifts

Grouped By

N/A

Filter By

Country

Brand

Region

Office

Job Order

Client Name

Client No

Candidate Name

Candidate No

Interpreter Status

Show Min / Max Filter

Client Name

Minimum Shift Hours

Maximum Shift Hours

Timesheet End Date

Report Fields

 

Country

Client Id

Brand

Client Name

Region

Candidate No

Office

Candidate

Job

Id

Order No

Timesheet

Id

Timesheet Code

Purchase Order No

Payee First Name

Payee Surname

Parent

Client

Type

Date

Start Time

End Time

Attendance / Absence Type

Break Hours

Total Hours

Project Code

Total Project Hours

Item

Quantity

Rate

Net

Sales Tax

Total Additional Claim

Report Status

Updated December 2022

End Date

Shift Date

Start Date

End Date

Shift Length

Break Length

Interpreter Status

Report Status

Updated Report October 2020

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Payment Date From

Payment Date ToTotal
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titleTimesheets Processed by Pay Company Report - Are you getting the most out of the system? Easily identify how timesheets are being entered into you system
Timesheet Audit Report - Get a whole client audit view of Timesheet Approval in a single report
Image Added

Report lists all

timesheets processed within a user defined payment period.  Results are then displayed by Pay Company, Brand, Region, Office, User and Client and display on separate pages.  The report breaks down the origin of the timesheet entry to Online, Imports, Keyed Original, Keyed Adjustments, Keyed Total and Total

Timesheets within a selectable date range and shows who initiated and approved a timesheet (if actioned).

Grouped By

Pay Company

Client

Filter By

Country

Brand

Region

Office

Keyed by User

Client

Filter By

Name

Timesheet End Date

Report Fields

 

Pay Company / Brand / Region / Office/ User/ Client

Online Total

Timesheet Import Total

Keyed Original Total

Keyed Adjustment Total

Client Name

Job Order No

Candidate Name

Timesheet End Date

Adjustment Timesheet Flag

Initiator User Name

Initiator User Type

Submitted Date

Approver User Name

Approver User Type

Approved Date

Report Status

Updated Report October 2020

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titleWeekly Timesheet Forecast Report - Forecast Weekly Revenue using Job Schedule and Estimated Rates
Break Report - Find Timesheets where Shift hours are below of above User Define Thresholds
Image Added

Report lists all

Timesheets within a selectable date range and shows who initiated and approved a timesheet (if actioned).

timesheets that contain Shifts that are greater than a user defined Time Period and do not contain the Minimum user defined Break length. Report is handy to identify keying errors and possible legislation infringements

Grouped By

Office

Job Owner

N/A

Filter By

Country

Brand

Region

Office

Job Owner

Interpreter Status

Client Name

Timesheet End Job Owner

Minimum Break Length

Maximum Shift Length

Timesheet End Date

Report Fields

 

Office

Client Id

Client Name

Cost Centre Name

Candidate No

Candidate

Job Order No

Timesheet End Date

Shift Date

Start Date

Timesheet

End Date

Job Order Status

Rate Frequency

Scheduled Hours

Scheduled Days

Estimated Pay Rate

Estimated Bill Rate

Estimated Bill OnCost

Dollar Margin

Job Weekly Profit

GP%

Shift Length

Break Length

Interpreter Status

Report Status

Updated Report October 2020

...

Image Removed

Report lists Hours, Days and Weeks worked by a Payee over 12 months prior to a user defined Date. Report also filters by Employment Start Date (Defaulted to 1 year) and Pay Company. 

 The report has 2 date filters the first filter is the as at date.  This is the date the report is run from.  The report will return a summary of all Hours, Days and Weeks worked within the 12 month period prior to the as at date.  The Pay Period/ Adjustment Period End Date is use to determine what falls within this time frame.  Hours are calculated based on the Pay Code Type of Hours only.  If a Pay Code is set as Units it will not appear in the calculation. Days are calculated based off distinct Days worked where a pay code has been paid with the Pay Code Type of Hours has been paid.  Weeks Worked are calculated based off distinct Weeks worked.

 The Employed Before date is used to filter out Employees based on their Employment Start date.  This date Default to 1 year prior to the time of running the report.  If an employee is employed after this date they will not show on this report.

 As each Pay Company has it’s own ABN the report is grouped by Pay Company.  If a Payee works across multiple Pay Companies then the calculations are only based for hours worked under that Pay Company, the calculations are not combined.
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title12 Month Tenure Report - Easily Identify A Payee's Tenure over the previous 12 months
Timesheet Detail Report - Find Timesheet details for a defined period by Hierarchy, Job, Client, Payee, Candidate
Image Added

Report lists all Timesheet lines for a given user defined period. Report can be filtered by Country, Brand, Region, Office, Job Order Number, Client Name, Client No, Candidate number, Payee Number and Candidate Name

Grouped By

Country

Brand

Region

Office

Job Order

Client Name

Client No

Candidate Name

Candidate No

Filter By

Timesheet Start Date

Timesheet End Date

Report Fields

Country

Brand

Region

Office

Job Id

Timesheet Id

Timesheet Code

Purchase Order No

Payee First Name

Payee Surname

Parent

Client

Type

Date

Start Time

End Time

Attendance / Absence Type

Break Hours

Total Hours

Project Code

Total Project Hours

Item

Quantity

Rate

Net

Sales Tax

Total Additional Claim

Report Status

Updated December 2022

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titleTimesheets Processed by Pay Company Report - Are you getting the most out of the system? Easily identify how timesheets are being entered into you system
Image Added

Report lists all timesheets processed within a user defined payment period.  Results are then displayed by Pay Company, Brand, Region, Office, User and Client and display on separate pages.  The report breaks down the origin of the timesheet entry to Online, Imports, Keyed Original, Keyed Adjustments, Keyed Total and Total.

Grouped By

Pay Company

Brand

Region

Office

Keyed by User

Client

Filter By

Payment Date From

Payment Date To

Report Fields

 

Pay Company / Brand / Region / Office/ User/ Client

Online Total

Timesheet Import Total

Keyed Original Total

Keyed Adjustment Total

Total

Report Status

Updated Report October 2020

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titleWeekly Timesheet Forecast Report - Forecast Weekly Revenue using Job Schedule and Estimated Rates
Image Added

Report lists all Timesheets within a selectable date range and shows who initiated and approved a timesheet (if actioned).

Grouped By

Office

Job Owner

Filter By

Country

Brand

Region

Office

Job Owner

Client Name

Timesheet End Date

Report Fields

 

Office

Job Owner

Client Name

Cost Centre Name

Job Order No

Timesheet Start Date

Timesheet End Date

Job Order Status

Rate Frequency

Scheduled Hours

Scheduled Days

Estimated Pay Rate

Estimated Bill Rate

Estimated Bill OnCost

Dollar Margin

Job Weekly Profit

GP%

Report Status

Updated Report October 2020

Payroll

Expand
title12 Month Tenure Report - Easily Identify A Payee's Tenure over the previous 12 months
Image Added

Report lists Hours, Days and Weeks worked by a Payee over 12 months prior to a user defined Date. Report also filters by Employment Start Date (Defaulted to 1 year) and Pay Company. 

 The report has 2 date filters the first filter is the as at date.  This is the date the report is run from.  The report will return a summary of all Hours, Days and Weeks worked within the 12 month period prior to the as at date.  The Pay Period/ Adjustment Period End Date is use to determine what falls within this time frame.  Hours are calculated based on the Pay Code Type of Hours only.  If a Pay Code is set as Units it will not appear in the calculation. Days are calculated based off distinct Days worked where a pay code has been paid with the Pay Code Type of Hours has been paid.  Weeks Worked are calculated based off distinct Weeks worked.

 The Employed Before date is used to filter out Employees based on their Employment Start date.  This date Default to 1 year prior to the time of running the report.  If an employee is employed after this date they will not show on this report.

 As each Pay Company has it’s own ABN the report is grouped by Pay Company.  If a Payee works across multiple Pay Companies then the calculations are only based for hours worked under that Pay Company, the calculations are not combined.

Grouped By

N/A

Filter By

As At Date (12 months prior to this date)

Employed Before (defaults to 1 year prior to current date)

Pay Company

Report Fields

 

Payee

Pay Company

Payee Number

Candidate Number

Employment Start Date

Last Worked Date

Tax Type

Hours Worked

Days Worked

Weeks Worked

Taxable Earnings

Report Status

Updated Report October 2020

Expand
titleContractor Payments - View payments to Payees
Image Added

This report lists all payments made to Payee within the user defined date period and is grouped by Pay Company

Grouped By

Pay Company

Payee

Filter By

Country

Brand

Region

Office

Pay Company

Pay Group

Employment Type

Payment Date From

Payment Date To

Pay Period End Date From

Pay Period End Date To

Pay Batch From

Pay Batch To

Report Fields

 

Payee First Name

Payee Surname

Payee No

Employment Type

No of Payments

Total Amount Paid

Wages Amount

Reimbursement Amount

Total GST/VAT Paid

Wages GST/VAT

Adjustment GST/VAT

Report Status

Updated Report October 2020

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titleGST/VAT Paid Report - High Level grouped view of GST/VAT paid by Type
Image Added

Report details all GST paid for a user defined Payment date Period. Data is Grouped by Country, Pay Company, Brand, Region, Office and Item Type.

Grouped By

Country

Pay Company

Brand

Region

Office

Item Type

Filter By

Country

Brand

Region

Office

Payment Date Range

Report Fields

 

Country

Pay Company

Brand Name

Region Name

Office Name

Item

Amount Paid

GST Paid

Total Paid

Report Status

Updated Report October 2020

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titlePay Code by Pay Batch Report - See all Deductions set up on a Payee at a given time
Image Added

This report will total Pay Codes paid in a pay batch by Candidate and pay rate.  The report allows for a user to run report by Pay Batch range or Payment Date to get an understanding of all pay codes being paid.  The report is Grouped by Country and Pay Code.

Grouped By

Country

Pay Code

Filter By

Country

Brand

Region

Office

Pay Code Type

Pay Code Name

Pay Batch From

Pay Batch To

Payment Date From

Payment Date To

Report Fields

 

Country

Pay Code Name

Payee First Name

Payee Surname

Payee Number

Candidate Number

Pay Quantity

Pay Rate

Pay Total

Report Status

New Report October 2020

Expand
titlePay Code Group - Pay Code Report - Easily see all Pay Codes linked to a Pay Code Group - Great for updating
Image Added

Report lists all pay codes linked to a Pay Code Group (both Rates and Rules and Payroll) at a given point and time.  Where a Paycode is linked because it belongs to a linked Pay Code Type then the Pay Code name will appear with the Linked Pay Code Type in brackets.

Grouped By

Pay Code Group

Filter By

Country

Pay Code Group Name

Pay Code Group Type

As at Date

Report Fields

Pay Code Group Name

Pay Code Group Type

Pay Code Name

Report Status

Updated Report October 2020

Expand
titlePayee Deductions Report - See all Deductions set up on a Payee at a given time
Image Added

Report lists all Payees with an active deduction on or after a selectable date. Handy report to see what Deductions are outstanding especially useful for Rolling deductions and Over payments

Grouped By

Office

Filter By

Country

Brand

Region

Office

Deduction Name

As At Date

Report Fields

 

Office Name

Payee No

Payee Name

Deduction Name

Calculation Type

Calculated On

Apply To

Deduction Start Date

Deduction End Date

Rolling Deduction Flag

Outstanding Balance (Rolling Deductions Only)

Net Protected Amount

Deduction Reference

Report Status

Updated Report October 2020

Payroll -> AU

Expand
titleAllowances Pre STP Phase 2 (AU)
Image Added

Report lists all Allowance Payments that have been paid to a Payee within a user defined date Period. Report will list Allowance Type, Taxable amount, Non Taxable Amount, Included in Gross Amount and Allowance Total. Report is Grouped by Payee.

There is also a second similar report available for export purposes.

Grouped By

Payee

Filter By

Pay Period End Date From

Pay Period End Date To

Payment Date From

Payment Date To

Pay Batch From

Pay Batch To

Brand

Region

Office

Pay Company

Pay Group

Employment Type

Pay Batch Type

Tax Type

Report Fields

 

Payee Surname

Payee First Name

Payee No

Tax Type

Payee Type

Employment Type

Pay Group

Allowance

Allowance Type

Taxable

Non Taxable

Allowance Total

Include in Gross

Itemised

Report Status

Updated Report October 2021

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titleAllowances STP Phase 2 (AU) - Export
Image Added

Report lists all Allowance Payments, as per STP Phase 2, that have been paid to a Payee within a user defined date Period. Report will list Allowance Type, Taxable amount, Non Taxable Amount, Included in Gross Amount and Allowance Total. Report is in a flat file format allowing for a more easier use when exporting to Excel. Report has an interactive sort embedded, click on the report heading to sort by that column

Grouped By

Payee

Filter By

Pay Company

Tax Type

Brand

Region

Office

Pay Batch Type

Pay Batch From

Pay Batch To

Payment Date From

Payment Date To

Pay Period End Date From

Pay Period End Date To

Pay Group

Employment Type

Allowance Type

Reporting Type

Payee No

Report Fields

 

Payee No

Payee Surname

Payee First Name

Tax Type

Payee Type

Employment Type

Pay Group

Allowance Name

Reporting Type

Itemise Blow Threshold

Allowance Type

Taxable

Non Taxable

Allowance Total

STP Include in Gross

STP Itemised

Report Status

Updated Report October 2023

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titleBSB Not Found Report - Check Payees for BSB / Branch Not Found List
Image Added

Report lists all Payee Bank Accounts that have a BSB Number that is not in the system. 

Grouped By

Office

Filter By

Country

Brand

Region

Office

Report Fields

 

Payee No

Payee

Account Name

Branch Number

Branch Name

Account Number

Report Status

Updated Report October 2020

Payee

Pay Company

Payee Number

Candidate Number

Employment Start Date

Last Worked Date

Tax Type

Hours Worked

Days Worked

Weeks Worked

Taxable Earnings
Expand
titleDetailed Grouped Pay Batch (AU) Grouped to give total for user defined periods
Image Added

Report lists Grouped Detailed Pay Batch Data by Payee No, Candidate No, Candidate Name, Tax Type, Days Hours Units Paid, and includes Gross, Non-Taxable Allowance, Reimbursement, Taxable, gross Deduction, Tax, Net Deduction, Net, GST, Dispersed and Super

Grouped By

N/A

Filter By

As At Date (12 months prior to this date)

Employed Before (defaults to 1 year prior to current date)

Pay Company

Report Fields

 

Pay Company

Brand

Region

Office

Pay Batch No From

Pay Batch No To

Candidate No

Payment Date From

Payment Date To

Payee No

Payee First Name

Payee Surname

Payee Tax Type

Report Fields

 

Payee

Payee No

Candidate No

Tax Type

Days Worked

Hours Worked

Units Paid

Gross

Non Tax Allowance

Non Tax Other

Reimbursement

Gross Deduction

Taxable Wage

Tax

Net Deduction

Net

GST

Work Cover

Payroll Tax

Super

Report Status

Updated Report October 2020

Country

Country

Brand

Region

Office

Payment Date Range
Expand
titleGST/VAT Paid Report - High Level grouped view of GST/VAT paid by Type
Image Removed

Report details all GST paid for a user defined Payment date Period. Data is Grouped by Country, Pay Company, Brand, Region, Office and Item Type.

Grouped By

Detailed Pay Batch (AU)
Image Added

Report lists Pay Batch, Pay Group, Payment Date, Period Dates, Payee No, Candidate No, Candidate Name, Tax Type, Gross, Non-Taxable Allowance, Reimbursement, Taxable, gross Deduction, Tax, Net Deduction, Net, GST, Dispersed, Work Cover, P/Tax and Super

Grouped By

N/A

Filter By

Pay Company

Brand

Region

Office

Item Type

Filter By

Pay Batch No From

Pay Batch No To

Candidate No

Payment Date From

Payment Date To

Payee No

Payee First Name

Payee Surname

Payee Tax Type

Report Fields

 

Country

Pay Company

Brand Name

Region Name

Office Name

Item

Amount Paid

GST Paid

Total Paid

Report Status

Updated Report October 2020

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titlePay Code by Pay Batch Report - See all Deductions set up on a Payee at a given time
Image Removed

This report will total Pay Codes paid in a pay batch by Candidate and pay rate.  The report allows for a user to run report by Pay Batch range or Payment Date to get an understanding of all pay codes being paid.  The report is Grouped by Country and Pay Code.

Grouped By

Country

Pay Code

Filter By

Country

Brand

Region

Office

Pay Code Type

Pay Code Name

Pay Batch From

Pay Batch To

Payment Date From

Payment Date To

Report Fields

 

Country

Pay Code Name

Payee First Name

Payee Surname

Payee Number

Candidate Number

Pay Quantity

Pay Rate

Pay Total

Report Status

New Report October 2020

Expand
titlePay Code Group - Pay Code Report - Easily see all Pay Codes linked to a Pay Code Group - Great for updating
Image Removed

Report lists all pay codes linked to a Pay Code Group (both Rates and Rules and Payroll) at a given point and time.  Where a Paycode is linked because it belongs to a linked Pay Code Type then the Pay Code name will appear with the Linked Pay Code Type in brackets.

Grouped By

Pay Code Group

Filter By

Country

Pay Code Group Name

Pay Code Group Type

As at Date

Report Fields

Pay Code Group Name

Pay Code Group Type

Pay Code Name

Report Status

Updated Report October 2020

Expand
titlePayee Deductions Report - See all Deductions set up on a Payee at a given time
Image Removed

Report lists all Payees with an active deduction on or after a selectable date. Handy report to see what Deductions are outstanding especially useful for Rolling deductions and Over payments

Grouped By

Office

Filter By

Country

Brand

Region

Office

Deduction Name

As At Date

Report Fields

 

Office Name

Payee No

Payee Name

Deduction Name

Calculation Type

Calculated On

Apply To

Deduction Start Date

Deduction End Date

Rolling Deduction Flag

Outstanding Balance (Rolling Deductions Only)

Net Protected Amount

Deduction Reference

Report Status

Updated Report October 2020

Payroll -> AU

Payee No

Payee

Account Name

Branch Number

Branch Name

Account Number
Expand
titleBSB Not Found Report - Check Payees for BSB / Branch Not Found List
Image Removed

Report lists all Payee Bank Accounts that have a BSB Number that is not in the system. 

Grouped By

Office

Filter By

Country

Brand

Region

Office

Report Fields

 

Pay Batch

Pay Group

Payment Date

Pay Period End Date

Adjustment Period End Date

Payee No

Candidate No

First Name

Surname

Tax Type

Days Worked

Hours Worked

Units Paid

Gross Wage

Non Tax Allowance

Non Tax Other

Reimbursement

Gross Deduction

Taxable Wage

Tax

Net Deduction

Net

GST

Work Cover

Payroll Tax

Super

Report Status

Updated Report October 2020

Expand
titleDuplicate Bank Details (AU) - Identify potentially suspect Payee Bank Account Details for Australia
Image Added

Report returns a list of records where the same bank details are recorded against different Candidates. It is possible to have the same bank details recorded against the same Candidate Number across multiple Payee Records, so these results are excluded.

Grouped By

N/A

Filter By

N/A

Report Fields

 

BSB Number

Account Number

Candidate Name

Payee No

Candidate No 

Report Status

Updated Report October 2020

Expand
titleJobKeeper Reference Period Hours Report - This report can be used to identify payees who are eligible for Job Keeper Payment and to establish if they meet the threshold for the tier 1 payment.
Image Added

The report will return any PAYG Payees who have an employment Start Date on or prior to the 1st of July 2019.  The report then associates the Pay Group they belonged to at the end of the Pre March and Pre July periods.  The report will then total all hours of Paycodes of the Type of Ordinary, Overtime and Leave and with the Unit Type of Hours earned within each of the 28 day reference periods. Note the 28 Days is calculated from the last full payment period for both Pre March and Pre July periods.

 If the Payee has worked 80 hours or more for either the Pre March Or Pre July period they will identify as meeting the threshold.

Expand
titleJobMaker Baseline and Current Period
Image Added

Report is designed to assist in JobMaker reporting Requirements. The Baseline information is hard coded to pick up data between the 07.07.2020 and 06.10.2020. The Baseline Headcount will include all Distinct Payees who have been paid in this Period. The Period Headcount all Distinct Payees who have been paid in the user defined JobMaker Period. The Payroll information will include all paid wages excluding ABN Contractors, Lump Sums A,B and D. Government Paid Parental Leave, Workers Compensation Absence (not able to work) and Lump Sum E Payments have NOT been excluded from these calculations. If you have made these Payments you will need to reduce you Payroll figures to reflect these payments.

Grouped By

Pay Company

Filter By

JobMaker Period From

JobMaker Period To

Report Fields

Pay Company

Baseline Headcount

Baseline 89 Days

Baseline 90 Days

Baseline 91 Days

Period Headcount

Period Payroll

Report Status

Updated Report October 2020

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titleJobMaker Eligibility (AU)
Image Added

Report is designed to assist in JobMaker Eligible Payee identification and reporting requirements. Report will list all employees with an Employment Start Date between the 07.10.2020 and 07.10.2021 whose age at their Employment Start Date is Between 16 and 35. The report will request Date Filters which are used to enter your JobMaker Period Dates. The report will count all hours (Pay Code defined as Hours) that is configured as Ordinary, Overtime or Leave. Number of weeks will be the number of weeks in the period or the number of weeks between Employment Start Date and the End of the Period whichever is the lesser period.

Grouped By

N/A

Filter By

Eligibility Period From

Eligibility Period To

Report Fields

Payee No

Candidate No

Payee

Start Date

DOB

Age

Pay Company

Pay Group

Hours Worked

Weeks

Average Hours

Report Status

Updated Report October 2020

Image RemovedReport returns a list of records where the same bank details are recorded against different Candidates. It is possible to have the same bank details recorded against the same Candidate Number across multiple Payee Records, so these results are excluded.
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titleDuplicate Bank Details Pay Code Wage Oncost Link Report (AU) - Identify potentially suspect Payee Bank Account Details for Australia
All Wage Oncosts linked against a Paycode
Image Added

Report lists all Pay Codes and their associated Wage Oncosts as at a point in time defined by the user.  As Pay Code Groups are configurable in Pay Maintenance the report has been configured to use predefined Pay Code Group Names of Payroll Tax, Workers Compensation, Superannuation and Employee Benefits.  If configuration is different to this or additional groups have been created, then this report will need to be modified by FastTrack to support your configuration. 

Grouped By

N/A

Filter By

N/A

As at Date

Report Fields

 

BSB Number

Account Number

Candidate Name

Payee No

Candidate No 

Pay Code Name

Pay Code Type

Unit Type

Active Status

Payroll Tax Linked

Worker Compensation Linked

Superannuation Linked

Employee Benefits Linked

Report Status

Updated Report October 2020

Report lists detailed Pay Batch Information for Payees.  Report is similar to the Detailed Pay Batch Report but rather than showing a line for each pay Batch per Payee, all Pay Batched are grouped together per PayeeImage Removed

Payee

Payee No

Candidate No

Tax Type

Days Worked

Hours Worked

Units Paid

Gross Pay

Non Taxable Allowance

Reimbursement

Gross Deduction

Taxable Wage

Tax

Net Deductions

Net Pay

GST

Super 
Expand
titleDetailed Grouped Pay Batch (AU) Report - Detailed Pay Batch Report Grouped to give total for user defined periods
Payee Grouped Earnings Report - Detailed Earning Report for a Payee - Handy for Centerlink Reporting
Image Added

Report details all earnings (Pay Elements) for a Payee within a user defined Payment Date Time Period.

Grouped By

Payee

Filter By

Brand

Region

Office

Pay Batch

No From

Pay Batch No To

Payment Date From

Payment Date To

Payee First Name

Payee Surname

Candidate No

Payee No

Report Fields

 

Range

Candidate No

Payment Date Range

Payee No

Payee First Name

Payee Surname

Report Fields

 

Payee No

Payee Name

Date of Birth

Tax Type

Main Address

Pay Company

Employment Start Date

Employment End Date

Payment Dates

Pay Code

Pay Code Type

Qty

Hours

Units

Rate

Total

Gross Wages

Non Taxable Allowance

Reimbursement

Non Taxable Wages

Tax

Net Deductions

Net Wages

Superannuation 

Report Status

Updated Report October 2020

Expand
titlePayee Record Detail Export Report (AU) - Export New Payee Details for easy data checking
Image Added

Report lists all Payees created within a selectable date range and provides a detailed report designed to be exported containing all relevant Payee information, including but not limited to Bank, Tax and Super.  Report is designed to check data entry of Payee information. 

Grouped By

N/A

Filter By

Brand

Region

Office

Creation Date

Report Fields

All relevant Payee Record details

Report Status

Updated Report October 2020

Pay Code Group Name

Pay Code Group Type

Pay Code Name
Expand
Expand
titlePay Code Group - Pay Code Report - Easily see all Pay Codes linked to a Pay Code Group - Great for updating
Image Removed

Report lists all pay codes linked to a Pay Code Group (both Rates and Rules and Payroll) at a given point and time.  Where a Paycode is linked because it belongs to a linked Pay Code Type then the Pay Code name will appear with the Linked Pay Code Type in brackets.

Grouped By

Pay Code Group

Filter By

Country

Pay Code Group Name

Pay Code Group Type

As at Date

Report Fields

titleJobKeeper Reference Period Hours Report - This report can be used to identify payees who are eligible for Job Keeper Payment and to establish if they meet the threshold for the tier 1 payment.
Image Removed

The report will return any PAYG Payees who have an employment Start Date on or prior to the 1st of July 2019.  The report then associates the Pay Group they belonged to at the end of the Pre March and Pre July periods.  The report will then total all hours of Paycodes of the Type of Ordinary, Overtime and Leave and with the Unit Type of Hours earned within each of the 28 day reference periods. Note the 28 Days is calculated from the last full payment period for both Pre March and Pre July periods.

 If the Payee has worked 80 hours or more for either the Pre March Or Pre July period they will identify as meeting the threshold.

Payee Super Check Report - Find possible Payee Super Configuration errors at the push of a button
Image Added

Using the current date, this report checks for possible Payee Super Errors. When a Payee has more than one Super Rate Rule assigned to their record and error will be returned. The Report also lists PAYG Candidates who are exempt or have no Super Rule. 

Grouped By

N/A

Filter By

N/A

Report Fields

Office

Payee No

Candiate No

Candidate

Tax Type

Employment Type

Super Fund

Rate Rule

Super Exempt Flag

Error

Report Status

Updated Report October 2020

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titleSuper Fund USI Search Report - Use the USI to search for Super Funds
Image Added

Report has been created to allow a user to search for a Super Fund based on the Super Fund USI. Report can be used to return all configured Super Fund Information.

Grouped By

N/A

Filter By

Contribution Period

Fund Name

USI

Report Fields

Fund Name

Reporting Name

SPIN

ABN

SFN

USI

Contribution Period

Report Status

Updated Report October 2020

Report lists all Pay Codes and their associated Wage Oncosts as at a point in time defined by the user.  As Pay Code Groups are configurable in Pay Maintenance the report has been configured to use predefined Pay Code Group Names of Payroll Tax, Workers Compensation, Superannuation and Employee Benefits.  If configuration is different to this or additional groups have been created, then this report will need to be modified by FastTrack to support your configuration. Image RemovedReport Fields
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titlePay Code Wage Oncost Report - All Wage Oncosts linked against a Paycode
Taxable Payments Annual Report (TPAR)

The TPAR reports payments that have been made to company contractors during the financial year that has concluded. If you are required to lodge a TPAR you can now generate a TPAR from FastTrack360 in a format that will allow you to upload the report to the via the file transfer function in the ATO Business Portal.

The TPAR is generated in an ATO-specified format that is not designed to be human readable. You can check the contractor gross and GST amounts that will be reported via the TPAR by running the Contractor Payments report, which will present the data in a user-friendly format.

When saving the report file from the Reports module so that it can be uploaded to the ATO, please note the following:

  • The file must be saved as Text, as shown in the example below.

Image Added

  • In the Export Settings, you must select the US-ASCII encoding option, as shown below.

Image Added

Grouped By

N/A

Filter By

As at Date

Pay

Code

Company Name

Pay Code Type

Unit Type

Active Status

Payroll Tax Linked

Worker Compensation Linked

Superannuation Linked

Employee Benefits Linked

Report Status

Updated Report October 2020

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titlePayee Grouped Earnings Report - Detailed Earning Report for a Payee - Handy for Centerlink Reporting
Image Removed

Report details all earnings (Pay Elements) for a Payee within a user defined Payment Date Time Period.

Grouped By

Payee

Filter By

Brand

Region

Office

Pay Batch Range

Candidate No

Payment Date Range

Payee No

Payee First Name

Payee Surname

Report Fields

 

Payee No

Payee Name

Date of Birth

Tax Type

Main Address

Pay Company

Employment Start Date

Employment End Date

Payment Dates

Pay Code

Pay Code Type

Qty

Hours

Units

Rate

Total

Gross Wages

Non Taxable Allowance

Reimbursement

Non Taxable Wages

Tax

Net Deductions

Net Wages

Superannuation 

Report Status

Updated Report October 2020

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titlePayee Record Detail Export Report (AU) - Export New Payee Details for easy data checking
Image Removed

Report lists all Payees created within a selectable date range and provides a detailed report designed to be exported containing all relevant Payee information, including but not limited to Bank, Tax and Super.  Report is designed to check data entry of Payee information. 

Grouped By

N/A

Filter By

Brand

Region

Office

Creation Date

Report Fields

All relevant Payee Record details

Report Status

Updated Report October 2020

Expand
titlePayee Super Check Report - Find possible Payee Super Configuration errors at the push of a button
Image Removed

Using the current date, this report checks for possible Payee Super Errors. When a Payee has more than one Super Rate Rule assigned to their record and error will be returned. The Report also lists PAYG Candidates who are exempt or have no Super Rule. 

Grouped By

N/A

Filter By

N/A

Report Fields

Office

Payee No

Candiate No

Candidate

Tax Type

Employment Type

Super Fund

Rate Rule

Super Exempt Flag

Error

Report Status

Updated Report October 2020

Expand
titleSuper Fund USI Search Report - Use the USI to search for Super Funds
Image RemovedReport has been created to allow a user to search for a Super Fund based on the Super Fund USI. Report can be used to return all configured Super Fund Information

Payment Date From

Payment Date To

Report Fields

N/A

Report Status

Updated Report June 2021

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titleWorkplace Profile (AU)
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The report will use the As At Date to identify Payees who worked in a Pay Period that covers that date. The report will then display Pay Data for that Pay Period as well as Pay Data for the 12 Months prior, where the Payee Worked a Pay Period that covers the As At Date.

Grouped By

N/A

Filter By

As At Date

Pay Company

Report Fields

Pay Company

ABN

Payee No

Year Of Birth

Gender

Industry Name

Employment Type

Pay Group

Start Date

Snap Shot Period

Ordinary Hours

Overtime Hours

Ordinary Pay

Overtime Pay

Allowance Pay

Total Pay

12 Month Period

Ordinary Hours

Overtime Hours

Ordinary Pay

Overtime Pay

Allowance Pay

Total Pay

Super

Report Status

Updated Report October 2020

Payroll → NZ

Fund Name

Reporting Name

SPIN

ABN

SFN

USI

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titleNZ 12 Month Average Hours (NZ) - Easily Identify A Payee's Average Hours over the previous 12 months
Contribution Period
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Report lists Hours, Days and Weeks worked by a Payee over 12 months prior to a user defined Date. Report also filters by Last Worked Date and Pay Company.  

The report has 2 date filters the first filter is the as at date.  This is the date the report is run from.  The report will return a summary of all Hours, Days and Weeks worked within the 12 month period prior to the as at date.  The Report Calculates how many weeks Payee was Employed in the 12 month period. The Pay Period/ Adjustment Period End Date is use to determine what falls within this time frame.  Hours are calculated based on the Pay Code Type of Hours only.  If a Pay Code is set as Units it will not appear in the calculation. Days are calculated based off distinct Days worked where a pay code has been paid with the Pay Code Type of Hours has been paid.  Weeks Worked are calculated based off distinct Weeks worked. 

The Average Weekly Hours are calculated by dividing the number of Hours worked by the number of week Employed. Average Weekly Gross Wage is calculated by dividing the Taxable Earnings in the period by the number of Employed Weeks. 

If the Average Hours worked per week is less than 20 hours they will be classified as Part Time. If they are 20 or above they will be classified as Full Time. 

The Last worked date filter is used to filter out Employees based on when the Payee last worked.  If an employee last worked date is not within the date range they will not show on this report. 

As each Pay Company has it’s own ABN the report is grouped by Pay Company.  If a Payee works across multiple Pay Companies then the calculations are only based for hours worked under that Pay Company, the calculations are not combined.

Grouped By

N/A

Filter By

Contribution Period

Fund Name

USI

Report Fields

As At Date

Last Worked

Pay Company

Report Fields

 

Payee First Name

Payee Surname

Pay Company

IRD Number

Date Of Birth

Payee Number

Candidate Number

Employment Start Date

Last Worked Date

Tax Type

Weeks Employed

Hours Worked

Days Worked

Weeks Worked

Taxable Earnings

Average Weekly Hours

Average Weekly Gross Wage

Classification

Report Status

Updated Report October 2020

The TPAR reports payments that have been made to company contractors during the financial year that has concluded. If you are required to lodge a TPAR you can now generate a TPAR from FastTrack360 in a format that will allow you to upload the report to the via the file transfer function in the ATO Business Portal.

The TPAR is generated in an ATO-specified format that is not designed to be human readable. You can check the contractor gross and GST amounts that will be reported via the TPAR by running the Contractor Payments report, which will present the data in a user-friendly format.

When saving the report file from the Reports module so that it can be uploaded to the ATO, please note the following:

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titleTaxable Payments Annual Report (TPAR)
Contractor Withholding Tax Rates (NZ)
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Lists Withholding Rate and Review Date for NZ Contractor payees. Payees without a Review Date will be excluded by default. Report can be filtered by Pay Company, Pay Group and Review Date with an option to include payees without a Review Date.

Grouped By

N/A

Filter By

Pay Company

Name

Pay Group

Payment

Review Date From

Payment

Review Date To

Include No Review Date

Report Fields

N/A

 

Payee No

First Name

Surname

Review Date

Withholding Rate

Report Status

Updated Report

June 2021

...

October 2020

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titleDuplicate Bank Details (NZ)- Identify potentially suspect Payee Bank Account Details for New Zealand

Report returns a list of records where the same bank details are recorded against different Candidates. It is possible to have the same bank details recorded against the same Candidate Number across multiple Payee Records, so these results are excluded.

Grouped By

N/A

Filter By

N/A

Report Fields

 

NCC

Account Number

Account Suffix

Candidate Name

Payee No

Candidate No

Report Status

Updated Report October 2020

As At Date

Last Worked

Pay Company
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titleNZ Stats Report - A handy Report For Statistical Reporting
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Report has been created to assist with compiling data for Statistics New Zealand. A number of assumptions have been made and data should be check prior to using this information for reporting. An Employees Employment type will populate as Full Time if the average weekly hours are 30 hours or greater. if hours are less than 30 then Part Time will be populated. Ordinary Hours will only populate if the Pay Code is of the Pay Code Type of Ordinary or Leave and of the unit type of hours. Ordinary Wage is inclusive of taxable allowances. Overtime hours and wage will only include those pay items of the Pay Code type of Overtime.

Grouped By

Pay Company

Office

Filter By

Brand

Region

Office

Pay Company

Item Date Range

Report Fields

 

Pay Company

Office

Employment Type

Gender

Employee Count

Ordinary Time Pay

Ordinary Time Hours

Overtime Pay

Overtime Hours

Report Status

Updated Report October 2020

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titleNZ 12 Month Average Hours Report - Easily Identify A Payee's Average Hours over the previous 12 months
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Report lists Hours, Days and Weeks worked by a Payee over 12 months prior to a user defined Date. Report also filters by Last Worked Date and Pay Company.  

The report has 2 date filters the first filter is the as at date.  This is the date the report is run from.  The report will return a summary of all Hours, Days and Weeks worked within the 12 month period prior to the as at date.  The Report Calculates how many weeks Payee was Employed in the 12 month period. The Pay Period/ Adjustment Period End Date is use to determine what falls within this time frame.  Hours are calculated based on the Pay Code Type of Hours only.  If a Pay Code is set as Units it will not appear in the calculation. Days are calculated based off distinct Days worked where a pay code has been paid with the Pay Code Type of Hours has been paid.  Weeks Worked are calculated based off distinct Weeks worked. 

The Average Weekly Hours are calculated by dividing the number of Hours worked by the number of week Employed. Average Weekly Gross Wage is calculated by dividing the Taxable Earnings in the period by the number of Employed Weeks. 

If the Average Hours worked per week is less than 20 hours they will be classified as Part Time. If they are 20 or above they will be classified as Full Time. 

The Last worked date filter is used to filter out Employees based on when the Payee last worked.  If an employee last worked date is not within the date range they will not show on this report. 

As each Pay Company has it’s own ABN the report is grouped by Pay Company.  If a Payee works across multiple Pay Companies then the calculations are only based for hours worked under that Pay Company, the calculations are not combined.

Grouped By

N/A

Filter By

Payday Reconciliation Report (NZ)
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This report has been created to assist reconciling the deduction amounts that are required to be paid forward to the New Zealand IRD for each filing period.

Grouped By

N/A

Filter By

Payment Date From

Payment Date To

Report Fields

Pay Batch No

Payment Date

Gross Earnings

ACC Levy Exempt Earnings

Tax

Child Support

Student Loan

SLCIR

SLBOR

Employer KiwiSaver

Employee KiwiSaver

Payroll Donation Tax Credit

ESCT

Report Status

New Report July 2022

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titlePayee Detailed Export Report (NZ) - Export New Payee Details for easy data checking
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Report lists all Payees created within a selectable date range and provides a detailed report designed to be exported containing all relevant Payee information, including but not limited to Bank, Tax and Super.  Report is designed to check data entry of Payee information. 

Grouped By

N/A

Filter By

Brand

Region

Office

Creation Date

Report Fields

All relevant Payee Record details

Report Status

Updated Report October 2020

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titleStatistics NZ Report - A handy Report For Statistical Reporting
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Report has been created to assist with compiling data for Statistics New Zealand. A number of assumptions have been made and data should be check prior to using this information for reporting. An Employees Employment type will populate as Full Time if the average weekly hours are 30 hours or greater. if hours are less than 30 then Part Time will be populated. Ordinary Hours will only populate if the Pay Code is of the Pay Code Type of Ordinary or Leave and of the unit type of hours. Ordinary Wage is inclusive of taxable allowances. Overtime hours and wage will only include those pay items of the Pay Code type of Overtime.

Grouped By

Pay Company

Office

Filter By

Brand

Region

Office

Pay Company

Item Date Range

Report Fields

 

Pay Company

Office

Employment Type

Gender

Employee Count

Ordinary Time Pay

Ordinary Time Hours

Overtime Pay

Overtime Hours

Report Status

Updated Report October 2020

Payroll → UK

Updated Report October 2020
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titleAllowances (UK) - Lists all allowances paid to a payee
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Report will list all Allowance payments that have been paid to a payee within a user defined date period.

Grouped By

Payee

Filter By

Pay Company

Brand

Region

Office

Pay Group

Employment Type

Pay Batch type

Tax Type

Pay Batch number range

Pay Period End Date range

Payment Date range

Report Fields

 

Payee First

Name

and Surname

Payee

Surname

Pay Company

IRD

Number

Date Of Birth

Payee Number

Candidate Number

Employment Start Date

Last Worked Date

Tax Type

Weeks Employed

Hours Worked

Days Worked

Weeks Worked

Taxable Earnings

Average Weekly Hours

Average Weekly Gross Wage

Classification

Report Status

Tax Type/Payee Type

Employment Type

Pay Group

Allowance Name

Taxable value

Non taxable value

Total value

Report Status

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titlePayday Reconciliation AWR Report (NZUK)
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This report has been created to assist reconciling the deduction amounts that are required to be paid forward to the New Zealand IRD for each filing period.

Grouped By

N/A

Filter By

Payment Date From

Payment Date To

Report Fields

Pay Batch No

Payment Date

Gross Earnings

ACC Levy Exempt Earnings

Tax

Child Support

Student Loan

SLCIR

SLBOR

Employer KiwiSaver

Employee KiwiSaver

Payroll Donation Tax Credit

ESCT

Report Status

New Report July 2022

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titlePayee Detailed Export Report (NZ) - Export New Payee Details for easy data checking
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Report lists all Payees created within a selectable date range and provides a detailed report designed to be exported containing all relevant Payee information, including but not limited to Bank, Tax and Super.  Report is designed to check data entry of Payee information. 

Grouped By

N/A

Filter By

Brand

Region

Office

Creation Date

Report Fields

All relevant Payee Record details

Report Status

Updated Report October 2020

Payroll → UK

Gender Pay Gap Report
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titleAllowances (UK) - Lists all allowances paid to a payee
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Report will list all Allowance payments that have been paid to a payee within a user defined date period.

Grouped By

Payee

Filter By

Pay Company

Brand

Region

Office

Pay Group

Employment Type

Pay Batch type

Tax Type

Pay Batch number range

Pay Period End Date range

Payment Date range

Report Fields

 

Payee First and Surname

Payee Number

Tax Type/Payee Type

Employment Type

Pay Group

Allowance Name

Taxable value

Non taxable value

Total value

Report Status

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title
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The report outputs a clock history for each candidate for each job. This is a report that is available to help manage AWR.

Grouped By

Candidate No

Job No

Filter By

Brand Name

Region Name

Office Name

Client Name

Candidate Number

As At Date - Retrieves jobs that have an active job on or after this date and where timesheet data data exists on or prior to this date. If the job does not last for 12 weeks or more, the job will not be output.

Clock Count From

Clock Count To

Report Fields

Job Start Date

Job End Date

Rate - This is the pay code defined as included in Job Rate Estimate. If that has not been configured against the pay code, the value will be 0.00.

Uplift - This is a value entered into a Job Custom Field that is defined with the word ‘Uplift’ to enter the value of the parity rate.

Enhanced Holiday % - This is a value entered into a Job Custom Field that is defined with the word ‘Additional’ within it to enter the enhanced holiday percentage.

Timesheet Start

Clock Count

Hours Worked - If the payee has not worked, this will be output as ‘Not Worked’

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titleDuplicate Bank Details (UK)
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Report returns a list of records where the same bank details are recorded against different Candidates. It is possible to have the same bank details recorded against the same Candidate Number across multiple Payee Records, so these results are excluded.

Grouped By

N/A

Filter By

N/A

Report Fields

 

Branch Number

Account Number

Building Society

BIC

Candidate Name

Payee No

Candidate No

Report Status

Updated Report October 2020

UK
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titleGender Pay Gap (UK)
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title

The report allows users to export data to csv to allow for required grouping to output data to the employer’s website. Once the report renders to the screen, the user will need to export to csv.

In order to process this report, pay code groups need to be set up to define what data is output into the columns.

Ordinary pay - To identify the pay codes that are classified as ordinary pay.

Bonus pay - To identify the pay codes that are classified as bonus payments.

Exclusion of Pay Codes for Full-Pay Relevant Payees - To identify pay codes that exclude payees as being full-pay payees. If in the relevant period a payee has a pay code in this filter, they will not have the category of full-pay relevant payee.

Hours Worked - To identify the pay codes for the units to include for the determination of hours worked.

Grouped By

Filter By

Snapshot Date - Identifies the date on which the report should be run from.

Select the Pay Company that the report should be run for.

Select the Pay Code Group that defines Ordinary Earnings.

Select the Pay Code Group that defines Bonus Payments.

Select the Pay Code Group that defines Hours Worked.

Select Relevant Payee Pay Code Group. This defines those pay codes that should not be considered for the definition of Full-Pay relevant employees. Where a payee is not paid their usual rate such as people on unpaid compassionate leave or unpaid sabbaticals, they would not be considered a Full-pay relevant employee. 

If an employee is on any kind if leave and not being paid their full usual amount in the pay period, they are not full-pay relevant employees e.g. on SSP, SMP. 

If a person was paid less than usual in the pay period for reasons other than leave, they are still counted as full-pay employees.

You can exclude payees from the report by defining a conditional variable to exclude them. If you don’t have special circumstances to exclude payees, the filters ‘Select the Conditional Variable to Exclude Payees with this value’ and ‘Enter the Conditional Variable Value to Exclude’ can be left blank.

Enter the number of weeks to determine average pay and hours.

If payees should be excluded from the report, select the types or if you want to include all, select the option of 'None'.

Report Fields

Payee ID

Payee Type

Payee Category

Gender

Ordinary Pay

Bonus Pay

Bonus Pay Previous 12 Months

Total Working Hours

Average Weekly Hours

Normal Working Hours - This field is the value on the payee entry screen where you can enter the normal weekly hours if the payee is daily rate driven.

Hourly Rate

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titleAWR Report (UK)
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The report outputs a clock history for each candidate for each job. This is a report that is available to help manage AWR.

Grouped By

Candidate No

Job No

Filter By

Brand Name

Region Name

Office Name

Client Name

Candidate Number

As At Date - Retrieves jobs that have an active job on or after this date and where timesheet data data exists on or prior to this date. If the job does not last for 12 weeks or more, the job will not be output.

Clock Count From

Clock Count To

Report Fields

Job Start Date

Job End Date

Rate - This is the pay code defined as included in Job Rate Estimate. If that has not been configured against the pay code, the value will be 0.00.

Uplift - This is a value entered into a Job Custom Field that is defined with the word ‘Uplift’ to enter the value of the parity rate.

Enhanced Holiday % - This is a value entered into a Job Custom Field that is defined with the word ‘Additional’ within it to enter the enhanced holiday percentage.

Timesheet Start

Clock Count

Hours Worked - If the payee has not worked, this will be output as ‘Not Worked’

Previous 12 Months

Total Working Hours

Average Weekly Hours

Normal Working Hours - This field is the value on the payee entry screen where you can enter the normal weekly hours if the payee is daily rate driven.

Hourly Rate

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titleInvalid Genders for Submission to HMRC (UK)
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Identifies those candidates that do not have the gender of Male or Female allocated.

Grouped By

N/A

Filter By

N/A

Report Fields

Candidate ID

Payee ID

First Name

Surname

Gender

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titleNOW: Pension Data File (UK)

The report is the file format defined by NOW: Pension for the pension data required each pay period. The report parameters include the pension provider, pay group and period range to select. NOW: Pensions import validation requires 1 report per pay period per pay group. You can select data over a range of periods and pay groups to be included in the report which can be used for reconciliation purposes.

Grouped By

N/A

Filter By

Pay Group

Pay Period Start Date From

Pay Period Start Date To

Pension Provider

Report Fields

Forename 1

Forename 2

Surname

NINO

Start Date

Title

DOB

Sex

Payroll No

Pay Start

Pay Period

Pay Frequency

Enrol Date

Posponement Date

Assessment

Address 1

Address 2

Address 3

Address 4

Address 5

Post Code

Email

Salary Sacrifice

EE Conts

ER Conts

AVC’s

Opt In

Opt Out

Gross Pay

Exit Date

EE Cont %

ER Cont %

Pay Code

ER Code

Scheme Code

Pensionable Earnings

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titleStatutory Parameters - Attachment of Earnings Orders Rate Table (UK)

Displays the earning thresholds and rates for rate based AEOs.

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titleUK Statutory Parameters - Child Related Pay (UK)

Displays for each tax year, for each child related statutory payment:

  • The number of weeks at the higher percentage rate

  • The number of weeks at the standard rate

The standard rate value for each payment type

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titleUK Statutory Parameters - National InsuranceInsurance (UK)

Displays for each tax year against weekly, 2 weekly and monthly frequencies the earnings thresholds and percentage rates for each NI category.

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titleUK Statutory Parameters - Pensions (UK)

Displays the auto enrolment:

  • Lower, trigger and upper thresholds for weekly, 2 weekly and monthly frequencies

  • Age thresholds

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titleUK Statutory Parameters - State Pension Age (UK)

Displays the age at which state pension is triggered based on date of birth.

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titleUK Statutory Parameters - Student and Postgraduate Loan (UK)

Displays for each tax year the annual earnings threshold and percentage rate for each loan type.

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titleUK Statutory Parameters - Tax (UK)

Displays for each tax year the annual earnings thresholds and percentage rates for England/Northern Ireland, Scotland and Welsh regimes.

...

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titleClient Single Line Margin Report - A simple Single Line Margin Report by Client

Report lists all Clients that have been invoiced within a selectable date range and displays a single line total for Hours Billed (Based of Bill Code Unit Type of Hours), Gross Wage, Invoiced Ex Gst, Invoice Inc GST, Bill Oncost, Gross Margin (Total Invoiced ex GST – Gross Wage), Net Margin (Total Invoiced ex GST – Gross Wage and Bill Oncost) and a Percentage GP (Net Margin / Total Invoiced ex GST * 100). 

Grouped By

Office

Filter By

Country

Brand Name

Region Name

Office Name

Client Owner

Client Name

Invoice Date Range

Report Fields

Office Name

Client Name

Client Owner

Hours

Gross Wage

Invoice Value Excluding GST

Invoice Value Including GST

Bill Oncost Total

Gross Margin

Net Margin

Gross Profit Percentage

Report Status

Updated Report October 2020

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titleDetailed Client Margin Timesheet Sales Report - A Detailed Summary Margin report at a Pay Code per invoice Level
for all Paid Timesheets
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Report lists all

Clients

Timesheets that have been

invoiced

paid (pay batch completed) within a

selectable

specified payment date range.  The report is grouped by Office and displays Client Name, Cost Centre

Name, Invoice Date

,

Invoice

Number

, Bill Item Hours, Pay Code, Pay Quantity, Pay Rate, Pay Total, Bill Code, Bill Quantity, Bill Rate, Bill Total, Invoice Amount (Inc Gst), $ Margin (Net) and Percentage GP. 

of unique Candidates on paid Jobs, total Gross Wages, Gross Revenue and UnInvoiced Revenue.

Grouped By

Office

Client

Filter By

Country

Brand Name

Region Name

Office Name

Client Owner

Client Name

Invoice

Payment Date Range

Report Fields

Office Name

Client Name

Cost Centre Name

Invoice Date

Invoice

Number of Candidates Paid

Hours Worked

Pay Code

Pay Quantity

Pay Rate

Pay Total

Bill Code

Bill Quantity

Bill Rate

Bill Total

Invoice Amount Including GST

Dollar Margin

Gross Profit Percentage

Gross Wages

Gross Revenue

Uninvoiced Revenue

Report Status

Updated Report October 2020

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titleDetailed Client Timesheet Sales Margin Report - A Summary Detailed Margin report for all Paid Timesheets
at a Pay Code per invoice Level
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Report lists all

Timesheets

Clients that have been

paid (pay batch completed)

invoiced within a

specified payment date range.  The report is grouped by Office and displays Client Name, Cost Centre, Number of unique Candidates on paid Jobs, total Gross Wages, Gross Revenue and UnInvoiced Revenue.

selectable date range and displays Cost Centre Name, Invoice Date, Invoice Number, Bill Item Hours, Pay Code, Pay Quantity, Pay Rate, Pay Total, Bill Code, Bill Quantity, Bill Rate, Bill Total, Invoice Amount (Inc Gst), $ Margin (Net) and Percentage GP. 

Grouped By

Office

Client

Filter By

Country

Brand Name

Region Name

Office Name

Client Owner

Client Name

Payment

Invoice Date Range

Report Fields

Office Name

Client Name

Cost Centre Name

Invoice Date

Invoice Number

of Candidates Paid

Hours Worked

Gross Wages

Gross Revenue

Uninvoiced Revenue

Hours

Pay Code

Pay Quantity

Pay Rate

Pay Total

Bill Code

Bill Quantity

Bill Rate

Bill Total

Invoice Amount Including GST

Dollar Margin

Gross Profit Percentage

Report Status

Updated Report October 2020

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titleInvoice Excel Export Report (new) - Extract your Invoice Information to Excel

Report has been designed to allow for the extraction of Invoice data for use in internal reporting needs.  The report is a flat file extract of relevant invoice information.  This will be particularly useful in creating external client invoicing information

Grouped By

N/A

Filter By

Invoice Date Range

Debtor Name

Invoice No

Report Fields

Invoice number

Invoice Date

Due Date

Invoice Total

Debtor Name

Cost Centre

Job Order No

Candidate

PO Number

Timesheet Week Ending

Work Location

Timesheet Approver Name

Quantity

Hours (Where Bill Code Type is Hours)

Pay Item

Pay Rate

Charge Rate

Pay Total

Charge Total

Project Code

Report Status

New Report October 2020

...