Avionté provides a set of standard reports through Main Menu > Reports. To access a report not displayed in the Reports menu, contact your company's Avionté Super User or Avionté Technical Services.
Note: Some reports may not be available with older versions of Avionté.
The reports in this article are grouped by the type of user (Front Office, Back Office, Management, Sales, etc.) who may find each report most useful.
Front Office User Reports
| Name | Description | Parameters | Fields / Configuration Settings | Why is this report useful? |
|---|---|---|---|---|
| Client Evaluation Report | Shows results from client surveys. | Start Date, End Date, Evaluation Type, Evaluation Name, Branch | Questions asked on evaluation. | Compiles client evaluation information in an easy-to-read, compact format. |
| Employee Online Application Report | Log of an online applicant's clicks, application status, and acknowledgments. | Start Date, End Date, Branch, Applicant Status, Applicant Name | Employee Name, Branch, Applicant Status, Employee ID, Any Past Job?, Date Entered, Any Education, Any Conviction Value, Acknowledgement Value, Applicant Submit Date, Web Log: Log Type, Log Date Time, Notes | Useful for tracking online applicant progress and filtering applicants based on their answers to preliminary questions. |
| Order Candidate | Details candidates, employees assigned, resumes sent, and other statuses attached to an order. | Branch, Order ID, Order Status, Show Candidate (All, Regular, Web), Order Type | Customer Name, Job Title, Order Date, Ordered By Contact, Order Status, Candidate Name, Candidate Status, Status Updated By, Status Updated On, Origin | Useful for getting general information about orders with associated candidates. |
| Staffing Action | Staffing message search report. | Branch, Date Type (Entered Date, Start Date, End Date), Start Date, End Date, Show Details (True, False), Action Type, Customer Name, User, Group 1, Group 2, SSN, Is Complete? | Action Type, Entered Date, Subject, Message, User | Useful for tracking recruiter activity and finding specific messages that have been exchanged. |
Back Office User Reports
| Name | Description | Parameters | Fields / Configuration Settings | Why is this report useful? |
|---|---|---|---|---|
| 1094-C Report | All applicable large employers (ALEs) must report health coverage offered to each employee. Form 1094-C is the summary of this information for all employees. | Employer & ACA Form Year | Populated Federal 1094-C Form. | Makes printing and sending 1094-C Forms easy. |
| 1095C Report | Form 1095-C is the Employer-Provided Health Insurance Offer and Coverage form, required for full-time employees of an ALE member for one or more months during the year. | SSN, Form Batch ID, Branch, Primary Order By (Last Name, First Name, SSN), Print Start From, Print Start To, Show ONLY Last 4 SSN (True, False) | Populated Federal 1095-C Forms. | Makes printing and sending 1095-C Forms easy. Available with the Avionté ACA package. |
| 1096 Report | Annual summary and transmittal form for tax-exempt organizations. | Supplier / Year | Populates the 1096 form with the required data. | Makes printing employee information into a 1096 form easy. |
| 1099 NEC Report | Tax form reporting year-end summary of all non-employee compensation. | Year, SSN, Generate For (IRS Review Only, Employee, State), Vendor State | Populates the data for the 1099 form. | Generates populated 1099-NEC forms for all non-employee payees with gross compensation of $600 or more for the tax year. Prints three employees per page on standard or perforated 1099 NEC 3-up blank paper. |
| 1099 Report Template | Tax form reporting the year-end summary of all miscellaneous non-employee compensation. | Year, SSN | Populates the data for the 1099 form. | Makes printing employee information into a 1099 form easy. |
| 1099 Report Template Preprinted | Template for printing 1099 information onto a preprinted 1099 form. | Year, SSN | Populates the 1099 data in a format that can be printed onto a supplied preprinted form. | Makes printing employee information onto blank preprinted 1099 forms easy. |
| 940 Schedule A Template | A 940 Schedule A form must be filed in every state where an employer paid Unemployment Tax for the tax year. | Year | Fills a template that calculates credit reductions for FUTA taxable wages for each state where employees worked. | Makes filing year-end 940 tax documentation easy. |
| 940 Template | A 940 form must be filed in every state where an employer paid Federal Unemployment Tax for the tax year. | Year | Fills the FUTA tax return form. | Makes filing year-end 940 tax documentation easy. |
| 941 Report | Employers who withhold income taxes, social security tax, or Medicare tax must use the 941 Form to report those taxes quarterly. | Year, Quarter | Fills the 941 Schedule B Report of Tax Liability for Semiweekly Schedule Depositors form. | Makes filing quarterly 941 Federal Tax Returns easy. |
| 941 Schedule B Template | Employers who withhold income taxes, social security tax, or Medicare tax must use the 941 Form to report those taxes quarterly. | Year, Quarter | Fills the 941 Employer's Quarterly Federal Tax Return. | Makes filing quarterly 941 Federal Tax Returns easy. |
| AR Aging As Of | Shows outstanding AR in detail and allows tracking of unpaid invoices. | As Of Date, Group By, Aging Date Type (Due Date, Invoice Date, Accounting Period Date), Roll Up to Root Customer (True, False), Branch, Age Group 1, Age Group 2, Age Group 3, Show Summary (True, False), Customer Name | Customer #, Customer Name, Last Payment Date, Phone Number, Department, Credit Limit, High Limit, Invoice #, Invoice Date, Date Due, Invoice Amount, Age Group buckets, Balance, Finance Charge, DSO | Provides a great overview of outstanding AR and how long it has been past due. |
| Cash Receipts | Reports the amount of cash incoming and the source of those payments. | Date Type, Group By, Start Date, End Date, Payment Type, Reason Code, Branch, Batch ID, Customer Name | Date Received, Customer Name, Posted Date, Invoice No., Invoice Date, Invoice Amount, Check No., Check Amount, Payment Amount, Batch Type, Batch ID, DSO, Reason Code | Provides a snapshot of accounts receivable and is helpful when posting payments. |
| Cash Requirement | Details liabilities and the amount of cash needed to process payroll. | Date Type, Group By (Staffing Company, Branch, None), Start Date, End Date, Branch | Employee Earnings, Agency Earnings, Deductions, Tax Liability, Net Pay, Employer Contributions, Worker Compensation, Employer Taxes, Summary — each broken down to specific values. | Useful for payroll processing or determining business costs for a specific time period. |
| Certified Payroll | Federal form submitted weekly to the agency overseeing a government contract. | Branch, SSN, Date Type, Date, Project Name, Fringe Benefits - Paying Cash in Lieu?, Payroll Number | Project Number: Set up under Customer Extra (Category = CustomerOrderExtra, SystemName = ProjectNumber) InvoiceExtra1: Used to pull PO Number from Transaction Extra (Category = CustomerOrderExtra, SystemName = InvoiceExtra1) Project Name: Set up under Customer Extra (Category = CustomerOrderExtra, SystemName = ProjectName) |
The federal form for submitting certified payroll weekly. |
| Check Register | Shows paycheck information for all employees. | Date Type, SSN, Start Date, End Date, Branch, Employee Type (All, W2, 1099), Sort By (Employee Name, Check Date) | Employee Name, Check #, Check Date, Gross Amount, Total Taxes, Total Deductions, Net Check, Is DD?. Further broken down by Transaction, Tax, Deduction, Benefit, and Accruals. | Provides a snapshot of payroll and is useful when troubleshooting payroll and billing. |
| Client Billing | Shows billing information for each customer. | Date Type, Roll up to Root Customer (True, False), Start Date, End Date, Customer Name, Branch, Show Summary (True, False), Job Title, Transaction Type, Group By | Customer #, Customer Name/Department, Bill Hours, Total Bill, No. of Invoices, No. of Employees, with Pay Code breakdowns. | Shows a detailed summary of client billing information. |
| Commission Split | Shows gross profit breakdown and the information that makes it up. | Roll up to Parent Customer, Customer Name, Date Type, Order Type, Start Date, End Date, Group By, Branch, User Type, Show Legend, Include Burden Factor, User | Branch, User, Order Type, WC Code, Employee Name, Pay/Bill Hrs, Bill Amount, DH Fee, GP Adj Bill, Discount, Gross Wages, GP Adj Pay, Agency Cost, Employer Taxes, Worker Comp, Non Adj Cost, GP Adj Cost, Burden, Gross Profit, GP/Billed Hour, GP(%), Comm GP | Shows the Supplier and commission splits. |
| Deduction Submittal | Lists all deductions for employees. | Date Type, Masked SSN (True, False), Start Date, End Date, Branch, Deduction Type, Payment Batch ID, Only With Agency (True, False), Group By | Check Date, Check No., Employee Name, Case No., SSN, Deduction Name, Amount | Detailed historical snapshot of all payroll deductions. Can be grouped by deduction authority to find payments due to a specific agency. |
| Follow Up | Shows messages with some revenue opportunity information. | Branch, Customer Status, Sales Level, Sales Rep, Start Date, End Date, Action Type, Date Type | Customer Name, Department, Status, State, Primary #, Last Contact Date, Sales Level, Sales Rep, Sales Contact, Expected Revenue. Summary: No. of Customers, Expected Revenue. | Offers a good summary of recent sales performance and helps determine last point of contact for a customer and potential future revenue. |
| Gross Profit | Calculates gross profit by customer. | Roll up to Root Customer (True, False), Customer Name, Date Type, Order Type, Start Date, End Date, Group By, Branch, User Level, User Type, Show Legend (True, False), Include Burden Factor (True, False), User | Branch, Pay/Bill Hours, Bill Amount, DH Fee, GP Adj Bill, Discount, Gross Wages, Agency Cost, Employer Taxes, Worker Comp, GP Adj Cost, Burden, Gross Profit, GP/Billed Hour, GP%. See also: Gross Profit. Note: User Types must be set up as "CopyToTransaction" for User information to populate. | A great all-around report for gauging company and sales performance. Also useful for bonus and commission calculations. |
| Gross Profit and Hours Comparison | Comparative gross profit between two time periods. | Roll Up to Customer (True, False), Customer Name, Group By, Order Type, User Type, Date Type, Include Burden Factor (True, False), User Branch, First Start Date, First End Date, Second Start Date, Second End Date | First Date Range, Second Date Range, Difference — all divided into Bill Hours, Bill Amount, GP Adj Bill, Gross Profit, GP%. | Allows comparison of gross profit and hours between two specified time periods. |
| Invoice Register | Details invoices billed. | Customer Name, Roll Up to Root Customer (True, False), Date Type, Group By, Start Date, End Date, Branch | Invoice #, Customer Name, Invoice Date, Invoice Amount, Sales Tax, Discount Amount, Finance Charge, Payment Amount, Balance Amount, Bill Amount. | Summarizes invoices billed with associated details; gives a good picture of revenue levels for the time period. |
| Invoice Status | Details the status of invoices billed and payments made. | Date Type, Customer Name, Start Date, End Date, Include Zero Balance Invoice (True, False), Also Show Payment (True, False), Group By, Roll Up to Root Customer (True, False), Branch | Invoice Date, Invoice #, Payment terms, Invoice Amount, Payments, Balance, Finance Charge. | Makes it easy to pull status information on all invoices for a specific time period and customer. |
| Invoiced Expenses | Details invoiced expenses. | Date Type, Branch, Start Date, End Date, Customer Name, Group By, Transaction Type | Invoice Date, Invoice #, Customer Name, Department, Employee Name, Expense Type, Bill Amount. | Lists types of invoiced expenses and associated costs. Useful when there are questions about an invoiced total from a customer. |
| Management | Shows Billing, Payroll, Top 5 Customer GP, and AR Aging summaries broken down by Branch. | Accounting Period Start Date, Accounting Period End Date, Branch, Include Burden Factor (True, False), Show Supplier info (True, False) | Billing, Payroll, Top 5 Customers, and AR Aging breakdowns. | Provides a good summary of AR aging and helps quickly determine outstanding AR balances. |
| OSHA 300A | Summarizes work-related injuries and illnesses. | Year, Branch (Assignment), Claim Type, Report Based On, Root Customer Name, Root Customer ID, Change_Reason, Roll Up To Root Customer | Pulls up OSHA 300A form with Establishment Name, Address, and Employee information prefilled. Requires Config ChoiceCodes: MainCategory = WcClaimType, SystemName = 'MedicalOnly'; MainCategory = WcClaimDate, SystemName = 'InjuryDate'. | Makes it easy to pull basic data on all claimed work injuries and illnesses. |
| OSHA Form 300 | Log of work-related injuries and illnesses. | Year, Branch (Assignment), Claim Type, Report Based On, Root Customer Name, Root Customer ID, Change_Reason, Roll Up To Root Customer | Case No., Employee's Name, Job Title, Date of Injury, Where the event occurred, Injury/Illness description — all prefilled on the form. Requires Config ChoiceCodes: MainCategory = WcClaimType, WcClaimExtra, WcClaimDate with relevant SystemNames. | Makes it easy to pull basic data on all claimed work injuries and illnesses. |
| Pay Bill Only Transaction | Shows transaction types that have "pay but no bill" or "bill but no pay". | Branch, Transaction Type, Show Type (Pay Only, Bill Only), Date Type, Start Date, End Date, Group 1, Group 2, Customer | Accounting Period Date, Week Worked Date, Employee Name, Transaction Type, Pay Units, Pay Rate, Item Pay, Check Date, Check #. | Easily identifies customers that need to be billed for an order already paid out, or billed for an order not yet paid out. |
| Paycheck Signoff | List of employees required to sign to acknowledge check receipt. | Customer Name, Check Type (All, Live Checks, DD), Start Date, End Date, Group 1, Group 2, Branch | Staffing Supplier, Employee Name, Check No., DD, Sign Below | Used to verify that each employee received their check. |
| Payment Register | Lists direct deposit checks distributed. | Date Type, Included on ACH File (Yes, No, Both), Start Date, End Date, Branch, Account Type | Check #, Type, Check Date, SSN, Employee ID, Employee Name, Receiving Bank, Net Amount, ACH Sent Date. | Useful for a list of all direct deposit checks distributed during a specific time period. |
| Payroll Contribution | Shows employer contribution amounts for payroll. | Date Type, Start Date, End Date, Employee Name, Contribution Name, Group By, Payment Batch ID, Branch | Check Date, Branch, Check #, Employee Name, SSN, Gross Amount, Contribution Name, Contribution Amount, Total for Check Date | A great resource for cross-checking employer contributions when closing out payroll. |
| Payroll Detail by Customer | Shows payroll details by customer. | Date Type, Branch, Start Date, End Date, Customer Name, Include Burden Factor (True, False), Show Summary (True, False) | Employee Name, Accounting Period Date, Job Title, Paid Hours, Billed Hours, Gross Wages, Employer Taxes, WC and GL, Agency Cost, Total P/R Cost. | Shows all payroll details and is useful when closing out payroll. |
| Payroll Journal | Shows payroll details by employee. | Branch, Date Type, Start Date, End Date, SSN, Bank, Show Summary (True, False) | Payee Name, Check #, Check Date, Gross Amount, Federal Taxes, FICA, MED, State Taxes, Other Taxes, Garnishments, Health Insurance, Other, Net Check, DD?, Check Status | Shows payroll details by employee; useful for checking accuracy while closing out payroll. |
| Payroll Journal_CA | Shows payroll details by employee for Canada only. | Branch, Date Type, Start Date, End Date, SIN, Bank, Show Summary | Payee Name, Ck. #, Ck. Date, Gross Amn't, Fed'l Taxes, Prov. Taxes, EI, CPP, PPIP, Other Taxes, Garn., Health Insur., Other, Net Check, DD, Ck. Status | Shows payroll details by employee; useful for checking accuracy while closing out payroll. |
| Pressured W2 Report | Generates filled W2 forms for employees. | Year, Branch, Primary Mailing Address, Primary Order By, SSN, Local Tax, WH Tax State, Employee Status, Include Electronic W2 (True, False), Show Corrected (True, False), Show ONLY Last 4 SSN (True, False) | Generates a filled W2 Form for all selected employees. Note: FLI # included if state is New Jersey (NJ). | Makes generating W2 forms for all employees simple and easy. |
| Quarterly Withholding Schedule B | Displays tax liability data within a selected quarter and year, separated by Federal, State, and Territory. Designed to assist with filing state withholding and reconciling federal tax. | Year ID, Tax States, Quarter | Three sections (Months A, B, C of the quarter): daily liability totals for days 1–31, and a monthly liability total that feeds into Form 941 Part 2 Lines B1, B2, and B3 respectively. | Assists with filing state withholding and reconciling federal tax. |
| Sales Tax Filing | List of sales tax charged to customers. | Branch, Date Type, Start Date, End Date, Sales Tax Name, Show Summary (True, False) | Sales Tax Name, State, County, Customer, Sales, Taxable Sales, Sales Tax Rate, Tax Amount. | Useful for filing sales tax at year-end. |
| T4_A CA | Canada standard T4_A form. | Branch, Year ID, SIN, Include instruction page | Filled T4_A form. | Makes generating pre-filled T4_A forms for all employees simple and easy. |
| T4_CA | Canada standard T4 form. | Branch, Year ID, SIN | Filled T4 form. | Makes generating pre-filled T4 forms for all employees simple and easy. |
| Tax Remittance_EE | Employee tax remittance. | Start Date, End Date, State(s), Supplier, Date Type, Tax Type, Show Employees with Zero Local Taxes (True, False) | SSN, Employee Name, Gross Wages, Subject Wages, Taxable Wages, Tax Amount | Useful for a detailed list of employee tax amounts paid by the employee, broken down by tax type. |
| Tax Remittance_ER | Employer tax remittance. | Start Date, End Date, State(s), Supplier, Date Type, Tax Type, Show Employees with Zero Local Taxes (True, False) | SSN, Employee Name, Gross Wages, Subject Wages, Taxable Wages, Tax Amount | Useful for a detailed list of employee tax amounts paid by the employer, broken down by tax type. |
| Taxes Summary | Summarizes taxes for the company. | Start Date, End Date, Date Type, Supplier, Branch, Group 1–4, Tax Name | Taxing Juris, Gross Wages, Subject Wages, Taxable Wages, Tax Amount. Summary includes Federal Income Tax, FICA EE/ER, FUTA ER, and state-specific taxes. | Useful for making tax deposits, closing payroll, and paying taxes during year-end. |
| Taxes Summary Lite | Brief taxes summary by branch. | Branch, Date Type, Start Date, End Date, Show Local Taxes (True, False) | Tax Name, Gross Wages, Subject Wages, Taxable Wages, Tax Amount. Summary includes Federal Income Tax, FICA, FUTA, MED, GA taxes, and totals. | Makes it easy to get tax due amounts in summary form and helps cross-check billing totals. |
| Time Entry Batch Report by Accounting Period Date | Lists time entry batch reporting. | Accounting Period Date, Branch, Batch ID | W/E Date, Employee Name, Phone, Job Title, Transaction Type, Pay Unit, Bill Unit, Pay Rate, Bill Rate, Item Pay, Item Bill, Start Date, End Date, Paid Date | Useful for seeing total hours worked and pay/bill rate details, grouped by Batch ID. |
| Time Entry Sheet View | Shows all time entries in sheet view. | Branch, Time Entry Batch ID, Time Entered/Unentered, Transaction Type, Start Date, End Date, Order Type, Date Type, Customer Name | Week Worked, Asg #, Branch, Employee Name, Customer, Batch ID, Transaction Type, Order ID, Pay Unit, Pay Rate, Pay Total, Bill Unit, Bill Rate, Bill Total, Margin Total, Margin Percent, Markup Percent | Useful for seeing total hours worked and pay/bill rate details, grouped by customer. |
| Unapplied Cash | Shows all unapplied cash. | Branch, Customer Name, As Of Date, Group By (Branch, Root Customer) | Customer Name, Department Date, Unapplied Cash No., Entered Date, Original Unapplied Cash Amount, Payment Amount, Balance Amount, Invoice No., Posted Date, Payment Amount. | A great resource for cross-checking accounts receivable and ensuring all received payments have been applied to corresponding invoices. |
| Unemployment Claim with Customer | Unemployment claim information. | Branch, Date Type, Beginning Date, Ending Date, Claim Status, Charge Column, Roll up to Root (True, False) | Customer Number, Customer/Department, Received Date, Employee, O/C Determination Status, Max Potential Charges, Actual To-Date Charges, Last Benefit Date | Provides all unemployment claim information for an employee along with the associated customer information. |
| W2 Portal Report | W2 for the current year. | Accessed via Pay History tab > W-2 link > View (current year). No filter parameters. | Talent Address, Income, Taxes, Employer/Supplier address, FEIN, and related Codes. | Allows employees to view, download, and print their current-year W2 directly from the employee portal. Available to clients on Classic (not AviontéBOLD). |
| W2 Report 4 up Blank | W2 4-up template report. | Year, Branch, Primary Mailing Address, Primary Order By, SSN, Local Tax, WH Tax State, Employee Status, Include Electronic W2s, Supplier, Show Corrected (True, False), Show ONLY Last 4 SSN (True, False) | Generates a filled W2 Form. Note: FLI # included if state is New Jersey (NJ). | Makes generating W2 forms for employees simple and easy. |
| Wage Statement | Shows the wage details for an employee by check. | Date Type, SSN, Start Date, End Date, Employee Name | Check Date, Accounting Period, Check No., Hours Worked, Gross Wages, Total Taxes, Non-Tax Adj, Net Pay | Many clients print this report and distribute it to employees with their paychecks to provide all pay period wage information. |
| WC Cost by Claim | Details how worker comp claims affect gross profit. | As Of Date, Claim No., Customer Name, Employee Name, Claim Status, Show Body (True, False), Group By, Branch | Employee Name, Claim #, Customer Name, Claim Date, WC Code, Claim Cost, Order #, Job Title, GP Before WC Cost, GP After Claim Cost, LTD Bill Amount, Customer YTD Bill Amount | Useful for determining the financial impact of a single or group of WC claims on the company. |
| Worker Comp Cost | Shows worker comp costs by branch. | Date Type, Group By, Start Date, End Date, Branch, Include Burden Factor (True, False) | Branch, Regular Wages, OT Wages, DT Wages, Other Wages, WC Wage, WC Cost. | Allows determination of the total cost of WC claims for an entire branch along with additional wage information. |
| Workers Comp Detail AQ | Displays a list of Worker Comp Codes. | Supplier Name, Start Date, End Date | SupplierName, WorkerCompCode, State, WCCodeDescription, Processing Method, CountryCode, RatePercent, CostPercent, LNIEEPercent, LNIERPercent, StartDate, EndDate, DateEntered, EnteredBy | Useful for auditing and reviewing all Worker Comp Code configurations across suppliers, including rates, processing methods, and effective date ranges. |
Front and Back Office User Reports
| Name | Description | Parameters | Fields / Configuration Settings | Why is this report useful? |
|---|---|---|---|---|
| Accrued Hours | Details total hours for employees within a specified time period. | Customer Name, Employee Name, Assigned, Order ID, Start Date, End Date, Total Hours, Group By, Branch, Date Type | Employee Name, Employee ID, First Assignment Start Date, Hours broken into Reg, OT, DT, Vacation, Holiday, Other, Total for Date Range, Total Since First Assignment, Currently Assigned? | Shows employee hours in detail; useful for double-checking entered hours, determining benefit qualification, and calculating bonuses or holiday pay. |
| Customer Contact Message | Lists all messages associated with a contact and the associated customer information. | Customer Name, Date Type, Start Date, End Date, Action Type, Branch | Customer Name, Department, Phone, Address, Contact Name, Phone Number, Email, Title, Role. Messages broken down by Date, User, Message, and Contact Name. | Shows a compact list of all messages to a particular contact. Useful when retrieving former messages for tracking. |
| New Hire | Shows all employees that received their first paycheck within a specified date range. | Date Type, No. of Days, Start Date, End Date, Display Date, Branch | SSN, Employee Name, Address, City, State, Zip Code, Start Date | Useful for reporting new hires or tracking recent order fills. |
| Order Report | Shows basic order information for all active orders within a specified date range. | Customer Name, Group By, User Type, User Name, Order Type, Branch, Show Open Order Graph (True, False), Order Status, Start Date, End Date | Order ID, Order Date, Type, Job Title, R#, P#, Pay Rate, Bill Rate, Supervisor, Contact Method. Summary and graphs of orders by User (when Show Open Order = True). | Provides a great overview of all or specified order types in your database, including summary data. |
Management User Reports
| Name | Description | Parameters | Fields / Configuration Settings | Who uses this report? |
|---|---|---|---|---|
| Branch Scorecard | Ranks branches by several key performance indicators. | Current Start Date, Current End Date, Comparison Start Date, Comparison End Date, Branch (Transaction), AR Aging Days | Branch, Total Hrs./Rank, Change in Hrs./Rank, Total Revenue/Rank, Change in Revenue/Rank, Avg. Bill Rate/Rank, Gross Profit/Rank, GP %/Rank, Gross Margin/Rank, GM %/Rank, #Orders Entered/Rank, #Emp. On Assignment/Rank, Avg. Hrs./Emp./Rank, #Asg. Ended, #Active Clients, #Billed Clients, %AR > X Days/Rank, Branch Score/Rank | Shows how all branches are performing across key indicators. The Branch Score sums all rankings for an overall comparison. Can be sent as a PUSH report to the Management Team. Great for driving branch-to-branch competition and understanding overall business health. |
| Client Evaluation Report | See details of the Client Evaluation Report. | |||
| Gross Profit | See details of the Gross Profit Report. | |||
| Gross Profit and Hours Comparison | See details of the Gross Profit and Hours Comparison Report. | |||
| Healthcare Exposure Analysis | See details of the Healthcare Exposure Analysis Report. | |||
| I9 Audit Trail | Shows details regarding changes to the I-9. | Start Date, End Date, Date Type, Branch, SSN | EmployeeBranch, EmployeeID, EmployeeName, PrimaryContactMethod, Date Stamp, ACTIONType, UserName, value, ModifiedDate | Provides details behind changes to the I-9. |
| KPI Report | Creates graphs that illustrate company data. | Start Date, End Date, Branch | Gross Profit Comparison, Gross Profit YTD Comparison, Revenue Comparison, Revenue YTD Comparison, Billed Total Hours Comparison, New Hire Comparison, Average Turnover %, Average Aging graphs. | A great resource for professionally formatted graphs to quickly illustrate company data for presentations. Can also be sent as a PUSH report to the management team. |
| Management | See details of the Management Report. | |||
| OSHA 300A | See details of the OSHA 300A Report. | |||
| OSHA Form 300 | See details of the OSHA Form 300 Report. | |||
| Recruiter Metrics | Shows counts of recruiter actions for each week during a calendar year. | Year, User Name, Message, Candidate Status, Performance Code, End Reason, Show Summary (True, False) | Dynamically populated Action Types from the Staffing Action table with weekly counts for a specific recruiter or the entire branch. | A great PUSH report for all recruiters and managers to illustrate activity recorded individually, as a branch, and compared to the most active recruiter. |
| Sales History | Details sales history. | Date Type, Group By, Start Date, End Date, User Level, User Type, Customer Name, Branch | Branch, W/E Date, Invoice Date, REG/OT/DT/Other Hours, Adj. Bill, Billed Amount, ACA Fees, Sales Tax, Discount, Invoice Amount, Finance Charge, % of Sales This Period. | Useful for determining sales levels during a particular historical time period. |
| Staffing Action | See details of the Staffing Action Report. | |||
| User Scorecard Report | Ranks users by gross profit. | Start Date, End Date, Date Type, User Level, User Type | Rank, User Name, User Branch, Hours, Avg. Rate, Revenue, Wages, Gross Profit $, Gross Profit %, Gross Margin $, Gross Margin % | Ranks users by Gross Profit to identify top Account Managers, Sales Reps, and Recruiters. Can be sent as a regular PUSH report to help increase competition and productivity. |
Sales User Reports
| Name | Details |
|---|---|
| Follow Up | See details of the Follow Up Report. |
| Sales History | See details of the Sales History Report. |
Reports for All Users
| Name | Description | Parameters | Fields / Configuration Settings | Why is this report useful? |
|---|---|---|---|---|
| Dashboard Report | Constructs financial charts to summarize company health over time. | Start Date, End Date, Branch, No. of Years (Since), Show Report Contents (True, False) | Charts include Gross Profit, Assignment and Orders, Total Sales Over Time, Total Gross Profit Over Time, Yearly and Current Sales by Branch, Yearly and Current Gross Profit by Branch, Top 5 Customers by Total Bill and Gross Profit, Assignment Over Time, Total Sales by Order Type, Gross Profit by Order Type. | Provides a good overview of metrics that gauge company performance. |
| Label 5160 | Generates formatted labels. | Entity Type (Agency, Contact, Customer, Employee), Status, Contact Method, Address Type, Entity Name, Branch, Start Date, End Date, Exclude Last Check/Invoice Date (True, False), Show Contact Method (True, False) | Formatted label. | Makes label-making easy. |
Canadian Reports
| Name | Description | Parameters | Fields / Configuration Settings |
|---|---|---|---|
| AB Statutory Holiday Report_CA | Provides information about statutory holidays for employees in Alberta. Calculates holiday pay eligibility based on wages earned and days worked during the specified period. | Branch, Employee Name, Start Date, End Date, Group By (Branch, None), Pay Codes (All, Reg, OT, DT, Bonus, etc.) | Emp. ID, Employee Name, Wage Earned, Avg. Wage Per Day, Days Wages Earned, Days of Employment |
| BC Statutory Holiday Report_CA | Provides information about statutory holidays for employees in British Columbia. Calculates holiday pay based on wages and days worked in the 30 days before the end date. | Branch, Employee Name, Start Date, End Date, Group By (Branch, None), Pay Codes (All, Reg, OT, DT, Bonus, etc.) | Emp. ID, Employee Name, Wage Earned, Avg. Wage Per Day, Days Wages Earned, Days of Employment |
| MB Statutory Holiday Report_CA | Provides information about statutory holidays for employees in Manitoba. Calculates holiday pay eligibility based on wages earned and days worked during the specified period. | Branch, Employee Name, Start Date, End Date, Date Type (Accounting Period Date, Week Worked Date), Group By (Branch, None), Pay Codes (All, Reg, OT, DT, Bonus, etc.) | Emp. ID, Employee Name, Wage Earned, Avg. Wage Per Day, Days Wages Earned, Days of Employment |
| NB Statutory Holiday Report_CA | Provides information about statutory holidays for employees in New Brunswick. Calculates holiday pay based on wages earned and days worked in the period before the holiday date. | Branch, Employee Name, Holiday Date, Date Type (Accounting Period Date, Week Worked), Group By (Branch, None) | Employee Name, Employee ID, First Week Worked, Days Wages Earned, Wage Earned Last 30 Days, Avg. Daily Wages Last Days, Avg. Hours Per Day |
| NL Statutory Holiday Report_CA | Provides information about statutory holidays for employees in Newfoundland. Calculates holiday pay based on wages earned and days worked during the specified period. | Branch, Employee Name, Start Date, End Date, Date Type (Accounting Period Date, Week Worked Date), Group By (Branch, None), Pay Codes (All, Reg, OT, DT, Bonus, etc.) | Employee Name, Employee ID, Days Worked, Total Wages, Avg. Daily Pay |
| NS Statutory Holiday Report_CA | Provides information about statutory holidays for employees in Nova Scotia. Calculates holiday pay based on wages earned and days worked in the period before the holiday date. | HolidayDate, Date Type (Accounting Period Date, Week Worked), Branch, Pay Codes (All, Reg, OT, DT, Bonus, etc.), Employee Name, Group By (Branch, None) | Employee Name, Employee ID, Days Wages Earned, Days of Employment, Wage Earned, Avg. Wage Per Day, Avg. Hours Per Day |
| ON Statutory Holiday Report_CA | Provides information about statutory holidays for employees in Ontario. Holiday pay is calculated as total regular wages and vacation pay for the four work weeks before the holiday week, divided by 20. | Branch, Employee Name, Start Date, End Date, Assignment Date 1, Assignment Date 2, Group By (Branch, None), Pay Codes (All, Reg, OT, DT, Bonus, etc.) | Emp. ID, Employee Name, Wage Earned, Holiday Pay, Assignment Date1 (True/False), Assignment Date2 (True/False) |
| PE Statutory Holiday Report_CA | Provides information about statutory holidays for employees in Prince Edward Island. Calculates holiday pay based on wages earned in the 30 days prior to the end date parameter. | Branch, Employee Name, Start Date, End Date, Date Type (Accounting Period Date, Week Worked Date), Group By (Branch, None), Pay Codes (All, Reg, OT, DT, Bonus, etc.) | Employee Name, Employee ID, Days Wages Earned, Days of Employment, Wage Earned, Average Daily Wage Per Day |
| QC Statutory Holiday Report_CA | Provides information about statutory holidays for employees in Quebec. Calculates holiday pay based on wages earned during the specified period. | Branch, Employee Name, Start Date, End Date, Date Type (Accounting Period Date, Week Worked Date), Group By (Branch, None), Pay Codes (All, Reg, OT, DT, Bonus, etc.) | Employee Name, Employee ID, Wage Earned, Holiday Pay |
| SK Statutory Holiday Report_CA | Provides information about statutory holidays for employees in Saskatchewan. Calculates holiday pay based on wages earned during the specified period. | Branch, Employee Name, Start Date, End Date, Date Type (Accounting Period Date, Week Worked Date), Group By (Branch, None), Pay Codes (All, Reg, OT, DT, Bonus, etc.) | Employee Name, Employee ID, Wage Earned, Holiday Pay |
| T4 Company Summary_CA | A T4, similar to an American W2, provides employee tax information. The T4 Company Summary_CA offers a summary-level view of the tax associated with a supplier's employees. | Supplier Name, Year ID (4-digit year) | Year, Employer's account number, Name and address of employer, Line 14 Employment income, Line 16 Employee's CPP contributions, Line 16A Employee's second CPP (CPP2) contributions, Line 18 Employee's EI premiums, Line 19 Employer's EI premiums, Line 20 RPP contributions, Line 22 Income tax deducted, Line 27 Employer's CPP contributions, Line 27A Employer's second CPP (CPP2) contributions, Line 52 Pension adjustment, Lines 74/75 SINs of proprietors or principal owners, Lines 76/78 Contact person name and phone, Line 80 Total deductions reported, Line 82 Minus remittances, Difference, Line 84 Overpayment, Line 86 Balance due, Amount enclosed, Line 88 Total number of T4 slips filed |
| T4_CA | A T4, similar to an American W2, provides detailed employee tax information. The T4_CA offers a per-employee view of the tax associated with a supplier's employees. | Supplier, Branch, Year ID (4-digit year), Employee Name, SIN, Include Electronic T4 (True/False), Include Instruction Page (True/False) | Employer's name, Employee's name and address, Year, Box 10 Province of employment, Box 12 SIN, Box 14 Employment income, Box 16 Employee's CPP contributions, Box 16A Employee's second CPP (CPP2) contributions, Box 17 Employee's QPP contributions, Box 17A Employee's second QPP (QPP2) contributions, Box 18 Employee's EI premiums, Box 20 RPP contributions, Box 22 Income tax deducted, Box 24 EI insurable earnings, Box 26 CPP/QPP pensionable earnings, Box 28 Exempt-Exception, Box 29 Employment code, Box 44 Union dues, Box 45 Employer offered dental benefits, Box 46 Charitable donations, Box 50 RPP or DPSP registration number, Box 52 Pension adjustment, Box 54 Employer's account number, Box 55 Employee's PPIP premiums, Box 56 PPIP insurable earnings, Box 67 Eligible retiring allowances, Box 90 Security option benefits, Other Information |
| T4A_CA | A Statement of Pension, Retirement, Annuity, and Other Income. Used for self-employment income and other income not reported on a T4. | Branch, Year ID, SIN, Include Instruction Page (True/False) | Payer's Name (Supplier), Payer's address (Supplier), Year, Payer's program account number, SIN, Recipient's program account number, Recipient's name and address (Employee), Recipient's address (Employee), Pension or superannuation, Income tax deducted, Lump-sum payments, Self-employed commissions, Annuities, Fees for services, Other Information (Box), Other Information (Amount) |
| Wage Statement_CA | Provides a tax summary separated per employee, designed to be mailed to an employee. | Date Type (Accounting Period Date, Check Date), SIN, Start Date, End Date, Employee Name | Cheque Date, Accounting Period, Cheque No., Hours Worked, Gross Wages, Total Taxes, Non-Tax Adjs., Net Pay |
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