The Employee reporting area delivers reports based on the information configured for all employees within the practice and the timesheet transaction each employee has entered.
The set up data includes complete lists of every employee in the practice and additional information such as employee categories, departments and charge rates. Timesheet transactions can be used to report on the clients an employee has charged time to in a specified period.
The reports from this area can be used to ensure that all relevant data is correct, such as employee codes, charge rates, categories and allocations of office, department etc. This reporting area can also be used to produce productivity reports based on timesheet transactions by an employee for a specified time period. The transactions are then broken down by what was chargeable, non chargeable, unbilled and billed then compared against each employee's budget.
|Employee activity||Practice Manager||The Employee Activity reporting area is used to produce reports on employee activities recorded in timesheet entries within a specified period. Activities include payroll details, sick leave, an employee's client list, chargeable and non-chargeable time.|
|Employee cash budget by partner||AE with Practice Manager||The Employee Cash Budget by Partner reporting area is used to produce reports that compare partner budget forecasts with actual client bill (fee) payments and receipts, within a specified date range.|
|Employee details||All||The Employee Details reporting area is used to produce reports that contain a breakdown of employee details. Information gathered from the Employee Details area can be grouped by employee categories, employee company, employee centre, employee department and employee office. The reports from this area provide information on all of the practice's employees.|
|Employee expense control||AE with Practice Manager||The Employee Expense Control reporting area is used to produce reports that contain transaction information on the Employee Expense Control ledger and a summary of the total employee bills (fees) and payments within a specified date range. This area is used by practices that have implemented creditors/suppliers.|
|Employee ledger payments||AE with Practice Manager||The Employee Ledger Payments reporting area is used to produce reports containing payments for employee expense bills (fees) within a specified date range. This area is used by practices that have implemented creditors/suppliers.|
|Employee productivity||Practice Manager||The Employee Productivity reporting area enables practice managers to evaluate and manage the performance of their employees using budgets and productivity percentages within a specified date range. Comparison can be done on dollar value and hours.Reports from this area can compare employee productivity against budget. This provides information on the chargeable and non-chargeable employee time and billing budget.|
|Outstanding employee invoices||AE with Practice Manager||The Outstanding Employee Invoices reporting area is used to produce reports that contain all unpaid employee bills (fees) up to a specified end date. This area is used by practices that have implemented creditors/suppliers.|