Difference between revisions of "Reports"
From Wageloch Wiki
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==Sales/Wages== | ==Sales/Wages== | ||
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! style="color:#d40079" | '''Sales Report''' | |||
! style="color:#d40079" | '''Sales and Wages''' | |||
! style="color:#d40079" | '''Sales and Wages Graphs''' | |||
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| 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). | |||
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==Staff Portal== | ==Staff Portal== |
Revision as of 03:05, 16 February 2022
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
Staff List | Staff with Qualifications | Leave Report | Accruals Report | Staff with Leave Template |
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Generates a list of staff (active/terminated) with all contact information and basic detail about their employment. | If Qualifications are enabled, you can run a comprehensive report of who has qualifications, their attainment and expiry if applicable. | 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. |
Projected Long Service Leave | Graphical Analysis | Staff with Clock in Password | Staff Entitlements | Unavailability Report |
Provides the ability to forecast LSL availability based on employee start date and eligibility. | Shows visible graphs on demographics of employees such as gender, employment basis, tenure and turnover. | 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. | 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 | Staff Turnover Analysis | Excessive Leave | ||
Generates a file with all staff information. | Will display turnover details (both termination and employment) information for a period of time based on employee start/termination dates. | Provides a report for excessive leave in a duration of time, i.e. 3 instances of Personal Leave in a week, etc. |
Rostered Hours
Rostered Hours/Times | Roster vs Paid Times | Roster Budget by Timesheet Column | Published Changes Audit by Employee | Roster Times vs Clock Times |
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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 |
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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 |
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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 | ||
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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). |