Difference between revisions of "Reports"

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==HR Reports==
==HR Reports==
{| class="wikitable"
 
! style="color:#d40079" | '''Staff List'''
{| class="wikitable" style="width: 80%;"
! style="color:#d40079" | '''Staff with Qualifications'''
!colspan="2" style="color:black; background-color:#e49cc5" | '''HR REPORTS'''
! style="color:#d40079" | '''Leave Report'''
! style="color:#d40079" | '''Accruals Report'''
! style="color:#d40079" | '''Staff with Leave Template'''
|-
|-
| Generates a list of staff (active/terminated) with all contact information and basic detail about their employment.
! style="color:black; background-color:#e6e2e4" | Staff List
| If [[Qualifications]] are enabled, you can run a comprehensive report of who has qualifications, their attainment and expiry if applicable.
| Generates a list of staff (active/terminated) with all contact information and basic details about their employment.
| Has the ability to look backwards in time at leave taken over a period of time, or look forward in time for leave booked in advance.
| Allows you to view a list of who has what accruals and their current balances. A liability report can also be run, giving an estimate of the cost of said balances.
| Should you have created [[Leave Templates]] this report will show who has one created for them.
|-
|-
! style="color:#d40079" | '''Projected Long Service Leave'''
! style="color:black; background-color:#e6e2e4" | Staff with Qualifications
! style="color:#d40079" | '''Graphical Analysis'''
| If [Qualifications] are enabled, you can run a comprehensive report of who has qualifications, their attainment and expiry if applicable.
! style="color:#d40079" | '''Staff with Clock in Password'''
! style="color:#d40079" | '''Staff Entitlements'''
! style="color:#d40079" | '''Unavailability Report'''
|-
|-
| Provides the ability to forecast LSL availability based on employee start date and eligibility.
! style="color:black; background-color:#e6e2e4" | Leave Report
| Shows visible graphs on demographics of employees such as gender, employment basis, tenure and turnover.
| Has the ability to look backwards in time at leave taken over a period of time, or look forward in time for leave booked in advance.
| Should methods of clocking be used such as a fingerprint scanner, if an employee has been enabled to use a password instead, they would be visible in this report.
|-
| If you utilize allowances in your award, Staff Entitlements will who who is entitled to what allowances or benefits.
! style="color:black; background-color:#e6e2e4" | Accruals Report
| Allows you to view a list of who has what accruals and their current balances. A liability report can also be run, giving an estimate of the cost of said balances.
|-
! style="color:black; background-color:#e6e2e4" | Staff with Leave Template
| Should you have created [Leave Templates] this report will show who has one created for them.
|-
! style="color:black; background-color:#e6e2e4" | Projected Long Service Leave
| Provides the ability to forecast LSL availability based on employee start date and eligibility.  
|-
! style="color:black; background-color:#e6e2e4" | Graphical Analysis
| Shows visible graphs on demographics of employees such as gender, employment basis, tenure and turnover.  
|-
! style="color:black; background-color:#e6e2e4" | Staff with Clock In Password
| If an employee has been enabled to use a password instead of another clocking method, they would be visible in this report.  
|-
! style="color:black; background-color:#e6e2e4" | Staff Entitlements
| If you utilize allowances in your award, Staff Entitlements will who who is entitled to what allowances or benefits.  
|-
! style="color:black; background-color:#e6e2e4" | Unavailability Report
| If you're using Unavailability for staff, this report allows you to view both historical and future data to ensure staff availability is fair and flexible.
| If you're using Unavailability for staff, this report allows you to view both historical and future data to ensure staff availability is fair and flexible.
|-
|-
! style="color:#d40079" | '''Export Staff to File'''
! style="color:black; background-color:#e6e2e4" | Export Staff to File
! style="color:#d40079" | '''Staff Turnover Analysis'''
| Generates a file with all staff information.
! style="color:#d40079" | '''Excessive Leave'''
|-
|
! style="color:black; background-color:#e6e2e4" | Staff Turnover Analysis
|  
| Will display turnover details (both termination and employment) information for a period of time based on employee start/termination dates.
|-
! style="color:black; background-color:#e6e2e4" | Excessive Leave
| Provides a report for excessive leave in a duration of time, i.e. 3 instances of Personal Leave in a week, etc.
|-
|-
| Generates a file with all staff information.
! style="color:black; background-color:#e6e2e4" | The BOOT Report
| Will display turnover details (both termination and employment) information for a period of time based on employee start/termination dates.
| "Better Off Overall Test" provides a comparison report based on a previous timesheet for an employee's current award and hourly rate compared to a different award/rate. Great for revisions to employment agreements.
| Provides a report for excessive leave in a duration of time, i.e. 3 instances of Personal Leave in a week, etc.
|
|
|}
|}



Revision as of 03:56, 7 February 2023

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.
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.

The tabled list of reports that are available are further down in this article - there are plenty to choose from.
Can't find a report that you're after, or maybe there's one but not in the correct format? Have a chat with Helpdesk and let us know what your requirements are.

HR Reports

HR REPORTS
Staff List Generates a list of staff (active/terminated) with all contact information and basic details about their employment.
Staff with Qualifications If [Qualifications] are enabled, you can run a comprehensive report of who has qualifications, their attainment and expiry if applicable.
Leave Report Has the ability to look backwards in time at leave taken over a period of time, or look forward in time for leave booked in advance.
Accruals Report Allows you to view a list of who has what accruals and their current balances. A liability report can also be run, giving an estimate of the cost of said balances.
Staff with Leave Template Should you have created [Leave Templates] this report will show who has one created for them.
Projected Long Service Leave Provides the ability to forecast LSL availability based on employee start date and eligibility.
Graphical Analysis Shows visible graphs on demographics of employees such as gender, employment basis, tenure and turnover.
Staff with Clock In Password If an employee has been enabled to use a password instead of another clocking method, they would be visible in this report.
Staff Entitlements If you utilize allowances in your award, Staff Entitlements will who who is entitled to what allowances or benefits.
Unavailability Report If you're using Unavailability for staff, this report allows you to view both historical and future data to ensure staff availability is fair and flexible.
Export Staff to File Generates a file with all staff information.
Staff Turnover Analysis Will display turnover details (both termination and employment) information for a period of time based on employee start/termination dates.
Excessive Leave Provides a report for excessive leave in a duration of time, i.e. 3 instances of Personal Leave in a week, etc.
The BOOT Report "Better Off Overall Test" provides a comparison report based on a previous timesheet for an employee's current award and hourly rate compared to a different award/rate. Great for revisions to employment agreements.

Rostered Hours

Rostered Hours/Times Roster vs Paid Times Roster Budget by Timesheet Column Published Changes Audit by Employee Roster Times vs Clock Times
Allows you to grab a quick snapshot of either how many hours were rostered each day, or the shift times in bulk for a date range. Provides a report showing what shifts were rostered vs what was paid in the timesheet. Great for pay disputes and queries. Generates an estimate of how many hours were rostered and how they break down according to the award/timesheet columns. Include Paid Values for a cost estimate. Shows adjustments that have been made to rostered shifts, both displaying the original shift and new shifts for each roster period. Compares rostered shift times vs actual clock times logged by staff. Fantastic for ensuring staff are on time for their rostered shifts.
Roster Budget Report Budget Management Report Staff Counts by Hour
Based on the roster period or date range selected, will show estimated costs per person, per day, per week and total for the business. Generates a report with rostered staff and times, staff count, leave, total hours rostered and estimated cost. Breaks down your roster into days, and the rostered staff count per day and hour.

Clock Times

Who's Here Clock Times vs Paid Times Clock Times by Department and Role Print Clock Times Clock Times vs Roster Times
Simple report of who has clocked in for today. Generates a comparison report of when the staff member clocked in, and what they were paid for in the timesheet. Report that generates similarly to Print Clock Times, but is grouped by assigned Departments and Roles. Allows you to print all clock times for a date range - good for ensuring staff are clocking in/out for their shifts. Compares rostered shifts vs clock times - perfect for checking attendance.
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.

Timesheet Hours

Timesheet Report Clock Times vs Paid Times Pays Management Report Pays Summary Staff Summary by Timesheet
Provides timesheet breakdown for a previous pay period - the same information on your Pre-Submit summary. Can also be uses on an incomplete timesheet. Generates a comparison report of when the staff member clocked in, and what they were paid for in the 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.
Average Hourly Staff Costs???? Job Costing Roster Times vs Paid Times Pays Hours/Times Timesheet Notes
??????????? 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. Provides a report for excessive leave in a duration of time, i.e. 3 instances of Personal Leave in a week, etc. 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.
Staff Costs by Hour Confirmed Days
Gives a report with the average cost per hour based on hourly rate and number of staff working. Report that shows what days for your timesheet have been finalized, and if any days have yet to be done.

Sales/Wages

Sales Report Sales and Wages Sales and Wages Graphs
Generates a report for Sales based on either daily, weekly or monthly calculations. Shows Projections vs Actual. 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. Runs comparison graphs between Sales and Wages for the period selected and the previous year (if data available).

Staff Portal

Sales and Wages Leave Request Report Dismissed Notifications 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 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.
Sales and Wages Graphs Unavailability Request Report 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). 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.