Overview
The Daily Payroll Productivity Report helps you identify whether your company is making or losing money on a daily basis.
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 Daily 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 Daily 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 Daily 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 Daily Payroll Productivity Report.
Click on the report card to open it.
On the Daily Payroll Productivity Report screen that opens, set the following filters:
As of Date: Use the date picker or enter a date to select the day you want to view.
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 |
|---|---|---|---|
Employee Name | The name of the employee or technician. | N/A | N/A |
Salary Hourly Rate | The salaried hourly rate for each employee or technician. | N/A | N/A |
Hourly Rate | The hourly base pay for the employee or technician. | N/A | N/A |
Regular Time | The number of hours attributed to Regular Time. Regular time is defined as 8 hours. | N/A | N/A |
Overtime | The amount of overtime adjustments. | N/A | N/A |
Double Overtime | The number of hours from the paid timesheet activity being attributed to Double Overtime. | N/A | N/A |
Hourly Daily Wage | This is a combination of the KPIs:
| [Hourly Rate * Regular Time] + [Hourly Rate * Overtime] + [Hourly Rate * Double Overtime] + [Salaried Hourly Rate * Regular Time] | Technician A receives an hourly rate of $20.00 per hour and an overtime rate of $30. He worked 8 hours of regular time and 2 hours of overtime. His hourly daily wage would be [20 * 8] + [30 * 2] = $220. |
Commissions/Spiffs | Total performance pay (commissions, bonuses, payroll adjustments). | N/A | N/A |
Total Wage | This is the sum of the Hourly Daily Wage and any Commissions/Spiffs. | [Hourly Daily Wage + Commissions/Spiffs] | Technician A received an Hourly Daily Wage of $220 and had a commission of $50. The Total Wage would be [220 + 50] = $270. |
Revenue Generated | Total performance revenue.
| N/A | N/A |