Report - Workforce Utilisation

What is the workforce utilisation report?

The workforce utilisation report displays rostered hours, worked 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 utilisation

 

User requirements to show on the report

Users will only show on the workforce utilisation report if they have standard hours and days set in their award pay group screen.  

To set this, see the following guide: Settings standard days and minimum daily hours

 

 

What data is included in the workforce utilisation report

The workforce utilisation report includes the following data: 

  • Utilisation hours - each users standard hours
  • Rostered hours - the hours that have been rostered
  • Rostered utilisation - 
  • Billing rates associated with custom entities assigned to each shift (in the example below, the custom entity that defines the billing rate is the activity). 

 

What data is not included in the profitability report

The profitability report does not include the following data:

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

 

Loading the profitability report

  1. Click Reports
  2. Click Workforce utilisation 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 profitability 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.

 

Example reports (not exhaustive)

 

Rostered and worked utilisation grouped by site

 

2016-09-05_14h22_13.png

 

Rostered and worked utilisation grouped by user

 

2016-09-05_14h27_02.png

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