Employees
Employees
Purpose
The purpose
of the Employees report is to show data on employee productivity.
Navigation
To navigate to the Employees
report, 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. Employees is the first of these buttons.
Cards
There are two
cards (3)
at the
top of
the report, showing the
number of
active staff displayed in
the report and the total hours worked.
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
Total Hours by Employee and Billable Type (5): shows the
total hours worked by
each employee, broken out between billable
and nonbillable hours.
Productivity (6): shows productivity data by
department. Clicking the plus sign next to each department name will expand
it to show the employees assigned to that department. There are current
year and prior year
columns for productivity, effective rate, and realization, with indicators in each current year column to quickly
show if the numbers are up or down
from the prior year.
Budgeted Hours (7): shows the breakdown of budgeted hours between billable and
nonbillable hours.
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 |
||
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Hours |
Total Hours by Employee and Billable Type |
Hours Analysis |
|
Hours |
Total Hours by Employee and Billable Type |
Employee Time Tree |
|
Hours |
Total Hours by Employee and Billable Type |
Time Usage |
|
Hours |
Total Hours by Employee and Billable Type |
Employee Scorecard |
|
Department |
Productivity |
Department Scorecard |
|
Department |
Productivity |
Cash Receipts |
|
Employee Name |
Productivity |
Department Scorecard |
|
Employee Name |
Productivity |
Hours Analysis |
|
Employee Name |
Productivity |
Employee Time Tree |
|
Employee Name |
Productivity |
Time Usage |
|
Employee Name |
Productivity |
Employee Scorecard |
|
Employee Name |
Productivity |
Cash Receipts |
Drill through to this report
There are no
drill throughs to this report.
Updated April 2022
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Employees
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