...
| Info |
|---|
All FT Standard Reports have apply a user’s Data Group Permissions. This means that you will only see results for the Data Groups you have permissions for. Click here for more information on applying Data Groups to Custom Reports. The FT Standard Reports include Hot Links where applicable. Hot Links allow you to click on a field and have that record opened in a new tab. If you hover over a field you will see a pop up to indicate where a Hot Link is configured. Click here for more information on adding Hot Links to Custom Reports. |
Report Updates (
...
November 2024)
New Reports
...
Bulk Anonymise Batch Candidate Report (12.23 Release AU/NZ)
This report has been created to assist reconciling the deduction amounts that are required to be paid forward to the IRD for each filing period. See the Payroll section below Stimulsoft report will allow you to review information relating Bulk Action - Anonymise Candidate batches. The report provides details on the items that were updated, by whom and when. Click here for more details.
FT Standard Report Library
...
| Expand |
|---|
| title | Activity By Agency User Report - Gain an understanding of User productivity with the Activity by Agency User Report |
|---|
|
 Image Removed Image AddedReport 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 |
|
| Expand |
|---|
| title | Agency Staff Listing User List - View a list of Agency/Connect/Integration Users and their contact details |
|---|
|
 Image Removed Image AddedReports 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 |
|
| Expand |
|---|
| 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 |
|
| Expand |
|---|
| title | Candidate Weekly Schedule Report - See All Scheduled Shifts for Candidates for a Week |
|---|
|
 Image Removed Image AddedReport 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 |
|
| Expand |
|---|
| title | Client Weekly Schedule Report - See All Scheduled Shifts for a Client for a Week |
|---|
|
 Image Removed Image AddedReport 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 |
|
| Expand |
|---|
| title | Comments by Agency User Report - Gain an understanding of User productivity with the Comments by Agency User Report |
|---|
|
 Image Removed Image AddedReport 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 |
|
| Expand |
|---|
| 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 |
|
| Expand |
|---|
| title | Daily Schedule by Client Report - Get a Daily Snapshot of Scheduled Jobs |
|---|
|
 Image Removed Image AddedReport lists all Job Orders by Client for a selected Date where there is a Job Scheduleprovides 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 Status Scheduled to Work Date | Report Fields | Client Name Job Owner Job Order No Site Contact Job OwnerStatus Submitted Status Candidate Name Submitted Status Start Time End Time Work Location | Report Status | Updated Report October 2020 |
|
| Expand |
|---|
| title | Daily Schedule by Job Owner Report - Get a Daily Snapshot of Job Owner's Scheduled Jobs |
|---|
|
 Image RemovedReport 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 | |
| Expand |
|---|
| title | Job Order Extension Report - Easily Stay on top of ongoing Job Orders |
|---|
|
 Image Removed Image AddedReport 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 ByFrom V11.22 onwards thereport no longer provides a separate list for all offices as well as per office. It now just lists jobs, grouped by office, as per other Standard reports. | Grouped By | Office | Filter By | Country Brand Region Office Client Name Job Owner First Name Job Owner Surname 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 2020V12.22 |
|
| Expand |
|---|
| title | Job Order Wage Cost Report (AU) - All Job Orders, All Job Order Wage Costs on one Report |
|---|
|
 Image Removed Image AddedReport 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 ByCountry | Brand Region Office Client Name Job Order Status Submitted To Timesheet Status Payroll Tax Exempt Flag Wage Cost State Match Job Orders As At | Report Fields | Office State (Office Code State) Client No Client Name Cost Centre No Cost Centre Name Job Order No Job Order Status Timesheet 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 2020V12.22 |
|
| Expand |
|---|
| title | Job Order Wage Cost Report (NZ) - All Job Orders, All Job Order Wage Costs on one Report - New Zealand Wage Costs |
|---|
|
 Image Removed Image AddedReport 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 Status Candidate Candidate Office ACC Code ACC Rate | Report StatusNew Report October 2020 | Updated V12.22 |
|
| Expand |
|---|
| title | Jobs in Progress Report - A view of all Vacant and Filled jobs and associated referrals |
|---|
|
 Image Removed Image AddedReport lists all Job Orders in the system with an End Date equal to or greater than the date of running the report. Once displayed a plus sign will appear next to the job number which when clicked will expand the report to show any Candidates in the Referral Workflow, for that job, and the Stage and Date they were referred. | Grouped By | User | Filter By | Country Brand Region Office As At Date Job Owner Job Order Status Position Type | Report Fields | User Name Job Order No Job Status Client No Client Name Position Type Position Order Date Start Date End Date Referral Stage Candidate Candidate No Referral Date Referral User Name | Report Status | Updated Report October 2020V12.22 |
|
| Expand |
|---|
| title | Referral Stage Summary Report - Gain a high level view of activity within Job Referral Workflow |
|---|
|
 Image Removed Image AddedReport 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 Range Job Order Status | 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 2020V12.22 |
|
| Expand |
|---|
|
 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). The report is grouped by Office and 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 | 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 | Candidate Id Candidate Name Skill Expiry Date Reference Grade Years Used Last Used Level Comment | Report Status | Updated Report October 2020 |
|
| Expand |
|---|
| title | Time to Fill Report - A Great Report to Easily to See How long Job Orders are Taking to Fill |
|---|
|
 Image Removed Image AddedReport lists all Jobs Created within a specified date range that have been filled. The report is grouped by Office and Client Name and displays time to fill in Days, Hours and Minutes. | Grouped By | Office Client | Filter By | Country Brand Region Office Client Position Type Job Owner Creation Date Range | Report Fields | Office Client 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 | Report Status | Updated Report October 2020 |
|
...
| Expand |
|---|
| title | Visa Expiry Report - View Candidates that have a Work Visa with an expiry date |
|---|
|
 Image Removed Image AddedReport 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 Candidate Status Show Previously Expired Visa Expiry From Visa Expiry To | Report Fields | Office Candidate No Candidate Status Visa Number Visa Type Contract/Visa Details Nationality Visa Expiry Date Expiry Status | Report Status | Updated Report October 2020V12.22 |
|
Timesheet and Interpretation
| Expand |
|---|
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| title | Candidate Hours by Client Report - Quickly see how many hours your Candidates are working at a Client Site |
|---|
| 
Image Removed| AWR Clock Reset From Non-Submission of Timesheets (UK) |
|
 Image AddedThis report will output those candidates who have not submitted their timesheets for a set period of time as defined in the report parameters to highlight when they are due to have their clock count reset to zero. This report will only output those candidates where AWR monitoring is required. | Grouped By | Office | Filter By |
Country | Brand Name Region Name Office Name Client Name |
Date Worked Range Candidate Report Fields | Office Client NumberSupplier Name Job Ends On or After Job Active for More Than No. of Weeks No of Weeks Since a T/S Received Report Date Include Week of Report Date | Report Fields | Client No. Client Name Candidate |
Number |
 Image RemovedReport 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 report. |
Grouped By | Office |
Filter By | Country Brand Region Office Timesheet End Date |
Report Fields | Candidate Name Payee No Candidate No Employment Type Leave Type Leave Quantity Leave Balance Timesheet Week Ending Interpreter Status Multiple Timesheet |
Report Status | Updated Report October 2020 |
| Expand |
|---|
| title | Outstanding Timesheet Report - Easily see all timesheets for a period that have not been completed - allowing for easier follow up |
|---|
|
 Image RemovedReport 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 Timesheet End Date Timesheet Submitted Status Client Name |
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 Timesheet Location |
Report Status | Updated Report October 2020 |
| Expand |
|---|
| title | Overlapping Timesheet Shift Report - Find timesheets for a candidate where they have entered hours on separate timesheets that overlap |
|---|
|
 Image RemovedReport 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/ACandidate 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) Report Status | New Report October 2020 | |
| Expand |
|---|
| title | Candidate Hours Report - Quickly see how many hours your Candidates are working |
|---|
|
 Image RemovedReport 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 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 |
| Expand |
|---|
| title | Find Timesheet Report - Quickly Find Where to Find a Timesheet in the system |
|---|
|
 Image RemovedReport 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 Job Order No Client Name Candidate No Payee No Candidate First Name Candidate Surname |
Report Fields | Client Name Cost Centre Name Candidate Name Candidate No Payee No Job Order No T/S Start T/S End Adjustment Timesheet Timesheet Location |
Report Status | Updated Report October 2020 |
| Expand |
|---|
| title | Interpreted Time Check Report - Identify discrepancies between Timesheet Shift Length and Interpreted Results |
|---|
|
 Image RemovedReport 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 | Client No Client Name Cost Centre No Cost Centre Name Job Order Number Candidate No Candidate Name Shift Date Start Time End Time Break Length Shift Length Manual Item Manual Quantity Pay Quantity Bill Quantity |
Report Status | Updated Report October 2020 |
| Expand |
|---|
| title | Interpreter Leave Balance Check Report - Find Timesheets with Insufficient Leave Balances before processing your Payroll |
|---|
|
First Name Surname Job No. Client Job Position Position Job Start Date Job End Date Clock Count Office Reset Weeks Last Timesheet No. of Weeks No. of Candidate (per office) Total Candidates | Report Status | Released V12.31 |
|
| Expand |
|---|
| title | AWR Parity Pay Errors (UK) |
|---|
|
 Image AddedShows where a payee has reached parity and if the pay/bill rate used in the timesheet is not the same as the parity pay/bill rate. | Grouped By | Office Candidate No Job No Timesheet End Date | Filter By | Brand Name Region Name Office Name Client Name Supplier Name Job Ends On or After Timesheet End Date From Timesheet End Date To | Report Fields | Office Client Client No Candidate No First Name Surname Supplier Name Job Order No Client Job Position Position Job Start Date Job End Date Date Parity Reached T/S End Date Rate Type Ordinary Hours Parity Pay Rate TS Pay Rate No of Jobs (per office) Total Jobs | Report Status | Released V12.31 |
|
| Expand |
|---|
| title | AWR Incomplete Parity Rates (UK) |
|---|
|
 Image AddedThe parity rates are defaulted the same as the pre-parity rates. This report is to highlight those candidates whose jobs have the same parity rates as their pre-parity rates. This report will only output those candidates where AWR monitoring is required. | Grouped By | Office Client No Candidate No Job No | Filter By | Brand Name Region Name Office Name Client Name Supplier Name Job Ends On or After Job Active for More Than No. of Weeks Clock Count From Clock Count To | Report Fields | Office Client No Client Name Candidate No First Name Surname Supplier Name Job Order No Job Start Date Job End Date Clock Count Enhanced Holiday Rate Type Pay Code Name Pre-Parity Pay Rate Parity Pay Rate No of Jobs (per office) Total Jobs | Report Status | Released V12.31 |
|
| Expand |
|---|
| title | AWR Enhanced Holiday Accrual Check (UK) |
|---|
|
 Image AddedAs holiday accrual rates can be entered as a percentage or a fixed amount per period, this report is to check that the correct enhanced holiday accrual rate has been entered on the job so as to prevent incorrect accrual. This is indicated by outputting those candidates where the percentage difference exceeds a parameter value. | Grouped By | Office Client No Candidate No Job No | Filter By | Brand Name Region Name Office Name Client Name Supplier Name Job Ends On or After Job Active for More Than No. of Weeks Clock Count From Clock Count To Base Leave Accrual Percentage Percentage Difference | Report Fields | Office Client No Client Name Candidate No First Name Surname Supplier Name Job Order No Job Start Date Job End Date Clock Count Enhanced Holiday Override Percentage Change No of Candidates (per office) Total Candidates | Report Status | Released V12.31 |
|
| Expand |
|---|
| title | Candidate AWR Summary (UK) |
|---|
|
 Image AddedA report that outputs candidates’ job clock count, parity rates and enhanced holiday rate for all candidates that are monitored for AWR. Users can decide if they want to see all candidates or those who are at a certain clock count. If all candidates that are monitored for AWR are required, the clock count From would be set as 0. | Grouped By | Office Client No Candidate No Job No | Filter By | Brand Name Region Name Office Name Client Name Supplier Name Job Ends On or After Job Active for More Than No. of Weeks Clock Count From Clock Count To | Report Fields | Office Client No Client Name Candidate No First Name Surname Supplier Name Job Order No Client Job Position Position Job Start Date Job End Date Clock Count Enhanced Holiday Override Rate Type Pay Code Name Pre-Parity Pay Rate Parity Pay Rate No of Jobs (per office) Total Jobs | Report Status | Released V12.31 |
|
| Expand |
|---|
| title | Candidate AWR Clock Count History (UK) |
|---|
|
 Image AddedA report that outputs candidates’ job clock count history. Users can decide if they want to see all candidates or those who are at a certain clock count. If all candidates that are monitored for AWR are required, the clock count From would be set as 0. | Grouped By | Candidate No Job No Client No Client Name Candidate Name Client Job Position Position Job Start Date Job End Date | Filter By | Brand Name Region Name Office Name Client Name Supplier Name Job Ends On or After Job Active for More Than No. of Weeks Clock Count From Clock Count To Candidate Id | Report Fields | T/S Week End Date T/S Type T/S Status Clock Source AWR Status Clock Count | Report Status | Released V12.31 |
|
| Expand |
|---|
| title | Candidate Hours by Client Report - Quickly see how many hours your Candidates are working at a Client Site |
|---|
|
| title | Shift Break (Fatigue) Report - | 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 Client Name |
Timesheet End Date Worked Range Candidate | Report Fields |
Candidate NoCandidate Shift DateClient Job Order No Shift Start Shift End Report Status | Updated Report October 2020 | |
|---|
| Expand |
|---|
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 | Updated V12.31 |
|
| Expand |
|---|
| title | 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 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 V12.31 |
|
| Expand |
|---|
| title | Find Timesheet Report - Quickly Find Where to Find a Timesheet in the system |
|---|
|
| 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 Job Order No Client Name Candidate No Payee No Candidate First Name Candidate Surname | Report Fields | Client Name Cost Centre Name Candidate Name Candidate No Payee No Job Order No T/S Start T/S End Adjustment Timesheet Timesheet Location | Report Status | Updated Report October 2020 |
|
| Expand |
|---|
| title | Interpreted Time Check Report - Identify discrepancies between Timesheet Shift Length and Interpreted Results |
|---|
|
| 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 | Client No Client Name Cost Centre No Cost Centre Name Job Order Number Candidate No Candidate Name Shift Date Start Time End Time Break Length Shift Length Manual Item Manual Quantity Pay Quantity Bill Quantity | Report Status | Updated Report October 2020 |
|
| Expand |
|---|
| title | Interpreter Leave Balance Check Report - Find Timesheets with Insufficient Leave Balances before processing your Payroll |
|---|
|
| Image Added 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 report. | Grouped By | Office | Filter By | Country Brand Region Office Timesheet End Date | Report Fields | Candidate Name Payee No Candidate No Employment Type Leave Type Leave Quantity Leave Balance Timesheet Week Ending Interpreter Status Multiple Timesheet | Report Status | Updated Report October 2020 |
|
| Expand |
|---|
| title | 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 Timesheet End Date Timesheet Submitted Status Client Name | 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 Timesheet Location | Report Status | Updated Report October 2020 |
|
| Expand |
|---|
| title | Overlapping Timesheet Shift Report - 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 Timesheet End Date | Report Fields | Office Candidate No Candidate Name Shift Date Client Name Job Order No Shift Start Shift End | Report Status | Updated Report October 2020 |
|
| Expand |
|---|
| title | Shift Break (Fatigue) Report - Find Timesheets where break between shifts is an issue |
|---|
|
 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 Client Name Shift Date Minimum Shift Break | Report Fields | Candidate No Candidate Client No Client Name Job Order No Shift Date Start Date End Date Shift Break | Report Status | New Report October 2020 |
|
...
| Expand |
|---|
| title | Timesheet Detail Export Report - Find Timesheet details for a defined period by Hierarchy, Job, Client, Payee, Candidate |
|---|
|
 Image Removed Image AddedReport 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 | Country Brand Region Office Timesheet Start Date Timesheet End Date Client Name Client No Payee Name Candidate Name Candidate No Job Order No | Report Fields | Country Brand Region Office Job Id Timesheet Id Timesheet End Date Timesheet Code Purchase Order No Payee First Name Payee Surname Parent Client Cost Centre Name Cost Centre Code Type Date Start Time End Time Attendance / Absence Type Break Start Break End Break Hours Total Hours Project Code Total Project Hours Item Quantity Rate Net Sales Tax Total Additional ClaimReimbursement | Report Status | Updated December 2022 |
|
| Expand |
|---|
| title | Timesheets Timesheet Processed by Pay Company Report - Are you getting the most out of the system? Easily identify how timesheets are being entered into you system |
|---|
|
 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 2020V12.31 |
|
| Expand |
|---|
| title | Weekly Timesheet Forecast Report - Forecast Weekly Revenue using Job Schedule and Estimated Rates |
|---|
|
 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 |
|
...
| Expand |
|---|
| title | 12 Month Tenure Report - Easily Identify A Payee's Tenure over the previous 12 months |
|---|
|
 Image Removed Image AddedReport 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. year) and Pay Company. 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 combinedworked. 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 V12.31 |
|
| Expand |
|---|
| title | Contractor Invoiced VAT/GST Report |
|---|
|
 Image AddedReport lists VAT that has been calculated as part of the proforma remittance generation process for VAT registered contractors. The Invoice Date from and Invoice Date To options refer to the earliest and latest proforma remittance creation dates respectively. The report only includes data linked to payees who are VAT registered contractors, where VAT has been calculated as part of the proforma remittance generation process prior to the contractor being paid in a pay batch. | 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 | Country Brand Region Office Pay Company Employment Type Invoice Date From Invoice Date To | Report Fields |
Payee CompanyPayee Number Candidate Number Employment Start Date Last Worked Date Tax Type Hours Worked Days Worked Weeks Worked Taxable Earningscompany Brand Region Office Invoiced Date (i.e. date on which proforma remittance was created) Pay Period End Date Item (Wages or Reimbursement) Amount VAT/GST Total | Report Status |
Updated Report October 2020 |
| Expand |
|---|
| 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 |
|
| Expand |
|---|
| title | GST/VAT Paid Report - High Level grouped view of GST/VAT paid by Type |
|---|
| 
Image RemovedReport details all GST paid for a user defined Payment date Period. Data is Grouped by Country, Pay Company, Brand, Region, Office and Item Type |
 Image AddedReport provides all GST/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 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 |
|
| Expand |
|---|
| title | Pay Code by Pay Batch Report - See all Deductions set up on a Payee at a given time |
|---|
|
 Image AddedThis 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 |
CompanyCode | Filter By | Country Brand Region Office |
Item Filter By | Country Brand Region OfficePay Code Name Pay Batch From Pay Batch To Payment Date From Payment Date |
RangeTo | Report Fields | Country Pay |
CompanyBrand Region Name Office Name Item Amount Paid GST Paid Total PaidPayee Surname Payee Number Candidate Number Pay Quantity Pay Rate Pay Total | Report Status | Updated |
Report October 2020 |
| Expand |
|---|
| title | Pay Code by Pay Batch Report Export - See all Deductions set up on a Payee at a given time |
|---|
|
Image RemovedThis 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 Image AddedReport provides amount paid by Pay Code broken down by Payee and is designed to be exported. Data is sorted by Country, Pay Code Sort Order, Pay Code Name, Payee Surname then First Name. | Grouped By | Country Pay Code | Filter By | Country Brand Region Office Pay Company Pay Code Type Pay Code Name Payee No 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 |
|---|
| title | Pay Code Group - Linked Pay Code Report Codes - Easily see all Pay Codes linked to a Pay Code Group - Great for updating |
|---|
|
 Image Removed Image AddedReport 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 FieldsFields | Country Pay Code Group Name Pay Code Group Type Pay Code Name | Report Status | Updated Report October 2020V11.22 |
|
| Expand |
|---|
| 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 |
|
...
| Expand |
|---|
| title | Workplace Profile (AU) |
|---|
|
 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 GenderpayGender 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 |
|
...
| Expand |
|---|
|
 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 |
|
| Expand |
|---|
| title | Holiday Accrual Liability (UK) |
|---|
|
 Image AddedThis 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 |
|
| Expand |
|---|
| 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 |
|
| Expand |
|---|
| title | NOW: 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 | Report Status | Version 12.32 |
|
| Expand |
|---|
| title | Statutory Parameters - Attachment of Earnings Orders Rate Table (UK) |
|---|
|
 Displays the earning thresholds and rates for rate based AEOs. | Grouped By | AEO Rate Name Calculation Type | Filter By | Pay Frequency AEO Rate Name | Report Fields | AEO Rate Name Calculation Type Pay Frequency Effective From Earnings From Earnings To Rate % Excess Rate % |
|
...
| Expand |
|---|
| title | Timesheet Gross Profit (UK) |
|---|
|
 Image ModifiedThe 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 2024Updated V12.31 |
|
Billing
| Expand |
|---|
| title | Client 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 |
|
| Expand |
|---|
| title | Client Timesheet Sales Report - A Summary Margin report for all Paid Timesheets |
|---|
|
 Report lists all Timesheets that have been paid (pay batch completed) 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. | Grouped By | Office Client | Filter By | Country Brand Name Region Name Office Name Client Owner Client Name Payment Date Range | Report Fields | Office Name Client Name Cost Centre Name Number of Candidates Paid Hours Worked Gross Wages Gross Revenue Uninvoiced Revenue | Report Status | Updated Report October 2020V12.31 |
|
| Expand |
|---|
| title | Detailed Client Margin Report - A Detailed Margin report at a Pay Code per invoice Level |
|---|
|
 Report lists all Clients that have been invoiced within a 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 Invoice Date Range | Report Fields | Office Name Client Name Cost Centre Name Invoice Date Invoice Number 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 |
|
...
| Expand |
|---|
| title | Office Job Order Performance Report - A Summary of each Office Performance |
|---|
|
 Report lists all Offices and shows the total number of Temp/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 Bill Code Unit Type of 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 number of unique Candidates on Job Orders, Temp/Contract Jobs Filled and Unfilled at time of running report. | Grouped By | N/A | Filter By | Country Brand Name Region Name Office Name Date Range Current Jobs as at Date | Report Fields | Office Name 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 Timesheet Revenue Invoiced Non Timesheet Revenue Total Revenue Current Candidates Out Current Filled Jobs Current Unfilled JobsTimesheet Jobs Cancelled Invoiced Hours Invoiced Jobs Invoice Timesheet Revenue Invoiced Non Timesheet Revenue Total Revenue Current Candidates Out Current Filled Jobs Current Unfilled Jobs | Report Status | Updated Report October 2020 |
|
| Expand |
|---|
| title | Uninvoiced Sales Report - Identify all Uninvoiced sales |
|---|
|
 Image AddedReport lists all Timesheets that have been paid (pay batch completed) and have not been invoiced at time of running the report. | Grouped By | Office | Filter By | Country Brand Name Region Name Office Name | Report Fields | Office Name Client Name Debtor Number Debtor Name Time Group Job Order No Payee No Payee Name Timesheet End Date Pay Batch No Payment Date Total | Report Status | Updated Report |
October 2020 |
| Expand |
|---|
Report lists all Timesheets that have been paid (pay batch completed) and have not been invoiced at time of running the report. | title | Uninvoiced Sales Report - Identify all Uninvoiced sales |
|---|
| Image Removed| User Job Order Performance Report - A Summary of each Users Performance |
|
 Image AddedReport lists all Agency/Connect/Integration users (defaulted to Active status) and provides the total number of jobs created, filled and cancelled for both Temporary/Contract and Permanent jobs. It includes total hours (based on Bill Code Unit Type ‘Hours’), unique jobs, timesheet gross revenue, non timesheet gross revenue and total gross revenue invoiced. It also provides the number of unique Candidates on 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 |
NameTotalUser Manager Date Range Current Date User Status User Type | Report Fields | Office Name |
Client Name Debtor Number Debtor Name Time Group Job Order No Payee No Payee Name Timesheet End Date Pay Batch No Payment Date User 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 Invoiced Timesheet Revenue Invoiced Non Timesheet Revenue Total Revenue Current Timesheet Jobs Candidates Filled Jobs Unfilled Jobs | Report Status | Updated Report |
October 2020 |
| Expand |
|---|
Report lists all Job Order Owners, grouped by Office and shows the total number of Temp/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 Bill Code Unit Type of 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 number of unique Candidates on Job Orders, Temp/Contract Jobs Filled and Unfilled at time of running report| title | User Job Order Performance Report - A Summary of each Users Performance |
|---|
| 
Image Removed| Variance Report - Compare Current and Previous Periods |
|
 Image AddedReport 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 |
User Manager Current Jobs as at Date NameConsultant 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 Timesheet Revenue Invoiced Non Timesheet Revenue Total Revenue Current Candidates Out Current Filled Jobs Current Unfilled JobsName 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 |
|
Compliance
| Expand |
|---|
| title | Variance Report - Compare Current and Previous Periods |
|---|
|
| Image Removed 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 |
...
| Bulk Anonymise Candidate Batch Report (12.23 AU/NZ) |
|
This report can be used to find details about Candidate Records that have been updated via the Bulk Action - Anonymise Candidate feature. It provides details on whether the record’s Personal Identity Information was anonymised, the user that has instigated the feature, and any other elements of the record that have been updated/deleted via the process. | Grouped By | Batch Id (most recent first) | Filter/Search Criterion | Country Brand Region Office Candidate No Batch Id Records Updated From (Date) Records Updated To (Date) | Report Fields | Office Candidate No Candidate Name (Firstname Surname) Batch Date Batch Id Action By Name (Firstname Surname) Action By Username Anonymised PII (display Y / N) Deleted Custom Fields (display Y / N) Deleted Candidate Activities (display Y / N) Deleted Candidate Attachments (display Y / N) Deleted Candidate Comms. History (display Y / N) Deleted Candidate Audit Data (display Y / N) Updated Status to (display name of new Status) Updated Type to (display name of new Type) |
|
| Expand |
|---|
| title | Individuals Right to Data Extract Report |
|---|
|
This report can be used to extract a candidate’s data if the candidate requests their data under privacy by design/individuals right to data provisions. The report is designed to be extracted into a Microsoft Excel file and will extract each set of details onto a separate datasheet. | Grouped By | Candidate Details File Attachment Comment Details Custom Field Details Leave Request Details Payee Details Bank Details Pension Details | Filter By | Candidate ID | Report Fields | Candidate Details Candidate ID First Name Middle Name Surname Salutation Previous Name Gender Marital Status DOB Address Line One Address Line Two Address Line Three City Suburb Postcode Country Mailing Address Line One Mailing Address Line Two Mailing Address Line Three Mailing City Mailing Suburb Mailing Postcode Mailing Country Mobile# After Business Phone# After Hours Phone# Email One Email Two Preferred Contact Method Emergency Contact Name Emergency Contact Phone Emergency Contact Relationship Passport Number Social Security Number Drivers Licence Linkedin URL Facebook URL Twitter URL Place of Birth Nationality Portal Username Height Weight File Attachment File Name Attachment Type Comment Details Created Date Standard Description Comment Custom Field Details Field Type Field Label Field Value Leave Request Details Leave Type Status Start Date End Date Attachments Name Comments Payee Details Payee ID IRD Number (NZ only) NI Number (UK only) Employment Start Date Employment End Date Company Name Company Identifier UTR Number (UK only) Partnership UTR Number (UK only) VAT Registration Number (UK only) Company Address Line One Company Address Line Two Company Address Line Three Company Suburb Company City Company State Company Postcode Company Country Termination Reason Bank Details Payee ID Account Name Account Number BSB Number (AU only) NCC Number (NZ only) Account Reference Account Suffix (NZ only) Sort Code (UK only) Building Society Number (UK only) BIC Code (UK only) Pension Details Payee ID Pension Name (UK only) Superannuation Fund Name (AU only) USI (AU only) Policy Number Opt In Notice Received Date (UK only) Opt Out Notice Received Date (UK only) Opt Out Reference (UK only) Registration Date (UK only) Withdraw Date (UK only) Postponement Type (UK only) Postponement Start Date (UK only) Postponement End Date (UK only). | Report Status | Updated Report July 2022 |
|