1) Overview
2) Organisation requirements to access the report
3) User requirements to show on the report
4) Data included in the workforce utilisation report
5) Data not included in the workforce utilisation report
6) Terminology
7) Access the workforce utilisation report
8) Grouping the report
9) Saved presets
10) Load / delete saved preset
11) Export the report to Excel
12) Example reports (not exhaustive)
🔍 RELATED ARTICLES
Payroll | Set Standard Days & Minimum Daily Hours
1) Overview
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.
NOTE: This feature is not enabled by default, your internal easyemployer organisation owner can contact support@easyemployer.com to have this enabled.
The workforce utilisation report can be used to determine if your permanent workforce is being utilised based on their contracted standard hours and days.
2) 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
3) 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, refer to the guide in the RELATED ARTICLES section for more information.
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.
4) Data 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)
5) Data 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.
6) 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.
7) Access the workforce utilisation report
- Click Reports.
- Under Workforce, click Workforce utilisation report.
- Choose the data to be reported on.
8) 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).
9) 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.
10) Load / delete saved preset
Once presets have been saved, they can be used to quickly generate the report in your custom format. Presets can be selected through a drop-down menu on the "load presets section" (only visible if any presets have been saved).
- Load the report following the instructions above.
- Select the saved preset from the drop-down list.
- Click Load preset / Delete preset.
11) Export 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.
12) Example reports (not exhaustive)
Rostered and worked utilisation grouped by site
Rostered and worked utilisation grouped by user
