Overview
The Total Payroll Productivity Report helps you identify the same thing over a larger time period, such as weekly, monthly, quarterly, yearly, year over year, and more.
Who uses this feature
Administrators, accountants, payroll managers, and office managers
Applies to all business types
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Create the Total Payroll Productivity report
Go to the navigation bar and click Reports.
On the Reports screen that opens, click Create Report.
In the Choose report type section, select All.
In the Select a report template section, select Total Payroll Productivity Report.
In the Columns to be displayed in the report section, leave all columns selected. Then, click Next.
On the following screen, enter the report details:
Enter Total Payroll Productivity Report for the report name
Select Operations from the Category dropdown menu.
Enter an optional description. This provides a short description of the report in case you have multiple reports with similar names.
Keep the checkbox selected next to Share this report for view/edit with all other users whose permissions allow them to view/edit this type of report.
When finished, click Save.
Run the report
Go to the navigation bar and click Reports.
In the Search field, enter Total Payroll Productivity Report.
Click on the report card to open it.
On the Total Payroll Productivity Report screen that opens, set the following filters:
From - To: Select a date range to report on. You can:
Use the calendar to select a specific date range and then click Apply.
Use the left menu to select a preset date range:
Today: From 12:00 AM to the current time.
Yesterday: Previous day, from 12:00 AM to 11:59 PM.
This Week: From Monday through Sunday of the current week.
Week to Date: From Monday through the current date of the current week.
Last 7 Days: Previous seven days, including today.
Last 14 Days: Previous 14 days, including today.
Last 30 Days: Previous 30 days, including today.
Month to Date: From the first of the current month to the current day.
Last Month: Entire month before the current month. For example, if the date is February 5, the entire month of January.
Last 90 Days: Previous 90 days, including today.
This Quarter: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.
Last Quarter: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.
Quarter to Date: From the first day of the current quarter to the current day.
Year to Date: From January 1 of the current year to the current day.
Last 365 Days: Previous 365 days, including today.
Last Year: From January 1 of the previous year to December 31.
Filter for only: Select if you want to filter for only employees, technicians, or all.
Technicians: Select the technicians you want to view on the report.
Employees: Select the employees you want to view on the report.
When you’re finished setting filters, click Run Report.
Understand report KPIs
KPI | Description | Calculation | Example |
|---|---|---|---|
Payroll Productivity | Totals for the following:
| N/A | N/A |
Total Payroll | Total gross pay earned in the selected date range. Field Payroll: The sum of all technician’s gross pay. Office Payroll: The sum of all office employees gross pay. Company Payroll: The sum of all technicians and office employees gross pay. | [sum of all gross pay] | The report filters for only two technicians, Technician A and Technician B. During the selected timeframe, Technician A received a gross pay of $12,000 and Technician B received a gross pay of $8,000. The Total Payroll field for Field Payroll for the selected time frame would be $20,000. |
Total Revenue | The total revenue performed in the selected date range. This is the same across all rows. | N/A | N/A |
Total Payroll Percentage | This is the total payroll divided by the total revenue for each line item in the report in the selected date range. | [Total Payroll / Total Revenue] * 100 | The total payroll for technicians during the selected timeframe was $20,000. The total revenue during the selected time frame was $18,000. The Total Payroll Percentage would be [$20,000 / $18,000] * 100 = 111% |
Total Payroll Percentage Rank | Rank in which your payroll is performing. See table below for rank calculation. | See table below for rank calculation. | N/A |
1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | |
|---|---|---|---|---|---|---|---|---|---|---|
Field Employees | >24% | 23% | 22% | 21% | 20% | 19% | 18% | 17% | 16% | <15% |
Office Employees | >14% | 13% | 12% | 11% | 10% | 9% | 8% | 7% | 6% | <5% |
Total Employees | >37% | 36-35% | 34-33% | 32-31% | 30-29% | 28-27% | 26-25% | 24-23% | 22-21% | <20% |