Standard Reporting: Permissions and List of Reports

In AviontéBOLD, there are various Standard Reports available "out of the box" in the Analyze module. The list below outlines all the standard reports available in AviontéBOLD, including a brief description and the parameters available to run the report.

Click on the links below for more information:

 

CHAPTERS

Running Reports
Report Permissions
    Branch Access
    User Reporting Access
Searching Reports
Pinning Reports
Column Options
Recruiting Reports
Operational Reports
Sales Reports
Export Reports

 

Running Reports

To run any of the reports listed in this article:

  1. Click the Analyze tab in the main menu
  2. Use the Search bar or scroll to locate the report you want. Click the report title to open it
  3. Select the parameters you desire
  4. Click Run Report

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Report Permissions

Branch Access

Some clients grant viewing access to users based on their branch. Reports also reflect these permissions.
This is an important feature because you can be assured access is granted based on how your organization has their branch permissions setup.  You can restrict access by Job or expand to include Talent and Companies / Contacts.  Your standard reports will also reflect this set up.
The logic that determines how to filter out data based on these permissions is dependent on the report that is being accessed and the type of data that is displaying on it.  For example, the system restricts data visibility on the Starts Report based on Company permissions.
 

User Reporting Access

If you are not able to see any of the reports listed below, you may need to be granted permission to that report by an Administrator. To grant a user access to a report:

  1. Open the Account & Settings drop-down and select User Accounts.
  2. Locate the user who needs access to the report. Click Edit Access next to their name.
  3. Check off the category of the report to which the user requires access. You will notice the reports are divided among a few sub-categories: Operational Reports, Recruiting Reports, Sales Reports, and Export Reports. If a user has access to a report category, they will be able to run any report in that category.
  4. Click Save.

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Searching Reports

In the Analyze tab, users can use the search bar to locate a report they are looking for. Enter a keyword in the search bar, and the report list will automatically begin to narrow down based on your search. The search technology will not only look for reports with your keyword in the name, but is also searching the report description to locate the most accurate results. 

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Pinning Reports

Over time, you will likely find yourself running certain reports repeatedly. You can "pin" reports by clicking on the pin in front of them, causing them to stay at the top of your reports list when you navigate to it.

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Column Options

The options under the visible columns on a report are the following:

  • Sort Ascending
  • Sort Descending
  • Pin Left
  • Pin Right

Recruiting Reports

Recruiting Reports

Name Description Parameters Columns in Report
Applicant Web Apply Source Tracking 

This report examines how often applicants use their initial source when applying for jobs. It details the total number of applications made and how many were through the first source, and identifies the most frequently used source for each applicant.

Division, Region, Office, Talent ID, Applicant, Group By, Date From, Date To, Date Range.

Applicant, Most Recent Apply Source, Most Recent Apply Date, Applies using Most Recent Used Source, Most Recent Apply Source Ratio, First Apply Source Used, First Apply Date, Applies using First Used Source, Applies using Other Source(s), Total Applies, First Apply Source Used Ratio, Most Used Apply Source, Applies using Most Used Source, Most Used Apply Source Ratio, Total Sources Used

Duplicate Talent This report provides duplicate records of talent by Email or SSN. Show Duplicate By, Include Archive Records, Date Type, Date From, Date To, Date Range Talent Employer, Talent Office, Talent ID, Talent, Talent SSN, Talent Status, Talent Address 1, Talent Address 2, Talent City, Talent State, Talent Zip Code, Talent Country, Talent Email, Talent Email 2, Home Phone, Mobile Phone, Talent Created Date, Last Updated Date, Talent Entered By, On Placement, Archived, Archived By, Archived Date, Last Contact Date
Applicant Marketing An overview of weekly web applicants through your job board.  Drill down to view which websites your applicants used to find your job board, unique applicant details, and applicant conversions. Positions, Date From, Date To Starting Week Date, Total # of Applicants, Conversions, Unique Applicant Sources
Candidate Contact Details An exportable report that lists talent contact details such as: Email, phone number, and address Position Category, Position Skills, Active Status Applicant, Primary Email, Secondary Email, Work Phone, Home Phone, Mobile Phone, Pager, Fax, Country, Address 1, Address 2, City, State, Province, Postal/Zip Code
Candidate Hot List (Hotlist Report)

View contact information for applicants that have been added to your hotlist within a given date range.

This only displays Talent that have been added via the Quick Actions Menu (and not the Activity "Hotlisted")

Division, Region, Office, User, Date From, Date To Hot List Date, Applicant, Mobile Phone, Email, Position Title, Notes
Candidate Processing Weekly aggregate of candidates placed through job stages with the ability to drill down and view detailed job and candidate information. Division, Region, Office, User, Company, Date Range Week Ending, Submitted, Presented via Email, HM Interview, Onsite Interview, 2nd Onsite Interview, Offer Extended, Internal Hire, Went with Other Applicant, Stated, Contracts Completed, Contracts Extended, Contracts Ended Early, Contracts Converted to Perm
Company Recruitment Stats View of current head Count, open jobs, open positions, starts, ends, and future starts, and other job-related activities – by company Division, Region, Office, Company, Representative, Interviews, Date From, Date To, Date Range Company Employer, Company Region, Company Office, Company ID, BO Company ID, Company, Head Count, Open Jobs, Open Job Positions, Submittals, Interviews, Starts, Ends, Future Starts

Declined Candidate

 

Detailed view of candidates declined from jobs. Identify at which stage the candidate was declined, as well as notes included during the decline stage. Company, Date From, Date To Requisition ID, Requisition, Job Title, Company, Applicant, Type of Activity, Activity Date, User, Notes, Activity Category, Applicant City, Applicant Email, Current Position Title

 

Position Categories

 

A complete list of position category and skills jobs attached to jobs. Additionally, this report displays basic job details such as hiring manager and Avionté representative information. Division, Region, Office, Company, Position Category Requisition, Client Rep, Contractor Rep, Company, Position Title, Category, Skills, Hiring Manager, Contractor, Status, Pay Rate, Bill Rate

 

Recruit Tasks

 

View scheduled talent tasks by date, as well applicable notes. Division, Region, Office, User, Task Status, Date Range Date, User, Applicant Name, Position Title, Mobile Phone, Type of Activity, Status, Notes
Recruiting Advanced Stats (Recruit Stats) Highly configurable report of recruiting activities.  This report allows you to select only the KPIs/metrics that matter. Drill down into each activity and view the time stamp, as well as any applicable notes. Division, Region, Office, User, Activity Type, Date Range, Date Display Grouping Columns in this report reflect the activity types and recruiting stages within your database.  
Redeploy Detail

The Redeploy Detail Report provides a detailed region, office, and recruiter view of talent redeploy counts, days for redeploy eligibility, and current job information.

Division, Region, Office, Talent Name, Redeploy Eligible, Redeployment Days Gap, Group By, Date From, Date To, Date Range

Division, Region, Office, User, Talent Name, Talent Created Date, Redeploy Eligible, Days Redeploy Eligible, Days Until Redeploy Eligible, Number of Total Redeployments, Number of total Deployments, Current Job Req ID, Current Job Title, Job End Date

Redeploy Summary

The Redeploy Summary Report offers a comprehensive overview of redeployment counts at the region, office, and recruiter levels, facilitating informed decision-making in talent management.

Division, Region, Office, HCM User, Redeployment Days Gap, Group By, Date From, Date To, Date Range Division, Region, Office, User, # of Talent Starts, # of Talent Redeploy, Starts to Redeploy Ratio, # of Total Redeploy Eligible, # of Redeploy Eligible for Talent Accounts Created 30 Days or Greater Ago, # of Redeploy Eligible for Talent Accounts Created Less than 30 Days Ago
Talent Activities Report Detail account of talent activities and job activities logged on your talent records including important activity information. Division, Region, Branch, HCM User, Activity Type, Activity Subtype, Job Company, Talent Name,, Date Type, Date From, Date To, Date Range Division, Region, Branch, Activity Type, Activity Logged Date (data when activity was physically logged), Activity Date (date selected when activity was logged), Logged By, Talent, Talent ID, Talent Created Date

Columns that will only populate when activity is associated to a Job: Job Company, Job Office, Job Contact, Job Title, Requisition
Talent Sources

The Talent Sources Analyze Report is a valuable tool designed to provide insights into various aspects of talent information, including their affiliations, statuses, and sources. This report enables users to efficiently manage and analyze talent data, facilitating better decision-making processes.

Division, Region, Office, Talent Status, Date From, Date To, Date Range Talent Office, Talent ID, Applicant, Last Name, First Name, Talent Status, Talent Created Date, Talent Source

 

Operational Reports

Operational Reports

Name


Description

Parameters Columns in Report

Back Office Commissions

View detailed commission, amounts and percentages per individual jobs based on an entered time-frame. This also displays total bill, pay, burdens and costs of service. Division, Region, Office, HCM User, Date From, Date To Applicant ID, Commission Type, Custom Bill Name, Office, Week Ending, User, Requisition (Job) ID, Requisition, Company, Consultant, Req Type, Employment Type, Expenses Bill, Expenses Paid, Total Bill, Total Pay, Burden %, Cost of Service, Total Gross Profit, Allocation %, Total Commission, Start Date, 1.0 Total Commission, Company ID
 

Starts Report

 

List of candidates who have started—or will start—on a job.  View job details such as: Position, company, start/end date, bill/pay rates, and candidate/nomination source.

User, Job Type, Job Activity, Placement Branch, Date From, Date To Company, Manager, Consultant, Hired Date, Start Date, End Date, Custom Bill, Recruiter Rep, Sales Rep, Requisition, Requisition Title, Requisition EOR, Pay, Bill, Fee, Fee Percent, Type, Invoiced, Currency, Flat Fee, Applicant ID, Company ID, Requisition ID, Consultant Email, Manager Email, Candidate Source Tag, Nomination Source, Candidate Rep, Hourly Margin, Discounts, Office, Placement Branch, Department, WC Code, Consultant Address1, Consultant Address2, Consultant City, Consultant State, Consultant Zip, Consultant Phone Number, Applicant Tags
Contract Falloffs View upcoming contract end dates for a given time frame.  This report allows you to understand when your contractors will become “on the market” again so you can line them up with another position. Division, Region, Office, Company, User, Date From, Date To, Placement Branch, Placement End Reason Requisition ID, Requisition, Requisition Title, Department, Req EOR, Contact, Company, Applicant, Original Hired Date, Original Start Date, Total Contract End Date, Hired Date, Start Date, End Date, Pay Rate, Bill Rate, Estimated Hours, Candidate Rep, Sales Rep, File Number, Type, Applicant ID, Company ID, Requisition ID, Candidate Source Tag, Nomination Source, End Reason, Placement Branch, Notes, Address 1, Address 2, City, State, Zip
Contractor Forecast (Consultant Forecast) Forecast the total revenue, cost of service, and gross profit through a specified date based off your current contractors’ intake. Additionally, you can drill down to view the jobs used to calculate the totals. Division, Region, Office, Date End

Forecast Chart: Week Start, Total Revenue, Cost of Service, Gross Profit, Details 

Detail View: Requisition, Company, Consultant Name, Start Date, End Date, Estimated Weekly Hours, Bill Rate, Pay Rate, Total Bill, Total Pay, Burden %, Cost of Service, Gross Profit, Job Title, Job Status, Req Eor, Req Type, Sales Rep, Contractor Rep, Hired Date, Total Est Hours, Placement Fee, Total Est Revenue, Total Est Cost, Total Est GP

Hiring History
Started applicants and basic job information given a specified date range
Division, Region, Office, Company, User, Job Type, Hired From, Hired To Requisition ID, Requisition, Requisition Title, Department, Req EOR, Manager, Company, Applicant, Hired Date, Start Date, End Date, Bill Rate, Pay Rate, Estimated Hours, Candidate Rep, Sales Rep, File Number, Type, Company ID, Applicant ID, Candidate Source Tag, Nomination Source, Placement Fees, Bill Name, Bill Email, Bill Address 1, Bill Address 2, Bill City, Bill State, Bill Zip, Bill Phone, App Address 1, Applicant Address 2, Applicant City, Applicant State, Applicant Zip, Applicant Email, WC Code, Job State, Rate Type, OT Type, Employment Type, VMS Fee, Notes, Mark Up, Commission User(s), Commission Type(s), Commission Percent(s), Discounts, Office, Phone Number, Placement Branch, Applicant Tags, Company Address 1, Company Address 2, Company City, Company State, Company Zip Code
Hiring Stats Breakdown of the days required to complete each job stage for each hired candidate. Additionally, you can see the candidate source tag, as well as the web application source. Division, Region, Office, Company, Date From, Date to Requisition ID, Requisition, Position, Client Rep, Contractor Rep, Company, Manager, Applicant, Candidate Source Tag, Web Source, Date Opened, Filled Date, Job Start Date, Job Cost, Submitted, HM Interview, Onsite Interview, 2nd Onsite Interview, Offer Extended, Started
 

Job Board Insight

Highly configurable report allowing you to individually select job details along with talent activities/stages. This report allows you to build out the data you want to see.  Job details include: Open positions, candidate hire date, pay rate, candidate rep, and position skills.  Talent activities/stages include: Nomination stages, pipeline stages, and candidates in progress. Division, Region, Office, Job Details, Talent Data, Date Range, Status, Req. Type Open Positions, Candidate Hired, Hired Start Date, Hired Pay Rate, Candidate Rep, Company, Date Opened, Days Open, Department, Filled Date, Hiring Manager, Job ID, Location, Closed Tier Date, Placement Fee, Position Bill, Position Category, Position Pay, Position Skills, Position Title, Position Title, Position Type, Req ID, Sales Rep, Start Date, Status, Custom Bill Name, Submitted, First Submitted Date, Pipeline Stages, Nominate Stages, # of Candidates in Process, # of Candidates Pipelined, # of Web Applicants, Early Termination Reason, End Date, End Reason
Job Board Forecast Forecast of potential revenue and GP of jobs that are currently on the job board along with current candidates in process for these jobs, total openings and other basic information. You may also filter by company, job types and tiers. Division, Region, Office, Company, Job Type, Job Tier Company, Req ID, Position, Total Openings, Tier, Position Type, Candidates in Progress, Bill Rate, Pay Rate, Estimated Weekly Hours, Estimated Weeks, Weekly Revenue, Weekly GP, Total Revenue, Total Gross Profit (GP), Start Date, End Date, Client Rep, Contractor Rep, Job Owner, Job Open Date
Key Performance Indicator (KPI) View performance indicators per each stage of specific jobs. This reports how long (in days) it took to get to each job stage since the creation of the job. Division, Region, Office, Company, User, Date From, Date To  Requisition ID, Requisition, Company, Position Title, Dynamic Columns
Consultant Hours by Date Aggregate totals of consultant hours by job given a specified date range along with basic job and pay/bill rate information Division, Region, Office, Company, Date From, Date To Company, Manager, Job Title, Job Type, Tax Type, Consultant, Hired Date, Start Date, End Date, Bill Rate, Pay Rate, Total Hours, Payroll ID, Job Location, Job State, Job Country 
Consultant Spend View financial details on consultants and jobs per timesheet week and permanent positions/fees for bill, pay, expenses, leave and cost of service information Division, Region, Office, Company Date From, Date To Office, Requisition ID, Requisition, Company, Job Title, Sales Rep, Consultant Name, Recruiter, Week Ending Date, Straight Hours, Overtime (OT) Hours, Doubletime (DT) Hours, Leave Hours, Bill Rate, Overtime Bill Rate, Doubletime Pay Rate, Expenses Billed, Expenses Paid, Total Bill, Total Leave Bill, Total Pay, Total Leave Pay, Burden %, Cost of Service, Gross Profit, Custom Bill Name, C2C or 1099 Name, Job ID, Payroll ID, Applicant ID, EIN, Company ID, Hired ID, Job Type, Fees, Invoice Number
Daily Consultant Spend (Daily Consultant) View financial details on consultants and jobs per timesheet day for bill, pay, expenses, leave and cost of service information Division, Region, Office, Company Date From, Date To Office, Requisition ID, Requisition, Company, Job Title, Sales Rep, Consultant Name, Recruiter, Week Ending Date, Straight Hours, Overtime (OT) Hours, Doubletime (DT) Hours, Leave Hours, Bill Rate, Overtime Bill Rate, Doubletime Pay Rate, Expenses Billed, Expenses Paid, Total Bill, Total Leave Bill, Total Pay, Total Leave Pay, Burden %, Cost of Service, Gross Profit, Custom Bill Name, C2C or 1099 Name, Discounts, Job ID, Payroll ID, Applicant ID, EIN, Company ID, Hired ID
Contractor Markup (Consultant Markup) View markup percentages, bill/pay rates and burden information for both filled and completed jobs as well as basic consultant and job information Division, Region, Office, Company, Requisition Status Company, Requisition ID, Requisition, Requisition Type, Applicant, Start Date, End Date, Bill Rate, Pay Rate, Burden %, Markup %
Contractor Snapshot  
Snapshot of who was working on positions along with their bill/pay rates per job for a given date range.
Division, Region, Office, Company, Date From, Date To Requisition, Contract Type, First Name, Last Name, Email, Phone, Company, Job Division, Job Department, Job Title, Manager Name, Bill Rate, Pay Rate, Start Date, End Date, Client Rep, Candidate Rep, Hired Date, Office, Division, Region
 

Active Consultant

View consultants that are actively working on jobs along with details such as: Job, company, manager, bill/pay rate and time approver.

Division, Region, Office, Company, User, Date From, Date To Office, Requisition ID, Requisition, Job Title, Contract Type, Division, Department, Applicant, Email, Phone Number, Manager, Company, Start Date, End Date, Bill Rate, Pay Rate, Client Rep, Contractor Rep, Email2, Company ID, Applicant ID, Employment Type, Tax Type, Time Approver 1, Approver Email 1, Time Approver 2, Approver Email 2, Time Approver 3, Approver Email 3, Nomination Source, Bill Name, Bill Addr1, Bill Addr2, Bill City, Bill State, Bill Zip, Bill Phone, App Addr1, App Addr2, App City, App State, App Zip, WC Code, Job State, Rate Type, OT Type, VMS Fee, Mark Up (%), Commission User 1, Commission Type 1, Commission Percent 1, Commission User 2, Commission Type 2, Commission Percent 2, Commission User 3, Commission Type 3, Commission Percent 3, Commission User 4, Commission Type 4, Commission Percent 4, Corp Name, Corp Addr1, Corp Addr2, Corp City, Corp State, Corp Zip, Corp Phone, Notes, OT Bill Rate, OT Pay Rate, DT Bill Rate, DT Pay Rate, Hourly Margin, Entered Placement, End Reason, Talent Status, Hired Date, Placement Branch, Applicant Tags, OT Rule, Custom Job Details, File Number/Payroll ID, Bill Email, Company Office, Adjusted Bill Rate
Offer Recap Report
Details of offers given a specified date range
Date From, Date To Applicant, Requisition, Job ID, Job Title, Job Location, Company, Manager, Latest Stages, Stage Date, Candidate Rep, Req Status, Req Owners, App Sources, App Industry, Start Date, Pay Rate/Salary, Bill Rate, Placement Fee, ACA Charges, Background Check, Drug Test, Equipment, Shift
Timesheet Status

View status of timesheets (Open, Submitted, Approved, etc.) along with comprehensive timesheet details. This report is often used to audit weekly submissions and approvals.

Division, Region, Office, Company, Timesheet Status, Timesheet Week End

Requisition ID, Placement ID, Timesheet ID, Week Start, Week End, Batch, Applicant ID, Contractor, Req ID, Job Title, Manager ID, Manager, Company ID, Company, Hired Date, Straight Time, Over Time, Double Time, Over Time Rule, Over Time Pay Rate, Double Time Pay Rate, Straight Pay Rate, Straight Bill Rate, Employment Type, Tax Type, Paid, Paid Date, Total Pay, Timesheet Status, Expenses Total, Start Date, End Date, Manager Email, Division, Region, Office, Applicant Email, Approver Name(s), Approver Email(s), Total Bill, Leave Hours, Total Leave Billed, Total Leave Paid, OT Bill Rate, DT Bill Rate, WC Code, Unadjusted Bill Rate, VMS %, Bill Cycle, Sales Rep, Placement Office, Worksite Address1, Worksite Address2, Worksite City, Worksite State, Worksite Zip

Equal Employment Opportunity (EEO)

View detailed responses to your EEO questionnaires per each job title. This report is used primarily for EEO audit purposes.

All EEO responses for a given time frame will be included, even those that do not have an associated job. In the instance there is no linked job, the report will blank out the job-specific fields.

Date Range, Positions

Position Title, Male, Female, American Indian or Alaskan Native, Asian, Black or African American, Hispanic or Latino, White, Native Hawaiian or Other Pacific Islander, Two or More Races, Declined to Self Identify, Veteran Status, Disabled Status
Turnover

This provides turnover details and ratios for your placements, including overall ratios. This includes positive and negative results based on your end reason setup.

Division, Region, Office, Company, Job Type, Date Type, Date From, Date To

[Configurable]: Job Branch, Requisition ID, Requisition, Company, Company Branch, Manager, Job Title, Job Type, Job Status, Target Pay Rate, Target Bill Rate, Open Positions, Total Positions, Placements Ended, Positive End Reasons, Negative End Reasons, Turnover, Positive Turnover %, Negative Turnover %, Average Assignment Length, Job Owner(s), Job Sales Rep  
Talent Questionnaires (Web Test Results)

Provides a summary view of your talents questionnaires in a given time period.

Web Test (name), Status (includes Pending), Date From, Date To, Date Range

[Configurable:] Applicant, Web Test Name, Web Test Type, Web Test Score, Sent Date, Response Date (blank if pending), Question, Answer, Question Score, Answer Correct, Placed
Analyze Time Report

View your detailed time captured via time sheet batch hours and group time for a specific date range.

Division, Region, Branch, Company, Timesheet Approver, Time Capture Method, Date From, Date To

Division, Region, Branch, Week Ending Date, Talent, Talent ID, Company, Company Office, Hiring Manager, Req ID, Job Title, Capture Type, Submitted Date, Approved Date, Approved By, Rejected Date, Rejected By, Notes, Reg, OT, DT, Total Unites, Mon, Tues, Wed, Thurs, Fri, Sat, Sun
Open Position Snapshot (Snapshot)

Quick snapshot view of current open positions along with all candidates in play and their corresponding current stage in both pipeline and nomination stages.

Division, Region, Office, Company, Job Type, Status, Nomination Status, Pipeline Status

Status, Job Type, Requisition ID, Company, Company Office, Date Opened, Branch, Position, Job Board Location, Hiring Manager, Required Positions, Filled Positions, Filled Ratio, Talent ID, Candidates In Pipeline, Candidates In Process, Position Budget, Days Open, Web Applicants, Submittals, Interviews, Offers, Offer Approvals, Candidates Declined, Job Owner, Sales Rep, Job End Date
Job Detail

Displays the overall job details, over a given date range, regardless of Order Status

Company, Date From, Date Range, Date To, Date Type, Division, Job Owner, Job Status, Job Type, Office, Region, Sales Rep

Job Employer, Job Region, Job Office, Company Office, Company, Department, Company Representative, Req ID, Requisition, Hiring Manager, Job Owner, Sales Rep, Job Status, Job Type, Job Title, Job Start Date, Job End Date, Job Created Date, DaysOpen, Worksite Address 1, Worksite Address 2, Worksite City, Worksite State, Worksite Zip/Postal Code, Required Positions, Open Positions, Filled Ratio, Position Budget, Web Applicants, Pipelined Candidates, Submittals, Interviews, Offers, Offer Approvals, Candidates Declined, Notes
Job Post Summary

Shows jobs and details related to the posting of jobs on internal/external boards based on job creation date.

Division, Region, Office, Posted, Date From, Date To, Date Range

Job Req ID, Job Type, Job Status, Job Position, Job Branch, Job Office, Company, Created Date, Job Owners, Posted By, Days Open, Start Date, End Date, Date Posted, Posted, Posted Location, Required Position, Filled Position, Sales Rep
User Activity

View user statistics and KPIs for users of the system.

Division, Region, Office, HCM User, Recruiter Activity (none option available), Sales Activity (none option available), Date From, Date To, Date Range

Apparel Issue - Recruiter, Arrival Call - Recruiter, Call Completed - Recruiter, Call Completed - Sales, Call In Available - Recruiter, Call Returned - Recruiter, Call Returned - Sales, Call Scheduled - Recruiter, Call Scheduled - Sales, Coffee - Recruiter, Coffee Meeting - Sales, Coffee Sync Notes - Recruiter, Coffee Sync Scheduled - Recruiter, Cold Call - Sales, Collections Call - Recruiter, Draft Contract - Sales, Email Received - Recruiter, Email Received - Sales, Email - Recruiter, Email Sent - Recruiter, Email Sent - Sales, Emailed Start Sheet - Recruiter, Employee Checkup - Recruiter, Engagement Letter Completed - Sales, Engagement Letter - Sales, Engagement Letter Sent - Sales, Expiring Document - Recruiter, Expiring Tag - Recruiter, First Touch - Recruiter, Follow up Call - Recruiter, Follow Up Email - Sales, General Apply - Recruiter, Happy Hour - Recruiter, Happy Hour - Sales, Hotlisted - Recruiter, In Person Meeting - Recruiter, Interview Follow Up - Recruiter, Lunch - Recruiter, Lunch Meeting - Sales, Meeting Completed - Recruiter, Meeting Completed - Sales, Meeting Conducted - Sales, Meeting - Recruiter, Meeting Scheduled - Recruiter, Meeting Scheduled - Sales, Merge Contact - Sales, Merged Applicant - Recruiter, Message Left - Recruiter, Message Left - Sales, MSA Completed - Sales, MSA Sent - Sales, Note - Recruiter, Note - Sales, Onsite Visit - Sales, Printed Start Sheet - Recruiter, Profile Updated - Recruiter, Profile Updated - Sales, QBR - Sales, Referral - Recruiter, Sales Presentation - Sales, Schedule Interview - Recruiter, Schedule Meeting - Sales, Text Receieved - Recruiter, Text Received - Sales, Text Sent - Recruiter, Text Sent - Sales, Text Em All Announcement Sent - Recruiter, Text Em All Announcement Sent - Sales, Text Em All Survey Sent - Recruiter, Text Em All Survey Sent - Sales, Text Em All Text Received - Recruiter, Text Em All Text Received - Sales, Text Em All Text Sent - Recruiter, Text Em All Text Sent - Sales, Tradeshow meet and greet - Recruiter, Video Interview - Recruiter, Walk In - Recruiter, Web Meeting - Sales
Advapay Payroll
This is a special output report for users that use Advapay for payroll purposes

Invoice Date

Employee ID, Last Name, First Name, Rate, Regular Hours, OT Hours, Date
Latest Candidate Stage

View high level counts of most recent stages for both nomination and pipeline buckets. This report also allows drilling down into both nomination and pipeline details.

Division, Region, Office, Company, Job Type, Job, Job Status, Date From / To

Latest Nominate Stage, Nomination Total, Latest Pipeline Status, Pipeline Total
Additional Transactions (Leave Report)
View consultant and contractor leave/sick days and other transactions taken per job and timesheet week as well as total timesheet hours logged for that week

Company, Date From / To

Company, Job Title, Cons. Start Date, Timesheet Week Start, Timesheet Week End, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday, Week Total, Total Contract Hours, Additional Hours/Units
Purchase Order
List of purchase orders and weekly deductions from those purchase orders by contract and contractor as well as calculations of remaining amounts.

Company, Requisition Status, Date From / To

Talent Id, Requisition ID, Company, Contract Type, Applicant, Division, Department, Job Title, Manager, Bill Rate, Pay Rate, Start Date, End Date, PO Number, Net Amount, Remaining Amount
Sage Customers Export (Sage 2.0)
Export Customer entries in a Sage Import file format

Sage Customer Exports

Company ID, Company, Composite ID, Address 1, Address 2, City, State, Zip, Country
Sage Jobs Export (Sage 2.0)
Export Jobs to a sage import file format

Sage Contact Exports

 
Sage Timesheet Export (Sage 2.0)
Export Timesheets to sage import format

Timesheet Exports

Company ID, Applicant ID, Composite ID, Pay Component, Requisition ID, Pay Rate, Hours, Line Date, Hours Date, Employment Type, Bill Rate, State/Region, Approved By, Time In, Time Out, Total Break
Sage Perm Export (Sage 2.0)
Export Permanent placements to sage import format

Sage Perm Exports

Company ID, Applicant ID, Pay Component, Requisition ID, Pay Rate, Hours, Line Date, Employment Type, Bill Rate, State/Region
Sage Employee Export (Sage 2.0)
Export Employee and employee info in sage import format

Sage Employee Exports, Employment Type

 
Job Stats (User Stats)
View stats and KPIs for user of the system

Division, Region, Office, HCM User, Job Type, Pipeline Stage, Nominate Stage, Job Status, Date From / To, Date Range

Name, Pipelined, 10 Back Ground Check f References - Pipelined, 2nd Onsite Interview - Nominated, 3rd onsite - Nominated, 6 Phone Interview - Pipelined, 7 Face to Face Interview - Pipelined, 8 Face to Face 2nd - Pipelined, 9 Working Shift Interview - Pipelined, Actively Searching - Pipelined, ATC f f Showed & Accepted Training - Nominated, ATESTJOBS - JobType, BDG f f Badge - Nominated, Booking - Nominated, CAN f f Cancelled - Nominated, Candidate Declined - Nominated, CCI Interview - Nominated, Client Accepted - Nominated, Client Passed - Nominated, Cold - Tier, Completed - Tier, Contract to Perm - JobType, Contract 21 - JobType, Contract 4 - JobType, DAT f f No Data Available - Nominated, Declined from - Pipeline, Ended Early - Tier, EOR - JobType, Filled - Tier, Freelance - JobType, Handoff to Staffing Specialist - Pipelined, HM Interview - Nominated, Hot - Tier, Internal Hire - Nominated, Lost - Tier, Manager Declined - Pipelined, New - Tier, NS f f No Show - Nominated, OEB f f Failed OEB Test x2 - Nominated, Offer Extended - Nominated, Offered - Pipelined, On Fire - Tier, Onsite Interview - Nominated, Passively Searching - Pipelined, Per Diem - JobType, Permanent 5 - JobType, Permanent 730 - JobType, Ph d Screen Decline - Pipelined, Prescreen Interview - Pipelined, Presented via Email - Nominated, Qualify - Pipelined, Retained - JobType, Salary - JobType, Salary Out of Range - Pipelined, Sales Working - Tier, Scheduled Interview - Pipelined, Started - Nominated, Started - Tier, string - Nominated, Submit - Pipelined, Submitted - Nominated, Temp CL - JobType, Temp LI - JobType, Temp - JobType, Testtage - Pipelined, TestyMcTesterson - Nominated, Too Jr d - Pipelined, TP CL - JobType, TP LI - JobType, Warm - Tier, Washed - Tier, Went With Other Applicant - Nominated,
WorkN Interest Accepted - Nominated, WorkN Offer Accepted - Nominated
Netsuite - Journal Entry Revenue Export
Netuite Integration - Journal Entry

NetSuite Journal Entry, Employment Type

 
Netsuite - Journal Entry Cost Export
Netuite Integration - Journal Entry

NetSuite Journal Entry, Employment Type

 
Onboarding Compliance Report
Provides an overview of talent pending/completed onboarding tasks and placement status.

Office, Documents/Tasks, Talent Status, Date Range Type, Date From, Date To, and Date Range

Completed Documents, Completed Tasks, EVerify Date, First Name, I9 Completed, I9 Validated Date, Last Interview Date, Last Interviewer, Last Name, Nominated, Past Job Count, Pending Documents, Pending Tasks, Pipelined, Rep Branch, Resume, Skill Code Count, Started, Talent Created Date, Talent Last Activity Date, Talent Source, Talent Status, and W4 Completed
Online Applicant
This report gives detailed information about an online applicant.

Division, Region, Office, Talent Status, Application Status, Talent Name, Date From, Date To, Date Range

Talent Employer, Talent Region, Talent Office, Talent ID, Talent, Talent Status ,Talent Address 1, Talent Address 2, Talent City, Talent State, Talent ZipCode, Talent Home Phone, Talent Cell Phone, Talent Email, Date Entered ,Application Status, Education, Work, Categories And Skill Sets, Talent Questionnaire, WOTC ,EEO, Acknowledgment, Job Board, Job Title, Applied From Indeed, Applied From Linkedin
User Logins
Details of Contact, HCM User, and Talent with their Latest Login Date and IP

Division, Region, Office, User Types, Name, Date From, Date To, Date Range

Address 1, Address 2, BO Talent ID, City, Company, Company Department, Company Employer, Company Office, Company Region, Contact, Contact Department, Contact ID, Contact Representative, Contact Status, Country, Email, Email 1, Email 2, Fax, First Name, GEO Code, Home Phone, Industry Code, Is W2, Last Login Date, Last Login IP, Last Name, Middle Name, Mobile Phone, On Placement, Other, Other Phone, Province, State, Talent, Talent Employer, Talent ID, Talent Office, Talent Region, Talent Status, Title, User Branch, User Employer, User Region, Work Phone, ZipCode
Timesheet Commission Info  

 

 
Invalid SIN  

 

 
Job Board User  

 

 
Dispositions for Filled Jobs  

 

 

 

Sales Reports

Sales Reports

Name

Description Parameters Columns in Report

Sales Activities

Detail account of contact activities with basic activity information such as activity type and corresponding notes. Division, Region, Office, Company, Activity Type, User, Date From, Date To Activity Date, User, Company Name, Company Contact, Contact Title, Type of Activity, Activity Notes

Sales Stats

View weekly counts of complete sales stats and activity. Drill down into each activity type to view a time stamp of the contact activity, as well as any notes logged for the activity Division, Region, Office, HCM User, Date From, Date To, Date Range

Columns in this report reflect the activity types and sales stages within your database.  

Includes secondary reports.

Client Contact Report

Configurable report displaying contact information for contacts including: Email, phone number(s), and Address.

Company Name, Company Status, Company Rep, Industry, Address Information, Category

Name, Company, Industry, Title, Primary Email, Work Phone, Mobile Phone, Office, Country, Address 1, Address 2, City, State, Province, Zip/Postal Code

Client Tasks (Sales Tasks)

View scheduled contact tasks by date, as well as applicable notes

Division, Region, Office, Company, User, Task Status, Date From, Date To  Task Date, User, Company, Contact Name, Contact Title, Contact Phone, Type of Activity, Status, Notes

Manager Processing

Discover which managers have responded to manager feedback/interview feedback forms. Company, Manager, Submittal Date Range Company, Manager, Position, Candidate, Submitted, Time to Feedback, Time to Pending Interview

Opportunities

Search for a comprehensive list of opportunities. View basic opportunity information such as: Amount, commitment, and percentage. Identify the status of an opportunity, as well as potential next steps Division, Region, Office, Company, User, Opportunity Type, Opportunity Stage, Opportunity Date Type (Create Date, Close Date, Last Activity Date), Date From, Date To, Date Range Opportunity, Company Name, Contact, Owner, Stage, Next Step, Type, Partner, Amount, Commitment, Percentage, Create Date, Close Date, Next Step Date, Converted (Yes/No), Requisition, Requisition Date, Company Status, Last Activity Date

Contact Tags

Provides company contact details including all tags associated with the contacts.
Company, Status, Contact Representative, City, State Contact Name, Contact ID, Contact Title, Contact Representative, Contact Email, Contact Phone, Contact City, Contact State, Contact Province, Contact Zip, Company Name, Company ID, Company Branch, Company Status, Company Address 1, Company Address 2, Company City, Company State, Company Province, Company Zip, (Plus a Dynamic list of Tags as Columns)

 

Export Reports

Export Reports

Name

Description Parameters Columns in Report
Paycom Hired Records Export
Report of hired records that can be exorted in Paycom format

 

 
Quickbooks Perm Export
Perm placement export for import into Quickbooks

Quickbooks and Date Range

 
NetSuite Invoice Export
Export records in NetSuite Format

Date From / To

PlacementID, SOW, Invoice Number, Parent ID, PO, Client ID, Invoice Date, Due Date, receivableAccountRef, Discount Item, Discount, Quantity, Item Code, Description, Resource, Pay Rate, Gross, Status, Channel, Location

Using/Viewing Adobe Sign Audit Report

Collect selected E-Signature documents completed during a specific date range

Start Date, End Date, Completed Document

Document Name, Document Status, Start Date, End Date, Submitted By, Date Submitted, Expiration Date, Link For Export Document
Xero Invoice Export
Export records in Xero format

Invoice Date, Office, Division

ContactName, EmailAddress, POAddressLine1, POAddressLine2, POAddressLine3, POAddressLine4, POCity, PORegion, POPostalCode, POCountry, InvoiceNumber, Reference, InvoiceDate, DueDate, InventoryItemCode, Description, Quantity, UnitAmount, Discount, AccountCode, TaxType
HROI Timesheet Export
Export records in HROI Format

Timesheet Exports, Employment Type

 

 

 

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