These two tabs contain reports used for analyzing the employees' performance.
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Select the
Performance/Cost Reports under the Analysis menu. The Performance Reports screen appears.
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Performance/Cost Reports The lists of Performance/Cost Reports are:
- Cost by Activity
- Cost by Customer Summary
- Employee Dashboard – Daily
- Employee Dashboard - Weekly
- Performance by Activity Group
- Performance by Activity
- Performance by Department
- Performance by Department/Activity
- Performance by Department/Shift
- Performance by Employee
- Performance by Alt ID
- Performance by Facility
- Performance by Labor Union
- Performance by Microzone
- Performance by Schedule
- Performance by Shift
- Performance by Supervisor
- Performance by Tasking Group
- Performance by Zone
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For the most part, the filtering and date-selection options are the same for all of the reports. Exceptions include the Employee Dashboard – Daily & Weekly reports.
- The Employee Dashboard – Daily report is constrained to selection of a single day.
- For the Employee Dashboard – Weekly report, select the starting date. The report is hardcoded to select the following 6 days after the selected date (for a week-long selection range).
To generate a Performance/Cost report:
- Click and select the facilities from the Search Facility Name screen.
- Select the type of performance report, format and sort criteria from the Report Name, and Sort Order lists respectively.
- Specify the type of performance report to be generated from the Sub-Total/Total At options. Summary report is selected by default.
- Click and select the date range (From Date and To Date) in which the activities were performed, this is based on the work schedule date.
- Select the activity type from the Activity Type list. If this field is not specified, both indirect and standard direct activities are considered.
- Click adjacent to the fields and select the Tasking Group, Activity Group, Shift, Department, Schedule, Supervisor, Activity, Zone, Microzone, Employee and Labor Union from the lists in the corresponding screens.
- Click Submit to generate the report.
Field Description
Field | Description |
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Facility | Select the facilities whose employees have to be considered for the report. |
Report Name | Specify the Report Name that is to be generated. The options are Cost by Activity Activity By Zone report Cost by Customer Summary Performance by Activity Group Performance by Activity Performance by Department Performance by Department/Activity Performance by Department/Shift Performance by Employee Performance by Employee Alternate ID Performance by Facility Performance by Labor Union Performance by Microzone Performance by Schedule Performance by Shift Performance by Supervisor Performance by Tasking Group Performance by WorkCell Performance by Zone |
Sort Order | The order in which the report will be sorted is Alphanumeric |
Sub-Total/Total At | Click the type of report to be generated. The options are Summary and Detail. |
From Date | Select the start date of the date range in which the activities were performed. |
To Date | Select the end date of the date range in which the activities were performed. |
Baseline | Select the format that the base % performance and adjusted % performance will be displayed, either 0% or 100%. This option is available for the following reports: Performance by Employee, Performance by Employee Alternate ID, Performance by Activity, Performance by Activity Group, Performance by Zone. When the option is disabled the format defaults to 0%. |
Activity Type | Select the activity type of the assignment for which the report has to be generated. The options are Indirect Standard Direct |
Tasking Group | Select the Tasking Group(s) for which the report should be generated. |
Activity Group | Select the Activity Group(s) for which the report should be generated. |
Shift | Select the Shift(s) for which the report should be generated. |
Department | Select the Department(s) for which the report should be generated. |
Schedule | Select the Schedule(s) for which the report should be generated. |
Supervisor | Select the Supervisor(s) for which the report should be generated. |
Activity | Select the Activity(s) for which the report should be generated. |
Zone | Select the Zone(s) for which the report should be generated. |
Microzone | Select the Microzone(s) for which the report should be generated. |
Employee | Select the Employee(s) for which the report should be generated. |
Customer | Select the Customer(s) for which the report should be generated. |