Reports - Revision history

Cienna at 02:36, 17 February 2023

2023-02-17T02:36:59Z

← Older revision		Revision as of 02:36, 17 February 2023
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	\| If you have allowed staff to leave notes for you from the App/Portal, this report will generate all notes left by staff for a duration of time.		\| If you have allowed staff to leave notes for you from the App/Portal, this report will generate all notes left by staff for a duration of time.
	\|}		\|}

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			<b>[[Main Page \| < Back]]</b>

Cienna: /* Timesheet Hours */

2023-02-07T05:00:15Z

Timesheet Hours

← Older revision		Revision as of 05:00, 7 February 2023
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	The detail found in these reports can be used on active/terminated staff, and can be customized based on the selections you make through the report generation process.		The detail found in these reports can be used on active/terminated staff, and can be customized based on the selections you make through the report generation process.


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Cienna at 05:00, 7 February 2023

2023-02-07T05:00:01Z

← Older revision		Revision as of 05:00, 7 February 2023
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	Thankfully most of the reports follow a simple configuration structure; pick a date range, pick what you want to see in the report via each tab and generate it - everything can be exported to an Excel spreadsheet for further customization or editing as required.<Br><br>		Thankfully most of the reports follow a simple configuration structure; pick a date range, pick what you want to see in the report via each tab and generate it - everything can be exported to an Excel spreadsheet for further customization or editing as required.<Br><br>
	The tabled list of reports that are available are further down in this article - there are plenty to choose from and you can even save a report with some selections as a Favourite to use again later!		The tabled list of reports that are available are further down in this article - there are plenty to choose from and you can even save a report with some selections as a Favourite to use again later!
	<br>		<br><br>
	Can't find a report that you're after, or maybe there's one but not in the correct format? Have a chat with <b>[https://wageloch.com.au/contact Helpdesk]</b> and let us know what your requirements are.<br>		Can't find a report that you're after, or maybe there's one but not in the correct format? Have a chat with <b>[https://wageloch.com.au/contact Helpdesk]</b> and let us know what your requirements are.<br>
	<br>~~Please note that when~~ staff are terminated, their information is archived and hidden but still available for reporting purposes.<br>		<br><b>NOTE:</b> When staff are terminated, their information is archived and hidden but still available for reporting purposes.<br>

	==HR Reports==		==HR Reports==

Cienna at 04:59, 7 February 2023

2023-02-07T04:59:33Z

← Older revision		Revision as of 04:59, 7 February 2023
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	Wageloch has a series of reports that have been categorized for easy-to-find information in bulk relating to staff information, pays, rosters and more.<br>		Wageloch has a series of reports that have been categorized for easy-to-find information in bulk relating to staff information, pays, rosters and more.<br>
	Thankfully most of the reports follow a simple configuration structure; pick a date range, pick what you want to see in the report via each tab and generate it - everything can be exported to an Excel spreadsheet for further customization or editing as required.<Br><br>		Thankfully most of the reports follow a simple configuration structure; pick a date range, pick what you want to see in the report via each tab and generate it - everything can be exported to an Excel spreadsheet for further customization or editing as required.<Br><br>
	The tabled list of reports that are available are further down in this article - there are plenty to choose from.		The tabled list of reports that are available are further down in this article - there are plenty to choose from and you can even save a report with some selections as a Favourite to use again later!
	<br>		<br>
	Can't find a report that you're after, or maybe there's one but not in the correct format? Have a chat with <b>[https://wageloch.com.au/contact Helpdesk]</b> and let us know what your requirements are.<br>		Can't find a report that you're after, or maybe there's one but not in the correct format? Have a chat with <b>[https://wageloch.com.au/contact Helpdesk]</b> and let us know what your requirements are.<br>

Cienna: /* Staff Portal */

2023-02-07T04:58:38Z

Staff Portal

← Older revision		Revision as of 04:58, 7 February 2023
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	==Staff Portal==		==Staff Portal==
	{\| class="wikitable"		If you have completed the [[Setup & Configuration]] for the Wageloch Mobile App and Staff Portal, this section of the Reports area will become available to you.
	! style="~~color~~:~~#d40079~~" ~~\| '''Sales and Wages'''~~		Need to know how often someone is requesting Saturday nights off, or analyse how often someone is submitting leave for every other Wednesday? This area is for you.
	! ~~style~~="~~color:#d40079~~" ~~\| '''Leave Request Report'''~~
	! style="color:#~~d40079~~" \| '''~~Dismissed Notifications Report~~'''		{\| class="wikitable" style="width: 80%;"
			!colspan="2" style="color:black; background-color:#e49cc5" \| '''Staff Portal'''
	\|-		\|-
	\| ~~Shows total sales vs total wages spent on a daily, weekly or monthly basis, how many hours were worked and how many staff were on for each day.~~		! style="color:black; background-color:#e6e2e4" \| Leave Request Report
	\| Generates a report on what type of leave was requested, when it was for, the leave type, as well as if it was approved or declined and who by.		\| Generates a report on what type of leave was requested, when it was for, the leave type, as well as if it was approved or declined and who by.
	~~\| Through the Message Centre, you can send notifications to the Mobile App and Staff Portal. The report will show who has seen and dismissed your notifications.~~
	\|-		\|-
	! style="color:~~#d40079" \| '''Sales and Wages Graphs'''~~		! style="color:black; background-color:#e6e2e4" \| Dismissed Notifications
	~~! style="~~color:#~~d40079~~" \| ~~'''Unavailability Request Report'''~~		\| Through the Message Centre, you can send notifications to the Mobile App and Staff Portal. The report will show who has seen and dismissed your notifications.
	~~! style="color:#d40079"~~ \| ~~'''Daily~~ Staff ~~Notes from Staff via~~ Portal~~'''~~
	\|-		\|-
	\| ~~Runs comparison graphs between Sales and Wages for the period selected and the previous year (if data available).~~		! style="color:black; background-color:#e6e2e4" \| Unavailability Request Report
	\| Generates a report on when unavailabilities were submitted, what date range and if it was approved or declined and who by.		\| Generates a report on when unavailabilities were submitted, what date range and if it was approved or declined and who by.
	\| If you have allowed staff to leave notes for you from the App/Portal, this report will generate all notes left by staff for a duration of time.		\|-
			! style="color:black; background-color:#e6e2e4" \| Daily Staff Notes from Staff via Portal
			\| If you have allowed staff to leave notes for you from the App/Portal, this report will generate all notes left by staff for a duration of time.
	\|}		\|}

Cienna: /* Sales/Wages */

2023-02-07T04:52:18Z

Sales/Wages

← Older revision		Revision as of 04:52, 7 February 2023
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	==Sales/Wages==		==Sales/Wages==
	If we've walked you through how to manually input sales data, or if your [[Point of Sale]] is integrated with Wageloch, this area will be extremely useful at looking at historical data based off hours and wages. This can help with roster forecasting on a weekly, monthly, quarterly or even annual basis depending on your needs.		If we've walked you through how to manually input sales data, or if your [[Point of Sale]] is integrated with Wageloch, this area will be extremely useful at looking at historical data based off hours and wages. This can help with roster forecasting on a weekly, monthly, quarterly or even annual basis depending on your needs.


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Cienna: /* Sales/Wages */

2023-02-07T04:52:08Z

Sales/Wages

← Older revision		Revision as of 04:52, 7 February 2023
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	==Sales/Wages==		==Sales/Wages==
	{\| class="wikitable"		If we've walked you through how to manually input sales data, or if your [[Point of Sale]] is integrated with Wageloch, this area will be extremely useful at looking at historical data based off hours and wages. This can help with roster forecasting on a weekly, monthly, quarterly or even annual basis depending on your needs.
	! style="~~color~~:~~#d40079~~" ~~\| '''Sales Report'''~~
	! ~~style~~="~~color:#d40079~~" ~~\| '''Sales and Wages'''~~
	! style="color:#~~d40079~~" \| '''Sales ~~and~~ Wages ~~Graphs~~'''		{\| class="wikitable" style="width: 80%;"
			!colspan="2" style="color:black; background-color:#e49cc5" \| '''Sales/Wages'''
	\|-		\|-
	\| Generates a report for Sales based on either daily, weekly or monthly calculations. Shows Projections vs Actual.		! style="color:black; background-color:#e6e2e4" \| Sales Report
	\| Shows total sales vs total wages spent on a daily, weekly or monthly basis, how many hours were worked and how many staff were on for each day.		\| Generates a report for Sales based on either daily, weekly or monthly calculations. Shows Projections vs Actual.
	\| Runs comparison graphs between Sales and Wages for the period selected and the previous year (if data available).		\|-
			! style="color:black; background-color:#e6e2e4" \| Sales and Wages
			\| Shows total sales vs total wages spent on a daily, weekly or monthly basis, how many hours were worked and how many staff were on for each day.
			\|-
			! style="color:black; background-color:#e6e2e4" \| Sales and Wages Graphs
			\| Runs comparison graphs between Sales and Wages for the period selected and the previous year (if data available).
	\|}		\|}

Cienna: /* Timesheet Hours */

2023-02-07T04:39:36Z

Timesheet Hours

← Older revision		Revision as of 04:39, 7 February 2023
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	==Timesheet Hours==		==Timesheet Hours==
	{\| class="wikitable"
	! style="~~color~~:~~#d40079~~" ~~\| '''Timesheet Report'''~~		Most of the information found within Timesheet Hours reports work off historical data for timesheet periods that have already passed, however you can also use some reports on timesheets that have yet to be exported to payroll.
	~~! style="color:#d40079" \| '''Clock Times vs Paid Times'''~~
	! ~~style~~="~~color:#d40079~~" ~~\| '''Pays Management Report'''~~		The detail found in these reports can be used on active/terminated staff, and can be customized based on the selections you make through the report generation process.
	! style="color:~~#d40079" \| '''Pays Summary'''~~
	~~! style="~~color:#~~d40079~~" \| '''~~Staff Summary by~~ Timesheet'''
			{\| class="wikitable" style="width: 80%;"
			!colspan="2" style="color:black; background-color:#e49cc5" \| '''Timesheet Hours'''
	\|-		\|-
	\| Provides timesheet breakdown for a previous pay period - the same information on your Pre-Submit summary. Can also be ~~uses~~ on an incomplete timesheet.		! style="color:black; background-color:#e6e2e4" \| Timesheet Report
	~~\| Generates a comparison report of when the staff member clocked in, and what they were paid for in the timesheet.~~		\| Provides timesheet breakdown for a previous pay period - the same information on your Pre-Submit summary. Can also be used on an incomplete timesheet.
	~~\| Generates a report with paid staff and times, staff count, leave, total hours paid and actual cost.~~
	~~\| Simple summary report of how many hours were worked and the cost of those hours.~~
	~~\| Gives the same information as the Timesheet Report, but without the daily breakdown.~~
	\|-		\|-
	! style="color:~~#d40079" \| '''Average Hourly Staff Costs????'''~~		! style="color:black; background-color:#e6e2e4" \| Clock Times vs Paid Times
	~~! style="~~color:#~~d40079~~" \| ~~'''Job Costing'''~~		\| Generates a comparison report of when the staff member clocked in, and what they were paid for in the timesheet.
	~~! style="color:#d40079" \| '''Roster~~ Times vs Paid Times~~'''~~
	~~! style="color:#d40079" \| '''Pays Hours/Times'''~~
	~~! style="color:#d40079"~~ \| ~~'''Timesheet Notes'''~~
	\|-		\|-
	\| ~~???????????~~		! style="color:black; background-color:#e6e2e4" \| Pays Management Report
	\| Similar information as the Timesheet Report, but can be used to get actual department or role costings which is excellent if you use job codes or classes in payroll.		\| Generates a report with paid staff and times, staff count, leave, total hours paid and actual cost.
	\| ~~Provides a report for excessive leave in a duration of time, i.e. 3 instances of Personal Leave in a week, etc.~~		\|-
			! style="color:black; background-color:#e6e2e4" \| Pays Summary
			\| Simple summary report of how many hours were worked and the cost of those hours.
			\|-
			! style="color:black; background-color:#e6e2e4" \| Staff Summary by Timesheet
			\| Gives the same information as the Timesheet Report, but without the daily breakdown for each employee.
			\|-
			! style="color:black; background-color:#e6e2e4" \| Average Hourly Staff Costs
			\| Provides information based on timesheet data of the average hourly staff costs based on the amount and cost of staff for each hour worked.
			\|-
			! style="color:black; background-color:#e6e2e4" \| Job Costing
			\| Similar information as the Timesheet Report, but can be used to get actual department or role costings which is excellent if you use job codes or classes in payroll.
			\|-
			! style="color:black; background-color:#e6e2e4" \| Roster Times vs Paid Times
	\| Provides a report showing what shifts were rostered vs what was paid in the timesheet. Great for pay disputes and queries.		\| Provides a report showing what shifts were rostered vs what was paid in the timesheet. Great for pay disputes and queries.
	~~\| Allows you to grab a quick snapshot of either how many hours were paid each day, or the shift times in bulk for a date range.~~
	\|-		\|-
	! style="color:#~~d40079~~" \| ~~'''Staff Costs by Hour'''~~		! style="color:black; background-color:#e6e2e4" \| Pays Hours/Times
	! style="color:#~~d40079~~" \| ~~'''Confirmed Days'''~~		\| A simple report providing information on the amount of hours that were paid out, or can be changed to show the shift times.
	\|		\|-
	\|		! style="color:black; background-color:#e6e2e4" \| Timesheet Notes
	\|		\| If any Daily Notes have been left on a timesheet day, this report will provide a record of any notes for a timesheet period or duration of time.
			\|-
			! style="color:black; background-color:#e6e2e4" \| Staff Costs by Hour
			\| Gives a report with the average cost per hour based on hourly rate and number of staff working.
	\|-		\|-
	\| ~~Gives a report with the average cost per hour based on hourly rate and number of staff working.~~		! style="color:black; background-color:#e6e2e4" \| Confirmed Days
	\| Report that shows what days for your timesheet have been finalized, and if any days have yet to be ~~done~~.		\| Report that shows what days for your timesheet have been finalized, and if any days have yet to be completed. Great for managing team leaders/department heads responsible for finalizing their own team's timesheets.
	\|
	\|
	\|
	\|}		\|}

Cienna: /* HR Reports */

2023-02-07T04:25:08Z

HR Reports

← Older revision		Revision as of 04:25, 7 February 2023
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	\|-		\|-
	! style="color:black; background-color:#e6e2e4" \| Staff with Qualifications		! style="color:black; background-color:#e6e2e4" \| Staff with Qualifications
	\| If [Qualifications] are enabled, you can run a comprehensive report of who has qualifications, their attainment and expiry if applicable.		\| If [[Qualifications]] are enabled, you can run a comprehensive report of who has qualifications, their attainment and expiry if applicable.
	\|-		\|-
	! style="color:black; background-color:#e6e2e4" \| Leave Report		! style="color:black; background-color:#e6e2e4" \| Leave Report

Cienna: /* Clock Times */

2023-02-07T04:24:41Z

Clock Times

← Older revision		Revision as of 04:24, 7 February 2023
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	\|-		\|-
	! style="color:black; background-color:#e6e2e4" \| Mobile Clock Times by Department and Role		! style="color:black; background-color:#e6e2e4" \| Mobile Clock Times by Department and Role
	\| If [Mobile Clocking] has been enabled, this report focuses on the location, department and role. Similar to Clock Times by Department and Role, but mobile clocking users only.		\| If [[Mobile Clocking]] has been enabled, this report focuses on the location, department and role. Similar to Clock Times by Department and Role, but mobile clocking users only.
	\|}		\|}