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 |
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