Difference between revisions of "Reports"
From Wageloch Wiki
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==HR Reports== | ==HR Reports== | ||
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! | !colspan="2" style="color:black; background-color:#e49cc5" | '''HR REPORTS''' | ||
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| Generates a list of staff (active/terminated) with all contact information and basic | ! style="color:black; background-color:#e6e2e4" | Staff List | ||
| Generates a list of staff (active/terminated) with all contact information and basic details about their employment. | |||
|- | |- | ||
! style="color: | ! 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. | |||
|- | |- | ||
| 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. | ||
| | |- | ||
| 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:# | ! style="color:black; background-color:#e6e2e4" | Export Staff to File | ||
! style="color:# | | Generates a file with all staff information. | ||
! style="color:# | |- | ||
! 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. | |||
|- | |- | ||
| | ! style="color:black; background-color:#e6e2e4" | 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. | ||
|} | |} | ||
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 |
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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 |
---|---|---|
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. |