FT Standard Reports

In the Reports Module, a FT Standard Report folder is available containing a number of standard 'out of the box' reports. These reports have been created as a result of similar report requests from Agencies over the years. If a standard report does not quite meet your requirements, you can use the Copy action to export the report and import into your report folders. Here you will be able to make the changes required to suit your needs.

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 (July 2022)

New Reports

Payday Reconciliation Report (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

Document Data Storage Report - Get a Snapshot of Your Document Data Storage Usage

This 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

Recruitment

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

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	Activity Task Activities Due Completed Incomplete Cancelled Percent Completed Future Tasks
Report Status	Updated Report October 2020

User List - View a list of Agency/Connect/Integration Users and their contact details

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

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

Report lists all candidate skills that have either previously expired or will expire within a specified date range (Defaulted to 2 weeks from date of running).
Grouped By	Office
Filter By	Country Brand Region Office Skill Name Display Verified Skills Only Include Skills Previously Expired Candidate Status Skill Expiry Date From Skill Expiry Date To
Report Fields	Office Candidate Id Candidate Name Skill Expiry Date Reference Grade Years Used Last Used Level Comment
Report Status	Updated Report October 2020

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

Report lists a 7 Day schedule by Candidate and Office, based on a User imputed Start Date. Enter the first day of the week and report will return 7 days of data. A Job Schedule must be populated on a job for it to show in the report
Grouped By	Candidate Office
Filter By	Country Brand Region Office Client Name Candidate No Candidate First Name Candidate Surname First Day of Week Date Job Order Status
Report Fields	Office Candidate Candidate No Job Order No Client Name Position Shift Date Shift Start Time Shift End Time
Report Status	Updated Report V12.22

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

Report lists a 7 Day schedule by Client and Office, based on a User imputed Start Date. Enter the first day of the week and report will return 7 days of data. A Job Schedule must be populated on a job for it to show in the report
Grouped By	Office Client Cost Centre
Filter By	Country Brand Region Office Client Name Cost Centre Name Candidate First Name Candidate Surname Job Order Status First Day of Week
Report Fields	Office Client No Client Name Cost Centre Name Candidate Name Job Order No Status Position Shift Date Shift Start Time Shift End Time
Report Status	Updated Report V12.22

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

Report lists all 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 Range.
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

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

Report lists all Comments, grouped by Comment Description, scheduled for an Agency User within a selectable date range and totals the number completed.
Grouped By	User
Filter By	Country Brand Region Office Comment Description User Manager Comments Date From Comments Date To
Report Fields	Comment Description Comment Type Comments Made
Report Status	Updated Report October 2020

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

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

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

Report lists all jobs that have an End date within a user defined time period. The report when exported to excel will create a tab for each office with Jobs listed to expire. The final tab contains all data. Report assists Consultants in keeping on top of their ongoing job orders. From V11.22 onwards the report no longer provides a separate list for all offices as well as per office. It now just lists jobs, grouped by office, as per other Standard reports.
Grouped By	Office
Filter By	Country Brand Region Office Client Name Job Owner First Name Job Owner Surname Job Order End Date From Job Order End Date To
Report Fields	Office Client No Client Name Cost Centre Name Job Owner Job Order No Job Order End Date Position Candidate No Candidate Name Candidate Phone Number Report to Contact Name Report to Contact Phone Number
Report Status	Updated Report V12.22

Job Order Wage Cost Report (AU) - All Job Orders, All Job Order Wage Costs on one Report

Report list all Job Orders and the Wage Costs attributed against them. This data can be useful in identifying Job Orders that may have set up incorrectly. Special filters allow you to easily identify Payroll Tax Exempt Jobs and any Job Orders where the State of the Job Order Office does not match the Payroll Tax State and Work Cover State.
Grouped By	N/A
Filter By	Brand Region Office Client Name Job Order Status Submitted To Timesheet Status Payroll Tax Exempt Flag Wage Cost State Match Job Orders As At
Report Fields	Office State (Office Code State) Client No Client Name Cost Centre No Cost Centre Name Job Order No Job Order Status Timesheet Status Candidate Work Cover State Work Cover Code Work Cover Rate Payroll Tax State Payroll Tax Exempt Status Payroll Tax Rate
Report Status	Updated V12.22

Job Order Wage Cost Report (NZ) - All Job Orders, All Job Order Wage Costs on one Report - New Zealand Wage Costs

Report list all NZ Job Orders and the Wage Costs attributed against them. This data can be useful in identifying Job Orders that may have set up incorrectly.
Grouped By	N/A
Filter By	Country Brand Region Office Client Name Job Order Status Timesheet Submitted Status Job / Candidate Office Match Job Orders As At Date
Report Fields	Office Client No Client Name Cost Centre No Cost Centre Name Job Order No Job Order Status Timesheet Status Candidate Candidate Office ACC Code ACC Rate
Report Status	Updated V12.22

Jobs in Progress Report - A view of all Vacant and Filled jobs and associated referrals

Report lists all Job Orders in the system with an End Date equal to or greater than the date of running the report. Once displayed a plus sign will appear next to the job number which when clicked will expand the report to show any Candidates in the Referral Workflow, for that job, and the Stage and Date they were referred.
Grouped By	User
Filter By	Country Brand Region Office As At Date Job Owner Job Order Status Position Type
Report Fields	User Name Job Order No Job Status Client No Client Name Position Type Position Order Date Start Date End Date Referral Stage Candidate Candidate No Referral Date Referral User Name
Report Status	Updated Report V12.22

Referral Stage Summary Report - Gain a high level view of activity within Job Referral Workflow

Report lists all Referral Stages that have had a candidate referred within a selectable date range. The report is grouped by Referral Stage and lists number of Referrals and number of Referrals currently in that Stage.
Grouped By	Referral Stage
Filter By	Country Brand Region Office Referral Stage Position Type Referred Date Range Job Order Status
Report Fields	Referral Stage Job Order No Client Name Cost Centre Position Type Position Status Stage Referrals Current Referrals in Stage
Report Status	Updated Report V12.22

Skill Expiry Report

Report lists all candidate skills that have either previously expired or will expire within a specified date range (Defaulted to 2 weeks from date of running). The report is grouped by Office and displays Candidate Id, Candidate Name, Skill, Expiry Date (shown in red if previously expired), Reference, Grade, Years Used, Last Used, Level and Comment. Report can be filtered by; Country, Brand, Region, Office, Verified Skills, Expired Skills, Skill And Skill Expiry Date range.
Grouped By	Office
Filter By	Country Brand Region Office Skill Name Display Verified Skills Only Include Skills Previously Expired Candidate Status Skill Expiry Date From Skill Expiry Date To
Report Fields	Candidate Id Candidate Name Skill Expiry Date Reference Grade Years Used Last Used Level Comment
Report Status	Updated Report October 2020

Time to Fill Report - A Great Report to Easily to See How long Job Orders are Taking to Fill

Report lists all Jobs Created within a specified date range that have been filled. The report is grouped by Office and Client Name and displays time to fill in Days, Hours and Minutes.
Grouped By	Office Client
Filter By	Country Brand Region Office Client Position Type Job Owner Creation Date Range
Report Fields	Office Client Name Cost Centre Job Order No Job Owner Position Type Position Job Order Status Job Order Start Date Job Order End Date Filled Date Days To Fill Hours To Fill Minutes to Fill
Report Status	Updated Report October 2020

Timesheet Workflow User Details - Helpful to identify which Timesheet Workflow(s) a User is selected in should they need to be changed.

Get job order timesheet workflow Initiator, Approver & Escalation User details for both New & Adjustment timesheets. Helpful to identify which Timesheet Workflow(s) a User is selected in should they need to be changed. Report can be filtered by Country, Brand, Region, Office, Job End Date, Job Start Date, Job Status, Client Id, Job Order Id, Timesheet Type, Submitted To Timesheet, Initiator Type, Initiator Id, Approver Type, Approver Id, Escalation Id
Grouped By	Office Client
Filter By	Country Brand Region Office Job End Date From Job End Date To Job Start Date From Job Start Date To Job Status Client Id Job Order Id Timesheet Type Submitted to Timesheet Initiator Type Imitator Id Approver Type Approver Id Escalation Id
Report Fields	Country Client Id Client Name Office Job Order Id Job Status Start Date End Date Submit to Timesheet (status) Initiator Type Initiator Id Initiator Name Approver Type Approver Id Approver Name Timesheet Type Escalation Id (User) Escalation Name
Report Status	Updated Report October 2020

Visa Expiry Report - View Candidates that have a Work Visa with an expiry date

Report lists all Candidates that have a Work Visa with an expiry date within the Date Range Filter. Report is useful in managing Work Visa compliance.
Grouped By	Office Visa Expiry Date
Filter By	Country Brand Region Office Candidate Status Show Previously Expired Visa Expiry From Visa Expiry To
Report Fields	Office Candidate No Candidate Status Visa Number Visa Type Contract/Visa Details Nationality Visa Expiry Date Expiry Status
Report Status	Updated V12.22

Timesheet and Interpretation

AWR Clock Reset From Non-Submission of Timesheets (UK)

This 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	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 Include Week of Report Date
Report Fields	Client No. Client Name Candidate Id First Name Surname Job No. Client Job Position Position Job Start Date Job End Date Clock Count Office Reset Weeks Last Timesheet No. of Weeks No. of Candidate (per office) Total Candidates
Report Status	Released V12.31

AWR Parity Pay Errors (UK)

Shows 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

AWR Incomplete Parity Rates (UK)

The 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

AWR Enhanced Holiday Accrual Check (UK)

As 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

Candidate AWR Summary (UK)

A 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

Candidate AWR Clock Count History (UK)

A 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

Candidate Hours by Client Report - Quickly see how many hours your Candidates are working at a Client Site

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 Date Worked Range Candidate
Report Fields	Office Client Number Client Name Candidate Number Candidate Name Days Worked Ordinary Hours (Type of Ordinary and Unit Type of Hours) Overtime Hours (Type of Overtime and Unit Type of Hours) Allowance Quantity (Type of Allowance) Leave Hours (Type of Leave and Unit Type of Hours) Total Hours (Unit Type of Hours)
Report Status	Updated V12.31

Candidate Hours Report - Quickly see how many hours your Candidates are working

Report lists all Candidates who have been in a pay batch where the Pay Code Item Date is within date range. The report is grouped by Office and displays Totals of Pay Codes Types based on the type of Ordinary, Overtime, Allowance and Leave.
Grouped By	Office
Filter By	Country Brand Region Office Client Name Date Worked Range
Report Fields	Office Candidate Name Candidate Number Ordinary Hours (Type of Ordinary and Unit Type of Hours) Overtime Hours (Type of Overtime and Unit Type of Hours) Allowance Quantity (Type of Allowance) Leave Hours (Type of Leave and Unit Type of Hours) Total Hours (Unit Type of Hours)
Report Status	Updated V12.31

Find Timesheet Report - Quickly Find Where to Find a Timesheet in the system

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

Interpreted Time Check Report - Identify discrepancies between Timesheet Shift Length and Interpreted Results

Report is helpful in identifying timesheets where the hours entered do not match the hours interpreted. Report can be filter to show where there are discrepancies or can show all timesheets that meet the search criteria regardless if the results match or not.
Grouped By	N/A
Filter By	Country Brand Region Office Interpreter Status Show Discrepancies Flag Timesheet End Date Client Name
Report Fields	Client No Client Name Cost Centre No Cost Centre Name Job Order Number Candidate No Candidate Name Shift Date Start Time End Time Break Length Shift Length Manual Item Manual Quantity Pay Quantity Bill Quantity
Report Status	Updated Report October 2020

Interpreter Leave Balance Check Report - Find Timesheets with Insufficient Leave Balances before processing your Payroll

Report assists in identifying Payees whose Leave balance may be insufficient for timesheet-based leave requests. Where a timesheet has insufficient balance, a row will appear in red. Where there are multiple timesheets with Leave on them for the same payee a Multiple Timesheet warning will appear in Orange. Only timesheets that have not been paid will appear in the report.
Grouped By	Office
Filter By	Country Brand Region Office Timesheet End Date
Report Fields	Candidate Name Payee No Candidate No Employment Type Leave Type Leave Quantity Leave Balance Timesheet Week Ending Interpreter Status Multiple Timesheet
Report Status	Updated Report October 2020

Outstanding Timesheet Report - Easily see all timesheets for a period that have not been completed - allowing for easier follow up

Report lists all Timesheet still in the workflow (i.e. have not reached interpreter) for a given user defined period. Very helpful report to send to Offices to follow up on all their outstanding timesheets meaning less chance of candidates not getting paid.
Grouped By	Office
Filter By	Country Brand Region Office Timesheet End Date Timesheet Submitted Status Client Name
Report Fields	Office Client Name Cost Centre Name Candidate Name Candidate No Payee No Job Order No T/S Start T/S End Filled by User Name Timesheet Location
Report Status	Updated Report October 2020

Overlapping Timesheet Shift Report - Find timesheets for a candidate where they have entered hours on separate timesheets that overlap

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

Shift Break (Fatigue) Report - Find Timesheets where break between shifts is an issue

Report assists in identifying shift that are worked with less than a user defined shift break. This is useful in identifying and potential fatigue issues and ensuring legislative compliance. Report also identifies any overlapping shifts.
Grouped By	N/A
Filter By	Country Brand Region Office Client Name Shift Date Minimum Shift Break
Report Fields	Candidate No Candidate Client No Client Name Job Order No Shift Date Start Date End Date Shift Break
Report Status	New Report October 2020

Shift Min / Max Hours Report - Find Timesheets where Shift hours are below of above User Define Thresholds

Report 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
Report Status	Updated Report October 2020

Timesheet Audit Report - Get a whole client audit view of Timesheet Approval in a single report

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

Timesheet Break Report - Find Timesheets where Shift hours are below of above User Define Thresholds

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

Timesheet Detail Export Report - Find Timesheet details for a defined period by Hierarchy, Job, Client, Payee, Candidate

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 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

Timesheet Processed - Are you getting the most out of the system? Easily identify how timesheets are being entered into you system

Report lists all timesheets processed within a user defined payment period. Results are then displayed by Pay Company, Brand, Region, Office, User and Client and display on separate pages. The report breaks down the origin of the timesheet entry to Online, Imports, Keyed Original, Keyed Adjustments, Keyed Total and Total.
Grouped By	Pay Company Brand Region Office Keyed by User Client
Filter By	Payment Date From Payment Date To
Report Fields	Pay Company / Brand / Region / Office/ User/ Client Online Total Timesheet Import Total Keyed Original Total Keyed Adjustment Total Total
Report Status	Updated Report V12.31

Weekly Timesheet Forecast Report - Forecast Weekly Revenue using Job Schedule and Estimated Rates

Report lists all Timesheets within a selectable date range and shows who initiated and approved a timesheet (if actioned).
Grouped By	Office Job Owner
Filter By	Country Brand Region Office Job Owner Client Name Timesheet End Date
Report Fields	Office Job Owner Client Name Cost Centre Name Job Order No Timesheet Start Date Timesheet End Date Job Order Status Rate Frequency Scheduled Hours Scheduled Days Estimated Pay Rate Estimated Bill Rate Estimated Bill OnCost Dollar Margin Job Weekly Profit GP%
Report Status	Updated Report October 2020

Payroll

12 Month Tenure Report - Easily Identify A Payee's Tenure over the previous 12 months

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

Contractor Invoiced VAT/GST Report

Report 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

Contractor Payments - View payments to Payees

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

GST/VAT Paid Report - High Level grouped view of GST/VAT paid by Type

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	Country Pay Company Brand Name Region Name Office Name Item Amount Paid GST Paid Total Paid
Report Status	Updated Report October 2020

Pay Code by Pay Batch Report - See all Deductions set up on a Payee at a given time

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 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

Pay Code by Pay Batch Report Export - See all Deductions set up on a Payee at a given time

Report 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

Pay Code Group Linked Pay Codes - Easily see all Pay Codes linked to a Pay Code Group - Great for updating

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

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

Report lists all Payees with an active deduction on or after a selectable date. Handy report to see what Deductions are outstanding especially useful for Rolling deductions and Over payments
Grouped By	Office
Filter By	Country Brand Region Office Deduction Name As At Date
Report Fields	Office Name Payee No Payee Name Deduction Name Calculation Type Calculated On Apply To Deduction Start Date Deduction End Date Rolling Deduction Flag Outstanding Balance (Rolling Deductions Only) Net Protected Amount Deduction Reference
Report Status	Updated Report October 2020

Payroll -> AU

Allowances Pre STP Phase 2 (AU)

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

Allowances STP Phase 2 (AU) - Export

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

BSB Not Found Report - Check Payees for BSB / Branch Not Found List

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

Detailed Grouped Pay Batch (AU) Grouped to give total for user defined periods

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

Detailed Pay Batch (AU)

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 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

Duplicate Bank Details (AU) - Identify potentially suspect Payee Bank Account Details for Australia

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	BSB Number Account Number Candidate Name Payee No Candidate No
Report Status	Updated Report October 2020

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.

The report will return any PAYG Payees who have an employment Start Date on or prior to the 1^st 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.

JobMaker Baseline and Current Period

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

JobMaker Eligibility (AU)

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

Pay Code Wage Oncost Link Report (AU) - All Wage Oncosts linked against a Paycode

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 Date
Report Fields	Pay 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

Payee Grouped Earnings Report - Detailed Earning Report for a Payee - Handy for Centerlink Reporting

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

Payee Record Detail Export Report (AU) - Export New Payee Details for easy data checking

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

Payee Super Check Report - Find possible Payee Super Configuration errors at the push of a button

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

Super Fund USI Search Report - Use the USI to search for Super Funds

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

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: The file must be saved as Text, as shown in the example below. In the Export Settings, you must select the US-ASCII encoding option, as shown below.
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

Workplace Profile (AU)

The report will use the As At Date to identify Payees who worked in a Pay Period that covers that date. The report will then display Pay Data for that Pay Period as well as Pay Data for the 12 Months prior, where the Payee Worked a Pay Period that covers the As At Date.
Grouped By	N/A
Filter By	As At Date Pay Company
Report Fields	Pay Company ABN Payee No Year Of Birth 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

NZ 12 Month Average Hours (NZ) - Easily Identify A Payee's Average Hours over the previous 12 months

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

Contractor Withholding Tax Rates (NZ)

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 Withholding Rate
Report Status	Updated Report October 2020

Duplicate Bank Details (NZ)- Identify potentially suspect Payee Bank Account Details for New Zealand

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	NCC Account Number Account Suffix Candidate Name Payee No Candidate No
Report Status	Updated Report October 2020

Payday Reconciliation Report (NZ)

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

Payee Detailed Export Report (NZ) - Export New Payee Details for easy data checking

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

Statistics NZ Report - A handy Report For Statistical Reporting

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

Allowances (UK) - Lists all allowances paid to a payee

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

AWR Report (UK)

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’

Duplicate Bank Details (UK)

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

Gender Pay Gap (UK)

The report allows users to export data to csv to allow for required grouping to output data to the employer’s website. Once the report renders to the screen, the user will need to export to csv. In order to process this report, pay code groups need to be set up to define what data is output into the columns. Ordinary pay - To identify the pay codes that are classified as ordinary pay. Bonus pay - To identify the pay codes that are classified as bonus payments. Exclusion of Pay Codes for Full-Pay Relevant Payees - To identify pay codes that exclude payees as being full-pay payees. If in the relevant period a payee has a pay code in this filter, they will not have the category of full-pay relevant payee. Hours Worked - To identify the pay codes for the units to include for the determination of hours worked.
Grouped By
Filter By	Snapshot Date - Identifies the date on which the report should be run from. Select the Pay Company that the report should be run for. Select the Pay Code Group that defines Ordinary Earnings. Select the Pay Code Group that defines Bonus Payments. Select the Pay Code Group that defines Hours Worked. Select Relevant Payee Pay Code Group. This defines those pay codes that should not be considered for the definition of Full-Pay relevant employees. Where a payee is not paid their usual rate such as people on unpaid compassionate leave or unpaid sabbaticals, they would not be considered a Full-pay relevant employee. If an employee is on any kind if leave and not being paid their full usual amount in the pay period, they are not full-pay relevant employees e.g. on SSP, SMP. If a person was paid less than usual in the pay period for reasons other than leave, they are still counted as full-pay employees. You can exclude payees from the report by defining a conditional variable to exclude them. If you don’t have special circumstances to exclude payees, the filters ‘Select the Conditional Variable to Exclude Payees with this value’ and ‘Enter the Conditional Variable Value to Exclude’ can be left blank. Enter the number of weeks to determine average pay and hours. If payees should be excluded from the report, select the types or if you want to include all, select the option of 'None'.
Report Fields	Payee ID Payee Type Payee Category Gender Ordinary Pay Bonus Pay Bonus Pay Previous 12 Months Total Working Hours Average Weekly Hours Normal Working Hours - This field is the value on the payee entry screen where you can enter the normal weekly hours if the payee is daily rate driven. Hourly Rate

Holiday Accrual Liability (UK)

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

Invalid Genders for Submission to HMRC (UK)

Identifies those candidates that do not have the gender of Male or Female allocated.
Grouped By	N/A
Filter By	N/A
Report Fields	Candidate ID Payee ID First Name Surname Gender

NOW: Pension Data File (UK)

The report is the file format defined by NOW: Pension for the pension data required each pay period. The report parameters include the pension provider, pay group and period range to select. NOW: Pensions import validation requires 1 report per pay period per pay group. You can select data over a range of periods and pay groups to be included in the report which can be used for reconciliation purposes.
Grouped By	N/A
Filter By	Pay Group Pay Period Start Date From Pay Period Start Date To Pension Provider
Report Fields	Forename 1 Forename 2 Surname NINO Start Date Title DOB Sex Payroll No Pay Start Pay Period Pay Frequency Enrol Date Posponement Date Assessment Address 1 Address 2 Address 3 Address 4 Address 5 Post Code Email Salary Sacrifice EE Conts ER Conts AVC’s Opt In Opt Out Gross Pay Exit Date EE Cont % ER Cont % Pay Code ER Code Scheme Code Pensionable Earnings
Report Status	Version 12.32

Statutory Parameters - Attachment of Earnings Orders Rate Table (UK)

Displays the earning thresholds and rates for rate based AEOs.
Grouped By	AEO Rate Name Calculation Type
Filter By	Pay Frequency AEO Rate Name
Report Fields	AEO Rate Name Calculation Type Pay Frequency Effective From Earnings From Earnings To Rate % Excess Rate %

Statutory Parameters - Child Related Pay (UK)

Displays for each tax year, for each child related statutory payment: The number of weeks at the higher percentage rate The number of weeks at the standard rate 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

Statutory Parameters - National Insurance (UK)

Displays 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 %

Statutory Parameters - Pensions (UK)

Displays the auto enrolment: Lower, trigger and upper thresholds for weekly, 2 weekly and monthly frequencies Age thresholds
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

Statutory Parameters - State Pension Age (UK)

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

Statutory Parameters - Student and Postgraduate Loan (UK)

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 %

Statutory Parameters - Tax (UK)

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 %

Timesheet Gross Profit (UK)

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

Client Single Line Margin Report - A simple Single Line Margin Report by Client

Report lists all Clients that have been invoiced within a selectable date range and displays a single line total for Hours Billed (Based of Bill Code Unit Type of Hours), Gross Wage, Invoiced Ex Gst, Invoice Inc GST, Bill Oncost, Gross Margin (Total Invoiced ex GST – Gross Wage), Net Margin (Total Invoiced ex GST – Gross Wage and Bill Oncost) and a Percentage GP (Net Margin / Total Invoiced ex GST * 100).
Grouped By	Office
Filter By	Country Brand Name Region Name Office Name Client Owner Client Name Invoice Date Range
Report Fields	Office Name Client Name Client Owner Hours Gross Wage Invoice Value Excluding GST Invoice Value Including GST Bill Oncost Total Gross Margin Net Margin Gross Profit Percentage
Report Status	Updated Report October 2020

Client Timesheet Sales Report - A Summary Margin report for all Paid Timesheets

Report lists all Timesheets that have been paid (pay batch completed) within a specified payment date range. The report is grouped by Office and displays Client Name, Cost Centre, Number of unique Candidates on paid Jobs, total Gross Wages, Gross Revenue and UnInvoiced Revenue.
Grouped By	Office Client
Filter By	Country Brand Name Region Name Office Name Client Owner Client Name Payment Date Range
Report Fields	Office Name Client Name Cost Centre Name Number of Candidates Paid Hours Worked Gross Wages Gross Revenue Uninvoiced Revenue
Report Status	Updated Report V12.31

Detailed Client Margin Report - A Detailed Margin report at a Pay Code per invoice Level

Report lists all Clients that have been invoiced within a selectable date range and displays Cost Centre Name, Invoice Date, Invoice Number, Bill Item Hours, Pay Code, Pay Quantity, Pay Rate, Pay Total, Bill Code, Bill Quantity, Bill Rate, Bill Total, Invoice Amount (Inc Gst), $ Margin (Net) and Percentage GP.
Grouped By	Office Client
Filter By	Country Brand Name Region Name Office Name Client Owner Client Name Invoice Date Range
Report Fields	Office Name Client Name Cost Centre Name Invoice Date Invoice Number Hours Pay Code Pay Quantity Pay Rate Pay Total Bill Code Bill Quantity Bill Rate Bill Total Invoice Amount Including GST Dollar Margin Gross Profit Percentage
Report Status	Updated Report October 2020

Invoice Export Report - Extract your Invoice Information to Excel

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

Office Job Order Performance Report - A Summary of each Office Performance

Report lists all Offices and shows the total number of Temp/Contract Jobs Created, Filled and Cancelled within Date Range; Total number of Perm Jobs Created, Filled and Cancelled within date range; The Invoiced Total of Hours (based of Bill Code Unit Type of Hours), unique Job Orders, Timesheet Based Gross Revenue, Non Timesheet Based Gross Revenue and Total Gross Revenue invoiced within date range. The report also lists the current number of unique Candidates on Job Orders, Temp/Contract Jobs Filled and Unfilled at time of running report.
Grouped By	N/A
Filter By	Country Brand Name Region Name Office Name Date Range Current Jobs as at Date
Report Fields	Office Name Timesheet Jobs Created Timesheet Jobs Filled Timesheet Jobs Cancelled Non Timesheet Jobs Created Non Timesheet Jobs Filled Non Timesheet Jobs Cancelled Invoiced Hours Invoiced Jobs Invoice Timesheet Revenue Invoiced Non Timesheet Revenue Total Revenue Current Candidates Out Current Filled Jobs Current Unfilled Jobs
Report Status	Updated Report October 2020

Uninvoiced Sales Report - Identify all Uninvoiced sales

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 Total
Report Status	Updated Report V12.31

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

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.
Grouped By	Office
Filter By	Country Brand Name Region Name Office User Manager Date Range Current Date 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 Invoiced Timesheet Revenue Invoiced Non Timesheet Revenue Total Revenue Current Timesheet Jobs Candidates Filled Jobs Unfilled Jobs
Report Status	Updated Report V12.22

Variance Report - Compare Current and Previous Periods

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

Compliance

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