Overview
Updated 05/19/2023
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Avionté provides a set of standard advanced queries through the Main Menu > Reports option. To access an Advanced Query that is not displayed through 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 Standard Advanced Queries in this article are grouped by the type of user (e.g. front office users, back office users, admin users, etc.) who may find that particular report most useful.
- Click here for information on Standard Reports
- Click here for information on Self-Serve Utilities
- Click here for information on activating a Report or AQ
Report Tools and Exporting AQs Video
Front Office User Advanced Queries
Back Office User Advanced Queries
Front and Back Office User Advanced Queries
Admin User Advanced Queries
Management User Advanced Queries
Sales User Advanced Queries
Advanced Queries for All Users
ACA Queries
Canadian Advanced Queries
Report Tools and Exporting AQs Video
Front Office User Advanced Queries
| Name | Description | Parameters | Fields/Configuration Settings | Why is this AQ useful? |
| Assignment AQ | Shows all employees that are assigned to an active assignment | Branch (Assignment), Start Date, End Date, Customer Name, Employee Type | Staffing Company, Branch, Customer Name, Department Name, Employee ID, Employee Name, SSN, Street 1, Street 2, City, State, Zip Code, IsW2, Primary Contact Method, Email, Agency Name, Assignment Type, Assignment ID, Job Title, Job Description, Order Type, Performance Code, Original Start Date, Start Date, End Date, End Reason, Pay Rate, Bill Rate, OT Pay Rate, OT Bill Rate, Salary Pay Rate, Salary Bill Rate, DH Fee, Last Paid Date | This report is useful when auditing new placements, crosschecking those specific assignments are ending on their end date, and to get a good overview of current active assignments. |
| Audit AQ | Lists changes to specific tables within the application | Start Date (Audit Date Modified), End Date (Audit Date Modified), User Name, Table name, Column Name | Audit Type, Table Name, Column Name, Old Value, New Value, Date Modified, User Name, User Description | This report lists all changes made to any table along with the value prior to the change, the date the change was made, and the User that made the change. |
| Birthday AQ | Lists employee birthday information by month and branch | Branch (Employee), Employee Month, Show Customer Detail (Yes, No) | Staffing Company, Branch, Employee ID, Employee Name, Employee Status, On Assignment (Checkbox), Birthday, Employee Address, Phone, Email, Customer Name, Department Name | This is a great report to run if you need to know the age of an employee for an assignment or if your office sends out birthday cards to your employees. |
| Client Evaluation Results AQ | Lists results from client surveys | Customer Name, Evaluation Name, Question, Start Date, End Date | Questions from client evaluation. | This report compiles client evaluation information in an easy-to-read, compact format. |
| Config Choice AQ | Lists all the property values for each branch for each choice code in the system | Branch, Category, Active | Staffing Supplier Desc, Branch Name, Category Name, Choice Code, Choice Code Description, Property, Value, Is Active, Config Choice ID, Date Entered | This is a great report to quickly look at the property values set for each branch. |
| Customer Attendance Roster AQ | Details weekly attendance of employees at assignments by Customer | Branch, Assignment, Attendance Code (All, A, NA), Customer Name, Start Date (Attendance Date), End Date (Attendance Date) | Staffing Company, Branch, Customer Name, Department Name, Employee Name, SSN, Date Worked, Day, Entry, Week End Day, Week End Date | This report shows a brief snapshot of employee attendance and the customer that they are assigned to. |
| Employee eDocument Info AQ | Details eDocument status for each employee | Branch (Employee), Employee Status, eDocument, eDocument Status, Include Employee with Missing eDocs? (Yes, No) | Employee Branch, Employee ID, Employee Name, Employee Status, On Assignment, Primary Contact Method, Employee Date Entered, Employee Entered By, eDocument Type, eDocument Status, Active, Verified, eDocument Submitted Date, eDocument Completed Date, eDocument Expiration Date, eDocument Missing | This report is a good summary of employees missing and submitted eDocuments. |
| Employee Adobe e-Signature Document Info AQ |
Lists all completed Adobe e-Signature documents
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Branch (Employee), Employee Status, e-Signature Document, Include Employee with Missing Document? (Yes, No) | Employee Branch, Employee ID, Employee Name, Employee Status, On Assignment, Primary Contact Method, Employee Date Entered, Employee Entered By, e-Signature Template Name, e-Signature Completed Date | This report is a good summary of an employee’s missing and completed Adobe e-Signature Templates. |
| Employee Certification AQ | Lists all available assigned or missing certifications for the employee between a selected date, assignment, hire or paycheck date | Branch (Employee), Date Type, Start Date, End Date, Employee Status, Certification, Missing Certifications | Staffing Company, Branch, Employee ID, Employee Name, On Assignment, Primary Contact, Employee Status, Last Paycheck Date, First Paycheck Date, Certification Type, Certification Issuing Authority, Certification Number, Certification Issue Date, Certification Expiration Date, Certification Validation Date, Certification Note, Missing Certification | |
| Employee Document Info AQ | Details Document status for each employee | Branch (Employee), Date Type, Start Date, End Date, Employee Status, Document Type, Employee with Missing Docs | Employee Branch, Employee ID, Employee Name, Employee Status, On Assignment, Primary Contact Method, Employee Date Entered, Document Type, Note, File Name, Document Entered By, File Type, Expiration Date, Date Entered, Document Missing, Last Paycheck Date, User: Entered By, User: Interviewed By, User: Recruiter | This report is a good summary of an employee missing and submitted eDocuments. |
| Employee Overview AQ | This report allows you to search for all Employee Education, Skills, Requirements, Past Jobs, Certifications, Documents and eDocuments. It also allows you to search for Employees missing the above information, which is not possible with Advanced Search functionality. | SSN, Search type, Branch, Start Date/End Date, Employee Status, Employee Missing [This has to match exactly with the choice code] | Branch Name, Employee ID, SSN. Last Name, First Name, Employee Status, Primary Contact, Email, Full address, On Assignment and other fields depending on the Search type selected. | This allows you to search for employees missing certain information like I9 certification or certain requirements. |
| Employee Missing Certification AQ | Lists missing employee certifications | Branch (Employee), Certification List, On Assignment? | Branch Name, Employee ID, Employee Name, SSN, On Assignment?, Address 1, Address 2, City, State, Zip Code | This report shows all employees that are missing specific certifications. |
| Employee Missing Requirement AQ | Lists employees missing requirements | Branch (Employee), Requirement List, On Assignment? | Staffing Company, Branch Name, Employee ID, Employee Name, SSN, On Assignment?, Address 1, Address 2, City, State, Zip Code | This report shows all employees that are missing specific requirements. |
| Employee W2 Info | Display all W2 fields in Excel format. | Supplier / Year, Branch (Employee), Employee Status, Address Type, Order By | Pulls all the fields that are on the W2 form. | This report will show all the info that we pull on the standard W2 report in Excel format for easier review and verifications. |
| Ending Assignment List AQ | List of employees with ending assignments | Branch (Assignment), Start Date (Assignment End Date), End Date (Assignment End Date) | Staffing Company, Site Name, Assignment ID, Employee ID, Employee Name, Customer Name, Department, Job Title, Start Date, End Date, Bill Rate, Pay Rate, Performance, End Reason, Employee Main Contact Method, Last Date Paid, Total Hours Worked, # Days on Assignment | This report details information about ending assignments during a specified time period, including end reason and employee contact information. |
| Everify Case AQ | Details employees’ Everify statuses | Employee Branch, Everify Requested Date (From), Everify Requested Date (To) | Group Name, Group Description, Created by User Name, Created by User Description, Contact Branch, Last Name, First Name, Street 1, City, State, Zip Code, Authorized to Work, Sent By User |
This report allows you to search for E-Verify completion status for all employees by their submission dates. |
| Job Order Metrics AQ | Shows all job order information | Branch (Order), Start Date (Order Date Entered), End Date (Order Date Entered), Customer Name, Staffing Specialist, Order Type | Branch Name, Customer Name, Department Name, Order ID, Order Type, System Order Type, Job Title, Order Start Date, Order End Date, Fee, Fee Min, Fee Max, Pay Rate, Bill Rate, Contact, Required, Placed, City, State, Order Status. | This report is useful for tracking recruiter activity and determining the fill rate of active job orders. |
| Message Activities AQ | Shows Messages/Activities for each: Employee, Customer, Contact | Date Type, Start Date, End Date, Entered By, Action Type, Customer Name | StaffingCompany, BranchName, ActionType, MessageType, Subject, message, DATE, EnteredbyUser, EmployeeName, CustomerName, ContactName, LinkUsers, IsComplete, Order ID, Assignment ID, Agency Name, WCClaim ID, Unemployment ID, Is Aero Activities, Is System Generated | This report shows the Messages/Activities for the Employees, Customers or Contacts in a specific Date range. |
| Order Posted to Web AQ | Shows orders posted to the web | Branch (Order), Order Type, Customer Name, Start Date (Date Posted), End Date (Date Posted), Show Active Only (Yes, No) | Staffing Company, Branch, Customer ID, Customer Name, Department Name, Staffing Order ID, Job Title, Order Type, Order Status, WC Code, Shift Name, Job Portal, Date Posted, Is Active?, Required, Placed, Start Date, End Date, Pay Rate, Bill Rate, Order Candidates | This report is useful for tracking online activity and the implications on job order postings. |
| Prove It! AQ | Tracks Prove It! tests sent, submitted, and expired | Branch (Employee), Date Type (Date Sent, Date Completed, Date Expired), Start Date, End Date | Branch, Employee ID, Employee Name, Status, Email, Primary Contact Method, On Assignment, Test Name, Sent Date, Expire Date, Complete Date, Score, Score %, Percentile, Sent By | This report makes it easy to search for all of the results of one specific Prove It test, determine who has or hasn’t completed a test, or filter for all employees that received a score greater than a cutoff for a specific test. |
| Referral Source AQ | Lists referral information of customers and employees | Start Date (Entered Date), End Date (Entered Date), Branch, Entity (Employee, Customer) | Employee: Employee Branch, Employee ID, Employee Name, Referral Source, Date Entered, Employee Origin, Assigned, Active Order Count, Customer Name, Department Name, Job Title; Customer: Customer ID, Customer Name, Department Name, Source, Source Detail, Customer Branch, Date Entered, Has Active Order, Active Order Count Need an Extra label set up with the SystemName = Source under category EmployeeExtra for Employee and under CustomerOrderExtra for Customer. Need to set up following Config ChoiceCodes: MainCategory = EmployeeExtra or EmployeeInterview, SystemName = Source |
This report is useful in determining the referral source of an employee or customer for later action (i.e. sourcing payment) or in determining the success of the reference. |
| Skill Code AQ | Provides a list of the Skill Codes and their status | Branch, Category, Is Active, Is Job Position, Is Skill, Is Web Visible | StaffingSupplier, Branch, Category, Skill Code, Skill Code Description, IsActive, IsJobPosition, IsWebVisible, IsSkill | This provides a list of the Skill Codes as well as if they are: Active, Web Visible, Job Position or a Skill |
| Staffing Action AQ | Staffing message search report | Branch (User), Date Type (Entered Date, Start Date, End Date), Start Date, End Date, Entered By, Is Complete, Action Type, Customer Name | Staffing Company, Branch Name, Action Type, Message Type, Subject, Message, Date, Entered By User, Employee Name, Customer Name, Contact Name, Link Users, Is Complete, Order ID, Assignment ID, Agency Name, WC Claim ID, Unemployment ID | This is a useful report for tracking recruiter activity and for finding specific messages that have been exchanged. |
| Staffing Action Archive AQ | To search for Staffing message records archived by the Aged Data Maintainer. | Branch (User), Date Type (Entered Date, Start Date, End Date), Start Date, End Date, Entered By, Is Complete, Action Type, Customer Name | Staffing Company, Branch Name, Action Type, Message Type, Subject, Message, Date, Entered By User, Employee Name, Customer Name, Contact Name, Link Users, Is Complete, Order ID, Assignment ID, Agency Name, WC Claim ID, Unemployment ID | This AQ is exactly the same as the existing Staffing Action AQ, except it references the archive tables instead. Essentially, the aged data maintainer moves messages/tasks/appointments older than 5 years into an archive table in order to prevent the staffing action table from becoming bloated. |
Back Office User Advanced Queries
| Name | Description | Parameters | Fields/ Configuration Settings | Why is this AQ useful? |
| 401K Census AQ | This AQ gives the details of 401K Deduction and 401K Contribution for Employee | Branch (Employee), Start Date (Check Date), End Date (End Date), Show Summary, 401K Deductions List, 401K Contributions List | Staffing Supplier Desc, Branch, Employee ID, Last Name, First Name, Middle Name, SSN, Gender, Street1, Street2, City, State, Zip, Date of Birth, Date of Hire, Status, Date of Termination, Phone, Email, Check Number, Check Date, Accounting Period Date, Hours, Wages, Deduction Amount, Deduction Amount YTD, Deduction Amount LTD, Contribution Amount, Contribution Amount YTD, Contribution Amount LTD | This report is helpful to review and report 401K deductions and Contribution Census. |
| Details AR days sales outstanding | Branch Invoice, As of Date, Aging Date Type (Accounting Period Date, Due Date), Customer Name, Root Customer ID, Rool up to Parent Customer (True/False) | StaffingCompany, BranchName, CustomerID, CustomerName, DepartmentName, InvoiceNumber, InvoiceDate, DueDate, AccountingPeriodDate, InvoiceAmount, FinanceCharge, BalanceAmount, PaymentAmount, Current_Age, Age_1_30, Age_31_60, Age_61_90, Age_Over_90, PaymentTerms, DSO, PhoneNumber, CreditLimit, HighLimit, LastPaymentDate, LastCustomerPaymentDate, AccountManager, CreditHoldCode | Our clients find this report useful when reviewing accounts receivable and tracking the AR status for a specific date. | |
| Details AR days sales outstanding | Branch, Customer Name, Date Type (Accounting Period Date, Invoice Date), Start Date, End Date, Customer Name | Branch, Customer Name, Department Name, Invoice Amount, Balance Amount, Total Payment Amount, DSO, No of Days (within a specified time period) | Our clients find this report useful when reviewing accounts receivable and tracking the AR status of their customers. | |
| AR Batch ID AQ | Lists AR by Batch ID | Date Type (Accounting Period Date, Date Posted), Start Date, End Date, Branch (Invoice), Customer Name, AR Batch ID | Staffing Company, Branch Name, AR Batch ID, AR Batch Type, Customer Name, Invoice #, Check #, Payment Amount, Payment Applied, Reason Code, Posted By, Date Posted, Accounting Period Date | This report is useful for reviewing accounts receivable information by Batch ID. |
| Billing by Work State AQ | Shows billing totals by work state | Date Type (Accounting Period, Invoice Date), Start Date, End Date, Branch (Invoice) | State, State Description, Total Bill | This report breaks down billing totals by state. |
| California Labor Contractor Report | Provide this report to your customers, they will determine if they need to submit the required information to California. | Supplier, Branch, Date Type, Start Date, End Date, Transaction Type, Ignore "Missing Info" Errors?, Customer ID, Show Employee Detail, Include Child Departments | Establishment Name, Address Line 1, Address Line 2, City, State, ZIP Code, NAICS Code, Major Activity, Employee ID, Employee First Name, Employee Middle Name, Employee Last Name, Total Number of Employees at Establishment, Was a California Pay Data Report filed for this establishment last year?, Was an EEO-1 Report filed for this establishment last year?, Is this establishment the employer's headquarters?, Labor Contractor, Labor Contractor FEIN, Snapshot - Start Date, Snapshot - End Date, Job Category, Race/Ethnicity/Sex, Pay Band, Number of Employees, Mean - Hourly Rate*, Median - Hourly Rate*, Total Hours, Row-Level Clarifying Remarks | |
| California Pay Data Report | Requires a private employer of at least 100 employees to file a Payroll Employee Report regardless of whether the employer files a federal EEO-1 report for the prior calendar year (2022) | Supplier, Branch, Date Type, Start Date, End Date, Transaction Type, Ignore "Missing Info" Errors?, Employee Detail | Establishment Name, Address Line 1, Address Line 2, City, State, ZIP Code, NAICS Code, Major Activity, Employee ID, Employee First Name, Employee Middle Name, Employee Last Name, Total Number of Employees at Establishment, Was a California Pay Data Report filed for this establishment last year?, Was an EEO-1 Report filed for this establishment last year?, Is this establishment the employer's headquarters?, Job Category, Race/Ethnicity/Sex, Pay Band, Number of Employees, Mean - Hourly Rate*, Median - Hourly Rate*, Total Hours, Row-Level Clarifying Remarks | |
| Check Register AQ | Shows information similar to that on paychecks. | Branch (Payment Check), Date Type (Check Date, Accounting Period Date, ACH Generated Date, Positive Pay Generated Date), Start Date, End Date, SSN Ends with, Show Earnings Details (Yes, No), Show Deductions Details (Yes, No), Show Benefits Details (Yes, No) | Staffing Company, Branch, Check Date, Accounting Period Date, ACH Generated Date and Time, Positive Pay Generated Date and Time, PrenoteSentDate, PrenoteApproveDate, Date Cleared, Check Number, Check Delivery, Employee ID, Agency ID, Payee Name, SSN, Gross Amount, Total EE Taxes, Total Deductions, Total Benefits, Net Amount, Is W2, Is Direct Deposit, Federal Tax, States, State WH, FICAEE, MEDEE, LOCALEE, SUIEE, SDIEE, FICAER, MEDER, SUIER, SDIER, FUTAER, Earn:Vac – Units, Earn:Vac, Earn:Salary – Units, Earn:Salary, etc. (these Earnings, Deductions, and Benefits fields are dynamically pulled from your settings) | This report is a good resource to crosscheck with payroll before submission. |
| Cincinnati Local Tax Details AQ | Details Cincinnati Local Tax information | Supplier, Start Date (Check Date), End Date (Check Date), SSN, Result Type (Detail, Summary) | Employee ID, Last Name, First Name, Middle Name, SSN, Check Number, Check Date, Cinci Taxable, Cinci Tax Calc Full, Work Site Tax Withheld, Cinci Tax Calc Reduced, Cinci Tax Actual Withheld | This report offers a very detailed breakdown of all local Cincinnati taxes. |
| Cleared Paychecks by Date AQ | Lists cleared paychecks during a specific time period | Start Date (Date Cleared), End Date (Date Cleared), Payment Date, Payment Bank, Branch (Paycheck) |
Branch, Payee, SSN, Check #, Check Date, Net Amount, Date Cleared, Payment Bank ID, Bank Name, Description, Is Direct Deposit, Is W2, Gross Amount, Accounting Period Date | This report is useful for determining which disbursed paychecks have been deposited in the event when there is a payroll error. |
| Commission Split AQ | Shows a breakdown, by Employee with: Total, Pay and Bill Hours, Amount and Commission % and Gross Profit. | Branch, Date Type, Start Date, End Date, Order Type, Customer Name | BranchName, CustomerName, DepartmentName, OrderType, WcCode, EmployeeName, AccountingPeriodDate, WeekWorked, PayTotalHours, BillTotalHours, BillAmount, DHFee, GPAdjBill, DiscountAmount, GrossWages, NonAdjCost, GPAdjPay, AgencyCost, EmployerTaxes, WorkerComp, GPAdjCost, BurdenAmount, EmployerContributions, GrossProfit, GrossProfitPerBilledHour, GP%, User, UserType, CommissionPercent, CommissionGP | Displays the FInancial details, per Employee and Assignment. |
| Department of Labor AQ | Lists number of employees and their number of hours | Date Type (Accounting Period Date, Week Worked), End Date, Start Date | Branch, Count of employees, Gross Wages, Reg Hours, OT Hours, DT Hours, Total Hours | Gives a good summary of the number of employees by branch and how many total hours they have worked. |
| Lists the dollar amounts associated with Discount Types | Branch (Transaction), Date Type (Accounting Period Date, Week Worked), Start Date, End Date, Show Details (Yes, No) | Staffing Company, Branch Name, Accounting Period Date, Week Worked, Invoice Number, Customer Name, Transaction Type, Department Name, Discount Name, Bill Amount, Discount Amount | This report shows the transactions that have discount amounts associated with them. | |
| Details employee direct deposit information | Branch (Employee), Employee Name, Show Inactive (True, False) | Branch, Employee ID, First Name, Middle Name, Last Name, Status, On Assignment, Bank Name, Routing Number, Account Number, Amount Value, Amount Type, Bank Account Type, Sequence, Last Check Date, Is Active | This report is a good summary of an employee’s direct deposit information | |
| Employee Pay Detail per Pay Code AQ | Shows all pay details for each employee | Branch (Employee), Date Type (Accounting Period Date, Check Date), Start Date, End Date, Tax Type | Show Type = ‘Employee’: Staffing Company, Employee Name, Employee ID, SSN, Employee Status, Primary Contact Method, On Assignment?, Employee Address, (remaining fields dynamic Pay Codes based on system settings); Show Type = ‘Customer’: Staffing Company, Customer Name, Customer ID, Department Name, Employee Name, SSN, Employee Status, Primary Contact Method, On Assignment?, Employee Address, (remaining fields dynamic Pay Codes based on system settings) | This report breaks down an employee’s pay by pay code in detail. |
| Employee Payroll Tax Detail with Pretax AQ | Shows all pay details for each employee | Branch (Employee), Start Date, End Date, Tax Type, Date Type (Accounting Period Date, Check Date) | Staffing Supplier Description, Employee Branch, Employee ID, Employee Name, On Assignment, US Withholding Type, Tax Name, Gross Wages, Subject Gross, Taxable Gross, Tax Amount, 401k Deductions, Sect125 Deductions | Shows a detailed breakdown of employee taxes with pretax deduction types and amounts. |
| Employee Tax Info AQ | Lists all tax information for each employee | Branch (Employee), Employee Status | Employee Branch, Employee ID, Employee Name, Employee Status, On Assignment?, US Withholding Type, Tax Type, Tax Name, Active, Tax Filing Status, Exemption, Dependent, Add WH, Is Tax Exempt?, NR_CERT, Fixed Percentage, Exemption Amount, Last Check Date | This report breaks down the amounts of each tax that each employee is withholding and it also shows tax-exempt employees. It is a great report to run if you need detailed employee tax information and/or filing statuses. |
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This report requires mapping |
Lists equal opportunity information for employees |
Supplier, Date Type (Week Worked, Accounting Period Date), Start Date, End Date, Show Employee Info (Yes, No), Branch (Employee), Exclude DH Orders (Yes, No) |
Job Category, Shows Employee counts of Race and Gender by Job Category. Displays Disability and Veteran status when "show employee info" = Yes This report requires mapping: |
This report makes federal reporting of EEO information simple and easy |
| Federal EEO Component 2 Reporting AQ | Lists equal opportunity information for employees, including wage and hour data | Supplier, Branch, Date Type, Start Date, End Date, Status Code, Unit Number, User ID, Question B2C, Question D2, Show Employee Info, Transaction Types, Exclude DH Orders, Ignore Missing Info Errors |
Supplier, Branch, Date Type, Start Date, End Date, Status Code, Unit Number, User ID, Question B2C, Question D2, Show Employee Info, Transaction Types, Exclude DH Orders, Ignore Missing Info Errors
This report requires mapping: |
This report makes federal reporting of EEO information simple and easy |
| Future Payroll/Billing AQ | Branch (Transaction), SSN, Customer Name, Future Type |
StaffingSupplierDesc, TransactionBranch, AccountingPeriodDate, WeekWorked, TimeEntryBatchID, TransactionID, CustomerID, BillToName, DepartmentName, EmployeeID, SSN, EmployeeName, IsW2, StaffingOrderID, AssignmentID, AssignmentStartDate, AssignmentEndDate, CheckAccountingPeriodDate, CheckDate, CheckNumber, CheckBranch, IsDirectDeposit, InvoiceAccountingPeriodDate, InvoiceDate, InvoiceNumber, InvoiceBranch, PayCode, PayUnit, PayRate, ItemPay, ,BillUnit, BillRate, ItemBill, CostUnit, CostRate,ItemCost, AgencyName, EmployerContribution, RTPay, OTPay, DTPay, RTBill, OTBill, DTBill, , OrderType, WcCode, WcCodeRate, JobPosition, PONumber |
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| Get Employee Fed W2 AQ | Gives details of employee federal wages | Supplier, Year, SSN, Data Source (Avionté, Compare, Greenshades), Return Type (Results, Summary), Sort By (Name, SSN) | SSN, Last Name, First Name, Middle Name, Full Name, Gross Wages, Fed Taxable Gross, Fed Tax Amount, FICA Taxable Gross, FICA Tax Amount, Med Taxable Gross, Med Tax Amount | This report shows all federal W2 information for an employee. |
| Get Employee Local W2 AQ | Gives details of employee local wages | Supplier, Year, State, Local Tax, SSN, Data Source (Avionté, Compare, Greenshades), Return Type (Results, Summary), Sort By (Name, SSN) | SSN, Last Name, First Name, Middle Name, Full Name, Street 1, Street 2, City, State, Zip Code, Gross Wages, Local Tax Name, Local Tax Code, Local Tax State, Avionté Taxable Gross, Avionté Tax Amount | This report shows all local W2 information for an employee. |
| Get Employee State W2 AQ | Gives details of employee state wages | Supplier, Year, State, SSN, Data Source (Avionté, Compare, Greenshades), Return Type (Results, Summary), Sort By (Name, SSN) | SSN, Last Name, First Name, Middle Name, Full Name, Gross Wages, Tax State, Avionté Taxable Gross, Avionté Tax Amount | This report shows all state W2 information for an employee. |
| Get Employee SUI Wage Details AQ | Gives details of employee SUI wages | Supplier, Start Date (Check Date), End Date (Check Date), State Code | SSN, Last Name, First Name, Middle Initial, Gross Wages, Taxable Wages, Subject Wages, Excess Wages | This report shows all SUI wage details for an employee. |
| Get PA EIT Details AQ | PA EIT breakdown by employee and worksite | Start Date (Check Date), End Date (Check Date), Tax Type(s) | Supplier Name, SSN, Employee Name, Employee Address, Gross Wages, Taxable Wages, Tax Amount, Resident PSD Code, Tax Name, Tax Type, Worksite, Worksite Address, Worksite PSD Code, Tax PSD Code, Tax Authority Need an Employee Extra label set up with SystemName = PSDCode |
This report shows a breakdown of the PA Earned Income Tax details and amounts for each employee. |
| Get PA Employees missing Resident PSD Code AQ |
Shows PA employees with missing Resident PSD Code | Start Date (Check Date), End Date (Check Date), Show EE w/PSD Code (Yes, No) | Staffing Company, Employee ID, Last Name, First Name, Middle Name, SSN, Full Address, Gross Wages, Tax Amount, Resident PSD Code Need an Employee Extra label set up with SystemName = PSDCode |
This report helps to find employees working in PA with missing PSD codes so that their information can be updated in their employee records. |
| Get W2 Details AQ | Shows totals for W2s and related taxes | Supplier, Year, Return Type (Detail, EE Summary, ER Summary, W2 Count) |
W2 Payee Count, W2 Page Count, SSN, SSN Count, Last Name, First Name, Middle Name, Full Name, Total Gross, Fed Taxable Gross, Fed Tax Amount, FICA Taxable Gross, FICA Tax Amount, Med Taxable Gross, Med Tax Amount, Tax States, State Taxable Gross, State Tax Amount, Local Tax Codes, Local Tax Names, Local Tax States, Local Taxable Gross, Local Tax Amount | This report totals the number of W2 payees and W2 page count for a specific supplier in a specific year. If ER Summary is chosen in the parameters, the report also totals all tax types. If EE Summary is chosen in parameters, the report also totals all tax types for each employee. |
| Provides information required for registering in the state of IL for the Day and Temporary Labor Act | Date Type (Accounting Period Date, Week Worked), Start Date, End Date, Show Employee Info (yes, no), Branch (Employee) | Branch, Male Hispanic Or Latino, White, Black African American, NativeHawaian Pacific Islander, Asian, American Indian Alaskan Native, Two or More Races, Unknown Race, Male, Female, Unknown Gender | Click here for more information on IL Day & Temp Labor Act | |
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Supplier Name, Start Date, and End Date Dates use Check Dates |
FirstName, LastName, SSN, Gender, Race, Ethnicity, Wages, HireDate, TerminationDate, JobClassification, JobTitle, and County | |||
| Gives details of the Finance Charges applied to invoices | Branch (Invoice), Date Type, Start Date, End Date | Customer ID, Customer Name, Department Name, Invoice Date, Invoice Amount, Balance Amount, Finance Charge Date, Finance Charge Percent, Chargeable Amount, Finance Charge, Charge Type, Increase Balance Amount | This report is useful to get the details of Finance charges applied to Invoices. | |
| Local Tax Mappings AQ |
View/Edit/Add Greenshades local tax mapping |
Action Type (View, Map), Year, State(s), Tax Types, Map Tax ID, Map to Juris ID, Map to Juris Code, Map to Juris Name, Map to Muni Code, Map to Muni Name | Tax ID, Tax Name, Tax Type, Vertex Tax Type, State Code, Tax Code ID, Taxable Gross YTD, Tax Amount YTD, Jurisdiction ID, Jurisdiction Code, Jurisdiction Name, Municipality Code, Municipality Name | This report is useful for determining where an employee falls in the Greenshades tax mapping. |
| Local Tax Mappings - Green- shades Listing AQ |
View Greenshades’ Local Tax List for Mapping | State(s), Jurisdiction, Municipality | Jurisdiction ID, State Code, Jurisdiction Code, Jurisdiction Name, Municipality Code, Municipality Name | This report is useful for determining where an employee falls in the Greenshades tax mapping and therefore what their tax rates will be. |
| Local Tax WH AQ | Totals local tax withholding | Branch Payment Check, Date Type (Check Date, Accounting Period Date), Start Date, End Date | Staffing Company, Branch, Year ID, Quarter Name, State, Local Name, Num of Employees, Taxable Gross, Subject Gross, Gross Amount, Tax Amount | This report is useful for tracking local tax withholding amounts for all employees working for a specific Branch. |
| Oregon Statewide Transit Tax AQ | Data required for reporting Oregon Statewide Transit Tax to the state of Oregon | Supplier FEIN, Quarter, Year | Social Security Number, First Initial, Employee Last Name, Total Subject Wages, Statewide Transit tax withheld | Click here for more information on reporting OR Transit Tax |
| Paycheck/ Invoice with a Gap AQ | Lists paychecks or invoices with time gaps in the sequence | Entity Branch, Start Date, End Date, Entity Type (Paycheck, Invoice), No. of Days, Entity Name | Paycheck: Branch, Employee ID, Last Name, First Name, Middle Name, Last Check Date; Invoice: Branch, Customer ID, Customer Name, Department Name, Last Invoice Date | This report makes it easy to identify which customers haven’t been billed and employees haven’t been paid for a gap time period either due to inactivity or an error in your billing or payroll. |
| Quarterly Payroll Numbers Detail AQ | Break down of quarterly payroll information by tax types | Start Date (Accounting Period), End Date (Accounting Period Date) | Check Year, Quarter, Bank ID, Tax Name, Tax Type, Taxable Gross, Tax Amount, Payee, Check Number | This report shows a good summary of the quarterly payroll totals broken down by tax type. |
| Quarterly Sales by Fiscal Year AQ | Break down of quarterly sales by fiscal year | Branch (Transaction), Fiscal Year Start Date, Fiscal Year End Date, Line of Business | Branch Name, Year ID, Month_Quarter, Customer, Department, Total Bill, Bill Amount, GP Adj Bill, Total Sales, Total Hours, Gross Profit, Line of Business | This report shows a good summary of total sales, total hours, and gross profit during a specific quarter in a fiscal year. |
| Split Transaction AQ | Shows all split transaction information | Branch (Transaction), Date Type (Accounting Period Date, Week Worked), Check Number, Check Date, Check Status, Start Date, End Date | Staffing Supplier Desc, Site Name, Payee Name, Bill To Name, Department Name, Total Pay, Total Bill, Total Cost, Worker Comp Cost, Agency Cost, Payment Cost, Burden, Gross Profit Percent, Gross Profit, Gross Wages, Bill Amount, Employer Taxes, Credit Card Fee, Discount Amount, Total Adjustment Pay, Total Adjustment Bill, Total Adjustment Cost, Pay RT Hours, Pay OT Hours, Pay DT Hours, Pay Other Hours, Pay Total Hours, Bill RT Hours, Bill OT Hours, Bill DT, Bill Other Hours, Bill Total Hours, SUTA Tax, FUTA Tax, Other ER Tax, FICA Tax, MED Tax, Accounting Period Date, Week Worked | This report shows all financial information about split transactions, including gross profit, tax, pay, and bill breakdowns. |
| State Saves_Employee Contribution File | Required employee contribution information for CA, IL, & OR state savings (often called Secure Choice) programs. | Branch (Employee), Start Date, End Date, Date Type (Accounting Period Date, Check Date), Deduction Type, State | Last Name, First Name, SSN, Contribution Amount, External Payroll ID, State | Used for IL, CA, OR Secure Choice Programs |
| State Saves_Employee List | Required employee census information for CA, IL, & OR state savings (often called Secure Choice) programs. | Branch (Employee), State, Date Type, Start Date, End Date, Pay Cycle, Start Print From, Run Type | SSN/ITIN, Full Name, Birthdate, Address, State, ZIP Code, Phone, Email, | Used for IL, CA, OR Secure Choice Programs |
| State Tax WH AQ | Lists state tax withholding by an employee | Branch (Employee), Date Type (Accounting Period Date, Check Date), Start Date, End Date, State | Staffing Company, Branch, Year ID, Quarter Name, State, Num of Employees, Taxable Gross, Subject Gross, Tax Amount | This report gives a good summary of state tax withholding for all employees by branch. |
| SUI Amount AQ | Lists amounts paid for SUI tax | Branch (Employee), Start Date (Check Date), End Date (Check Date) | Employee Name, Tax Name, Upper Limit, Subject Wages, Taxable Wages, Tax Amount | This report shows wage and tax amounts for the State Unemployment Insurance taxes. |
| Taxes Summary AQ | Summarizes company taxes | Branch (Paycheck), Check Start Date, Check End Date, Show Summary (Yes, No) | Supplier Description, First Name, Last Name, Check Number, Check Date, State Description, Tax Type, Tax Name, Gross Amount, Subject Gross, Taxable Gross, Tax Amount, Summary | This report shows a breakdown of the amounts owed for each tax type, as well as a summary. |
| Unemployment AQ | Lists all unemployment claim information by an employee | Branch (Employee), Date Type (All, Claim Date, Claim Received), Start Date, End Date, Unemployment Status, Unemployment Status Reason | Last Name, First Name, Claim Number, Claim Date, Claim Received, Date, Status, Determination Status, Reason Status, Potential Charges, Total Benefit Charged, Terminated By Employer, Protestable, Separation Info Needed, Appeal Pending, Claim Not Chargeable, Max Benefit, Weekly Benefit, Appeal Pending 1, Avg Pay Per Week, Total Earning Need an Unemployment Date setup with the SystemName = ClaimDate and SystemName = ClaimReceived |
This report generates a detailed list of unemployment claims and their statuses which can be used for simple tracking or for presentation in court. |
| View Greenshades Errors AQ | View errors generated from Greenshades feed | Supplier, Year, Quarter | Quarter, Last Feed Generated Date, Last Feed Generated By, Error Messages | This report allows you to see all of the Greenshades errors from running the last feed. |
| Shows Bill Pay for VMS Orders |
Branch (Transaction), Date Type (Accounting Period Date, Week Worked) Start Date, End Date |
Staffing Company, Branch Name, Agency Name, Customer Name, Department Name, Employee Name, Accounting Period Date, Week Worked, Total Bill, Total Pay, Total Cost. | This report is useful to review the bill and pay data for the orders associated with the vendors. | |
| Lists changes and allows changes to be made to W2s | Supplier, Year, Action (View Modifications, Add New Modification, Adjust Previous Modification, Remove Previous Modification), SSN, Box Number, Box Code, Modification Value, Modification Notes | SSN, Last Name, First Name, Box Number, Code, Value, Notes, Entered Date, Entered by User | This report allows someone to easily see and make changes to W2s in the system. | |
| WC Cost by Claim Type AQ | Details how worker comp claims affect gross profit (similar to the report by the same name) | Claim Status, Claim Number, Customer Name, Employee Name, Branch, As Of Date | Customer Name, Claim Number, Claim Entered Date, Wc Code, Employee Name, Claim Status, Staffing Company, Branch Name, Job Order ID, Job Title, Total Bill Amount, Gross Profit Before WC Cost, Gross Profit After WC Cost, YTD Customer Bill Amount, Body Parts, Medical Transportation | This report is useful for determining the financial impact that a single or group of WC claims had on your company and is easy to sort as an advanced query. |
| Workers Comp Claim Detail AQ | Shows all non-cost related details associated with a Workers Comp Claim | Branch (Claim) | Branch, Employee ID, Last Name, First Name, Middle Name, SSN, Address, Phone, Claim Number, Claim Type, Claim Status, Injury Date Time, WC Claim ID, Customer Name, Customer Address, Customer Phone, Job Title, Assignment ID, WC Code, Reg Pay Rate, Start Date, End Date, Body Part, Notes, Modified Duty Date, Insurance Notification, Count Date, Return to Work Date, Entered Date, Entered By, Body Part Injured 1, Note 1, Body Part Injured 2 | This report is a useful resource for claim reporting to customers. |
| Worker Comp Cost AQ | Details on Worker Comp codes per Employee (Wages, Hours and WC Cost) | Branch, Date Type, Start Date, End Date, Include Burden Factor, Roll up To Parent Customer | Staffing Company, Branch Name, Customer Name, Department Name, State, Worker Comp Code, WC Code Description, EmployeeID, Employee Name, SSN, Order Type, Skill Code, Accounting Period Date, Check Date, Reg Wages, OT Wages, DT Wages, Other Wages, Gross Wages, Worker Comp Wage, Worker Comp Percent, Worker Comp Cost, Pay Total Hours, Pay Reg Hours, Pay OT Hours, Pay DT Hours, Pay Other Hours, Select | Provides details: Hours, Wages and Worker Comp costs per Employee and Customer. |
Front and Back Office User Advanced Queries
| Name | Description | Parameters | Fields/Configuration Settings | Why is this AQ useful? |
| Accrued Hours AQ | Details total hours for employees within a specified time period | Date Type (Accounting Period Date, Week Worked), Start Date, End Date, Branch, Pay Code, Total Hours | Staffing Company, Branch, Employee ID, Employee Name, SSN, Primary Contact Method, Status, On Assignment?, Street 1, Street 2, City, State, Zip Code, Total Hours, Reg Hours, OT Hours, Gross Wages | This report can be used to report an employee’s hours to a customer, to calculate discounts for your clients, and to get general information about the number of hours one of your employees has worked on an assignment. |
| Comprehensive Agency AQ | Shows a comprehensive list of information associated with an Agency. | Branch, Date Type, Start Date, End Date, Agency Status, Agency Type, Agency Name, Extra Value | StaffingSupplier, Branch, AgencyID, AgencyName, ShortName, DepartmentName, Status, AgencyType, ReferenceID, StreetAddress1, StreetAddress2, City, State, ZipCode, Country, FEIN, FirstPaycheckDate, LastPaycheckDate, OutstandingTransactions, ActiveDirectDeposit, InvoicePayRequired, PaymentDelayInDays, PayBeginningDate, PayNotRequired, Net Pay (Current Year), Net Pay (Current Year – 1), Net Pay (Current Year – 2), Agency Contact Method, Agency User, Agency Date, Extra Value | This report offers a very detailed summary of Agency information. |
| Comprehensive Assignment AQ | Shows a comprehensive list of information associated with an Assignment | Branch (Assignment), Date Type (Date Entered, Hire Date, First Paycheck Date, Last Paycheck Date, Paycheck Date), Start Date, End Date, Customer Name, Extra Value | EmployeeID, EmployeeName, SSN, EmployeeStatus, PrimaryContact, IsW2, US Withholding Type, CustomerName, DepartmentName, JobTitle, WCCode, OrderID, OrderType, AssignmentID, AssignmentType, MarkUp, Branch, Shift, PerformanceCode, EndReason, Original StartDate, EndDate, OrderEndDate, # Days on Assignment, RegPayRate, RegBillRate, OTPayRate, OTBillRate, DTPayRate, DTBillRate, SalaryPayRate, SalaryBillRate, RecruitingCall, ReferenceCall, ArrivalCall, SecondDayCall, EndingCall, EmployeeLastPaid, AssignmentLastPaidDate, TotalBill, ResidentStreet1, ResidentStreet2, ResidentCity, ResidentState, ResidentZipCode, WorksiteStreet1, WorksiteStreet2, WorksiteCity, WorksiteState, WorksiteZipCode, Agency, Extra Value, User <User Type>, Dates: <Date Type> | This report offers a very detailed summary of Assignment information. |
| Comprehensive Contact AQ | Shows a comprehensive list of information associated with a Contact | Branch, Start Date, End Date Date Type, Extra Value, | ContactID, Salutation, FirstName, MiddleName, LastName, Title, ContactStatus, Branch, CustomerAgencyName, DepartmentName, Street1, Street2, City, State, ZipCode, Sales Level, Sales Level Notes, Industry Code, Customer Type, Competition, Lead Source, Lead Source, Contact Contact Methods, Customer Contact Methods, Contact Users, Contact Dates, Customer User, Extra Value | is report offers a very detailed display of Contact information |
| Comprehensive Customer AQ | Shows a comprehensive list of information associated with a Customer | Branch (Customer), Date Type (Date Entered, First Invoice Date, Last Invoice Date, Invoice Date), Start Date, End Date, Customer Name, Entered By (User Name), Extra Value | Customer ID, Customer Name, Department Name, Status, Branch, Street Address 1, Street Address 2, City, State, Zip Code, Short Name, Phone #, Staffing Supplier, Account Manager, Date Entered, Entered By, Website, Sales Level, Industry Code, Customer Type, Competition, Lead Source, Lead Source Description, Credit Limit, Hold Code, Default Payment Option, Warning Value Type, Warning Value, First Invoice Date, Last Invoice Date, Invoice to Department, Invoice Style, Email Invoice To, Print Invoice?, Statement Letter Day, Billing Period, Billing Cycle, Payment Terms, Max Invoice Amount, 2016 Total Invoice, 2015 Total Invoice, 2014 Total Invoice, LTD Total Invoice Amount, Total Sales Tax Amount, Total Discount Amount, Total Payment Amount, Date of Last Invoice, AR Invoice Total Balance, AR Age 0-30 Days, AR Age 31-60 Days Total Balance, AR Age 61-90 Days Total Balance, AR Age Over 90 Days Total Balance, 2016 Total Hours, 2015 Total Hours, 2014 Total Hours, Total Expected Revenue, Referral Source, Source Detail, Agency, Agency Fee, Default WC Code, Default Mark Up | This report offers a very detailed display of Customer information including historical invoices and total hour information for annual comparison. |
| Comprehensive Employee AQ | Shows a comprehensive list of information associated with an employee | Branch (Employee), Date Type (Date Entered, Hire Date, First Paycheck Date, Last Paycheck Date, Paycheck Date), Start Date, End Date, Employee Status, Extra Value |
Branch, Employee ID, Employee Last Name, Employee First Name, Employee Middle Name, SSN, Employee Status, On Assignment, Street 1, Street 2, City, State, Zip Code, User_EEO Permission, Date of Birth, Gender, Check Delivery, Agency Name, Tax Credit Qualified?, First Paycheck Date, Last Paycheck Date, First Assignment Start Date, Is W2?, Resume?, I9?, Direct Deposit?, ACA Eligible?, Referral Source, Referral Detail, E-Verify Status, Total Wages (Current Year), Total Wages (Current Year – 1), Total Wages (Current Year – 2), Total Hours (Current Year), Total Hours ((Current Year – 1), Total Hours (Current Year – 2), Accrual Balance, Contact Method, Date Type, Entered By, Entered Date |
This report gives a great summary of an employee and pulls all basic information, as well as their basic work and pay history for the past 3 years. |
| Comprehensive Order AQ | Shows a comprehensive list of information associated with an order | Branch (Order), Date Type (Date Entered, Order Start Date), Start Date, End Date, Order Status, Customer Name, Order Type, Extra Value | Order ID, Order Date Entered, Customer Name, Department Name, Main Address, Order Type, Order Status, Order Schedule Status, Job Title, Position Description, Branch, WC Code, Reg Pay Rate, Reg Bill Rate, OT Pay Rate, OT Bill Rate, DT Pay Rate, DT Bill Rate, Salary Pay Rate, Salary Bill Rate, Mark Up, Pay Period, OT Plan, Start Date, End Date, Required, Placed, Fill Ratio, Fill Ratio Percent, Fill Rate (Hours), Is Posted to Web, Shift Name, Worksite Address, Referral Source, Referral Detail, PO Number, Record Origin, Record Type, Discount, (Dynamic Population of Candidate Status Counts), SalaryRange, SalaryRangeMin, SalaryRangeMax, FeeType, Fee, FeeMin, FeeMax, FeePercent,InvoicedAmount, YetToBeBilledAmount, Career Builder Candidate Total, Career Builder Candidate Parsed,Career Builder Candidate Removed, Data Frenzy Candidate Total, Data Frenzy Candidate Parsed, Data Frenzy Candidate Removed, Order Candidates, Extra Value, BoldJobID, CustomerID, BoldCompanyID, Sales Tax, User <User Type>, Date <Date Type> | This report offers a very detailed summary of the Order information and also includes some fill ratio and fill rate information to help you determine your business’ efficiency. |
| Customer Markup AQ | Shows the Mark Up Rates for Customers | Customer ID, Customer Name | CustomerID, CustomerName, DepartmentName, MarkUpName, Description, RTMarkUp, OTMarkUpOption, OTMarkUp, DTMarkUpOption, DTMarkUp, IsVisible, IsDefault, DateEntered, UserName | This report displays all (or specific) Customers and their respective Regular, OT and DT Mark up rates and names. |
| Daily Hours AQ | Details daily hours for employees |
Branch (Transaction), Date Type (Accounting Period Date, Week Worked, Date Worked, Start Date, End Date | Staffing Supplier, Branch, Name, Accounting Period Date, Week Worked, Batch ID, Customer Name, Department Name, Order ID, Job Title, WC Code, Assignment ID, Start Date, End Date, Employee ID, Employee Name, SSN, Day Name, Date Worked, Type, Pay Unit, Pay Rate, Item Pay, Bill Unit, Bill Rate, Item Bill, Time In, Lunch Out, Lunch In, Time Out | This report shows specific time clock information, as well as associated assignment, customer, pay, and bill information for each employee. |
| Employee Benefit AQ | Details benefits enrollment for each employee | Date Type (Accounting Period Date, Check Date), Start Date, End Date, Branch (Employee), Deduction/Benefit List |
Employee Branch, Employee ID, First Name, Middle Name, Last Name, SSN, Employee Status, Birth Date, Original Hire Date, Recent Hire Date, First Check Date, Street 1, Street 2, City, State, Zip Code, Country, Gender, Total Hours, Total Wages, Deduction Amount, YTD Deduction Amount, LTD Deduction Amount, Is ACA Eligible, Current Stability End Date, Measurement Start Date, Measurement End Date, Measured Type, Measurement Total Hours, Measured Eligibility, Benefit Plan Name, Benefit Plan Type | This report is similar to the ACA Census AQ. It is useful for tracking healthcare eligibility as well as other benefit participation. |
| Employee Deduction/ Contribution List AQ | Details deductions and contributions for each employee | Branch, Date Type (Check Date, Date Entered, Start Date, None), Start Date, End Date, Deduction/Contribution Name | Employee Branch, Employee Status, Employee ID, First Name, Middle Name, Last Name, Deduction/Contribution Type, Deduction/Contribution Name, Amount, Is Fixed Amount, Is Levy, Is Per Hour, Sequence, Percent of Gross, Percent of Net, Agency Name, Agency Address, Agency Reference Number, Deduction DI Percent, Start Date, End Date, Pay Period Limit, Monthly Limit, Yearly Limit, Lifetime Limit, Deduction Amount MTD, Deduction Amount YTD, Deduction Amount LTD, Deduction Balance, Note, Frequency, Deduction/Contribution Supplier, Flag During Payroll, Entered By, Date Entered, Last Check Date, Employee Last Assignment End Date, Deduction Max Percent of Net | This report gives detailed deduction/contribution information and can be useful when checking employee payroll deductions. |
| Favorite Contacts AQ | Lists favorite contacts | User Name(s) (Optional), Branch (Contact) | Group Name, Group Description, Created by User Name, Created by User Description, Contact Supplier, Contact Branch, Contact ID, Last Name, First Name, Title, Customer/Agency Name, Contact Primary Contact Method, Contact Email Address, Street 1, City, State, Zip Code | This report makes it easy to pull up a list of the contact information for your favorite contacts. |
| Favorite Customers AQ | Lists favorite customers | User Name(s) (Optional), Branch (Customer) | Group Name, Group Description, Created by User Name, Created by User Description, Customer Supplier, Customer Branch, Customer ID, Customer Name, Customer Primary Contact Method, Customer Email Address, Street 1, City, State, Zip Code | This report makes it easy to pull up a list of the contact information for your favorite customers. |
| Favorite Employees AQ | Lists favorite employees | User Name(s) (Optional), Branch (Employee) | Group Name, Group Description, Created by User Name, Created by User Description, Employee Supplier, Employee Branch, Employee ID, First Name, Last Name, Employee Primary Contact Method, Employee Email Address, Street 1, City, State, Zip Code | This report makes it easy to pull up a list of the contact information for your favorite employees. |
| Look Back Data Comparison AQ | Compares specific column totals for two different specified time periods (week, month, quarter, year.) | Date Type (Accounting Period Date, Week Worked), Start Date, End Date, Column to Compare, Compare By (Week, Month, Quarter, Year), Include In Comparison (Transaction Branch, Order Type), Roll up to Root Customer. | Staffing Company, Branch Name, Customer Name, Department Name, Order Type, Label, Year/Quarter/Month/Week (depending on time period specified in search parameter), Sales Rep, Service Rep, Account Manager, Entered By Config ChoiceCode Main Category = “CustomerUser” SystemName = “SalesRep”, “ServiceRep”, “AccountManager”, and “EnteredBy” |
This is a great report to run to track how the company is doing on various metrics over time. |
| PO Number Info AQ | Gives information associated with a PO number | Customer Name, Start Date (Assignment), End Date (Assignment), Active (Active, Inactive) | Customer ID, Customer Name, Department Name, Staffing Order ID, PO Number, PO Limit, PO Start Date, Warning Value, Amount Used, PO Remaining, Assignment ID, Employee Name, Shift, Is Active? | This report is useful for getting a good general snapshot of the information associated with a PO number. |
| Processed Transaction Detail AQ | Gives detailed information of all processed transactions | Branch (Transaction), Date Type (Accounting Period Date, Check Date, Invoice Date, Week Worked), Start Date, End Date, Customer Name, SSN | Staffing Supplier Desc, Transaction Branch, Accounting Period Date, Week Worked, Time Entry Batch ID, Transaction ID, Customer ID, Bill To Name, Department Name, Employee ID, SSN, Employee Name, Staffing Order ID, Assignment ID, Assignment Start Date, Assignment End Date, Check Date, Check Number, Check Branch, DD, Invoice date, Invoice Number, Invoice Branch, Pay Code, Pay Unit, Pay Rate, Item Pay, Bill Unit, Bill Rate, Item Bill, Cost Unit, Cost Rate, Item Cost, NonAdjustmentCost, Employer Contribution, RT Pay, OT Pay, DT Pay, RT Bill, OT Bill, DT Bill, Order Type, WC Code, Job Position, PO Number, Customer User: Service Rep, Customer User: Account Manager, Assignment User: Sales Rep, Assignment User: Staffing Rep | This report shows a comprehensive view of all processed transactions during a specific time period. |
| Processed Transaction Summary AQ | Gives detailed information of all processed transactions | Date Type (Accounting Period Date, Week Worked), Start Date, End Date, Branch (Transaction), Customer Name, SSN | Staffing Supplier Description, Transaction Branch, Accounting Period Date, Week Worked, Time Entry Batch ID, Transaction ID, Customer ID, Bill To Name, Department Name, Employee ID, SSN, Employee Name, Staffing Order ID, Assignment ID, Assignment Start Date, Assignment End Date, Check Date, Check Number, Check Branch, DD, Invoice Date, Invoice #, Invoice Branch, Total Pay, Total Bill, Bill Amount, Gross Wages, Total Adjustment Pay, Total Adjustment Bill, WC Cost, Cost WC Cost, Agency Cost, Payment Cost, Burden, Gross Profit, Gross Profit Percent, Gross Margin, Employer Taxes, Employer Contribution, Pay RT Hours, Pay OT Hours, Pay DT Hours, Pay Total Hours, Bill RT Hours, Bill OT Hours, Bill DT Hours, Bill Total Hours, RT Pay, OT Pay, DT Pay, RT Bill, OT Bill, DT Bill, Order Type, WC Code, Job Position, Total Adjustment Cost, GP Adjustment Pay, GP Adjustment Bill, GP Adjustment Cost, Sales Tax Amount, NonAdjustmentCost, WC Wage, CC Fee, Discount Amount, Rebate Amount, PO Number, Bill Other Hours, Pay Other Hours, Fed Income Tax, State Tax, FICAEE, MEDEE, Other Taxes, Customer User: Service Rep, Customer User: Account Manager, Assignment User: Sales Rep, Assignment User: Staffing Rep | This report shows an extremely comprehensive view of all processed transactions during a specific time period. |
| Turnover AQ | Details turnover rates for both positive and negative end reasons | Start Date (Order Entered Date), End Date (Order Entered Date), Customer Name, Order Type | Branch, Customer ID, Customer Name, Department Name, Staffing Order ID, Order Type, Order Status, Order Schedule Status, Job Title, Shift Name, Reg Pay Rate, Reg Bill Rate, Required, Placed, Assignments Ended, End Reason Negative, End Reason Positive, Turnover Percent, Negative Turnover Percent, Positive Turnover Percent, Average Assignment Length (Days), Account Manager, Entered By, Sales Rep, Staffing Rep This report requires mapping: Click here for more information on Mapping Reports and Advanced Queries |
This report shows turnover rates broken out into rates of positive and negative turnover as mapped to the assignment end reasons to give you a better sense of how your employees are performing on assignments. |
| Web Time AQ | Lists time entered by employees online | Branch (Transaction), Start Date (Weekend Date), End Date (Weekend Date), Customer Name, Assignment ID | Staffing Company, Branch Name, Employee ID, Employee Name, Customer Name, Department Name, Submitted Date, Submitted Time, Approved Date, Approved Time, Approved By, Imported Date, Rejected By, Rejected Date, Week End Date, Transaction Type, Assignment ID, Date Worked, Day Label, Start Time, Break In, Break Out, End Time, Date Time Entered, Bill Unit, Pay Unit, Time Entry Batch ID, Rejection Reason 1, Rejection Reason 2, Rejection Reason 3 | This report is a great resource for cross-checking an employee’s entered time. |
Admin User Advanced Queries
| Name | Description | Parameters | Fields/Configuration Settings | Why is this AQ useful? |
| Audit AQ | Click the Report link to see details of the Audit AQ. | |||
| Bureau of Labor Current Employment Statistics | Pulls the information required for reporting Bureau of Labor Statistics Current Employment Statistics data. | Supplier, Month Code, Year, Pay Period (Daily, Weekly, Biweekly, Monthly, SemiMonthly, Yearly, Hourly) | Staffing Supplier Desc, Pay Period, Total EE Count, Total Non Sup. EE Count, Total Female EE Count, Wages for All EE without Comm., Wages for Non Sup. EE wihout Comm., Total Comm., Non Sup. EE Comm., Total Hours for All EE, Total Hours for Non Sup. EE This report requires mapping: |
This report makes it easy to submit Current Employment Statistics data to the Bureau of Labor Statistics every month. |
| Bureau of Labor Multiple Worksite Report | Pulls the information required for the reporting Bureau of Labor Statistics quarterly wages data. | Quarter, Year | Branch Name, Street 1, Street 2, City, State, Zip Code, Month 1 EE Count, Month 2 EE Count, Month 3 EE Count, Quarterly Wages | This report makes it easy to fill out the reporting requirements for your State or Federal Labor Statistics quarterly wage structured reports. |
| eDocument Audit Log AQ | Logs changes made to eDocuments. | Start Date (Modified), End Date (Modified), User Name, Table List, Web User | FK ID, FK Name, Table Name, eDocument Type, Field, Old Value, New Value, Date Modified, Modified Time, Modified By | This report allows you to track an employee’s progress on their eDocuments and see when and how all specific eDocument fields were changed. |
| Get System Usage | Details system usage by user name | User Description, Show Primary (Yes, No), Start Date, End Date | ID, User Description, Table Name, Count, Show Primary, Section | Details system usage by username which shows what each user is doing within the application by their User Name. |
| Get W2 Details AQ | Shows totals for W2s and related taxes. | Supplier, Year, Return Type (Detail, EE Summary, ER Summary, W2 Count) | W2 Payee Count, W2 Page Count, SSN, SSN Count, Last Name, First Name, Middle Name, Full Name, Total Gross, Fed Taxable Gross, Fed Tax Amount, FICA Taxable Gross, FICA Tax Amount, Med Taxable Gross, Med Tax Amount, Tax States, State Taxable Gross, State Tax Amount, Local Tax Codes, Local Tax Names, Local Tax States, Local Taxable Gross, Local Tax Amount | This report totals the number of W2 payees and W2 page count for a specific supplier in a specific year. If ER Summary is chosen in the parameters, the report also totals all tax types. If EE Summary is chosen in parameters, the report also totals all tax types for each employee. |
| Report AQ Possible Issue | Lists error reasons for issues with Reports or AQs within the Reports feature. | Root Staffing Supplier | Title, Target Server URL, File Name, Error | This report can be run to determine why a specific report is going to have issues running or with user access. |
| User Log | Tracks the user activities in the application within the given date rante. | Start Date, End Date | UserName, UserGroup, LastLoginDate, LaunchApplication, Score ,Messages, EmployeeCreated, CustomerCreated, ContactCreated, OrderTempCreated, OrderDHCreated, AssignmentCreated, TimeEntryBatchesClosed, PaymentBatchesClosed, PostedPaymentBatches ,PaymentChecksCreated, BillingBatchesCreated, PostedBillingBatches, InvoicesCreated, InvoiceCorrections, ARBatches, ARBatchPayments, ARBatchPaymentInvoices, PostedARBatches, ACHPaymentBatchesCreated, ClosedAccountingPeriods | Provides a great summary of activities by User |
| User Login Stat | Log of User logins by date. | Start Date (User Log Date), End Date (User Log Date) | Group Name, User Name, User Description, User Log Count, Last Login Date, Is Active | This report can help to determine internal productivity. |
| VETS 4212 Reporting AQ |
Contractors and subcontractors who enter into, or modify a contract or subcontract with the federal government, and whose contract meets the criteria set forth under the 38 U.S. Code, Section 4212, codified at 41 CFR Section 31-300, must report the data that this report populates. | Supplier, Branch (Employee), Date Type (Week Worked, Accounting Period Date), Start Date, End Date, Show Employee Info | Show Employee Info = Yes: Employee ID, Employee Name, Veteran Status, Job Position, Mapping Job Category; Show Employee Info = No: Job Category, Protected Veterans (A), Total Employees (B), New hire Previous 12 Months Protected Veterans (C), New Hire Previous 12 Months Total Employees (D) | This report makes it easy to report the VETS 4212 data |
| View Greenshades Errors AQ | Click here for more information on Greenshades Errors | |||
| W2 Manual Modifications Utility AQ | Click here for more information on W2 Manual modifications | |||
| WC Cost by Claim Type AQ | Click here for more information on the WC Cost by Claim Type | |||
| Workers Comp Claim Detail AQ | Click here for more information on the Audit AQ | |||
Management User Advanced Queries
| Name | Description | Parameters |
Fields/Configuration Settings |
Why is this AQ useful? |
| Bureau of Labor Current Employment Statistics | Click here for more information on the Bureau of Labor Current Employment Statistics | |||
| Bureau of Labor Multiple Worksite Report | Pulls the information required for the reporting Bureau of Labor Statistics quarterly wages data. | Quarter, Year | Branch Name, Street 1, Street 2, City, State, Zip Code, Month 1 EE Count, Month 2 EE Count, Month 3 EE Count, Quarterly Wages |
This report makes it easy to fill out the reporting requirements for your State or Federal Labor Statistics quarterly wage structured reports. |
| Client Evaluation Results AQ | Click the Report link to see details of the Client Evaluation Results AQ. | |||
| Comprehensive Assignment AQ | Click the Report link to see details of the Comprehensive Assignment AQ. | |||
| Comprehensive Customer AQ | Click the Report link to see details of the Comprehensive Customer AQ. | |||
| Comprehensive Employee AQ | Click the Report link to see details of the Comprehensive Employee AQ. | |||
| Comprehensive Order AQ | Click the Report link to see details of the Comprehensive Order AQ. | |||
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This report requires mapping |
Click the Report link to see details of the Federal EEO Reporting AQ. | |||
| Job Order Metrics AQ | Click the Report link to see details of the Job Order Metrics AQ. | |||
| Look Back Data Comparison AQ | Click the Report link to see details of the Look Back Data Comparison AQ. | |||
| Referral Source AQ | Click the Report link to see details of the Referral Source AQ. | |||
| Revenue Opportunity AQ | Shows revenue opportunities from potential sales. | Branch (Customer), Date Type (Expected Close Date, Revenue End Date), Start Date, End Date, Customer Name, User Name | Staffing Company, Branch Name, Opportunity Name, Description, Sales Status, Expected Revenue, Revenue Period, Revenue Competition, Sales Close Level, Expected Close Date, Revenue Start Date, Revenue End Date, Customer ID, Customer Name, Department Name, Customer Status, Lead Source, Contact Name, User Name, Staffing Order ID, Sales Level, Expected Sales, Weekly Amount, Last Message Date, Last Message Action, First Invoice Date Need a Customer Contact Method with the SystemName = Email and Customer Contact Role with SystemName = Sales |
This report is a useful tool for forecasting future revenue and determining recent sales activity. |
| Staffing Action AQ | Click the Report link to see details of the Staffing Action AQ. | |||
| Turnover AQ | Click the Report link to see details of the Turnover AQ. | |||
| VETS 4212 Reporting AQ | Click the Report link to see details of the VETS 4212 Reporting AQ. | |||
Sales User Advanced Queries
| Name | Description | Parameters | Fields/Configuration Settings | Why is this AQ useful? |
| Favorite Contacts AQ | Click the Report link to see details of the Favorite Contacts AQ. | |||
| Favorite Customers AQ | Click the Report link to see details of the Favorite Customers AQ. | |||
| Favorite Employees AQ | Click the Report link to see details of the Favorite Employees AQ. | |||
| Revenue Opportunity AQ | Click the Report link to see details of the Revenue Opportunity AQ. | |||
Advanced Queries for All Users
| Name | Description | Parameters | Fields/Configuration Settings | Why is this AQ useful? |
| Accrual Balance as of Today AQ | Shows employee accrual information as of the day this report is run. | Branch (Employee), Accrual Plan, On Assignment, Show Balance > Than | Employee ID, SSN, First Name, Middle Name, Last Name, Branch, On Assignment, Is W2, Accrual Plan, Rate, Rate Based On, Balance Unit, Accrual Date Entered, Date Based On, Pay Period Limit, Yearly Limit, Accrual Start Date, Active, Last Pay Rate, Last Week Worked, Customer Name Lasted Worked. | This report is an easy way to pull up accrual balance information for employees from today’s date. |
| Accrual History AQ | Shows employee accrual history information. | Date Type (Check Date, Accounting Period Date), Branch (Check), Accrual Plan, Show Details, Start Date, End Date | Employee ID, SSN, First Name, Middle Name, Last Name, Check Number, Check Date, Gross Amount, Net Amount, Accrual Plan, Previous Balance, Accrued Unit, Deplete Unit, New Balance, Last Pay Rate, Week Worked | This report is useful to see an employee’s accrual information over time from each pay period. |
| AQ_SMTP Email Issues AQ | Issues with emails. | Start Date (Date Created), End Date (Date Created) | User Name, To, From, CC, BCC, Subject, Body, Status, Date Created, Invoice Number | This report can be used to make sure there are no errors when sending out important emails. |
ACA Queries
| Name | Description | Parameters | Fields/Configuration Settings | Why is this AQ useful? |
| ACA Census | Branch (Transaction), Start Week Worked, End Week Worked, HealthCare Code, Show Summary |
EmployeeID, FirstName, MiddleName, LastName, SSN, EmployeeStatus, EmployeeBranch, BirthDate, OriginalHireDate, RecentHireDate, FirstCheckDate, RecentCheckDate, EffectiveInsuranceDate, AssignmentMaxEndDate, Street1, Street2, City, State, Zipcode, Country, Gender, PrimaryContactMethod, EmployeeCellPhone, EmployeeEmail, TotalWages, TotalHours, DeductionAmount, BenefitAmount, IsACAEligible, CurrentStabilityPeriodEndDate, MeasurementStartDate, MeasurementEndDate, MeasuredType, MeasurementTotalHours, MeasuredEligibility, ReasonForDeactivation, OnAssignment, Select |
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| ACA Companion Census AQ | Start Date, End Date, Date Type, Employer, SSN end with, Show All Measurements, Exclude Non W2 Employees | EmployeeID, SSN, FirstName, MiddleName, LastName, Branch, ACAEligibility, EmployeeStatus, OnAssignment, LastCheckDate, DateOfBirth, Gender, Phone, Email, AddressStreet, AddressCity, AddressStateorProvinceCode, AddressCountryCode, AddressPostalCode, EmployerName, EmployerIdentificationNumber, FirstWorkedDate, TerminatedDate, MeasurementType, MeasurementPeriodStartDate, MeasurementPeriodEndDate, MeasurementPeriodTotalHours, MeasurementEligibility, StabilityPeriodStartDate, StabilityPeriodEndDate, MostRecentEligibilityStatusDeclaration, MostRecentOffferedDate, MostRecentOfferedBenefitPackage, MostRecentOfferedStatus | ||
| ACA Companion Declination Export |
Form Batch, Branch
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ReportingYear, EmployerCode, EmployeeSSN, MemberCode, MemberFirstName, MemberLastName, MemberSSN, MemberDOB, Jan, Feb, Mar, Apr, May, Jun, Jul, Aug, Sep, Oct, Nov, Dec | ||
| ACA Companion Employee Offers | Start Date, End Date, Date Type, Branch, Benefit Package | EmployerName, SSN, FirstName, MiddleName, LastName, BenefitPackage, OfferedDate, AcceptOrDecline, InsurancePlanOrDeclinationReason, StartDate, EndDate, LastCheckDate, LastAssignmentEndDate, EmployeeIDs, Branches, EmployeeStatuses | ||
| ACA Companion Employee Primary Address Error | N/A | Error, EmployeeID, FirstName, MiddleName, LastName, SiteName, StaffingSupplierCode, Status, SSN, Street1, Street2, City, State, ZipCode, GeoCode, CountryCode | ||
| ACA Companion Employee Sync SSN Errors | Lookup Criteria, Paycheck Year | Error, SSN, EmployeeGroupID, EmployeeID, FirstName, MiddleName, LastName, Street1, Street2, City, State, ZipCode, GeoCode, SiteName, StaffingSupplierCode, Status, LastCheckDate, PrimaryRecord | ||
| ACA Companion Insurance Offers AQ | Start Date, End Date, Date Type, Employer, SSN end with, Show Dependents | EmployeeIDs, SSN, FirstName, MiddleName, LastName, AddressStreet, AddressCity, AddressStateOrProvinceCode, AddressCountryCode, AddressPostalCode, OnAssignment, LastCheckDate, MostRecentEligibilityStatusDeclaration, BenefitPackageName, OfferedByEmployerName, OfferedByEmployerIdentificationNumber, OfferedDate, HealthInsurancePlanName, HealthInsurancePlanProviderName, AcaOfferOfCoverageCode, SafeHarborCode, IsSelfInsured, IncludesSpouse, IncludesDependents, IsMinimumEssentialCoverage, IsMinimumValue, EnrollmentDate, CoverageStartDate, CoverageEndDate, DeclinationStartDate, DeclinationEndDate, DeclinationReason | ||
| ACA Employee Sync Error Import | ImportExportBatchGUID | |||
| Get ACA EOY Reporting Errors | Supplier Year | |||
| ACA Companion Finalize Initial Setup | ||||
| ACA Export - Nelco | ||||
| ACA Import | ||||
| ACA Import Employee Status Declarations | ||||
| ACA Insert Employee 1095-C Overrides | ||||
| Standard AQ - Get employee 1095-C info |
Canadian Advanced Queries
| Name | Description | Parameters | Fields/Configuration Settings |
| Get Employee T4 Details AQ | A T4, akin to an American W2, provides employee tax information. The T4_CA offers a detailed look at the tax associated with a supplier's employees. | Branch (Employee), Year, SIN |
YearID, Supplier Desc, First Name, Middle Name, Last Name, Street1, Street2, City, Provience, Country, Postal Code, SIN, Email, CPP QPP Exempt (28), EI Exempt (28), PIP Exempt (28), Provience of Employment (10), Employment Code (29), Employment Income (14), Income Tax (22), CPP Contribution (16), EI Insurable Earnings (24), Employee QPP Contribution (17), CPP/QPP Pensionable Earnings (26), EI Premium (18), Union Dues (44), RPP Contribution (20), Charitable Donation (46), Pension Adjustment (52), RPP DPSP Registration Number (50), Employee PPIP Premiums (55), PPIP Insurable Earnings (56), EmploymentIncome_Code57, EmploymentIncome_Code58, EmploymentIncome_Code59, EmploymentIncome_Code60, Box 1, Box 1 Amount, Box 2, Box 2 Amount, Box 3, Box 3 Amount, Box 4, Box 4 Amount, Box 5, Box 5 Amount, Box 6, Box 6 Amount |
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