FastTrack360 Version 12 Online Help

AWR - Enhanced Holiday Accrual Check V12.31

Description

The field where Front Office users enter the enhanced holiday override rate has no validation. This is because of how flexible the FastTrack360 leave engine can be configured. For example accrual can be in days, hours or a monetary value.

Therefore, it will be quite easy for errors to be made and the payee then having the wrong amount of accrual applied when they reach parity.

The purpose of this report is to highlight those jobs where the enhanced holiday override value exceeds a certain percentage.

Report Parameters

The report data can be filtered using the following parameters:

Parameter

Description

Rules

Parameter

Description

Rules

Brand

To be able to filter for jobs within a particular brand

Can choose all brands or a particular brand.

Region

To be able to filter for jobs within a particular region.

Can choose all regions or a particular region.

Office

To be able to filter for jobs within the offices selected.

Can select multiple offices. Leave blank if all offices are required. Data is restricted to the user’s security data profile when running the report.

Client Name

To be able to filter for jobs that are for a particular client.

Can be left blank to see all client jobs.

Can enter a part client name. A wildcard % is not required to search for the part name.

Job Ends On or After

To be able to filter on jobs where the job end date is on or after the date entered. This is so jobs that have ended prior to the date are not displayed as they are already ended.

This defaults with today’s date but can be changed.

Job Active for More Than No. of Weeks

The report is only relevant for those jobs that are greater than the parity weeks.  If the job is active for less than the number of weeks entered, these will not appear in the report. As this could be different for a Office or Client, this can be changed where required.

This defaults with 12.

An entry must be made to return data. If all jobs are required, enter a value of 0.

Clock Count From

To be able to filter for those jobs that have a clock count between the range entered.

An entry must be made to return data. A default of 9 is applied but can be changed.

If you want all clock counts, enter a value of 0.

Clock Count To

An entry must be made to return data. A default of 12 is applied but can be changed.

If you want all clock counts, enter a value of 13.

Supplier Name

To filter for workers who are associated to an umbrella or 3rd tier agency.

Can be left blank to see all jobs for all types of payees.

Can enter a part supplier name. A wildcard % is not required to search for the part name.

Base Leave Accrual Percentage

To set what the base leave percentage that a standard leave accrual basis would be.

An entry must be made to return data. A default of 12.07% has been applied but can be changed.

Percentage Difference.

To find where the difference between the Leave Type

An entry must be made to return data. A default of 8.06 has been applied but can be changed.

Report Content

The report content will output the following data:

Column

Comments

Column

Comments

Office

The data is grouped under the office the job is assigned.

Client No.

 

Client Name

 

Candidate Id

 

First Name

 

Surname

 

Supplier Name

 

Job No.

 

Client Job Position

 

Position

 

Job Start Date

 

Job End Date

 

Clock Count

This is the latest clock count on the job.

Enhanced Holiday Override

If there is an enhanced holiday override value entered, this will be displayed, else it will be blank.

Percentage Change

The percentage change formula is:

(ABS(Enhanced Holiday Override minus Base Leave Accrual Percentage) / (Base Leave Accrual Percentage)*100).

If there is a negative difference, it has been converted to a positive value.

Benefits

Helps identify where a payee is approaching parity and the enhanced holiday override needs to be checked to ensure accurate accrual.

Configuration

If you want the report to be distributed to multiple teams, it will be necessary to configure a report schedule.

Classification-Public