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Staffing reports – other

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Iryna Volynets

Shift thread

This report offers an overview of shift threads, including their start and end times, with details on split shifts based on configurable days off. It also provides an option to display employee attributes and contact information for better schedule management.

Title Description
Employee no. Employee number.
First name Employee first name.
Last name Employee last name.
Title Employee title.
Shift thread Shift thread name.
Sequence Sequence of shift thread.
Thread period start Date and time of thread period start.
Thread period end Date and time of thread period end.
Days How many work days in shift tread period.
Hours How many hours in shift tread period.
Status  Status.
Internal note Note.
Shift Shift name.
Job Job name.
Responsible co-worker Co-worker connected to the project.
Mother company Name of the parent company.
Company Company name.
Project no. Project number.
Project Project name.
Department Department name.

Shifts

This report gives an overview of all shifts. Periodization will consider the shift start date.

Title Description
Shift Shift name (often the same as job name).
Shift start Shift start date and time.
Shift end Shift end date and time.
Status Status of the shift.
Employee no. Employee number.
Employee name Employee name.
Job Job name.
Title Title.
Responsible co-worker Name of the responsible co-worker.
Mother company Parent company name.
Company Company name.
Project no. Project number.
Project Project name.
Department Department name.
Internal note Note.
Shift thread Shift thread name.

Shifts - cancelled

A simple report to list all shifts that have been canceled through the Cancel shift feature.

Below is a description of each column in the report.

Title Description
Canceled When the shift was canceled.
Canceled by A co-worker last edited the shift (often the one who canceled it).
Shift Shift name (often same as job name).
Start date Shift start date.
From time Shift start time.
To time Shift end time.
Hours Shift hours excl. break.
Status Reason for canceling.
Notes Internal note (often updated when canceled).
Employee no. Employee number.
Employee Employee name.
Department Department name.
Company Company name.
Project Project name.
Responsible co-worker A responsible co-worker on the project.
Job Name of job.

Staffing - total

This report gives a total overview of staffing data based on selected criteria where the period considers the date of logged work. It consists of six sheets, where each sheet will more or less contain the same data, except for how it is grouped. The department will list all logged work grouped by department, Co-worker by co-workers, Employee by employees, Company by companies, and Project by projects. Excluded articles will contain all articles which have been set to Include in CM = No. Note that social costs will mainly be calculated from the social cost in the article itself. If this is not defined, social costs will be fetched from the job.

This report will look at the project’s connection to a department to place revenue and costs accordingly.

Staffing - total / commission

An alternative version of this report where data will follow the responsible co-worker’s connection to a department instead of the project’s connection to a department. This allows for split commission logic to be valid. This means that if you change a co-worker’s connection to another department – so will the CM of work in this report.

Forecasting is possible in this report. To read more about how forecasting works in RecMan, see Forecast.

Forecast unbooked shifts

Due to unbooked shifts not having any connection to an employee, job or collective agreement, the Employee sheets will show lower values when these criteria are applied.

Below is a description of each column in the different sheets.

Title Description
Department no. Department number set for the department in System Settings → Economy.
Department Name of the department.
Co-worker tag Tag added to the co-worker. This field appears in the "Co-worker tag" tab in "Staffing - total / commission" report.
Revenue The total value of logged work.
Salary The total cost of salary connected to the same work.
Social cost Social cost.
Social cost in % Social cost in percent.
Total cost Salary + Social cost = Total cost.
Contribution margin Revenue – Total cost = CM.
Contribution percent CM / Revenue * 100.
Hours The total amount of ordinary hours excl. breaks.
Hours revenue Revenue of Hours.
Hours cost Cost of Hours incl. social cost.
Overtime The total amount of overtime excl. break.
Overtime revenue Revenue of overtime.
Overtime cost Cost of overtime incl. social cost.
Addition The total amount of addition.
Addition revenue Revenue of Addition.
Addition cost Cost of Addition incl. social cost.
Time addition The total amount of time addition.
Time addition revenue Revenue of time addition.
Time addition cost Cost of Time addition incl. social cost.
Deduction The total amount of deduction.
Deduction revenue Revenue of Deduction.
Deduction cost Cost of Deduction incl. social cost.
Day pay The total amount of a day's pay.
Day pay revenue Revenue of day pay.
Day pay cost Cost of Day pay incl. social cost.
Month pay The total amount of a month's pay.
Month pay revenue Revenue of Month pay.
Month pay cost Cost of Month pay incl. social cost.
Piecework The total amount of piecework.
Piecework revenue Revenue of Piecework.
Piecework cost  Cost of Piecework incl. social cost.
Absence The total amount of absence.
Absence revenue Revenue of Absence.
Absence cost Cost of Absence incl. social cost.
Guarantee salary Amount of guarantee hours.
Guarantee salary addition Amount of performance hours.
Receipt Receipt sum.
Receipt revenue Receipt revenue.
Receipt cost Receipt cost.
Co-worker Name of a co-worker. If the co-worker is affected by the split commission, (SC) will be added.
Employee no. Employee number.
Customer no. Customer number.
Project no. Project number.
Department Department name.
Employee Employee name.
Company Company name.
Project no. Project number.
Project Project name.
Job no. Job number.
Job Job title.
Category no. Number of salary matrix category.
Category Name of the salary matrix category.

Work - employee

This report will show an overview of your employees’ logged work, where the data will be grouped by the employee. If an employee has logged work on more than one project or job, several lines will be listed. Note that the period selected will affect the columns of Total invoice, Total invoiced, Total salary paid and Total cost differently due to the source of data being different. This is described in more detail in the table.

Below is a description of each column in the report.

Title Description
Employee no. Employee number.
Employee Employee name.
Subcontractor Subcontractor name.
Project no. Project number.
Responsible co-worker (project) Co-worker connected to the project.
Job No. Job identification number.
Connected co-worker (job) Co-worker connected to the job.
Department Department name.
Total invoice The total value of all logged work within the defined period.
Total invoiced The total value of the same work which has been invoiced where the invoice date is within the selected period.
Total salary paid The total cost of salary paid for the same work where paychecks have been created within the selected period.
Total cost The total cost of salary and social cost of the logged work.
Contribution margin CM = Total invoice – Total cost.
Contribution percent CM / Total invoice * 100.
Total hours The total number of ordinary hours, overtime and absence.
Employee status Hogia – employment status. If the employee is listed as a subcontractor, this field will display Subcontractor.
Collective agreement Name of the collective agreement used.
Connected co-worker The co-worker connected to the employee under “Ownership” on the candidate card. If more than one is registered, this will show as blank.

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