Staff Management

The Staff Management report measures staff realization and productivity performance during key review periods and at year end. Staff realization shows the hours and amounts for work done by staff and then provides a percentage calculation for realization, which is the billed WIP + write up/down divided by the billed WIP. In this report, the realization percentage of write up/down that is allocated to the firm does not affect the realization for the staff.

Permissions Required for this Report

In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:

  • Security group profile > Functional rights > Reports > Shared Library > Shared Views
  • Security group profile > Functional rights > Reports > Firm Library > Custom
  • Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
  • Security group profile > Functional rights > Reports > Firm Library > Standard > Practice
  • Security group profile > Functional rights > Reports > Firm Library > <report name>
  • Security group profile > Functional rights > Administration Manager > Client Manager > Approved Clients

Reports in Foundation that are Comparable

In Practice Management, the comparable report is in the Time module under Key Indicators. In Practice Advantage, there is no comparable report.

Report Specifications

The following report options and filters are available to determine the report contents.

Options and Settings    
Option Setting Description

Select to Include Transactions Using...

List

Determines the type of date to include for PTD or RTD results. The options are

Transaction Date and Accounting Period Date.

Hide Commas

Yes/No

Includes or excludes commas in numbers.

Hide Penny

Yes/No

Includes or excludes pennies in amounts.

Default Filters
Field Name Operator Value

PTD

Between

First Day of Current Month, Last Day of Current Month

RTD

Between

First Day of Current Calendar Year, Last Day of Current Calendar Year

Notes:

  • The PTD (period to date) fields may display values for a more limited period, such as a month or a quarter. The RTD (range to date) fields display values for a longer time span, such as a fiscal or calendar year. The date values entered for PTD must be within the RTD date values.
  • If you remove the PTD and RTD fields and later decide they should be selected, use Reset Defaults to add these fields. If you manually add these fields, the logic statement used between the fields is AND instead of OR, causing inaccurate reporting data.
Optional Filters    
Available Fields
Department Staff ID Staff Reporting Manager
PTD Staff Name Staff Status
Report Name Staff Office Staff Team
RTD Staff Position WIP Billing Status
Staff Business Unit Staff Region WIP Type
Grouping    
Available Fields
Department Staff Name Staff Reporting Manager
Report Name Staff Office Staff Team
Staff Business Unit Staff Position  
Staff ID Staff Region  
Sorting
There are no sorting options for this report.

Report Fields

The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.

Report Fields
Field Description

Current Period

The date range selected for the current period.

Current Range

The date range selected for the current range.

Prior Period

The date range selected for the prior period.

Prior Range

The date range selected for the prior range.

Time

All billable time entered during the date range selected.

Expenses

All billable expenses entered during the date range selected.

Billable Hours

The total billable hours entered during the date range selected.

Nonbillable Hours

The total nonbillable hours entered during the date range selected.

Hours Billed

The total hours on posted invoices for the date range selected.

Billed Amounts

The total WIP amount on posted invoices for the date range selected.

Write Up/Down

The net write up/down on the WIP billed on posted invoices during the date range selected.

Invoice Amounts

The billed amount +/- write up/down (progress is not included in this calculation).

Real %

The calculation of billed amount + write up/down divided by billed amounts.

Cost

The total staff cost amount on posted invoices for the date range selected.

Invoice Margin

The calculation of invoice amounts – cost.

Staff Management Sample Report