...
| 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
...
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 Supplier Name Job Ends On or After Job Active for More Than No. of Weeks No of Weeks Since a T/S Received Report Date |
Worked RangeCandidateInclude Week of Report Date | Report Fields |
Office Number NumberCandidate |
 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 |
|---|
|
 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/ADays 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 |
|---|
|
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 |
|---|
|
| 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 EndDays 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 |
Report October 2020 |
| Expand |
|---|
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| title | Shift Break (Fatigue) Report - Find Timesheets where break between shifts is an issue |
|---|
| 
Image Removed| 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 |
N/AOffice | Filter By | Country Brand Region Office Client Name |
Shift Minimum Shift Break NoClient No Client Name Job Order No Shift Date Start Date End Date Shift Break Report Status | New Report October 2020Number 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 | Shift Min / Max Hours Find Timesheet Report - Find Timesheets where Shift hours are below of above User Define Thresholds |
|---|
|
 Image RemovedReport 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 Interpreter Status Show Min / Max Filter Client Name Minimum Shift Hours Maximum Shift Hours Timesheet End Date |
Report Fields | Client Id
Client Name
Candidate No
Candidate
Job Order No
Timesheet End Date
Shift Date
Start Date
End Date
Shift Length
Break Length
Interpreter Status| 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 |
|---|
Report lists all Timesheets within a selectable date range and shows who initiated and approved a timesheet (if actioned)| title | Timesheet Audit Report - Get a whole client audit view of Timesheet Approval in a single report |
|---|
| 
Image Removed| 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 |
ClientN/A | Filter By | Country Brand Region Office |
Client NameInterpreter 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 |
Timesheet End Approved DateAdjustment Timesheet Flag Initiator User Name Initiator User Type Submitted Date Approver User Name Approver User Type Start Time End Time Break Length Shift Length Manual Item Manual Quantity Pay Quantity Bill Quantity | Report Status | Updated Report October 2020 |
|
| Expand |
|---|
| title | Timesheet Break Interpreter Leave Balance Check Report - Find Timesheets where Shift hours are below of above User Define Thresholds |
|---|
|
 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 |
Grouped By | N/A| 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 |
Interpreter Status Client Name Minimum Break Length Maximum Shift LengthClient Timesheet End Date | Report Fields |
Client Id Candidate Job Order Interpreter StatusTimesheet End Date Shift Date Start Date End Date Shift Length Break Length 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 Detail Export Report - Find Timesheet details Easily see all timesheets for a defined period by Hierarchy, Job, Client, Payee, Candidate |
|---|
| 
Image Removed| period that have not been completed - allowing for easier follow up |
|
| Image Added Report lists all Timesheet |
lines for still in the workflow (i.e. have not reached interpreter) 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 NameGrouped By | Country Brand Region Office Job Order Client Name Client No Candidate Name Candidate No | . 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 |
Start End DateSubmitted Status Client Name | Report Fields | Office Client |
NoPayee Cost Centre Name Candidate Name Candidate No Payee 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 Reimbursement | Report Status | Updated December 2022 | |
| Expand |
|---|
| title | Timesheets 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 RemovedReport 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 CompanyT/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 |
|---|
|
| 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 |
Keyed by User Filter By | Payment FromPayment Date ToMinimum Shift Break | Report Fields |
Pay Company / Brand / Region / Office/ User/ Client Online Total Timesheet Import Total Keyed Original Total Keyed Adjustment Total Total | Candidate No Candidate Client No Client Name Job Order No Shift Date Start Date End Date Shift Break | Report Status |
Updated |
| Expand |
|---|
| title | Weekly Timesheet Forecast Report - Forecast Weekly Revenue using Job Schedule and Estimated Rates |
|---|
| 
Image Removed| Shift Min / Max Hours 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).Grouped By | Office Job Ownertimesheets 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 OwnerJob OwnerInterpreter Status Show Min / Max Filter Client Name Minimum Shift Hours Maximum Shift Hours Timesheet End Date | Report Fields |
Office Cost Centre NameCandidate No Candidate Job Order No Timesheet End Date Shift Date Start Date |
Timesheet 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 |
|
Payroll
| Expand |
|---|
| title | 12 Month Tenure Report - Easily Identify A Payee's Tenure over the previous 12 months |
|---|
|
 Image RemovedReport 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 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 |
| Expand |
|---|
| title | Contractor Payments - View payments to Payees |
|---|
|
|
 Image RemovedReport 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| Timesheet Audit Report - Get a whole client audit view of Timesheet Approval in a single report |
| | Image Added Report lists all Timesheets within a selectable date range and shows who initiated and approved a timesheet (if actioned). | Grouped By | Client | Filter By | Country Brand Region Office Client Name Timesheet End Date | Report Fields | 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 |
|
| Expand |
|---|
| title | Timesheet Break Report - Find Timesheets where Shift hours are below of above User Define Thresholds |
|---|
|
| Image Added Report 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 | Grouped By | N/A | Filter By | Country Brand Region Office Interpreter Status Client Name Minimum Break Length Maximum Shift Length Timesheet End Date | Report Fields | Client Id Client Name Candidate No Candidate Job Order No Timesheet End Date Shift Date Start Date End Date Shift Length Break Length Interpreter Status | Report Status | Updated Report October 2020 |
|
| Expand |
|---|
| title | Timesheet Detail Export 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 | 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 |
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 | Job Id Timesheet Id Timesheet End Date Timesheet Code Purchase Order No 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/VATParent 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 Reimbursement | Report Status | Updated |
Report October 2020 |
| Expand |
|---|
Grouped By | Country| title | GST/VAT Paid Report - High Level grouped view of GST/VAT paid by Type |
|---|
|
 Image RemovedReport 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. |
| Timesheet Processed - 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 |
Item TypeKeyed by User Client | Filter By |
Country Brand Region Office Payment Date From Payment Date |
RangeCountry NameRegion Name Office Name Item Amount Paid GST Paid Total Paid/ Region / Office/ User/ Client Online Total Timesheet Import Total Keyed Original Total Keyed Adjustment Total Total | Report Status | Updated Report |
October 2020 |
| Expand |
|---|
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| title | Pay Code by Pay Batch Report - See all Deductions set up on a Payee at a given time |
|---|
| 
Image Removed| Weekly 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 |
CountryPay CodeJob Owner | 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 |
|---|
| title | Pay Code Group Linked Pay Codes - Easily see all Pay Codes linked to a Pay Code Group - Great for updating |
|---|
|
 Image RemovedReport 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 V11.22 |
| Expand |
|---|
| title | Payee Deductions Report - See all Deductions set up on a Payee at a given time |
|---|
|
 Image RemovedReport 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 |
|---|
| title | Allowances Pre STP Phase 2 (AU) |
|---|
|
 Image RemovedReport 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 ToJob 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 |
|---|
| title | 12 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 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 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 | Country Brand Region Office Pay Company |
Pay GroupTax TypePay Batch Type  Image RemovedReport 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 TypeInvoice Date From Invoice Date To | 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 | |
| Expand |
|---|
| title | Allowances STP Phase 2 (AU) - Export |
|---|
|
Payroll country Pay company 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 | Added Report V12.21P2 |
|
| Expand |
|---|
| title | Contractor Payments - View payments to Payees |
|---|
|
| Image Added Report 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 |
Batch Type Batch FromPay Batch ToGroup Employment Type Payment Date From Payment Date To Pay Period End Date From Pay Period End Date To Pay |
GroupEmployment Type Allowance Type Reporting Type Payee NoBatch From Pay Batch To | Report Fields | Payee |
NoFirst Name Payee Surname Payee |
First NameTax Type Payee Type Report Status | Updated Report October 2023Pay Group Allowance Name Reporting Type Itemise Blow Threshold Allowance Type Taxable Non Taxable Allowance Total STP Include in Gross STP Itemised 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 |
|---|
Grouped By | Office| title | BSB Not Found Report - Check Payees for BSB / Branch Not Found List |
|---|
|
 Image RemovedReport lists all Payee Bank Accounts that have a BSB Number that is not in the system. |
| GST/VAT Paid Report - High Level grouped view of GST/VAT paid by Type |
| | Image Added Report 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 |
Payee NoPayeeAccount Branch NumberBranch Account Number Item Amount Paid GST Paid Total Paid | Report Status | Updated Report October 2020 |
|
| Expand |
|---|
Filter By | Pay Company| title | Detailed Grouped Pay Batch (AU) Grouped to give total for user defined periods |
|---|
|
 Image RemovedReport 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 |
| Pay 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 |
No No Candidate NoPayment Date From Payment Date To |
Payee NoReport Fields | Country Pay Code Name Payee First Name Payee Surname Payee |
Tax TypeReport 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 | |
| Expand |
|---|
| title | Detailed Pay Batch (AU) |
|---|
|
 Image RemovedReport 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 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 | 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 |
|---|
| title | Duplicate Bank Details (AU) - Identify potentially suspect Payee Bank Account Details for Australia |
|---|
|
 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. | Grouped By | N/A | Filter By | N/A | Report Fields | BSB Number Account Number Candidate Name Payee No Candidate No Number Candidate Number Pay Quantity Pay Rate Pay Total | Report Status | Updated V12.31 |
|
| Expand |
|---|
| title | Pay Code by Pay Batch Report Export - See all Deductions set up on a Payee at a given time |
|---|
|
 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 | Updated V12.31 |
|
| Expand |
|---|
| title | Pay Code Group Linked Pay Codes - 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 | Country Pay Code Group Name Pay Code Group Type Pay Code Name | Report Status | Updated Report V11.22 |
|
| Expand |
|---|
| title | Payee 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 |
|---|
| Expand |
|---|
| title | JobMaker Baseline and Current Period |
|---|
|
Image RemovedReport 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 |
| Expand |
|---|
| title | JobMaker Eligibility (AU) |
|---|
|
Image RemovedReport 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 |
| Expand |
|---|
| title | Pay Code Wage Oncost Link Report (AU) - All Wage Oncosts linked against a Paycode |
|---|
|
|
 Image RemovedReport 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 | As at Date |
Report Fields | Pay Code Name
Pay Code Type
Unit Type
Active Status
Payroll Tax Linked
Worker Compensation Linked
Superannuation Linked
Employee Benefits Linked| title | JobKeeper 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 RemovedThe 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. |
| Allowances 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 |
|
| Expand |
|---|
| title | Allowances 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 |
|
| Expand |
|---|
| title | BSB 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 |
|
| Expand |
|---|
| title | Detailed 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 | 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 |
|
| Expand |
|---|
| title | Payee Grouped Earnings Report - Detailed Earning Report for a Payee - Handy for Centerlink Reporting |
|---|
|
 Image RemovedReport details all earnings (Pay Elements) for a Payee within a user defined Payment Date Time Period. |
Grouped By | Payee |
Filter By | | 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 Pay Batch |
RangeNo From Pay Batch No To Candidate No Payment Date |
RangeFrom Payment Date To Payee No Payee First Name Payee Surname Payee Tax Type | 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 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 |
|---|
| title | Payee Record Detail Export Report Duplicate Bank Details (AU) - Export New Payee Identify potentially suspect Payee Bank Account Details for easy data checkingAustralia |
|---|
|
 Image Removed| 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. 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 |
Brand Region Office Creation Date | Report Fields | All relevant Payee Record details | N/A | Report Fields | BSB Number Account Number Candidate Name Payee No Candidate No | Report Status | Updated Report October 2020 |
|
| Expand |
|---|
|
 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. |
Grouped By | N/A |
Filter By | Contribution Period Fund Name USI |
Report Fields | Fund Name
Reporting Name
SPIN
ABN
SFN
USI
Contribution Period| title | Payee Super Check Report - Find possible Payee Super Configuration errors at the push of a button |
|---|
|  Image RemovedUsing 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 |
|---|
| title | Super Fund USI Search Report - Use the USI to search for Super Funds |
|---|
|
| JobKeeper 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 |
|---|
| title | JobMaker 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 |
|
| Expand |
|---|
| title | 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:  Image Removed Image Removed |
Grouped By | N/A |
Filter By | Pay Company Name Payment Date From Payment Date To |
Report Fields | N/A |
Report Status | Updated Report June 2021 |
| Expand |
|---|
| title | Workplace Profile (AU) |
|---|
|
Image RemovedThe 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.| JobMaker 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 |
|
| Expand |
|---|
| title | Pay Code Wage Oncost Link Report (AU) - 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 | As |
At Pay Company CompanyABN 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
| Expand |
|---|
| title | NZ 12 Month Average Hours (NZ) - Easily Identify A Payee's Average Hours over the previous 12 months |
|---|
|
 Image RemovedReport 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.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 |
|
| Expand |
|---|
| title | 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 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 |
|---|
| title | Payee 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 |
|
| Expand |
|---|
| title | 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 |
|
| Expand |
|---|
| title | Super 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 |
|
| Expand |
|---|
| title | 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: Image AddedImage Added | Grouped By | N/A | Filter By | Pay Company Name Payment Date From Payment Date To | Report Fields | N/A | Report Status | Updated Report June 2021 |
|
| Expand |
|---|
| title | Workplace Profile (AU) |
|---|
|
| Image Added 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 payGender 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
| Expand |
|---|
| title | NZ 12 Month Average Hours (NZ) - Easily Identify A Payee's Average Hours 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 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 | 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 |
|
| Expand |
|---|
| title | Contractor Withholding Tax Rates (NZ) |
|---|
|
 Image AddedLists 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 Pay Group Review Date From Review Date To Include No Review Date | Report Fields | Payee No First Name Surname Review Date Withholding Rate | Report Status | Updated Report October 2020 |
|
| Expand |
|---|
| title | Duplicate Bank Details (NZ)- Identify potentially suspect Payee Bank Account Details for New Zealand |
|---|
|
 Image AddedReport 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 |
|
| Expand |
|---|
| title | Payday Reconciliation Report (NZ) |
|---|
|
 Image AddedThis 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 |
|
| Expand |
|---|
| title | Payee Detailed Export Report (NZ) - Export New Payee Details for easy data checking |
|---|
|
 Image AddedReport 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 |
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 ClassificationRegion Office Creation Date | Report Fields | All relevant Payee Record details | Report Status | Updated Report October 2020 |
|
| Expand |
|---|
Withholding Rate| title | Contractor Withholding Tax Rates (NZ) |
|---|
|
| Image Removed 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 Pay Group Review Date From Review Date To Include No Review Date |
Report Fields | Payee No
First Name
Surname
Review Date
| Statistics NZ Report - A handy Report For Statistical Reporting |
|  Image AddedReport 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
| Expand |
|---|
| title | Duplicate Bank Details Allowances (NZ)- Identify potentially suspect Payee Bank Account Details for New Zealand |
|---|
| 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| UK) - Lists all allowances paid to a payee |
|
 Image AddedReport will list all Allowance payments that have been paid to a payee within a user defined date period. | Grouped By |
N/AN/A | 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 |
NCC Account Number Account Suffix Candidate Name Payee No Candidate No | 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 |
Updated Report October 2020 | |
| Expand |
|---|
| title | Payday Reconciliation AWR Report (NZUK) |
|---|
|
| Image Removed 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 |
| Expand |
|---|
| title | Payee Detailed Export Report (NZ) - Export New Payee Details for easy data checking |
|---|
|
Image RemovedReport 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.  Image AddedThe 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’ |
|
| Expand |
|---|
| title | Duplicate Bank Details (UK) |
|---|
|
 Image AddedReport 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 |
Brand Region Office Creation Date | Report Fields | All relevant Payee Record details | N/A | Report Fields | Branch Number Account Number Building Society BIC Candidate Name Payee No Candidate No | Report Status | Updated Report October 2020 |
|
| Expand |
|---|
| title | Statistics NZ Report - A handy Report For Statistical Reporting |
|---|
|
| Image Removed 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
| Expand |
|---|
| title | Allowances (UK) - Lists all allowances paid to a payee |
|---|
|
| Image Removed 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 | | Expand |
|---|
|
| Image Removed 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’ |
| Expand |
|---|
| title | Duplicate Bank Details (UK) |
|---|
|
| Image Removed 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 |
| Expand |
|---|
|
 Image RemovedThe 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 RemovedThis 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) |
|---|
|
 Image RemovedIdentifies 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) |
|---|
|
 Image RemovedThe 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 |
| Expand |
|---|
| title | Statutory Parameters - Attachment of Earnings Orders Rate Table (UK) |
|---|
|
 Image RemovedDisplays 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 | Statutory Parameters - Child Related Pay (UK) |
|---|
|
|
 Image RemovedDisplays for each tax year, for each child related statutory payment: The standard rate value for each payment type |
Grouped By | Payment | | Image Added 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 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 |
|
| Expand |
|---|
| title | Invalid Genders for Submission to HMRC (UK) |
|---|
|
| Image Added 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) |
|---|
|
| Image Added 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) |
|---|
|
| Image Added 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 | Statutory Parameters - Child Related Pay (UK) |
|---|
|
| Image Added Displays for each tax year, for each child related statutory payment: The standard rate value for each payment type | Grouped By | Payment Type | Filter By | Tax Year Start | Report Fields | Payment Type Weeks at Higher Rate Weeks at Standard Rate Higher Rate Percent Standard Rate |
|
| Expand |
|---|
| title | Statutory Parameters - National Insurance (UK) |
|---|
|
 Image AddedDisplays for each tax year against weekly, 2 weekly and monthly frequencies the earnings thresholds and percentage rates for each NI category. | Grouped By | NI Category | Filter By | Tax Year Start Pay Frequency | Report Fields | NI Category Threshold Name Earnings From Earnings To Employee % Employer % |
|
| Expand |
|---|
| title | Statutory Parameters - Pensions (UK) |
|---|
|
 Image AddedDisplays the auto enrolment: | Grouped By | N/A | Filter By | Tax Year Start | Report Fields | Age Thresholds Lower Age Trigger Age Upper Age Earnings Thresholds Pay Frequency Lower Qualifying Earnings Threshold Trigger Earnings Threshold Upper Qualifying Earnings Threshold |
|
| Expand |
|---|
| title | Statutory Parameters - State Pension Age (UK) |
|---|
|
 Image AddedDisplays the age at which state pension is triggered based on date of birth. | Grouped By | N/A | Filter By | N/A | Report Fields | Born From Date Born To Date State Pension Age Date Reached Override |
|
| Expand |
|---|
| title | Statutory Parameters - Student and Postgraduate Loan (UK) |
|---|
|
Standard Rate Image AddedDisplays for each tax year the annual earnings threshold and percentage rate for each loan type. | Grouped By | Loan Type | Filter By | Tax Year Start | Report Fields | Student Loan |
Payment Type Weeks at Higher Rate Weeks at Standard Rate Higher Rate Percent Threshold Loan Rate % Postgraduate Loan Threshold Loan Rate % |
|
| Expand |
|---|
| title | Statutory Parameters - National Insurance Tax (UK) |
|---|
|
Image Removed Image AddedDisplays for each tax year |
against weekly, 2 weekly and monthly frequencies the the annual earnings thresholds and percentage rates for |
each NI categoryEngland/Northern Ireland, Scotland and Welsh regimes. | Grouped By |
NI CategoryRegime | Filter By | Tax Year Start |
Pay Frequency NI Category Threshold Name | England / Northern Ireland Tax Parameters Earnings From Earnings To Tax Rate % Scottish Tax Parameters Earnings From Earnings To |
Employee % Employer Tax Rate % Welsh Tax Parameters Earnings From Earnings To Tax Rate % |
|
| Expand |
|---|
| title | Statutory Parameters - Pensions Timesheet Gross Profit (UK) |
|---|
|
| Image Removed Displays the auto enrolment: |
Grouped By | N/A |
Filter By | Tax Year Start |
Report Fields | Age Thresholds Lower Age Trigger Age Upper Age Earnings Thresholds Pay Frequency Lower Qualifying Earnings Threshold Trigger Earnings Threshold Upper Qualifying Earnings Threshold |
| Expand |
|---|
| title | Statutory Parameters - State Pension Age (UK) |
|---|
|
| Image Removed Displays the age at which state pension is triggered based on date of birth. |
Grouped By | N/A |
Filter By | N/A |
Report Fields | Born From Date Born To Date State Pension Age Date Reached Override |
| Expand |
|---|
| title | Statutory Parameters - Student and Postgraduate Loan (UK) |
|---|
|
| Image Removed Displays for each tax year the annual earnings threshold and percentage rate for each loan type. |
Grouped By | Loan Type |
Filter By | Tax Year Start |
Report Fields | Student Loan Threshold Loan Rate % Postgraduate Loan Threshold Loan Rate % |
| Expand |
|---|
| title | Statutory Parameters - Tax (UK) |
|---|
|
| Image Removed Displays for each tax year the annual earnings thresholds and percentage rates for England/Northern Ireland, Scotland and Welsh regimes. |
Grouped By | Regime |
Filter By | Tax Year Start |
Report Fields | England / Northern Ireland Tax Parameters Earnings From Earnings To Tax Rate % Scottish Tax Parameters Earnings From Earnings To Tax Rate % Welsh Tax Parameters Earnings From Earnings To Tax Rate % |
| Expand |
|---|
| title | Timesheet Gross Profit (UK) |
|---|
|
 Image RemovedThe 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 |
Billing
| Expand |
|---|
| title | Client Single Line Margin Report - A simple Single Line Margin Report by Client |
|---|
|
Image Removed |
| Image Added 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 Updated V12.31 |
|
Billing
| Expand |
|---|
| title | Client Single Line Margin Report - A simple Single Line Margin Report by Client |
|---|
|
| Image Added 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 |
|---|
|
 Image AddedReport 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 V12.31 |
|
| Expand |
|---|
| title | Detailed Client Margin Report - A Detailed Margin report at a Pay Code per invoice Level |
|---|
|
 Image AddedReport 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)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 |
Client Owner Hours Gross Wage Invoice Value Excluding GST Invoice Value Including GST Bill Oncost Total Gross Margin Net 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 |
|---|
Report Status | Updated | title | Client Timesheet Sales Report - A Summary Margin report for all Paid Timesheets |
|---|
|
| Image Removed 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 |
| Invoice Export Report - Extract your Invoice Information to Excel |
|  Image AddedReport 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 |
|
| Expand |
|---|
| title | Detailed Client Margin Office Job Order Performance Report - A Detailed Margin report at a Pay Code per invoice Level |
|---|
| Image Removed| Summary of each Office Performance |
|
 Image AddedReport 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 ClientInvoice Date RangeOffices 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 |
Client Owner Client Name Date Range Current Jobs as at Date | 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 PercentageTimesheet 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 Jobs | Report Status | Updated Report October 2020 |
|
| Expand |
|---|
| title | Invoice Export Uninvoiced Sales Report - Extract your Invoice Information to Excel |
|---|
|
| Image Removed 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 |
| Expand |
|---|
| title | Office 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 V12.31 |
|
| Expand |
|---|
| title | User Job Order Performance Report - A Summary of each Office Users Performance |
|---|
|
Image Removed Image AddedReport lists all |
Offices and shows Agency/Connect/Integration users (defaulted to Active status) and provides 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 jobs created, filled and cancelled for both Temporary/Contract and Permanent jobs. It includes total hours (based on Bill Code Unit Type |
of Hours 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 |
N/AOffice | Filter By | Country Brand Name Region Name Office |
NameUser Manager Date Range Current |
Jobs as at DateDate User Status User Type | Report Fields | Office Name 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 |
Invoice Invoiced 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 Removed Report 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 TotalCurrent Timesheet Jobs Candidates Filled Jobs Unfilled Jobs | Report Status | Updated Report |
October 2020 |
| Expand |
|---|
Report 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.| 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 Date User Status User Type NameUser 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 V12.22 | |
| 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 |
...
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 |
|
Compliance
| Expand |
|---|
| title | 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 |
|