Active Consultants Report

The Active Contractor report provides users with an overview of all active contractor placements.  To see a report of all placements, including permanent positions.

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

Key Takeaways

• Active Contractor Report Overview: The Active Contractor report offers a comprehensive overview of all currently active contractor placements. It provides detailed information about consultants actively engaged in jobs, including job details, company information, manager names, and billing/pay rates.

• Locating the Report: Users can access the Active Consultant report by navigating to the "Analyze" tab and selecting the "Reports" sub-tab. They can then search for the report by typing "ACTIVE CONSULTANTS" in the search field and clicking on the respective report.

• Field Details: The report provides an array of valuable fields containing essential information about the placements. These include details about the job, company, contact information, billing and pay rates, extension dates, time approvers, and more. This data serves as a valuable resource for managing and tracking active contractor placements.
  
  Click here to go to the Operational Category (list of Standard Reports)

Click on the links below for more information: List of Standard Reports List of BOLD Analyze Reports List of INSIGHTS Dashboards List of Business Intelligence (BI) Reports

CHAPTERS Legend Locating the Report Logic Filter Options Field Details Using the Data     Screenshot

Report Value at Each Role

• Human Resources (HR) Managers: HR managers can use this report to track and manage contractor placements, ensuring compliance with employment regulations and optimizing resource allocation.
   
• Recruiters: Recruiters can leverage the report to monitor active contractor placements, track billing and pay rates, and identify opportunities for talent acquisition or retention. 
  
  
• Project Managers: Project managers can utilize the report to monitor contractor assignments, track project expenses, and ensure timely approvals for contractor time sheets. 
  
  
• Finance Managers: Finance managers can use the report to track contractor billing rates, analyze costs associated with contractor placements, and forecast budget allocations accurately. 
  
  
• Executive Leadership: Executive leaders can gain insights into contractor utilization rates, evaluate the effectiveness of contractor engagements, and make strategic decisions regarding workforce management and resource allocation.

Legend

Locating the Report

1. Click on the Analyze Tab
   The Reports Sub Tab will automatically be selected
2. In the Search Reports field, type ACTIVE CONSULTANTS
3. Click on the Active Consultants Report

Logic

The Active Contractor report provides users with an overview of all active contractor placements.  To see a report of all placements, including permanent positions, view the “Hiring Stats” report within the “Operational” folder.

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

• Click here to go to the Operational Category (list of Standard Reports)

Filter Options

	Filter Name	Options	Explanation
	Division	All available Employers	Filters Job's Employers Note: not every account will have divisions enabled
	Region	All available Regions	Filters Job's Regions
	Office	All available Branches	Filters Job's Branches
	Company	All available Companies	Filters Job's Companies
	Client Rep	All available Sales Reps	Filters Job's Sales Rep
	Contractor Rep	All available Recruiter Reps	Filters Placement's Recruiter Rep
	Extensions	All, Active	Include extensions or only show Active
	Date From		Start Date of Placement's Extensions falling under the date range
	Date To		End Date of Placement's Extensions falling under the date range
	Date Range	Yesterday, Today, Tomorrow, ...	When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'.

Field Details

• Click here to go to the Operational Category (list of Standard Reports)

Field Name	Description	Notes
Office	Job's Branch
Requisition ID	Job ID (ID in the URL)
Requisition	Job/Requisition ID
Job Title	Job's Internal Title
Job Location	Job Board Location
Contract Type	System Job's Type (Contract, Permanent, Contract to Perm, ...)
Division	Job's Division Name Note: not every account will have divisions enabled
Department	Hiring Manager's Department Name
Applicant	Talent's Name
Email	Talent's primary email
Email2	Talent's 2nd email
Phone Number	Talent's phone number
Emergency Contact Name 1	Applicant's Emergency Contact Name 1
Emergency Contact Phone 1	Applicant's Emergency Contact Phone 1
Emergency Contact Name 2	Applicant's Emergency Contact Name 2
Emergency Contact Phone 2	Applicant's Emergency Contact Phone 2
Manager	Hiring Manager's Name
Manager Work Phone Number	Hiring Manager’s work phone number
Manager Mobile Phone Number	Hiring Manager’s mobile phone number
Manager Email 1	Hiring Manager’s Email 1
Manager Email 2	Hiring Manager’s Email 2
Job Cost Center	Job's Cost Center
Company	Company's Name
Start Date	Placement Extension's Start Date
Worksite Address	Worksite Address of the Job
End Date	Placement Extension's End Date
Bill Rate	Placement Extension's Reg Bill Rate
Pay Rate	Placement Extension's Reg Pay Rate
Client Rep	Job's Sales Rep
Contractor Rep	Placement Extension's Recruiter Rep (Hired Details)
Job Owner	Job's Owner
Talent Source	Talent's Source from the Tags section	In case of multiple, separated by comma Example: Career Builder, Creativelist, Linkedin
Web Source	Web applicant's Source
Company ID	Company's ID
Applicant ID	Talent's ID
Employment Type	Placement Extension's Employment Type (W-2, 1099, ...)
Tax Type	Job's Tax type (W-2, 1099, ...)
Time Approver 1	Name of Time Approver from Placement Extension
Approver Email 1	Email Address of Time Approver
Time Approver 2	Name of 2nd Time Approver from Placement Extension
Approver Email 2	Email Address of 2nd Time Approver
Time Approver 3	Name of 3rd Time Approver from Placement Extension
Approver Email 3	Email Address of 3rd Time Approver
Nomination Source	The Nomination Source when they are nominated
Bill Name	Company's Billing Name
Bill Addr1	Company's Billing Address 1
Bill Addr2	Company's Billing Address 2
Bill City	Company's Billing City
Bill State	Company's Billing State
Bill Zip	Company's Billing Zip Code
Bill Phone	Company's Billing Phone number
App Addr1	Talent's Address 1
App Addr2	Talent's Address 2
App City	Talent's City
App State	Talent's State
App Zip	Talent's Zip code
WC Code	Job's Worker's Comp Code
Job State	Job's State
Rate Type	Job's Rate Type (Hourly, Daily, ...)
OT Type	Placement Extension's Overtime (Paid and Billed, Paid and Not Billed, ...)
VMS Fee	Placement Extension's VMS Fee %
Mark up (%)	Placement Extension's Mark-Up % (Hired Details)
OT Markup	Placement Extension's OT Markup
DT Markup	Placement Extension's DT Markup
Commission User 1	Commission User from Placement Extension
Commission Type 1	Commission User Type from Placement Extension
Commission Percent 1	Commission % from Placement Extension
Commission User Office 1	Commission User's Office for the Job
Commission User 2	2nd Commission User from Placement Extension
Commission Type 2	2nd Commission User Type from Placement Extension
Commission Percent 2	2nd Commission % from Placement Extension
Commission User Office 2	2nd Commission User's Office for the Job
Commission User 3	3rd Commission User from Placement Extension
Commission Type 3	3rd Commission User Type from Placement Extension
Commission Percent 3	3rd Commission % from Placement Extension
Commission User Office 3	3rd Commission User's Office for the Job
Commission User 4	4th Commission User from Placement Extension
Commission Type 4	4th Commission User Type from Placement Extension
Commission Percent 4	4th Commission % from Placement Extension
Commission User Office 4	4th Commission User's Office for the Job
Commission User 5	5th Commission User from Placement Extension
Commission Type 5	5th Commission User Type from Placement Extension
Commission Percent 5	5th Commission % from Placement Extension
Commission User Office 5	5th Commission User's Office for the Job
Commission User 6	6th Commission User from Placement Extension
Commission Type 6	6th Commission User Type from Placement Extension
Commission Percent 6	6th Commission % from Placement Extension
Commission User Office 6	6th Commission User's Office for the Job
Commission User 7	7th Commission User from Placement Extension
Commission Type 7	7th Commission User Type from Placement Extension
Commission Percent 7	7th Commission % from Placement Extension
Commission User Office 7	7th Commission User's Office for the Job
Commission User 8	8th Commission User from Placement Extension
Commission Type 8	8th Commission User Type from Placement Extension
Commission Percent 8	8th Commission % from Placement Extension
Commission User Office 8	8th Commission User's Office for the Job
Corp Name	Company Name (Corp or 1099)
Corp Addr1	Company Address1 (Corp or 1099)
Corp Addr2	Company Address2 (Corp or 1099)
Corp City	Company City (Corp or 1099)
Corp State	Company State (Corp or 1099)
Corp Zip	Company Zip (Corp or 1099)
Corp Phone	Company Phone # (Corp or 1099)
Notes	Placement Extension's Notes (Hired Details)
OT Bill Rate	Placement Extension's Overtime Bill
OT Pay Rate	Placement Extension's Overtime Pay
DT Bill Rate	Placement Extension's Doubletime Bill
DT Pay Rate	Placement Extension's Doubletime Pay
Hourly Margin	Placement Extension's Hourly Margin (Hired Details)
Entered Placement	Hiring Authority (User who entered the Placement)
End Reason	Placement Extension's End Reason
Talent Status	Talent's Status
Talent Entered Date	Talent's Entered Date
Hired Date	Placement Extension's Hired Date Note: this is just for internal use and does not apply to the candidate’s “Start Date”
Placement ID	Placement ID
Placement Branch	Placement Extension's Branch
Applicant Tags	Talent's Tags
OT Rule	Job's Overtime Rule (Federal OT, Lower Bill OT, ...)
Custom Job Details	Name and Value from Placement's Custom Job Details
File Number/Payroll ID	File Number from Applicant's users
Bill Email	Company's Billing email
Company Office	Job's Company Office
Adjusted Bill Rate	Calculation: Bill Rate - (Bill Rate * (VMS Deduct/100))
Job Office	Job's Office
Everify Case Number	Everify Case Number
Everify Date	Everify Date

Using the Data

To get deeper insights into this report, you can narrow down the list of companies with active placements.  This can come in handy when you want to see how many placements your larger clients have.

Conversely, you can deselect companies from the “Company” filter.  This can be helpful if you use Avionte for your internal recruiting as you can hide hires to your company and eliminate any false positives.

Screenshot

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