Staff Productivity
The Staff Productivity report compares the billable and nonbillable hours for each staff. This report breaks down the hours and compares it to the staff allowance. Hours for each service code classification set up by the firm, both billable and non-billable, are included. This report can be used to determine the productivity ratio for each 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 Employee Productivity. 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 |
Show Prior Year Information |
Yes/No |
Includes or excludes the prior year PTD and RTD information. |
Select To Include Transactions Using… |
List |
Determines the type of date used. The options are Transaction Date and Accounting Period Date. |
Include Deleted Staff |
Yes/No |
Includes or excludes deleted staff information. |
Default Filters | ||
---|---|---|
Field Name | Operator | Value |
PTD |
Between |
First Day Of Current Month, Last Day of Current Month |
RTD |
Between |
First Day of Current Fiscal Year, Last Day of Current Fiscal Year |
Staff Status |
= |
Active |
Service Class |
= |
All |
Optional Filters | ||
---|---|---|
Available Fields | ||
Allowance |
Report Name |
Staff Office |
Area of Expertise |
RTD |
Staff Position |
Current PTD |
Service Class |
Staff Region |
Current RTD |
Skill Level |
Staff Reporting Manager |
Department |
Staff |
Staff Status |
Prior PTD |
Staff Business Unit |
Variance |
Prior RTD |
Staff ID |
|
PTD |
Staff Name |
|
Grouping | ||
---|---|---|
Available Fields | ||
Department |
Staff ID |
Staff Region |
Report Name |
Staff Name |
Staff Reporting Manager |
Staff |
Staff Office |
|
Staff Business Unit |
Staff Position |
|
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 |
Staff |
The staff information. The format is Last Name, First Name (Staff ID). |
Current PTD |
The current period to date information for the rows listed. |
Current RTD |
The current range to date information for the rows listed. |
Allowance |
The allowance information for nonbillable service code classifications. |
Variance |
The difference between the allowance per class and the actual. |
Prior PTD |
The prior year period to date information for the rows listed below. You must select Yes to Show Prior Year Information in Options and Settings. |
Prior RTD |
The prior year range to date information for the rows listed below. You must select Yes to Show Prior Year Information in Options and Settings. |
Billable Hours |
The total billable hours for the date range selected. |
Nonbillable Hours |
All nonbillable hours for the date range selected. |
Totals |
All billable and nonbillable hours for the date range selected. |
Productivity Ratio |
The billable hours divided by the total hours. |
Staff Productivity Sample Report