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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
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New Reports
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Generic FI Options (12.24 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 for more details.
FT Standard Report Library
Maintenance
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| title | Document Data Storage Report - Get a Snapshot of Your Document Data Storage Usage |
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report is used when setting up a generic Finance Integration. The report contains details of the Field Mapping schema which will assist you to determine if the item is required or not. For more details on the Generic Finance Integration, click here.
FI Missing Accounts Report (12.24 Release AU/NZ)
This report is used when setting up a generic Finance Integration. Once the settings have been configured, this report is used to determine if there are any accounts that have not been mapped so you can ensure that the required accounts have been included in the mapping schema. For more details on the Generic Finance Integration, click here.
FT Standard Report Library
Maintenance
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| title | Document Data Storage Report - Get a Snapshot of Your Document Data Storage Usage |
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 Image AddedThis report has been created to provide you with an understanding of your estimated document data storage usage. The report is not intended to give you a complete understanding of your overall Data Storage as it is focused on the estimated size of the documents stored within your system and the areas of your system with the highest usage. This supports with the auditing of what you have attached including file size and type. This assists in managing system usage to ensure policies are followed around file management and storage. | Grouped By | N/A | Filter By | N/A | Report Fields | Attachment Type File Extension Attached By User Type File Count MBytes GBytes Average MBytes | Report Status | NEW Report October 2020 |
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| title | Activity By Agency User Report - Gain an understanding of User productivity with the Activity by Agency User Report |
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Image RemovedReport lists all Activities, grouped by Task scheduled for an Agency User within a selectable date range and totals the number Awaiting, Finished, Cancelled and Percent Completed (Finished & Cancelled). The Future column totals all Activities scheduled for a future date. Report can be filtered by; Country, Brand, Region, Office, User Manager, Task and Activity Date Range.
Grouped By | User |
Filter By | Country Brand Region Office User Manager Task Activity Date From Activity Date To |
Report Fields | Activity Task Activities Due Completed Incomplete Cancelled Percent Completed Future Tasks |
Report Status | Updated Report October 2020 |
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| title | User List - View a list of Agency/Connect/Integration Users and their contact details |
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Image RemovedReports list all active Agency/Connect/Integration users by office and contains all relevant contact details |
 Image AddedThis report is used when setting up a generic Finance Integration. The report contains details of the Field Mapping schema which will assist you to determine if the item is required or not. For more details on the Generic Finance Integration, click here. | Grouped By | Export Type | Filter/Search Criterion | FI System Name | Report Fields | Export Type Column Name Option Name Option Description |
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| title | FI Missing Accounts Report |
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 Image AddedThis report is used when setting up a generic Finance Integration. Once the settings have been configured, this report is used to determine if there are any accounts that have not been mapped so you can ensure that the required accounts have been included in the mapping schema. For more details on the Generic Finance Integration, click here. | Grouped By | Export Type | Filter/Search Criterion | FI System Name | Report Fields | Export Type Column Name Option Name Option Description |
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Recruitment
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| title | Activity By Agency User Report - Gain an understanding of User productivity with the Activity by Agency User Report |
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| Image Added Report lists all Activities, grouped by Task scheduled for an Agency User within a selectable date range and totals the number Awaiting, Finished, Cancelled and Percent Completed (Finished & Cancelled). The Future column totals all Activities scheduled for a future date. Report can be filtered by; Country, Brand, Region, Office, User Manager, Task and Activity Date Range. Grouped By | User | Filter By | Country Brand Region Office User Manager Task Activity Date From Activity Date To | Report Fields |
Name User Type Username Position Phone BH Phone AH Activity Task Activities Due Completed Incomplete Cancelled Percent Completed Future Tasks | Report Status | Updated Report October 2020 |
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| title | User List - View a list of Agency/Connect/Integration Users and their contact details |
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| Image Added Reports list all active Agency/Connect/Integration users by office and contains all relevant contact details. | Grouped By | User | Filter By | Country Brand Region Office | Report Fields | Name User Type Username Position Phone BH Phone AH Mobile Email One Email Two | Report Status | Updated Report V12.22 |
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| title | Comments by Agency User Report - Gain an understanding of User productivity with the Comments by Agency User Report |
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 Report lists all Commentsprovides the number of comments, grouped by Standard Description , scheduled for an Agency User within a selectable date range and totals the number completed. Report can be filtered by; Country, Brand, Region, Office, User Manager, Comment Description and Activity Date Rangeand Comment Type, made within the selected date range. Report is grouped by Agency User. Data is sorted by Standard Description then Comment Type. | Grouped By | User | Filter By | Country Brand Region Office User Manager Standard Description Date From Date To | Report Fields | Standard Description Comment Type Comments Made | Report Status | Updated Report V12.22 |
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| title | Comments by Agency User Report - Get a high level view of Consultants use of Comments with Comments by Agency User Report |
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 Image RemovedReport lists all Comments, grouped by Comment Description, scheduled for an Agency User within a selectable date range and totals the number completed. | Grouped By | User | Filter By | Country Brand Region Office Comment Description User Manager Comments Date From Comments Date To | Report Fields | Comment Description Comment Type Comments Made | Report Status | Updated Report October 2020 |
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| title | Daily Schedule by Client Report - Get a Daily Snapshot of Scheduled Jobs |
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 Report provides shift details for the selected date. Report is grouped by Job Order Office. Data is sorted by Client Name, Job Owner, Start Time, then Candidate Name. This report replaces Daily Schedule by Client and Daily Schedule by Job Owner. | Grouped By | Office | Filter By | Country Brand Region Office Client Name Shift Date Job Owner Firstname Job Owner Surname Job Order Status | Report Fields | Client Name Job Owner Job Order No Site Contact Status Submitted Status Candidate Name Start Time End Time Work Location | Report Status | Updated Report V12.22 |
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| title | 12 Month Tenure Report - Easily Identify A Payee's Tenure over the previous 12 months |
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 Report lists Hours, Days and Weeks worked by a Payee over 12 months prior to a user defined Date. Report also filters by 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 |
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| title | Contractor Invoiced VAT/GST Report |
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 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 Employment Type Invoice Date From Invoice Date To | Report Fields | 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 |
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| title | Contractor Payments - View payments to Payees |
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 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 Company Pay Group Employment Type Payment Date From Payment Date To Pay Period End Date From Pay Period End Date To Pay Batch From Pay Batch To | Report Fields | Payee First Name Payee Surname Payee No Employment Type No of Payments Total Amount Paid Wages Amount Reimbursement Amount Total GST/VAT Paid Wages GST/VAT Adjustment GST/VAT | Report Status | Updated Report October 2020 |
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| title | Workplace Profile (AU) |
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 The report will use the As At Date to identify Payees who worked in a Pay Period that covers that date. The report will then display Pay Data for that Pay Period as well as Pay Data for the 12 Months prior, where the Payee Worked a Pay Period that covers the As At Date. | Grouped By | N/A | Filter By | As At Date Pay Company | Report Fields | Pay Company ABN Payee No Year Of Birth GenderpayGender Industry Name Employment Type Pay Group Start Date Snap Shot Period Ordinary Hours Overtime Hours Ordinary Pay Overtime Pay Allowance Pay Total Pay 12 Month Period Ordinary Hours Overtime Hours Ordinary Pay Overtime Pay Allowance Pay Total Pay Super | Report Status | Updated Report October 2020 |
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| title | NZ 12 Month Average Hours (NZ) - Easily Identify A Payee's Average Hours over the previous 12 months |
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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| A Payee's Average Hours over the previous 12 months |
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| 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 |
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| title | Contractor Withholding Tax Rates (NZ) |
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 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 |
As At Date Last Worked Pay Company | Pay Company Pay Group Review Date From Review Date To Include No Review Date | Report Fields | Payee No 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 ClassificationSurname Review Date Withholding Rate | Report Status | Updated Report October 2020 |
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| title | Duplicate Bank Details (NZ)- Identify potentially suspect Payee Bank Account Details for New Zealand |
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 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 |
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| title | Contractor Withholding Tax Rates Detailed Pay Batch (NZ) |
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Image RemovedLists 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 Image AddedReport 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 |
GroupReview Batch No To Candidate No Payment Date From |
Review Include No Review DatePayee 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 |
Review Date Withholding RateTax Type Days Worked Hours Worked Units Paid Gross Wage Non Tax Allowance Non Tax Other Reimbursement Gross Deduction Taxable Wage Tax Net Deduction Net Pay GST Employer KiwiSaver ESCT ACC Levy | Report Status | Updated |
Report October 2020 |
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| title | Duplicate Bank Details Detailed Grouped Pay Batch (NZ)- Identify potentially suspect Payee Bank Account Details for New Zealand |
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| 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. |
NCC Account Number Account Suffix Candidate Name Image AddedReport provides Days & Hours Worked, Units Paid, Gross Wage, Non-Taxable Allowance, Non-Taxable Other Earnings, Reimbursements, Gross Deductions, Taxable Wage, Tax, Net Deduction, Net, GST, Employer KiwiSaver, ESCT, ACC Levy by Payee. Data is sorted by Payee Name. Changes to this report include: | Grouped By | N/A | Filter By |
N/A | Report Fields | Pay Company Brand Region Office Pay Batch No From Pay Batch No To Candidate No Payment Date From Payment Date To Payee No Payee First Name Payee Surname Payee Tax Type | Report Fields | Payee No Candidate No First Name Surname Tax Type Days Worked Hours Worked Units Paid Gross Pay Non Tax Allowance Non Tax Other Reimbursement Gross Deduction Taxable Pay Tax Net Deduction Net Pay GST Employer KiwiSaver ESCT ACC Levy | Report Status |
Updated Report October 2020 |
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| title | Payday Reconciliation Report (NZ) |
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 This report has been created to assist reconciling the deduction amounts that are required to be paid forward to the New Zealand IRD for each filing period. | Grouped By | N/A | Filter By | Payment Date From Payment Date To | Report Fields | Pay Batch No Payment Date Gross Earnings ACC Levy Exempt Earnings Tax Child Support Student Loan SLCIR SLBOR Employer KiwiSaver Employee KiwiSaver Payroll Donation Tax Credit ESCT | Report Status | New Report July 2022 |
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 The report allows users to export data to csv to allow for required grouping to output data to the employer’s website. Once the report renders to the screen, the user will need to export to csv. In order to process this report, pay code groups need to be set up to define what data is output into the columns. Ordinary pay - To identify the pay codes that are classified as ordinary pay. Bonus pay - To identify the pay codes that are classified as bonus payments. Exclusion of Pay Codes for Full-Pay Relevant Payees - To identify pay codes that exclude payees as being full-pay payees. If in the relevant period a payee has a pay code in this filter, they will not have the category of full-pay relevant payee. Hours Worked - To identify the pay codes for the units to include for the determination of hours worked. | Grouped By | | Filter By | Snapshot Date - Identifies the date on which the report should be run from. Select the Pay Company that the report should be run for. Select the Pay Code Group that defines Ordinary Earnings. Select the Pay Code Group that defines Bonus Payments. Select the Pay Code Group that defines Hours Worked. Select Relevant Payee Pay Code Group. This defines those pay codes that should not be considered for the definition of Full-Pay relevant employees. Where a payee is not paid their usual rate such as people on unpaid compassionate leave or unpaid sabbaticals, they would not be considered a Full-pay relevant employee. If an employee is on any kind if leave and not being paid their full usual amount in the pay period, they are not full-pay relevant employees e.g. on SSP, SMP. If a person was paid less than usual in the pay period for reasons other than leave, they are still counted as full-pay employees. You can exclude payees from the report by defining a conditional variable to exclude them. If you don’t have special circumstances to exclude payees, the filters ‘Select the Conditional Variable to Exclude Payees with this value’ and ‘Enter the Conditional Variable Value to Exclude’ can be left blank. Enter the number of weeks to determine average pay and hours. If payees should be excluded from the report, select the types or if you want to include all, select the option of 'None'. | Report Fields | Payee ID Payee Type Payee Category Gender Ordinary Pay Bonus Pay Bonus Pay Previous 12 Months Total Working Hours Average Weekly Hours Normal Working Hours - This field is the value on the payee entry screen where you can enter the normal weekly hours if the payee is daily rate driven. Hourly Rate |
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| title | Office Job Order Performance Report - A Summary of each Office Performance |
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 Report lists all Offices and shows the total number of Temp/Contract Jobs Created, Filled and Cancelled within Date Range; Total number of Perm Jobs Created, Filled and Cancelled within date range; The Invoiced Total of Hours (based of Bill Code Unit Type of Hours), unique Job Orders, Timesheet Based Gross Revenue, Non Timesheet Based Gross Revenue and Total Gross Revenue invoiced within date range. The report also lists the current number of unique Candidates on Job Orders, Temp/Contract Jobs Filled and Unfilled at time of running report. | Grouped By | N/A | Filter By | Country Brand Name Region Name Office Name Date Range Current Jobs as at Date | Report Fields | Office Name Timesheet Jobs Created Timesheet Jobs Filled Timesheet Jobs Cancelled Non Timesheet Jobs Created Non Timesheet Jobs Filled Non Timesheet Jobs Cancelled Invoiced Hours Invoiced Jobs Invoice Timesheet Revenue Invoiced Non Timesheet 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 JobsRevenue Total Revenue Current Candidates Out Current Filled Jobs Current Unfilled Jobs | Report Status | Updated Report October 2020 |
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| title | Uninvoiced Sales Report - Identify all Uninvoiced sales |
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 Image AddedReport lists all Timesheets that have been paid (pay batch completed) and have not been invoiced at time of running the report. | Grouped By | Office | Filter By | Country Brand Name Region Name Office Name | Report Fields | Office Name Client Name Debtor Number Debtor Name Time Group Job Order No Payee No Payee Name Timesheet End Date Pay Batch No Payment Date Total | Report Status | Updated Report |
October 2020 |
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Report lists all Timesheets that have been paid (pay batch completed) and have not been invoiced at time of running the report. | title | Uninvoiced Sales Report - Identify all Uninvoiced sales |
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| Image Removed| User Job Order Performance Report - A Summary of each Users Performance |
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 Image AddedReport lists all Agency/Connect/Integration users (defaulted to Active status) and provides the total number of jobs created, filled and cancelled for both Temporary/Contract and Permanent jobs. It includes total hours (based on Bill Code Unit Type ‘Hours’), unique jobs, timesheet gross revenue, non timesheet gross revenue and total gross revenue invoiced. It also provides the number of unique Candidates on jobs submitted to timesheet and the number of Temporary/Contract jobs filled and unfilled at the time of running the report. Created is based on Created By. Filled is based on Filled By. All other details are based on Job Owner. Report is grouped by Office. Data is sorted by Office then User Name. | Grouped By | Office | Filter By | Country Brand Name Region Name Office |
NameUser Manager Date Range Current Date User Status User Type | Report Fields | Office Name User Name |
Client Name Debtor Number Debtor Name Time Group Job Order No Payee No Payee Name Timesheet End Date Pay Batch No Payment Date TotalPosition 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. |
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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 |
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| Image Removed| Variance Report - Compare Current and Previous Periods |
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 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 |
User Manager Date Range Current Date User Status User TypeName Payment Date Range | Report Fields | Office Name |
User 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 JobsCurrent 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 |
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Compliance
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| title | Variance Report - Compare Current and Previous Periods |
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| 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 |
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| Bulk Anonymise Candidate Batch Report (12.23 AU/NZ) |
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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) |
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| title | Individuals Right to Data Extract Report |
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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 |
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