Staff Management

The Staff Management report measures staff realization and productivity performance during key review periods and at year end. Staff realization shows the hours and amounts for work done by staff and then provides a percentage calculation for realization, which is the billed WIP + write up/down divided by the billed WIP. In this report, the realization percentage of write up/down that is allocated to the firm does not affect the realization for the staff.

Permissions Required for this Report

In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:

• Security group profile > Functional rights > Reports > Shared Library > Shared Views
• Security group profile > Functional rights > Reports > Firm Library > Custom
• Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
• Security group profile > Functional rights > Reports > Firm Library > Standard > Practice
• Security group profile > Functional rights > Reports > Firm Library > <report name>
• Security group profile > Functional rights > Administration Manager > Client Manager > Approved Clients

Reports in Foundation that are Comparable

In Practice Management, the comparable report is in the Time module under Key Indicators. In Practice Advantage, there is no comparable report.

Report Specifications

The following report options and filters are available to determine the report contents.

Options and Settings
Option	Setting	Description
Select to Include Transactions Using...	List	Determines the type of date to include for PTD or RTD results. The options are Transaction Date and Accounting Period Date.
Hide Commas	Yes/No	Includes or excludes commas in numbers.
Hide Penny	Yes/No	Includes or excludes pennies in amounts.

Default Filters
Field Name	Operator	Value
PTD	Between	First Day of Current Month, Last Day of Current Month
RTD	Between	First Day of Current Calendar Year, Last Day of Current Calendar Year

Notes:

• The PTD (period to date) fields may display values for a more limited period, such as a month or a quarter. The RTD (range to date) fields display values for a longer time span, such as a fiscal or calendar year. The date values entered for PTD must be within the RTD date values.
• If you remove the PTD and RTD fields and later decide they should be selected, use Reset Defaults to add these fields. If you manually add these fields, the logic statement used between the fields is AND instead of OR, causing inaccurate reporting data.

Optional Filters
Available Fields
Department	Staff ID	Staff Reporting Manager
PTD	Staff Name	Staff Status
Report Name	Staff Office	Staff Team
RTD	Staff Position	WIP Billing Status
Staff Business Unit	Staff Region	WIP Type

Grouping
Available Fields
Department	Staff Name	Staff Reporting Manager
Report Name	Staff Office	Staff Team
Staff Business Unit	Staff Position
Staff ID	Staff Region

Sorting
There are no sorting options for this report.

Report Fields

The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.

Report Fields
Field	Description
Current Period	The date range selected for the current period.
Current Range	The date range selected for the current range.
Prior Period	The date range selected for the prior period.
Prior Range	The date range selected for the prior range.
Time	All billable time entered during the date range selected.
Expenses	All billable expenses entered during the date range selected.
Billable Hours	The total billable hours entered during the date range selected.
Nonbillable Hours	The total nonbillable hours entered during the date range selected.
Hours Billed	The total hours on posted invoices for the date range selected.
Billed Amounts	The total WIP amount on posted invoices for the date range selected.
Write Up/Down	The net write up/down on the WIP billed on posted invoices during the date range selected.
Invoice Amounts	The billed amount +/- write up/down (progress is not included in this calculation).
Real %	The calculation of billed amount + write up/down divided by billed amounts.
Cost	The total staff cost amount on posted invoices for the date range selected.
Invoice Margin	The calculation of invoice amounts – cost.

Staff Management Sample Report