Standard Report - Commission Split Report

Required Setup

  • In Order to pull the correct Direct Hire Fee, the category for Direct Hire should be “DirectHire”.
  • Users are pulled from the Commission Allocation section in BOLD front office on the placement.

***Once New Report is deployed, need to fix ER Contributions.

 

 

Report Description

  • See how much gross profit your company is making and see the information that makes up the gross profit.

  • The difference between the gross profit report and commission split report is where it pulls the user from and the CommGP column. The Commission Split report pulls the user from the commission allocation section and then multiples the gross profit by commission percent in the commission allocation.

 

 

Parameters

Parameter Name

Options

Explanation

Roll up to Parent Customer

True/False

Based on this parameter, the result will either be displayed per individual customer department or rolled into Root Customer.

Customer Name

 

Filters results by Customer Name.

Date Type

Accounting Period Date, Week Worked, Check Date

Transaction’s Accounting Period or Week Worked or Payment Batch's Check date.

Order Type

All Temp & DH Order types

 

Start Date

 

 

End Date

 

 

Group By

Branch, User, Customer, OrderType, WcCode, Employee

 

Branch

All available branches

 

User Type

Based on Commission Allocation User Commission Types

This is not related to the User Level as that is not a parameter in this report.

Show Legend

True/False

This will show/hide legends of column descriptions & calculations on the 1st page of the report.

Include burden Factor

True/False

Pulls number based on Admin Tools >> Burden Factor.

User

All Active and Visible users

 

 

 

Report Fields

Field Name

Explanation

Branch

Transaction Branch.

Will be visible when Branch is selected under Group By Parameter.

User

Pulls User Description from Transaction Extra based on User Level and User type parameter selected.

The system copies the User when each transaction is generated only if Copy To Transaction Property is set to be True.

Will be visible when the User is selected under Group By Parameter.

Order Type

Order type from Transaction.

Will be visible when the Order type is selected under Group By Parameter.

Wc Code

Worker comp code from Transaction

Will be visible when Wc Code is selected under Group By Parameter.

Employee Name

Employee Name from Transaction

Will be visible when Employee Name is selected under Group By Parameter.

Customer Name

Customer Name from Transaction

Will be visible when Customer Name is selected under Group By Parameter

Pay/Bill Hrs

Pay and Bill Total hours.

If Pay and Bill hours are the same, it will only show the hours only one time. Like "40.00" else it will show them in Pay/Bill format 40.00/35.00

Hours in Avionté are calculated as the SUM of Reg, OT, DT plus any pay code that is set up with Property “IncludeInOtherhours” = True.

Bill Amount

Sum of Item Bill of all Transaction type which is taxable i.e. Is Adjustment = 0

DH Fee

Sum of Item Bill for Transaction Type that is under Category “DirectHire”

GP Adj Bill

Sum of Item Bill for Transaction types that is nontaxable and has property GPCalculation set to True.

Discount

Discount Amount, if used.

Gross Wages

Sum of Item pay for transaction types that is taxable. i.e. Is Adjustment = False

GP Adj Pay

Sum of Item Pay for Transaction types that is nontaxable and has property GPCalculation set to True.

Agency Cost

Sum of Item pay is transaction is linked to Agency or Non-W2 Employee (Subcontractors)

Employer Taxes

Sum of all Employer Taxes.

Worker Comp

Sum of Worker Comp Cost.

Non Adj Cost

 

GP Adj Cost

Sum of Item Cost for Transaction types that is nontaxable and has property GPCalculation set to True.

Burden

Sum of Additional Burden, if used (Admin tools >> Burden)

ER Contrb

Sum of Amount of Employer contribution from transaction

Gross Profit

(BillAmount + GPAdjBill – DiscountAmount) – (GrossWages + AgencyCost + EmployerTaxes + WorkerComp + GPAdjPay + GPAdjCost + Burden)

GP/Billed Hour

Gross Profit divided by Bill Hours

GP(%)

Gross Profit divided by (BillAmount + GPAdjBill – DiscountAmount)

Comm GP

Gross Profit amount multiplied by values set up in Commission Split

 

 

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