Report - Variance

What is the variance report

The variance report displays roster vs paid hours and costs which can be run for any period of time, split by day and week, scoped to groups, users and custom entities (e.g clients, activities or funding schemes) and be grouped by site, area, role, user and custom entities (e.g clients, activities or funding schemes).

What data is included in the variance report

The variance report includes the following data: 

  • Roster hours and costs
  • Public holiday non-worked hours and costs
  • Public holiday worked hours and costs
  • Worked paid hours and costs
  • All payroll costs (penalty rates, allowances etc) relating to the above
  • Unpaid and paid leave hours and costs (if you selct the option "Include leave shifts").

What data is not included in the variance report

The variance report does not include the following data:

  • make up hours (e.g. minimum hours).

Loading the variance report

  1. Click reports
  2. Click Variance report located under Workforce
  3. Choose the data to be reported on.

Exporting the report to Excel

  1. Load the report by following the instructions above
  2. Choose the data to be reported on or load a preset
  3. Click the Export button.

Saved presets

The variance report provides preset functionality where you can define custom reports to be easily loaded

To save a preset: 

  1. Load the report following the instructions above
  2. Choose the data to be assigned to the preset
  3. Enter the name of the preset under "save current selection as a preset"
  4. Click Save preset.

Loading a saved preset

Once presets have been saved, they can be used to quickly generate the report in your custom format

To load a saved preset:

  1. Load the report following the instructions above
  2. Choose the data to be assigned to the preset
  3. Enter the name of the preset under "save current selection as a preset"
  4. Click Save preset.

Scoping the Report

Scoping can be adjusted at the top of this report.

All of the headings are able to be adjusted by clicking on the drop down boxes or the edit buttons.

Once a data selection has been loaded, users have the ability to save their selection as a preset. A preset can be loaded to save time when the same scopes need to be used again. To save a preset enter the name and click save preset.

Loading a preset can be done by selecting the saved preset from the drop down list and clicking load preset.

Example reports

Site, area and role scoped to only sites Canberra and Melbourne

2016-08-11_18h15_06.png

Funding scheme

2016-08-11_18h29_09.png

Funding scheme and activity scoped to only NDIA and specific activities 

2016-08-11_18h30_19.png

Client, Funding scheme and Activity scoped to NDIA and specific activities 

2016-08-11_18h31_38.png

 

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