** This feature is not enabled by default, your internal easyemployer organisation owner can contact support@easyemployer.com to have this enabled **
What is the workforce utilisation report?
The workforce utilisation report displays rostered hours, worked hours (timesheet paid hours) and their respective utilisations based on the users defined standard hours and days. The report can be run for any period of time, split by day and week, scoped to groups, users and be grouped by site, area, role and user.
Why use the workforce utilisation report?
The workforce utilisation report can be used to determine if your permanent workforce is being utilised based on their contracted standard hours and days.
Organisation requirements to access the report
The workforce utilisation report requires the following organisation modules:
- Workforce utilisation
- Roster - for roster utilisation
- Timesheets - for worked (timesheet paid hours) utilisation
User requirements to show on the report
Standard hours and days
Users will only show on the workforce utilisation report if they have standard hours, standard days or standard daily hours set in their award pay group screen.
To set this, see the following guide: Settings standard days and minimum daily hours
Home role, home area and home site
A user with permission to access this report will only show users that have a home role under their permission level. Users with home roles outside of the user's permissions will not be shown on the report. When scoping to particular groups, the system will use the home role to determine which users should be included.
What data is included in the workforce utilisation report
The report includes the following data:
- Standard hours and days for each user
- Rostered shift hours
- Worked hours (actual shift paid hours)
- Public holiday non-worked and worked hours
- Utilisation hours - each users standard hours (see guide here)
- Appointment hours (roster/scheduled and actual)
What data is not included in the workforce utilisation report
The report does not include the following data:
- Financials
- Unpaid and paid leave hours
- Makeup / minimum payment hours
Terminology
- Rostered hours - the hours that have been rostered for the defined period
- Rostered utilisation - rostered hours divided by utilisation hours
- Worked utilisation - worked hours divided by utilisation hours
Grouping the report
The report can be grouped by user and groups. When grouping by group, the user's home role will be used (not the shift's role).
Loading the workforce utilisation report
- Click Reports
- Click Workforce utilisation report located under Workforce
- Choose the data to be reported on.
Exporting the report to Excel
- Load the report by following the instructions above
- Choose the data to be reported on or load a preset
- Click the Export button.
Saved presets
The report provides preset functionality where you can define custom reports to be easily loaded
To save a preset:
- Load the report following the instructions above
- Choose the data to be assigned to the preset
- Enter the name of the preset under "save current selection as a preset"
- 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:
- Load the report following the instructions above
- Choose the data to be assigned to the preset
- Enter the name of the preset under "save current selection as a preset"
- Click Save preset.
Example reports (not exhaustive)
Rostered and worked utilisation grouped by site
Rostered and worked utilisation grouped by user
