Report - Roster Totals

What is the roster totals report

The roster totals report displays roster 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 roster totals report

The roster totals report includes the following data: 

  • Roster hours and costs
  • All roster costs (penalty rates, allowances etc) relating to the above.

 

What data is not included in the roster totals report

The roster totals report does not include the following data:

  • Public holiday non-worked hours and costs
  • Public holiday worked hours and costs
  • Worked paid hours and costs
  • Unpaid and paid leave hours and costs.

 

Loading the roster totals report

  1. Click reports
  2. Click roster totals 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 roster totals 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.

 

Additional payroll costs percentage

The roster totals report can include an on cost percentage by selecting Exclude or Include next to Payroll costs.  

The additional percentage is set on the payroll entity and applies to each user with that payroll entity assigned as their home payroll entity

To set the on cost percentage

  1. Click organisation
  2. Click organisation structure
  3. Click the payroll entity
  4. Click settings
  5. Edit the field Payroll on cost percentage
  6. Enter the on cost percentage and save.

 

Example reports

 

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

 

2016-08-11_18h34_55.png

 

 Funding scheme

 2016-08-11_18h43_22.png

 

 

Funding scheme and activity scoped to only NDIA and specific activities 

 

2016-08-11_18h42_54.png

 

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

 

 2016-08-11_18h44_56.png

 

Have more questions? Submit a request

Comments

Powered by Zendesk