This The Performance/Cost Reports screen contains reports used for analyzing employees' performance. Each of these reports can be run with two levels of granularity, a "Summary" version and a "Detail" version. The Detail versions offer more specific information and are good for analyzing and explaining an employee's performance. The Summary versions are best for reporting on a large group of people where each employee's specific Activity-level performance is not required.
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Facility | Select the facilities that will be displayed in the report. |
Report Name | Select which report to generate. |
Sort Order | The order in which the report will be sorted is Alphanumeric. |
Sub-Total/Total At | Reports can be generated either by Summary or Detail. |
From Date | Select the start date of the report. |
To Date | Select the end date of the report. |
Baseline | Select the format that the base % and adjusted % performance will be displayed on the report, either 0% or 100%. 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, either Indirect or 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. |
The reports which may be run from the Performance/Cost Reports screen are:
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To generate a Performance/Cost report:
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Description
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Facility
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Select the facilities whose employees have to be considered for the report.
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Report Name
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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
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Sort Order
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The order in which the report will be sorted is Alphanumeric
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Sub-Total/Total At
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Click the type of report to be generated. The options are
Summary and Detail.
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From Date
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Select the start date of the date range in which the activities were performed.
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To Date
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Select the end date of the date range in which the activities were performed.
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Baseline
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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%.
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Activity Type
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Select the activity type of the assignment for which the report has to be generated. The options are
Indirect
Standard Direct
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Tasking Group
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Select the Tasking Group(s) for which the report should be generated.
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Activity Group
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Select the Activity Group(s) for which the report should be generated.
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Shift
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Select the Shift(s) for which the report should be generated.
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Department
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Select the Department(s) for which the report should be generated.
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Schedule
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Select the Schedule(s) for which the report should be generated.
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Supervisor
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Select the Supervisor(s) for which the report should be generated.
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Activity
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Select the Activity(s) for which the report should be generated.
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Zone
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Select the Zone(s) for which the report should be generated.
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Microzone
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Select the Microzone(s) for which the report should be generated.
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Employee
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Select the Employee(s) for which the report should be generated.
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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.
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This functionality allows you to specify various filtering options for a report and save it for future use. This saves you time from entering the criteria again the next time you want to view the same report. This functionality is independent from the Report Profiles used in Ad Hoc Reporting which are managed under Maintenance > Report Profile.
To save a configured report for future use:
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Customer
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