Employee Time Tree

Employee Time Tree

 

Employee Time Tree

Purpose

The purpose of the Employee Time Tree is to show a detailed breakdown of the time worked by an employee.

Navigation

To navigate to the Employee Time Tree, select Employees (1) from the list of pages on the left side of your screen. Once you are in the Employees page, you can use the buttons along the bottom (2) to switch between employee-focused reports. Employee Time Tree is the third of these buttons.

Cards

There are four cards (3) at the top of the report. They show the number of hours displayed in your selections, how many of those hours were billable and nonbillable, and the productivity ratio of your selections.

Filters

The filters can always be found on the left side of your screen (4). Filters will vary by firm, so yours may not match exactly what is shown in this demo.

Visuals

Employee Time Tree (5): allows you to drill further and further in on the details of an employee’s time, moving in increasing detail from left to right across your screen. You can see the different levels across the top of the visual. To begin drilling in, click Hours on the left. You will then see that open up to show Employees to the right. If you click an employee, that will open up to the right to show Billable and Nonbillable Hours. If you want to focus in on Nonbillable hours, click Non-Billable. You can continue drilling down until you are at Service Codes to the far right. The table at the bottom (6) will allow you to see the additional details on individual time entries. The table will only begin to filter once you have reached the Service Code level of the top visual.

Drill Throughs

Note: not all clients use every page, so some lines in the drill through charts may not apply to you.

Drill through from this report

 

Right-click on this field              On this visual                              To get to this report

Any Field After Hours

Employee Time Tree

Hours Analysis

Any Field After Hours

Employee Time Tree

Employee Time Tree

Any Field After Hours

Employee Time Tree

Time Usage

Any Field After Hours

Employee Time Tree

Employee Scorecard

Project

Employee Time Tree

Projects

Service Code

Employee Time Tree

Projects

 

Drill through to this report

 

Right-click on this field              On this visual                              On this report

Employee Name

Realization % by Department

Billing & Realization

Employee Name

Realization/Productivity

Department Scorecard

Hours

Total Hours by Employee and

Billable Type

Employees

Employee Name

Productivity

Employees

Employee Name

Employee Realization

Employee Scorecard

Any Field After Hours

Employee Time Tree

Employee Time Tree

Employee Name

Employee Details

Projects

Employee Name

Total Hours by Person

Hours Analysis

Employee’s Time

Total Hours by Service Code

by Employee

Time Usage

 

Updated April 2022

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