Recruiter Summary (INSIGHTS)

Overview

The Recruiter Summary dashboard allows you to be better prepared and focus on what you need to accomplish right now.

This dashboard:

  •  Shows trending starts, ends, gross profit and margin, talent, billed clients, and invoice details. 
  •  Summarizes recruiting and gross profit dashboards to provide them in one centralized place to meet your needs.

Note: Users for Business Intelligence prior to 2022, please contact your Account Manager.

The entire Report is called a Dashboard. A Dashboard can have several Widgets, which are the individual Graphs, Charts, or Details. Below is an example of the Recruiter Summary Dashboard.



Field Details

Field Name Description Located in Widget
Sales  
Cost GrossWages + AgencyCost + EmployerTaxes + WorkerComp + GPAdjPay + GPAdjCost + Burden
Gross Profit (BillAmount + GPAdjBill – DiscountAmount) – (GrossWages + AgencyCost + EmployerTaxes + WorkerComp + GPAdjPay + GPAdjCost + Burden)
Company Count  
Accounting Period Year  
Accounting Period Quarter  
Accounting Period Month  
Company (Name)  
Office Name  
Bill Amount Sum of Item Bill of all Transaction type which is taxable i.e. Is Adjustment = 0
GP Adj Bill Sum of Item Bill for Transaction types that is nontaxable and has property GPCalculation set to True.
Discount Amount Discount Amount, if used.
Gross Wages  
Agency Cost Sum of Item pay is transaction is linked to Agency or Non W2 Employee (Sub contractors)
Employer Taxes Sum of all Employer Taxes.
Worker Comp Cost Sum of Worker Comp Cost.
GP Adj Pay Sum of Item Pay for Transaction types that is nontaxable and has property GPCalculation set to True.
GP Adj Cost Sum of Item Cost for Transaction types that is nontaxable and has property GPCalculation set to True.
Burden Sum of Additional Burden, if used (Admin tools >> Burden)

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