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title	Activity By Agency User Report - Gain an understanding of User productivity with the Activity by Agency User Report

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Report lists all Activities, grouped by Task scheduled for an Agency User within a selectable date range and totals the number CompletedAwaiting, IncompleteFinished, Cancelled and Percent Completed (Finished & Cancelled). 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 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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title	Agency Staff Listing User List - View a list of Agency/Connect/Integration Users and their contact details

Image RemovedImage Added Reports list all active agency Agency/Connect/Integration users by office and contains all relevant contact details.
Grouped By	User
Filter By	Country Brand Region Office
Report Fields	Staff nameName User TypeUser Name Username Position Phone BH Phone AH Mobile Email One Email AddressTwo
Report Status	Updated Report October 2020V12.22

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title	Candidate Skill Expiry Report - Quickly report on upcoming Skill Expiry for Candidates

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 Include Skills Previously Expired Candidate Status Skill Expiry Date From Skill Expiry Date To
Report Fields	Office Candidate Id Candidate Name Skill Expiry Date Reference Grade Years Used Last Used Level Comment
Report Status	Updated Report October 2020

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

Image RemovedImage Added 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	Candidate Office
Filter By	Country Brand Region Office Client Name Candidate No Candidate First Name Candidate Surname First Day of Week Date Job Order Status
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 2020V12.22

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

Image RemovedImage Added 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 Cost Centre
Filter By	Country Brand Region Office Client NameCandidate NoCost Centre Name Candidate First Name Candidate Surname Job Order Status First Day of Week
Report Fields	Office Client No Client Name Cost Centre Name Candidate Name Job Order NoJob Order End Date Status Position Shift Date Shift Start Time Shift End Time
Report Status	Updated Report October 2020V12.22

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title	Comments by Agency User Report - Gain an understanding of User productivity with the Comments by Agency User Report

Image RemovedImage Added Report lists all Comments, grouped by Comment Standard Description, scheduled for an Agency User within a selectable date range and totals the number completed. 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 Standard Description Comment Date From Comment Date To
Report Fields	Comment Standard Description Comment Type Comments Made
Report Status	Updated Report October 2020V12.22

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title	Comments by Agency User Report - Get a high level view of Consultants use of Comments with Comments by Agency User Report

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	User
Filter By	Country Brand Region Office Comment Description User Manager Comments Date From Comments Date To
Report Fields	Comment Description Comment Type Comments Made
Report Status	Updated Report October 2020

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title	Daily Schedule by Client Report - Get a Daily Snapshot of Scheduled Jobs

Image RemovedImage Added Report lists all Job Orders by Client for a selected Date where there is a Job Schedule.provides shift details for the selected date. Report is grouped by Job Order Office. Data is sorted by Client Name, Job Owner, Start Time, then Candidate Name. This report replaces Daily Schedule by Client and Daily Schedule by Job Owner.
Grouped By	ClientOffice
Filter By	Country Brand Region Office Client Name Shift Date Job Owner Firstname Job Owner Surname Job Order StatusScheduled to Work Date
Report Fields	Client Name Job Owner Job Order No Site Contact Job OwnerStatus Submitted Status Candidate Submitted StatusName Start Time End Time Work Location
Report Status	Updated Report October 2020V12.22

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title	Daily Schedule by Job Owner Order Extension Report - Get a Daily Snapshot of Job Owner's Scheduled Jobs

Easily Stay on top of ongoing Job Orders

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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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title	Job Order Extension Report - Easily Stay on top of ongoing Job Orders

Image Removed Report lists all jobs that have an End date within a user defined time period. The report when exported 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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title	12 Month Tenure Report - Easily Identify A Payee's Tenure over the previous 12 months

Image RemovedImage 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 Employed Before date defaults to 1 year prior to the Tenure As At and excludes Payees who's Employment Start Date is after this date. Data is sorted by Payee Name (Surname, First name). 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

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title	Contractor Payments - View payments to Payees

This report lists all payments made to Payee within the user defined date period and is grouped by Pay CompanyReport provides payments to Payees with Tax Type ‘Company’ or ‘Contractor’, splitting earnings and GST/VAT. It separates non-reimbursement and reimbursement payments. Report is grouped by Country then Pay Company. Data is sorted by Country, Pay Company, Payee First Name then Payee Surname.
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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title	GST/VAT Paid Report - High Level grouped view of GST/VAT paid by Type

Image RemovedImage Added Report details provides all GST paid for a user defined Payment date Period. Data is Grouped by Country, Pay Company, /VAT paid by each Pay Company, split by Office and item type ‘Wages’ or ‘Reimbursement’. Data is sorted by Country, Pay Company, Brand, Region, Office and then 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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title	Pay Code Group - Linked Pay Code Report Codes - Easily see all Pay Codes linked to a Pay Code Group - Great for updating

Image RemovedImage 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	Country Pay Code Group Name Pay Code Group Type Pay Code Name
Report Status	Updated Report October 2020V11.22

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title	Payee Deductions Report - See all Deductions set up on a Payee at a given time

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

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title	Gender Pay Gap (UK)

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 Rate12 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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title	Holiday Accrual Liability (UK)

Image Added This report shows the total accrued hours per payee of leave to date, the cost of that accrual to date based on the current average holiday rate for the current holiday year.
Grouped By	Leave Type
Filter By	Leave Type As At Date
Report Fields	Payee ID First Name Surname Hours Accrual YTD Taken YTD Remain YTD Pay Accrued Taken Remain
Report Status	Updated V12.22

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title	Invalid Genders for Submission to HMRC (UK)

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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title	Timesheet Gross Profit (UK)

Image Modified The report will output data once the timesheets for the period selected has been processed in an invoice. The margin is based on the bill value minus (total pay plus the holiday pay accrual cost, plus the employer national insurance contribution, plus employer pension plus apprenticeship levy). The holiday pay accrual cost is based on the average of the prior 52 weeks. Please note if the candidate has multiple jobs, the holiday cost will also only be allocated to the first job. This will be enhanced in a future release of software. Where pay items are added manually in a pay batch and not processed via a timesheet, these values will not be output onto the report.
Grouped By	None
Filter By	Country Brand Region Office Pay Company Job Owner Pay Period Date From Pay Period Date To Parent Client Client Name Payee Id
Report Fields	Payee ID Candidate ID Payee First Name Payee Surname Timesheet ID Timesheet Type Timesheet Date Pay Batch No Units Pay Holiday Pay Employer NI Employer Pension App Levy Total Cost Bill Margin Margin % Margin/Hour Country Pay Company Region Office Brand Client Job Order ID Job Owner Job Position
Report Status	Report added May 2024

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title	User Job Order Performance Report - A Summary of each Users Performance

Image RemovedImage Added Report lists all Job Order Owners, grouped by Office and shows Agency/Connect/Integration users (defaulted to Active status) and provides the total number of Tempjobs created, filled and cancelled for both Temporary/Contract Jobs Created, Filled and Cancelled within Date Range; Total number of Perm Jobs Created, Filled and Cancelled within date range; The Invoiced Total of Hours (based of and Permanent jobs. It includes total hours (based on Bill Code Unit Type of Hours‘Hours’), unique Job Orders, Timesheet Based Gross Revenue, Non Timesheet Based Gross Revenue and Total Gross Revenue invoiced within date range. The report also lists the current jobs, timesheet gross revenue, non timesheet gross revenue and total gross revenue invoiced. It also provides the number of unique Candidates on Job Orders, Temp/Contract Jobs Filled and Unfilled at jobs submitted to timesheet and the number of Temporary/Contract jobs filled and unfilled at the time of running the report. Created is based on Created By. Filled is based on Filled By. All other details are based on Job Owner. Report is grouped by Office. Data is sorted by Office then User Name.
Grouped By	Office
Filter By	Country Brand Name Region Name Office Name User Manager Date Range Current Jobs as at Date User Status User Type
Report Fields	Office Name ConsultantUser Name Position Timesheet Jobs Created Timesheet Jobs Filled Timesheet Jobs Cancelled Non Timesheet Jobs Created Non Timesheet Jobs Filled Non Timesheet Jobs Cancelled Invoiced Hours Invoiced Jobs Invoice Invoiced Timesheet Revenue Invoiced Non Timesheet Revenue Total Revenue Current Timesheet Jobs Candidates Out Current Filled Jobs Current Unfilled Jobs
Report Status	Updated Report October 2020V12.22

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title	Variance Report - Compare Current and Previous Periods

Report compare a user defined period with a previous period of the same length. For example if the report is run for 7 days then it will be compared to the previous 7 days. Based on Payment, the report will group and compare all candidates worked, hours worked, invoiced revenue, uninvoiced revenue and total revenue per client and office.
Grouped By	Office Client Name
Filter By	Country Brand Name Region Name Office Name Payment Date Range
Report Fields	Office Name Client Name Current Period Current Candidates Out Current Hours Current Invoiced Current Uninvoiced Current Total Revenue Previous Candidates Out Previous Hours Previous Invoiced Previous Uninvoiced Previous Total Revenue Variance Candidate Variance Hours Variance Revenue
Report Status	Updated Report October 2020

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Version	Old Version 36	New Version 37
Changes made by	Miriam Cox	Fiona Sims
Saved on	02 May 2024	01 August 2024

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