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Reports Page
| Folder Name | Description and User audience |
| Operational | A user would find value in these sets to ensure that their employee time is properly being utilized and they are results oriented. |
| Recruiting | From these sets, recruiters will find information about the jobs, total placed, the number of interviewed, and the number of open jobs to fill. |
| Sales | The Sales sets will provide a view if the sales reps and recruiters are providing value and spending their resources and time in an efficient manner through activity comparisons, ratios, and type of activities. |
| Invoicing and Accounts Receivable | A user can utilize these sets to understand the cash inflow, outflow, and the payment delays for client, to make an informed business decision. It also has details related to customer invoicing activities. |
| Time | A user would find value in these sets as it aims to explain the trends of the various time parameters – and how to save the company money. These also helps to understand the availability of staff via placements. |
| Payroll | These sets provide understanding on Payroll related reports like accruals balance, history, deductions, direct deposits, taxes, and other W2 related items. |
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Operational
A user would find value in these sets to ensure that their employee time is properly being utilized and they are results oriented.
Operational
| Name | Description | Fields | Filters |
| AB Statutory Holiday Report_CA | This report provides information about statutory holidays for talents in Alberta. | Transaction Employer, Transaction Region, Transaction Office, BO Talent ID, Talent ID, Talent, Days Wages Earned, Days Of Employment, Wage Earned, Average Wage Per Day | Division, Region, Office, Transaction Type List, Talent Name, Date From, Date To, Date Range |
| BC Statutory Holiday Report_CA | This report provides information about statutory holidays for talents in British Columbia. | Transaction Employer, Transaction Region, Transaction Office, BO Talent ID, Talent ID, Talent, Days Wages Earned, Days Of Employment, Wage Earned, Average Wage Per Day, Eligible For Stat Holiday Pay | Division, Region, Office, Transaction Type List, Talent Name, Date From, Date To, Date Range |
| Bureau Of Labor Current Employment Statistics | This report pulls the information required for reporting the Bureau of Labor Statistics Current Employment Statistics data to them. | Pay Period, Check Employer,Total EE Count, Total Non Sup. EE Count, Total Female EE Count, Wages for All EE with out Comm, Wages for Non Sup. EE with out Comm, Total Comm., Total Hours for All EE, Total Hours for Non Sup. EE | Division, Month, Year ID, Pay Period, Show Missing Supervisor Job Mapping |
| Bureau Of Labor Multiple Worksite | This report pulls the information required for the reporting Bureau of Labor Statistics quarterly wages data. | Payment Check Employer, Payment Check Region, Payment Check Office, Address 1, Address 2, State, City, Zip, Month 1 Count, Month 2 Count, Month 3 Count, Quarterly SUI Subject Wages | Division, Region, Office, Quarter ID, Year ID |
| California EEO Pay Data Reporting Section 1 & 2 | California employers of 100 or more employees and who is required to file an annual Employer Information Report (EEO-1) pursuant to federal law must report pay and hours-worked data by establishment, job category, sex, race, and ethnicity. | Address Line 1, Address Line 2, Affiliated FEINs, City, Contact Address Line 1*, Contact Address Line 2*, Contact City*, Contact Country*, Contact Email*, Contact Name*, Contact Phone Number*, Contact State*, Contact Title*, Contact ZIP Code*, EDD Address Line 1*, EDD Address Line 2*, EDD City*, EDD Country*, EDD State*, EDD ZIP Code*, Employer, Employer CA SEIN*, Employer DUNS Number, Employer FEIN*, Employer Name*, Employer-Level Clarifying Remarks, Employer''s Ownership; Affiliation; or Enterprise*, Employer''s Total CA Employees*, Employer''s Total CA Establishments*, Employer''s Total U.S. Employees*, Employer''s Total U.S. Establishments*, Establishment ID, HQ Address Line 1, HQ Address Line 2, HQ City, HQ Country, HQ State, HQ ZIP Code, Is employer a contractor of the State of California?*, Is this establishment the employer's headquarters?, Job Category, Major Activity, NAICS Code, Name, Number of Employees, Parent Company Address Line 1, Parent Company Address Line 2, Parent Company City, Parent Company Country, Parent Company FEIN, Parent Company Name, Parent Company State, Parent Company ZIP Code, Pay Band, Race/Ethnicity/Sex, Reporting Year*, Row-Level Clarifying Remarks, Snapshot Period Begin Date*, Snapshot Period End Date*, State, Total Hours, Total Number of Employees at Establishment, Was a California Pay Data Report filed for this establishment last year?, Was an EEO-1 Report filed for this establishment last year?, ZIP Code | Division, Region, Office, Transaction Type List, Show Info, Ignore Errors, Date Type, Date From, Date To, Date Range |
| Client Billing | This report shows a detailed summary of client billing information. | Invoice Employer, Invoice Region, Invoice Office, Company ID, BO Company ID, Company, Department, Talent ID, Talent, BO Talent ID, Invoice Date, Invoice Number, Invoice Amount, Accounting Period Date, Week Worked, Job Position, Hiring Manager, Start Date, End Date, Placement Length, Reg Bill Hours, OT Bill Hours, DT Bill Hours, Other Bill Units, Total Bill Hours, Total Bill Units, Reg Bill Amount, OT Bill Amount, DT Bill Amount, Other Bill Amount, Total Bill |
Company ID, BO Company ID, Company, Department, Total Bill, No. Of Invoices, No. Of Talents |
| Company Trend | This report helps to compare specific numbers in different time period- weeks, months, quarters and year. | Transaction Employer, Transaction Office, Company Office, Company ID, BO company ID, Company, Company Department, Company Representative, Job Type, Total, Dynamic Columns | Division, Region, Office, Roll Up To Parent Company, Compare By, Column To Compare, Include in Comparison, Date Type, Date From, Date To, and Date Range |
| Comprehensive Contact | Shows a comprehensive list of information associated with Contact in front office. | Company Employer, Company Region, Company Office, Company, Company Department, Industry Code, Contact ID, First Name, Last Name, Contact, Title, Contact Department, Contact Status, Address 1, Address 2, Country, City, State, Province, Zip, Work Phone, Mobile Phone, Fax, Other, Email 1, Email 2, Contact Representative, Latest Activity, Last Contact Date, Referred By, Referrer Of, Billing Contact, Company Head, Contact Entered By, Contact Entered Date, Contact Tags, Contact Source, Contact Skills | Division, Region, Office, Company, Industries, Contact Representative, Contact Status, Date Type, Date From, Date To |
| Comprehensive Job | Shows a comprehensive list of information associated with a job. | Job Employer, Job Region, Job Office, Company Office, Company ID, BO Company ID, Company, Department, Company Status, Company Representative, Company Address 1, Company Address 2, Company City, Company State, Company Province, Company Zip, Company Main Phone, Company Website, Company Industry, Job, Job ID, BO Job ID, Hiring manager Name, Hiring Manager Email, Job Owner, Job Sales Rep, Job Title, Job Type, System Job Type, Job Status, Worksite Street1, Worksite Street2, Worksite City, Worksite State, Worksite Zip, Worksite GeoCode, Worker's Comp Code, Worker's Comp Rate, Entered Date, Start Date, End Date, Reg Pay Rate, OT Pay Rate, DT Pay Rate, Reg Bill Rate, OT Bill Rate, DT Bill Rate, Mark Up%, Custom Job ID, Week Duration, Consolidate Invoices, Withold Emails, Invoice With Hours, Billing Terms, Bill Cycle, Rate Type, PO#, PO Amount, PO Remaining, Min Bill Rate, Min Pay Rate, Max Bill Rate, Max Pay Rate, Min Salary, Max Salary, Target Bill Rate, Target Pay Rate, Target Salary, Estimated Hours, Estimated GP, Actual Fee, Flat Fees, Discount, Billed Amount, FillRatio, FillRatioPercent, Fill Rate, Gross wages, Required, Placed, Posted to Monster, Posted to Indeed, Posted to Juju, Posted to Glassdoor, Posted to CareerBuilder, Posted to RigZone, Posted to External, Web Test, Posted to LinkedIn, Posted to Google, Posted to ZipRecruiter, Extra Values - dynamic, Jobs posted to the external job boards such as Googe, Jobs posted to the external job boards such as ZipRecruiter, Displays a specific Job's Extra value as selected in the Extra Value Parameter. | Division, Region, Office, Company, Job Owner, Sales Rep, Job Type, Job Status, Extra Value, Date Type, Date From, Date To, and Date Range |
| Federal EEO Reporting (Data File 1) | This report gives Federal reporting of EEO-1 information. This report was created based on the specifications found on the EEOC.gov website. | Job Category, Male Hispanic Or Latino (A), Female Hispanic Or Latino (B), Male White (C), Male Black AfricanAmerican (D), Male NativeHawaian PacificIslander (E), Male Asian (F), Male AmericanIndian AlaskanNative (G), Male TwoOrMoreRaces (H), Female White (I), Female Black AfricanAmerican (J), Female NativeHawaian PacificIslander (K), Female Asian (L), Female AmericanIndian AlaskanNative (M), Female TwoOrMoreRaces (N), Total (O), Talent Employer, Talent Region, Talent Office, Talent ID, BO Talent ID, Talent, First Name, Middle Name, Last Name, Gender, EEO Race, Disability, Veteran Status, Job Position, Mapping Job Category | Division, Region, Office, Show Talent Info, Date Type, Date From, Date To, and Date Range |
| Federal EEO Component 2 Reporting | This report gives Federal reporting of EEO-1 Component 2 information. This was created based on the specifications found on the EEOC.gov website. | User ID, Status Code, Unit Number, Unit Name, Unit Address, Unit Address2, City, State, Zip Code, County Name, FEIN, NAICS Code, Question B2C, Question D2, Job Category, Race Ethnicity Gender, Annual Salary, Total Talent, Total Hours, Paycheck Employer, Talent ID, BO Talent ID, Agency ID, Talent, First Name, Middle Name, Last Name, Job Title, EEO Category, Payee Gross, Pay Band Min, Pay Band Max, EEO Category ID, Race Gender Code, Pay Band Code, Payee Hours, Race, Gender | Division, Region, Office, Show Talent Info, Status Code, Unit Number, User ID, Question B2C, Question D2, Pay Code, Ignore Errors, Date Type, Date From, Date To, and Date Range |
| Get PA Talents Missing Resident PSD Code | This report helps to find talents working in PA with missing PSD codes so that their information can be updated in their talent records. | BO Talent ID, First Name, Full Address, Gross Wages, Last Name, Middle Name, Payment Check Employer, Payment Check Office, Payment Check Region, Resident PSD Code, SSN, Talent, Talent ID, Tax Amount | Division, Region, Office, Show Talents With PSD Code, Date From, Date To, Date Range |
| IL Equal Pay Act | The IL Equal Pay Act report is used to upload talent data to the State of IL to comply with the Equal Pay Registration process. | Talent, First Name, Last Name, SSN, Gender, Race, Ethnicity, Wages, Hire Date, Termination Date, Job Classification, Job Title | Division, Region, Office, Date From, Date To, Date Range |
| MB Statutory Holiday Report_CA | This report provides information about statutory holidays for talents in Manitoba. | Transaction Employer, Transaction Region, Transaction Office, BO Talent ID, Talent ID, Talent, Wage Earned, Regular Daily Wages | Division, Region, Office, Transaction Type List, Talent Name, Date Type, Date From, Date To, Date Range |
| NL Statutory Holiday Report_CA | This report provides information about statutory holidays for talents in Newfoundland. | Transaction Employer, Transaction Region, Transaction Office, BO Talent ID, Talent ID, Talent, Days Of Employment, Wage Earned, Wages Earned 15 Days Prior, Average Daily Wages, WorkSite State, Eligible For Stat Holiday Pay | Division, Region, Office, Transaction Type List, Talent Name, Date Type, Date From, Date To, Date Range |
| NS Statutory Holiday Report_CA | This report provides information about statutory holidays for talents in Nova Scotia. | Transaction Employer, Transaction Region, Transaction Office, BO Talent ID, Talent ID, Talent, Hours Worked, Wages Earned, Days Of Employment, Average Daily Hours, Average Daily Wages, Eligible For Stat Holiday Pay | Division, Region, Office, Transaction Type List, Talent Name, Date Type, Holiday Date |
| ON Statutory Holiday Report_CA | This report provides information about statutory holidays for talents in Ontario. | Transaction Employer, Transaction Region, Transaction Office, BO Talent ID, Talent ID, Talent, Total Earnings, Holiday Pay, Holiday Rate, Placement Date 1, Placement Date 2, Days Worked | Division, Region, Office, Transaction Type List, Talent Name, Placement Date 1, Placement Date 2, Date From, Date To, Date Range |
| Paycheck/Invoice with a Gap | Lists paychecks or invoices with time gaps in the sequence. | Talent Employer, Talent Region, Talent Office, Talent ID, BO Talent ID, Talent, First Name, Middle Name, Last Name, Last Check Date, Company Employer, Company Region, Company Office, BO Company ID, Company ID, Company, Department, Last Invoice Date | Division, Region, Office, No. Of Days, Entity Type, Entity Name, Date From, Date To, Date Range |
| PE Statutory Holiday Report_CA | This report provides information about statutory holidays for talents in Prince Edward Island. | Transaction Employer, Transaction Region, Transaction Office, BO Talent ID, Talent ID, Talent, Days Of Employment, Wage Earned, Wages Earned 30 Days Prior, Average Daily Wages, WorkSite State, Eligible For Stat Holiday Pay, Days Of Employment Prior To 30 Days | Division, Region, Office, Transaction Type List, Talent Name, Date Type, Date From, Date To, Date Range |
| Gives information associated with a PO number. | Company Employer, Company Region, Company Office, Company ID, BO Company ID, Company, Department, Company Representative, Company Status, Company Address1, Company Address2, Company City, Company State, Company Province, Company Zip, Job Office, Job, Job Id, BO Job ID, Hiring Manager, Hiring Manager Email, Job Sales Rep, Job Title, Job Type, Job Status, Worksite Street1, Worksite Street2, Worksite City, Worksite State, Worksite Zip, Worksite Geo Code, Placement ID, BO Placemen ID, Talent, Job Bill Rate, Job Pay Rate, Placement Start Date, Placement End Date, PO Number, PO Description, NetAmount, Remaining Amount, Threshold Amount, Amount Used, Send Notification to Users | Division, Region, Office, Company, Job Type, Date Type, Date From, Date To, and Date Range | |
| This report provides information about statutory holidays for talents in Quebec. | Transaction Employer, Transaction Region, Transaction Office, BO Talent ID, Talent ID, Talent, Wage Earned, Holiday Pay | Division, Region, Office, Transaction Type List, Talent Name, Date Type, Date From, Date To, Date Range | |
| This report provides information about statutory holidays for talents in Saskatchewan. | Transaction Employer, Transaction Region, Transaction Office, BO Talent ID, Talent ID, Talent, Wage Earned, Holiday Pay | Division, Region, Office, Transaction Type List Talent Name, Date Type, Date From, Date To, Date Range | |
| Required employee information for CA, CT, IL, MD, and OR state savings (also called Secure Choice) programs. | SSN or ITIN, First Name, MI, Last Name, Suffix, Birth Date, Physical Address 1, Physical Address 2, Physical City, Physical State, Physical Zip Code, Phone, Email, Mailing Address 1, Mailing Address 2, Mailing City, Mailing State, Mailing Zip Code, ExternalPayrollID, SSN, Middle Name, Primary Phone, Mailing Address City, Mailing Address State, Mailing Address Zip Code, External Payroll ID, Address 1, Address 2, City, State, Zip Code, Notifications to Users | Division, Region, Office, Pay Cycle, State, Start Print From, Date Type, Date From, Date To, Date Range | |
| This report provides the information received from Symmetry for the specific completed document. | Employer, Employer Address, Employer FEIN, Talent ID, Talent User, Talent Home Address, Form ID, Form Name, Form Version, Sent Date, Completed Date | Division, Office, Symmetry Tax Form, Completed Date (Date From), Completed Date (Date To), Date Range | |
| Lists out all the Categories and Sub Categories on the Table Editor. | Category, Custom/System Default, Parent, Item Text, Type, Order | Category and Sub Category | |
| This report lists the talent birthday information by month and office. | Talent Employer, Talent Region, Talent Office, Talent ID, BO Talent ID, Talent, First Name, Middle Name, Last Name, Talent Status, On Placement, Birthday, Address 1, Address 2, City, State, Zip Code, Geo Code, Talent Phone, Talent Email, Company, Department | Division, Region, Office, Birthday Month List, Show Company Details | |
| Unemployment | Lists all unemployment claim information by talent. This report generates a detailed list of unemployment claims and their statuses which can be used for simple tracking or for presentation in court. | Talent Employer, Talent Region, Talent Office, Talent ID, BO Talent ID, Talent, First Name, Middle Name, Last Name, Claim Number, Unemployment Status, Determination Status, Reason Status, Potential Charges, Total Benefit Charged, Terminated By Employer, Protestable, Separation Info Needed, Appeal Pending, Claim Not Chargeable, Max Benefit, Weekly Benefit, Avg Pay Per Week, Total Earning, Last Placement Employer, Last Placement Region, Last Placement Office, Last Placement Company, Placement End Reason, Dates: | Division, Region, Office, Unemployment Status, Unemployment Status Reason, Date Type, Date From, Date To, and Date Range |
| Workers Comp Claim Details |
This report shows all non-cost related details associated with a Workers Comp Claim. This report is a useful resource for claim reporting to customers. |
Claim Employer, Claim Region, Claim Office, Talent ID, BO Talent ID, Talent, First Name, Middle Name, Last Name, Talent Address, Phone, Claim Number, Claim Status, Injury Date, Company ID, BO Company ID, Company, Company Main Address, Worksite Address, Company Phone, Job Title, Placement ID, WC Code, Reg Pay Rate, Job Start Date, Job End Date, Modified Duty Date, Insurance Notification, Court Date, Return To Work Date, Entered Date, Entered By, Accident Description, Body Part Injured, Note | Division, Region, Office, Claim Status, Date From, Date To, and Date Range |
| Worker Comp Code Setup |
This report displays list of the Worker Comp Codes. |
Employer, Worker Comp Code, State, WC Code Description, Processing Method, Country Code, Rate Percent, Cost Percent, LNIEE Percent, LNIER Percent, Start Date, End Date, Date Entered, Entered By | Division, Date From, Date To, and Date Range |
| State Saves Talent Contribution File | Required employee contribution information for California, Illinois, Maryland, Oregon, and Connecticut state savings (often called Secure Choice) programs (ie. Calsavers, IL Secure Choice, etc.) | SSN, First Name, Last Name, Post Tax Contribution, Warning, Roth Contribution, Contribution Amount, External Payroll ID, State | Division, Region, Office, State, Deduction List, Date Type, Date From, Date To, Date Range |
| ACA Census | Details of ACA deductions and eligibility for Employee. The user can view the report at the Employee level. | Talent Employer, Talent Region, Talent Office, Talent ID, BO Talent ID, Talent, SSN, Talent Status, Birth Date, Marital Status, Original Hire Date, Recent Hire Date, First Check Date, Recent Check Date, Effective Insurance Date, Placement Max End Date, Address 1, Address 2, City, State, Zip Code, Country, Gender, Talent Mobile Phone, Talent Email, Total Wages, Total Hours, Deduction Name, Deduction Amount, Deduction Start Date, Deduction End Date, Benefit Name, Benefit Amount, Benefit Start Date, Benefit End Date, Is ACA Eligible, Current Stability Period End Date, Measurement Start Date, Measurement End Date, Measured Type, Measurement Total Hours, Measured Eligibility, Reason For Deactivation, On Placement | Division, Region, Office, Show Summary, Healthcare Transaction Type List, Date From, Date To, Date Range |
| Department of Labor | This report provides a summary of the number of talents by branch and how many total hours they have worked. | Transaction Employer, Transaction Region, Transaction Office, Count Of Talent, Gross Wages, Reg Hours, OT Hours, DT Hours, Other Hours, Total Hours, Count Of Male Talent, Count Of Female Talent | Division, Region, Office, Date Type, Date From, Date To, and Date Range |
| New Hire | This report shows all new hires that received their first paycheck within a specified date range. The report results show the office from which the talent was paid, not the office to which the talent belongs. | Check Employer, Check Region, Check Office, Talent Office, Talent ID, BOTalentID, Talent, Address 1, Address 2, City, State, Zip Code, Start Date, Total No. of New Hire for Office, Total No. of New Hire (Overall) | Division, Region, Office, Display Date, Number of Days, Date Type, Date From, Date To, and Date Range |
| NB Statutory Holiday Report_CA | Provides information about statutory holidays for talents in New Brunswick. | Division, Region, Office, Talent Name, Date Type | Transaction Employer, Transaction Region, Transaction Office, BO Talent ID, Talent ID, Talent, First Week Worked, Total Days Worked, Wage Earned, Average Daily Wages, Average Daily Hours, Eligible For Stat Holiday Pay |
Recruiting
From these sets, recruiters will find information about the jobs, total placed, the number of interviewed, and the number of open jobs to fill.
Recruiting
| Name | Description | Fields | Filters |
| Applicant Web Apply Source Tracking |
This report aims to analyze the frequency with which applicants stick with their initial source when applying for a job. It provides insights into the total number of job applications made by applicants and how many of those applies were made through their first source. Additionally, it identifies the most frequently used applicant source for each applicant |
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, Most Recent Apply Source, Applies using Most Recent Used Source, Total Applies, Most Recent Apply Source Ratio, First Apply Source Used, Applies using First Source Used, Total Applies, First Source used Ratio, Most Used Apply Source, Applies using Most Used Source, Total Applies, Most Used Apply Source Ratio |
Division, Region, Office, Talent ID, Applicant, Group By, Date From, Date To, Date Range |
| Comprehensive Placement |
Shows a comprehensive list of information associated with a placement. | Placement Employer, Placement Region, Placement Office, Talent Office, Talent ID, BO Talent ID, Talent, First Name, Last Name, Talent Status, Talent Representative, Talent Street 1, Talent Street 2, Talent City, Talent State, Talent Zip Code, Talent GEO Code, Talent Email, Talent Email 2, Talent Phone, Company ID, BO Company ID, Company, Department, Company Representative, Job, Job ID, BO Job ID, Hiring Manager, Manager Email, Job Sales Rep, Job Title, Job Type, Job Status, Worksite Street 1, Worksite Street 2, Worksite City, Worksite State, Worksite Zip, Worksite Geo Code, Workers Comp Code, Workers Comp Rate, Placement ID, BO Placement ID, Placement Recruiter Rep, Placement Entered By, Hired Date, Start Date, End Date, End Reason, End Reason Type, Original Start Date, Job Start Date, Job End Date, Reg Bill Rate, Reg Pay Rate, Employment Type, Tax Type, Talent Source, Nominated Source, Pipelined Source, Job State, Rate Type, OT Type, VMS Fee, MarkUp, Corp Name, Corp Addr 1, Corp Addr 2, Corp City, Corp State, Corp Zip, Corp Phone, Notes, OT Bill Rate, OT Pay Rate, DT Bill Rate, DT Pay Rate, Salary Pay Rate, Salary Bill Rate, Reg Hours, OT Hours, DT Hours, Salary Hours, Talent Last Paid Date, Placement Last Paid Date, Total Bill, Total Pay, Bill Amount, Gross Wages, Bill Total Hours, Pay Total Hours, Gross Profit, #Days on Placement, Dynamic Columns | Division, Region, Office, Talent Office, Company, Worksite States, Extra Value, Date Type, Date From, Date To, and Date Range |
| Comprehensive Talent | This report provides a summary of talent(s) by pulling basic information as well as work and pay history for the previous three years. | Talent Employer, Talent Region, Talent Office, Talent ID, BO Employee ID, First Name, Middle Name, Last Name, Talent Status, On Placement, Street1, Street2, City, State, Zip Code, GEO Code, Talent Flag, Gender, Race, Veteran, Disability, Email, Email 2, Work Phone, Home Phone, Mobile Phone, Other Phone, Fax, Emergency Contact Name 1, Emergency Contact Phone 1, Emergency Contact Name 2, Emergency Contact Phone 2, Check Delivery, IsW2, Payee Name, Agency Name, Tax Credit Status, Active Direct Deposit, ACA Eligible, E-verify Case Number, E-verify Date, Everify Status, Entered By, Entered Date, Last Contact Date, First Paycheck Date, Last Paycheck Date, First Placement Start Date, Last Placement End Date, Referred By, Referrer Of, Do Not Place, Talent Document Types, Talent Onboarding Tasks, US Withholding Type, TalentSource, Total Wages Current Year <YYYY>, Total Wages Last Year <YYYY> , Total Wages Previous Year <YYYY> , Total Hours Current Year <YYYY> , Total Hours last year <YYYY> , Total Hours Previous Year <YYYY> , Gross Profit Current Year <YYYY>, Gross Profit last year <YYYY> , Gross Profit Previous Year <YYYY>, TotalBill CurrentYear <YYYY>, Total Bill Last Year <YYYY> , Total Bill Previous Year <YYYY> , Talent Tags, Extra Value | Division, Region, Office, Talent Status, Date Type, Extra Value, Date From, Date To, and Date Range |
| Redeploy Summary | The Redeploy Summary Report provides a summarized region, office, and recruiter view of the redeploy count. |
Division, Region, Office, Use, r# of Talent Start, s# 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 |
Division, Region, Office, HCM User, Redeployment Days Gap, Group By, Date From, Date To, Date Range |
| Talent Adobe Document | This report lists all completed Adobe eSignature documents for each employee along with the completed date. | Talent Employer, Talent Region, Talent Office, Talent ID, BO Talent ID, Talent, First Name, Middle Name, Last Name, Talent Status, Address 1, Address 2, City, State, Zip Code, GeoCode, Phone, Email, Talent Entered Date, Document Type, File Name, Uploaded Date, Uploaded By, Hide From Applicants, Verified By, Verified Date | Division, Region, Office, Talent Status, Adobe E-Document Type, Date Type, Date From, Date To, and Date Range |
| Talent Certification | This report populates talent certification data to pull all available assigned or missing certifications for the talent between a date range. | Talent Employer, Talent Region, Talent Office, Talent ID, BO Talent ID, Talent, First Name, Middle Name, Last Name, Talent Status, Address 1, Address 2, City, State, Zip Code, GEO Code, Talent Flag, Email, Email 2, Work Phone, Home Phone, Mobile Phone, Other Phone, Fax, Certification Category, Certification Name, Certification Issuing Authority, Certification Number, Certification Issue Date, Certification Expiration Date, Certification Validated, Certification Validation Date, Certification Validated By, Certification Note, Missing Certification, Birth Date, Gender, Race, Veteran, Disability, Talent Tags | Division, Region, Office, Talent Status, Date Type, Certification Category, Certification Type, Missing Certificate, Show EEO Info, Talent Tags, Date From, Date To, and Date Range |
| Talent Document | This report populates with available document information including document types and missing document types for talents between a selected date, placement, hire, or paycheck date. | Talent Employer, Talent Region, Talent Office, Talent ID, BO Talent ID, Talent, First Name, Middle Name, Last Name, Talent Status, Address 1, Address 2, City, State, Zip Code, GeoCode, Phone, Email, Talent Entered Date, Document Title, Document Type, Uploaded Date, Uploaded By, Expiration Date, Hide From Applicants, Public or Private | Division, Region, Office, Talent Status, Document Type, Date Type, Date From, Date To, and Date Range |
Sales
The Sales sets will provide a view if the sales reps and recruiters are providing value and spending their resources and time in an efficient manner through activity comparisons, ratios, and type of activities.
Sales
| Name | Description | Fields | Filters |
| Company Document | This report provides all the information related to the company's document. | Company Employer, Company Region, Company Office, Company ID, BO Company ID, Company, Company Status, Company Address 1, Company Address 2, Company City, Company State, Company Provice, Company Zip, Company Phone, Company Entered Date, Document Name, Document Entered Date, Document Expiration Date, Document Privacy, Document Type | Division, Region, Office, Date Type, Date From, Date To, and Date Range |
| Comprehensive Agency | This report provides a summary of an agency or agencies by pulling basic information and pay history for the previous three years. | Agency Employer, Agency Region, Agency Office, Agency ID, Agency, Short Name, Department, Agency Status, Agency Type, Reference ID, Street 1, Street 2, City, State, Zip, Geo Code, Country, FEIN, First Paycheck Date, Last Paycheck Date, Outstanding Transactions, Active Direct Deposits, Invoice Pay Required, Payment Delay In Days, Pay Beginning Date, Pay Not Required, 1099 Not Required, Net Pay (Current Year), Net Pay (Current Year - 1), Net Pay (Current Year - 2), Agency Contact Method, Agency User, Agency Date, Extra Value | Division, Region, Office, Date Type, Agency Type, Agency Status, Agency Name, Extra Value, Date From, Date To, and Date Range |
| Comprehensive Company | This report provides a summary of a company by pulling basic information, lead and sales history, and employee hours for the previous three years. | Company Employer, Company Region, Company Office, Company ID, BO Company ID, Company, Company Representative, Company Status, Company Address 1, Company Address 2, Company City, Company State, Company Province, Company Zip, Company Main Phone, Company Website, Company Industry, Company Revenue, Company Employees, Company Stock Symbol, Credit Limit, Hold Code, Warning Value Type, Warning Value, First Invoice Date, Last Invoice Date, Invoice To Department, Invoice Style, Invoice Separate By, Invoice Group By, Email Invoice To, Automatically Email Monthly Statements, Email Statements To, Print Invoice, Statement Letter Day, Billing Period, Billing Cycle, Pay Period, Pay Cycle ,Check Delivery, OT Plan, Weekend Day, Generate Daily Time Entry, Daily Pay Options, Payment Terms, Max Invoice Amount, LTD Total Invoice Amount, Total Sales Tax Amount, Total Discount Amount, Total Payment Amount , AR Invoice Total Balance, Current Age Total Balance, Agency, Agency Fee, Default WCCode, Default Markup ,Last Contact Date, Time Capture Method, Rate Type, Default Billing Cycle, Default Overtime Rule, [Current year] Total Invoice, [Current Year -1 ] Total Invocie, [Current Year -2] Total Invoice, AR Age 0 30 Days Total Balance, AR Age 31 60 Days Total Balance, AR Age 61 90 Days Total Balance, AR Age Over 90 Days Total Balance, [Current Year ] Total Hours, [Current Year - 1 ] Total Hours, [Current Year - 2] Total Hours, VMS Fee %, Contract Markup %, Permanent Markup %, Extra values | Division, Region, Office, Company Name, Extra Value, Date Type, Date From, Date To, and Date Range |
| Quarterly Sales By Fiscal Year | A breakdown of quarterly sales by fiscal year. This report provides a good summary of total sales, total hours, and gross profit during a specific quarter in a fiscal year. | Transaction Employer, Transaction Region, Transaction Office, Year ID, Month Quarter, Company, Department, Line Of Business, Total Bill, Bill Amount, GP Adjustment Bill, Total Sales, Total Hours, Gross Profit Amount | Division, Region, Office, Date Type, Fiscal Year Start Date, Fiscal Year End Date, Line Of Business, Roll Upto Parent Company, Date Range |
Invoicing and Accounts Receivable
A user can utilize these sets to understand the cash inflow, outflow, and the payment delays for client, to make an informed business decision. It also has details related to customer invoicing activities.
Invoicing and Accounts Receivable
| Name | Description | Fields | Filters |
| AR Aging | View outstanding AR aging in detail. Quickly track and analyze your receivable dollars to know who owes and who is not paying in a timely manner. | Invoice Employer, Invoice Region, Invoice Office, Company Office, Company ID, Bo Company ID, Company, Department, Company Representative, Payment Terms, Credit Limit, High Limit, Phone Number, Last Company Payment Date, Invoice Number, Invoice Date, Due Date, Invoice Amount, Finance Charge, Last Payment Date, Balance, DO, Current, 1 - (Age Group 1) days, (Age Group 1) – (Age Group 2) days, (Age Group2) – (Age Group 3) days, Over (Age Group 3) days, Credit Hold Code, DSO | Division, Region, Office, Company, Representative, Roll Up To Parent Company, Date Type, As Of Date, Age Group 1, Age Group 2, and Age Group 3 |
| AR Aging DSO | Displays outstanding companies AR dollars | Company Employer, Company Region, Company Office, Company ID, Bo Company ID, Company, Department, Invoice Amount, Balance , Total Payment Amount, DSO, No. Of Days | Region, Office, Company, Date Type, Date From, Date To, Date Range |
| Billing by Work State | This report displays billing totals by work state. | Company Employer, Company Region, Company Office, Company ID, BO Company ID, Company, Department, Company Representative, Company Status, Job Title, State, State Desc, Total Hours, Total Bill, Bill Amount, GP AdjustmentBill, Total Pay, Gross Wages, GP Adjustment Pay, Employer Taxes, Employer Contribution, Worker Comp Cost, Agency Cost, Burden, Gross Profit | Division, Region, Office, Result Type, Date Type, Date From, Date To, and Date Range |
| Cash Receipt |
This report gives the details of the amount of cash incoming and the source of those payments. It gives a great snapshot of accounts receivable and can be helpful when posting payments. | Invoice Employer, Invoice Region, Invoice Office, Receipt Date, Invoice Date, Days Out, Company ID, BO Company ID, Company, Department, Invoice Number, Invoice Amount, Payment Amount, Date Posted, Payment Type, AR Batch Payment Amount, Check Number, AR Batch ID, Reason Code, Total No Of Days Aged, Total Balance Amount, Total Invoice Amount, DSO, Avg Supplier DSO, Avg Grand DSO | Division, Region, Office, Company, AR Batch ID, Payment Type, Reason Code, Date Type, Date From, Date To, and Date Range |
| Discount Usage | This report shows the discount amount per transaction type. | Transaction Employer, Transaction Region, Transaction Office, Accounting Period Date, Week Worked, Invoice Number, Company ID, BO Company ID, Company, Department, Transaction Type, Discount Name, Bill Amount, Discount Amount | Division, Region, Office, Date Type, Date From, Date To, and Date Range |
| Invoice Finance Charge Details |
Gives details of the Finance Charges applied to invoices. | Invoice Employer, Invoice Region, Invoice Office, Company ID, BO Company ID, Company, Department, Invoice Number, Invoice Date, Invoice Accounting Period Date, Invoice Amount, Balance Amount, Finance Charge Date, Finance Charge Accounting Period Date, Finance Charge Percent, Chargeable Amount, Finance Charge, Charge Type, Increase Balance Amount | Division, Region, Office, Date Type, Date From, Date To, and Date Range |
| Invoice Register | Displays invoices that have been billed. | Invoice Employer, Invoice Region, Invoice Office, Invoice Number, Company Office, Company ID, BO Company ID, Company, Department, Company Status, Company Representative, Company Address 1, Company Address 2, Company City, Company State, Company Province, Company Zip, Company Main Phone, Company Website, Company Industry, Posted Date, Invoice Date, Invoice Amount, Sales Tax, Discount Amount, Finance Charge, ACA Admin Fee, Payment Amount, Bill Amount, Paid-In-Full, Days Late, Invoice Style, Due Date |
Division, Region, Office, Company, Representative, Roll Up To Parent Company, Date Type, Date From, Date To, and Date Range |
| Sales Tax Filing | This report is useful for filing sales tax at end of year. | Transaction Employer, Transaction Region, Transaction Office, Talent ID, BO Talent ID, Talent, First Name, Middle Name, Last Name, Company ID, BO Company ID, Company, Transaction Type, State, County, Sales Tax Name, Item Pay, Item Bill, Taxable Amount, Sales Tax Amount, Sales Tax Rate, Is Adjustment | Division, Region, Office, Sales Tax Name, Date Type, Date From, Date To, and Date Range |
| Unapplied Cash | This report displays all unapplied cash. | Invoice Employer, Invoice Region, Invoice Office, Company ID, BO Company ID, Company, Department, Unapplied Cash Number, Entered Date, Original Unapplied Cash Amount, Payment Amount, Balance Amount | Division, Region, Office, Company, and As Of Date |
Time
A user would find value in these sets as it aims to explain the trends of the various time parameters – and how to save the company money. These also helps to understand the availability of staff via placements.
Time
| Name | Description | Fields | Filters |
| Accrued Hours | Details total hours for talents within a specified time period. | Transaction Employer, Transaction Region, Transaction Office, Talent ID, BO Talent ID, Talent, Talent Status, Talent Representative, First Name, Middle Name, Last Name, Talent Street 1, Talent Street 2, Talent City, Talent State, Talent Zip Code, Talent GEO Code, Talent Email, Talent Phone, Currently Placed, First Placement Start Date, Reg Hours, OT Hours, Total Hours for Date Range, Total Hours Since First Placement, Latest Reg Pay Rate, Reg Bill, OT Bill, REG Wages, OT Wages, Gross Wages, Bill Hours, Avg Weekly Pay, Avg Daily Pay, ACA Status, Last End Reason, Latest Job Title, ACA Eligibility, Latest Start Date, Latest End Date, Last Check Date, Dynamic Columns | Division, Region, Office, Pay Code, Total Hours, Date Type, Date From, Date To, and Date Range |
| Daily Hours | Details daily hours for talents. This report shows specific time clock information, as well as associated placement, company, pay, and bill information for each talent. | Transaction Employer, Transaction Region, Transaction Office, Accounting Period Date, Week Worked, Time Entry Batch ID, Time Entry Batch Status, Company ID, BO Company ID, Company, Department, Company Representative, Job, Job ID, BO Job ID, Hiring Manager, Manager Email, Job Sales Rep, Job Title, Job Type, Job Status, WcCode, WcCode Rate, Worksite Street 1, Worksite Street 2, Worksite City, Worksite State, Worksite Zip , Worksite Geo Code, FO Placement ID, BO Placement ID, Placement Recruiter Rep, Placement Start Date, Placement End Date, Talent ID, BO Talent ID, Talent, Talent Representative, Talent Status, Talent Street1, Talent Street2, Talent City, Talent State, Talent Zip Code, Talent GEO Code, Day Name, Date Worked, Pay Code, Pay Unit, Pay Rate, Item Pay, Bill Unit, Bill Rate, Item Bill, Time In, Lunch Out, Lunch In, Time Out, Lunch Break, Daily Extra, PO Number, Shift, Invoice Job Title, TimeSheet Approved By, TimeSheet Approved Date, TimeSheet Saved By, TimeSheet Saved Time, TimeSheet Submitted By, TimeSheet Submitted Time, Check Number, Check Date, Invoice Number, Invoice Date | Division, Region, Office, Company, Time Entry Batch ID, Talent Name, Date Type, Date From, Date To, and Date Range |
| Gross Profit and Hours Comparison | Compare how much gross profit a company is making in two different date ranges. | Transaction Employer, Transaction Region, Transaction Office, Company, Department, Job Type, Wc Code, User, First - Bill Hrs, First - Bill Amnt, First - GP Adj Bill, First - Gross Profit, First - GP (%), Second - Bill Hrs, Second - Bill Amnt, Second - GP Adj Bill, Second - Gross Profit, Second - GP (%), Difference - Bill Hrs, Difference - Bill Amnt, Difference - GP Adj Bill, Difference - Gross Profit, Difference - GP (%) | Division, Region, Office, Company, Job Type, Roll Up To Parent Company, Include Burden Factor, User Type, User, Date Type, First Start Date, First End Date, Second Start Date, and Second End Date |
| Placement Commission User Info | To pull placement and commission user information from the Front Office. | Placement Region, Placement Office, Placement ID, BO Placement ID, Talent ID, BO Talent ID, Talent, Company ID, BO Company ID, Company, Department, Job, Job ID, BO Job ID, Job Title, Start Date, End Date, Reg Pay Rate, Reg Bill Rate, OT Pay Rate, OT Bill Rate, User Type, User, Commission Percent | Division, Region, Office, User Type, User, Date Type, Date From, Date To, and Date Range |
| Talent Trend | This report shows the hours of an Talent in different time period- weeks, months, quarters and year. | Talent Employer, Talent Region, Talent Office, Talent ID, BO Talent ID, Talent, Total, Company , Department, JobID, BO Job ID, Placement ID, BO Placement ID, Placement Office, Placement Start Date, Placement End Date, Dynamic Columns | Division, Region, Office, Company, Compare By, Column to Compare, Include in Comparison, Date Type, Date From, Date To, Date Range, and Include in Comparison |
| Transaction Detail Info | Gives detailed information of all processed transactions. This report shows a comprehensive view of all processed transactions during a specific time period. | Transaction Employer, Transaction Region, Transaction Office, Accounting Period Date, Week Worked, Time Entry Batch ID, Batch Description , Company ID, Company , Department, Company Representative, Talent ID, Talent , Is W2, Talent Status, Job ,Job ID ,Job Sales Rep, Job Type ,Placement ID ,BO Placement ID ,Placement Recruiter Rep, Placement Start Date, Placement End Date, Shift , Check Accounting Period Date, Check Date, Check Number, Check Branch, Is Direct Deposit, Invoice Accounting Period Date, Invoice Date , Invoice Number , Invoice Branch ,Transaction Type, Pay Unit, Pay Rate ,Item Pay, Bill Unit ,Bill Rate ,Item Bill ,Cost Unit , Cost Rate ,Item Cost ,Sales Tax Amount , Total Pay , Total Bill , Bill Amount , Gross Wages , Total Adjustment Pay , Total AdjustmentBill, Worker Comp Cost , Cost Worker Comp Cost , Agency Name , Agency Cost , Payment Cost, Burden , Wc Code , Wc Code Rate , Job Position , Gross Profit , Gross Profit Percent, Employer Taxes , Employer Contribution, Pay RT Hours , Pay OT Hours , Pay DT Hours , Pay Total Hours , Bill RT Hours , Bill OT Hours , Bill DT Hours , Bill Total Hours, RT Pay , OT Pay , DT Pay , RT Bill , OT Bill , DT Bill , GP Adjustment Pay , GP Adjustment Bill , GP Adjustment Cost , Non Adjustment Cost, Worker Comp Wage , Credit Card Fee , Discount Amount, Rebate Amount, PO Number , Bill Other Hours , Pay Other Hours , ItemText, TimeSheet Approved By, TimeSheet Approved Date, TimeSheet Saved By, TimeSheet Saved Time, TimeSheet Submitted By, TimeSheet Submitted Time, Dynamic Fields | Division, Region, Office, Company Name, Transaction Type List, Show Type, Time Entry Batch ID, Include Burden Factor, Job Type, Extra Value, Date Type, Date From, Date To, and Date Range |
| Transaction Info | Gives detailed information of all processed transactions. (This report shows an extremely comprehensive view of all processed transactions during a specific time period.) | Transaction Employer, Transaction Region, Transaction Office, Accounting Period Date, Week Worked, Time Entry Batch ID, Batch Description, Company ID, Company, Department, Company Representative, Talent ID, Talent, Is W2, Talent Status, Job, Job ID, Job Sales Rep, Job Type, Placement ID, BO Placement ID, Placement Recruiter Rep, Placement Start Date, Placement End Date, Check Accounting Period Date, Payment Batch ID, Check Date, Check Number, Check Branch, Is Direct Deposit, Invoice Accounting Period Date, Invoice Date, Invoice Number, Invoice Branch, Sales Tax Amount, Total Pay, Total Bill, Bill Amount, Gross Wages, Total Adjustment Pay, Total Adjustment Bill, Worker Comp Cost, Cost Worker Comp Cost, Agency Name, Agency Cost, Payment Cost, Burden, Wc Code, Wc Code Rate, Job Position, Gross Profit, Gross Profit Percent, Employer Taxes, Employer Contribution, Pay RT Hours, Pay OT Hours, Pay DT Hours, Pay Total Hours, Bill RT Hours, Bill OT Hours, Bill DT Hours, Bill Total Hours, RT Pay, OT Pay, DT Pay, RT Bill, OT Bill, DT Bill, Total Adjustment Cost, GP Adjustment Pay, GP Adjustment Bill, GP Adjustment Cost, Non Adjustment Cost, Worker Comp Wage, Credit Card Fee, Discount Amount, Rebate Amount, PO Number, Bill Other Hours, Pay Other Hours, Item Text, Time Sheet Approved By, Time Sheet Approved Date, Time Sheet Saved By, TimeSheet Saved Time, TimeSheet Submitted By, TimeSheet Submitted Time, Dynamic Fields |
Division, Region, Office, Company Name, Time Entry Batch ID, Include Burden Factor, Show Type, Job Type, Extra Value, Date Type, Date From, Date To, and Date Range |
| Transaction Info - CA | Gives detailed information of all processed transactions. The only difference between US and Canadian version are the Tax details. (This report shows an extremely comprehensive view of all processed transactions during a specific time period.) | Transaction Employer, Transaction Region, Transaction Office, Accounting Period Date, Week Worked, Time Entry Batch ID, Batch Description, Company ID, Company, Department, Company Representative, Talent ID, Talent, Is W2, Talent Status, Job, Job ID, Job Sales Rep, Job Type, Placement ID, BO Placement ID, Placement Recruiter Rep, Placement Start Date, Placement End Date, Check Accounting Period Date, Payment Batch ID, Check Date, Check Number, Check Branch, Is Direct Deposit, Invoice Accounting Period Date, Invoice Date, Invoice Number, Invoice Branch, Sales Tax Amount, Total Pay, Total Bill, Bill Amount, Gross Wages, Total Adjustment Pay, Total Adjustment Bill, Worker Comp Cost, Cost Worker Comp Cost, Agency Name, Agency Cost, Payment Cost, Burden, Wc Code, Wc Code Rate, Job Position, Gross Profit, Gross Profit Percent, Employer Taxes, Employer Contribution, Pay RT Hours, Pay OT Hours, Pay DT Hours, Pay Total Hours, Bill RT Hours, Bill OT Hours, Bill DT Hours, Bill Total Hours, RT Pay, OT Pay, DT Pay, RT Bill, OT Bill, DT Bill, Total Adjustment Cost, GP Adjustment Pay, GP Adjustment Bill, GP Adjustment Cost, Non Adjustment Cost, Worker Comp Wage, Credit Card Fee, Discount Amount, Rebate Amount, PO Number, Bill Other Hours, Pay Other Hours, Fed Taxes, Prov Taxes, EI EE, CPP EE, PPIP EE, Other Taxes EE, Item Text, Time Sheet Approved By, Time Sheet Approved Date, Time Sheet Saved By, TimeSheet Saved Time, TimeSheet Submitted By, TimeSheet Submitted Time, Dynamic Fields |
Division, Region, Office, Company Name, Time Entry Batch ID, Include Burden Factor, Show Type, Job Type, Extra Value, Date Type, Date From, Date To, and Date Range |
| Worker Comp Cost | This report displays a very detailed list of the Worker Comp Codes and Costs by Talent Name & Accounting Period. | Transaction Employer, Transaction Region, Transaction Office, Company ID, BO Company ID, Company, Department, Job, Job ID, BO Job ID, Job Title, Job Type, State, Worker Comp Code, WC Code Description, Talent ID, BO Talent ID, Talent , First Name, Middle Name, Last Name, Accounting Period Date, Check Date, Reg Wages, OT Wages, DT Wages, Other Wages, Gross Wages, Worker Comp Wage, Worker Comp Percent, Worker Comp Cost, Pay Total Hours, Pay Reg Hours, Pay OT Hours, Pay DT Hours, Pay Other Hours | Division, Region, Office, Date Type, Include Burden Factor, Roll Up To Parent Company, Date From, Date To, and Date Range |
Payroll
These sets provide understanding on Payroll related reports like accruals balance, history, deductions, direct deposits, taxes, and other W2 related items.
Payroll
| Name | Description | Fields | Filters |
| 401K Census | Details of 401K Deduction and 401K Contribution for Employee. The user can view the report at the Employee level or at the Payment Check level. | Field Name, Talent Employer, Talent Region, Talent Office, Talent ID, BO Talent ID, Talent, SSN, Talent Status, Address 1, Address 2, City, State, Zip, Phone, Email, Gender, Date Of Birth, Date Of Hire, Date Of Termination, Check Number, Check Date, Accounting Period Date, Hours, Wages, Dynamic Columns | Division, Region, Office, Show Summary, 401K Deductions List, 401K Contributions List, Date From, Date To, Date Range |
| Accrual History | This report provides talent accrual history information. | Talent Employer, Talent Region, Talent Office, Talent ID, BO Talent ID, Talent, First Name, Middle Name, Last Name, Check Employer, Check Region, Check Office, Check Number, Check Date, Gross Amount, Net Amount, Accrual Plan, Previous Balance, Accrued Unit, Deplete Unit, New Balance, Last Pay Rate, Last Week Worked | Division, Region, Office, Accrual Plan, Date Type, Date From, Date To, and Date Range |
| Check Register | This report is a good resource to crosscheck with payroll before submission. | Check Employer, Check Region, Check Office, Payment Bank ID, Payment Bank Name, Payment Batch ID, Check Date, Accounting Period Date, ACH Generated Date and Time, Positive Pay Generated Date and Time, Date Cleared, Check Number, Check Delivery, Talent ID, BO Talent ID, Talent, First Name, Middle Name, Last Name, Talent Status, Email, Email 2, Work Phone, Home Phone, Mobile Phone, Other Phone, Fax, IsW2, Street1, Street2, City, State, Zip Code, GEO Code, Reg Pay Rate, Gross Amount, Total EE Taxes, Total Deductions, Total Benefits, Net Amount, Is Direct Deposit, Federal Tax, States, State WH, FICAEE, MEDEE, LOCALEE, SUIEE, SDIEE, Statewide Transit, FICAER, MEDER, SUIER, SDIER, FUTAER, LOCALER, Earn: Vac – Units, Earn: Vac, Ded: Child Support, Ben: 401K, etc | Division, Region, Office, Company, Show Earnings Detail, Show Deductions Detail, Show Benefits Detail, Payment Bank, Date Type, Date From, Date To, and Date Range |
| Check Register - CA | This report is a good resource to crosscheck with payroll before submission. | Check Employer, Check Region, Check Office, Payment Bank ID, Payment Bank Name, Payment Batch ID, Check Date, Accounting Period Date, ACH Generated Date and Time, Positive Pay Generated Date and Time, Date Cleared, Check Number, Check Delivery, Talent ID, BO Talent ID, Talent, First Name, Middle Name, Last Name, Talent Status, Email, Email 2, Work Phone, Home Phone, Mobile Phone, Other Phone, Fax, Is T4, Street1, Street2, City, Province, Postal Code, GEO Code, Reg Pay Rate, Gross Amount, Total EE Taxes, Total Deductions, Total Benefits, Net Amount, Is Direct Deposit, Prov, Fed Taxes, Prov Taxes, EIEE, CPPEE, PPIPEE, OtherTaxesEE, EIER, CPPER, PPIPER, EHTER, QHSFER, CNTER, Earn: Vac – Units, Earn: Vac, Ded: Child Support, Ben: 401K, etc | Division, Region, Office, Company, Show Earnings Detail, Show Deductions Detail, Show Benefits Detail, Payment Bank, Date Type, Date From, Date To, and Date Range |
| Deduction Submittal | This report provides detailed information that will accompany a check to the agency/deduction authority. This detailed report shows historical data and is a great snapshot of all payroll deductions. | Check Employer, Check Region, Check Office, Check Employer Address, Check Employer FEIN, BO Talent ID, Talent ID, Talent, Accounting Period Date, Case Number, Check Date, Check Number, Garnishment Type, Gross Amount, Garnishment Amount, Net Amount, Garnishment Authority FullName, Garnishment Authority Street, Garnishment Authority ZipCode, Garnishment Authority Address, Enclosed Check Number, Check Type | Division, Region, Office, Deduction List, Payment Batch ID, Only With Agency, Date Type, Date From, Date To, Date Range |
| Future Payroll/Billing | Gives detailed information of payroll / billing. | Transaction Employer, Transaction Region, Transaction Office, Accounting Period Date, Week Worked, Time Entry Batch ID, Transaction ID, Company ID, Company, Department, Talent ID, BO Talent ID, Talent, SSN ,IS W2, Job, Job ID, BO Job ID, Placement ID, BO Placement ID, Placement Start Date, Placement End Date, Check Accounting Period Date, Check Date, Check Number, Check Office, Is Direct Deposit, Invoice Accounting Period Date, Invoice Date, Invoice Number, Invoice Office ,Transaction Type, Pay Unit, Pay Rate, Item Pay, Bill Unit, Bill Rate, Item Bill, Cost Unit , Cost Rate , Item Cost , Sales Tax Amount , Total Pay , Total Bill , Bill Amount , ross Wages , Total Adjustment Pay , Total AdjustmentBill, Worker Comp Cost , Cost Worker Comp Cost , Agency Name , Agency Cost , Payment Cost , Burden , Gross Profit , Gross Profit Percent , Employer Taxes , Employer Contribution , Pay RT Hours , Pay OT Hours , Pay DT Hours Pay Total Hours , Bill RT Hours , Bill OT Hours , Bill DT Hours , Bill Total Hours , RT Pay , OT Pay , DT Pay , RT Bill , OT Bill , DT Bill , Job Type, WC code, WC Code Rate, Job Position, Total Adjustment Cost, GP Adjustment Pay , GP Adjustment Bill , GP Adjustment Cost , Worker Comp Wage , Credit Card Fee, Discount Amount, Rebate Amount , PO Number, Bill Other Hours, Pay Other Hours, Dynamic Fields | Division, Region, Office, Company, Future Type, Talent ID |
| Get Talent Fed W2 | This report shows all federal W2 information for a talent. | Talent Employer, Talent Region, Talent Office, SSN, Talent ID, BO Employee ID, Talent, Last Name, First Name, Middle Name, Address 1, Address 2, City, State, Zip, Email, Electronic W2, Social Security Tips, Allocated Tips, Dependent Care Benefits, NonQualified Plan 457, Box 12 Text One, Box 12 Text Two, Box 12 Text Three, Box 12 Text Four, Statutory Employee Indicator, Retirement Plan Indicator, Third Party Sick Pay Indicator, Box 14 Text Final, Gross Wages, Fed Taxable Gross, Fed Tax Amount, FICA Taxable Gross, FICA Tax Amount, Med Taxable Gross, Med Tax Amount, Avionte Fed Taxable Gross, GShades Fed Taxable Gross, Avionte Fed Tax Amount, GShades Fed Tax Amount, Avionte FICA Taxable Gross, GShades FICA Taxable Gross, Avionte FICA Tax Amount, GShades FICA Tax Amount, Avionte Med Taxable Gross, GShades Med Taxable Gross, Avionte Med Tax Amount, GShades Med Tax Amount, Talent Count | Division, Region, Office, Quarter ID, Year ID, SSN, Data Source, Return Type, Sort By |
| Get Talent Local W2 | This report shows all local W2 information for a talent. | Talent Employer, Talent Region, Talent Office, SSN, Talent ID, BO Employee ID, Talent, Last Name, First Name, Middle Name, Address 1, Address 2, City, State, Zip, Gross Wages, Local Tax Name, Local Tax Code, Local Tax State, Avionte Taxable Gross, Avionte Tax Amount, GShades Taxable Gross, GShades Tax Amount, Avionte Tax Amount, Locality Code, Talent Count | Division, Region, Office, Year ID, State Code, Local Tax, SSN, Data Source, Return Type, Sort By |
| Get Talent State W2 | This report shows all state W2 information for a talent. | Talent Employer, Talent Region, Talent Office, SSN, Talent ID, BO Employee ID, Talent, Last Name, First Name, Middle Name, Gross Wages, Tax State, Avionte Taxable Gross, Avionte Tax Amount, GShades Taxable Gross, GShades Tax Amount, Talent Count | Division, Region, Office, Year ID, State Code, SSN, Data Source, Return Type, Sort By |
| Get Talent SUI Wage Details | Details of Talent SUI Wage | State Code, Talent ID, BO Talent ID, Talent, Last Name, First Name, Middle Name, Middle Initial, Gross Wages, Taxable Wages, Subject Wages, Excess Wages, Hours, SSN | Divisions, Region, Office, State, Date Type, Date From, Date To, Date Range |
| Get W2 Details | This standard report provides various details for talent W2s useful for year-end business planning such as gross wages, taxable wages (fed, state & local), as well as employer wages paid and taxes. | Talent Employer, Talent Region, Talent Office, SSN, Talent ID, BO Employee ID, Talent, Last Name, First Name, Middle Name, Address 1, Address 2, City, State, Zip, Email, Electronic W2, Social Security Tips, Allocated Tips, Dependent Care Benefits, Non Qualified Plan 457, Box 12 Text One, Box 12 Text Two, Box 12 Text Three, Box 12 Text Four, Statutory Employee Indicator, Retirement Plan Indicator, Third Party Sick Pay Indicator, Box 14 Text Final, Total Gross, Fed Taxable Gross, Fed Tax Amount, FICA Taxable Gross, FICA Tax Amount, Med Taxable Gross, Med Tax Amount, Tax State, State Taxable Gross, State Tax Amount, Local Tax Name, Local Tax Code, Local Tax State, Local Taxable Gross, Local Tax Amount, Tax States, Local Tax Codes, Local Tax Names, Local Tax States, SSN Count, W2 Payee Count, W2 Page Count | Division, Region, Office, Year ID, Return Type |
| Local Tax WH | Lists local tax withholding by Talent. | Check Employer, Check Region, Check Office, Year ID, Quarter Name, State, Local Name, Number of Talents, Taxable Gross, Subject Gross, Gross Amount, Tax Amount | Division, Region, Office, Date Type, Date From, Date To, Date Range |
| Oregon Statewide Transit Tax | Displays statewide payroll tax that employers withhold from talents. | Social Security Number (SSN), First Initial, Talent Last Name, Total Subject Wages, Statewide Transit Tax Withheld | Employer FEIN, Quarter, Year |
| Payroll Contribution | Shows employer contribution amounts for payroll. This is a great resource for crosschecking employer contributions when closing out payroll. | Check Employer, Check Region, Check Office, Check Date, Check Number, Talent ID, BO Talent ID, Talent, Gross Amount, Net Amount, Contribution Name, Contribution Amount | Division, Region, Office, Benefit Transaction Type List, Talent Name, Payment Batch ID, Date Type, Date From, Date To, Date Range |
| Payroll Direct Deposit | Lists the direct deposit checks distributed. | Check Employer, Check Region, Check Office, Talent ID, BO Talent ID, Talent, First Name, Middle Name, Last Name, Check Number, Check Date, Net Amount, Payment Bank, Receiving Bank, Accounting Period Date, Account Type, ACH Sent Date, Routing Number, Account Number | Division, Region, Office, Bank Account Type, Included in ACH file, Date Type, Date From, Date To |
| Quarterly Payroll Numbers Detail | This report shows a good summary of the quarterly payroll totals broken down by tax type. | Check Year, Quarter, BankID, Tax Type, Tax Name, Taxable Gross, Tax Amount, Payee, Check Number | Date Type, Date From, Date To, Date Range |
| SUI Amount | Lists amounts paid for SUI tax. | Talent Employer, Talent Region, Talent Office, Talent ID, BO Talent ID, Talent, TaxName, Upper Limit, Gross Amount, Subject Wages, Taxable Wages, Tax Amount | Division, Region, Office, Date From, Date To, Date Range |
| State Tax WH | Lists state tax withholding by Talent. | Check Employer, Check Region, Check Office, Year ID, Quarter Name, State, Number Of Talents, Gross Amount, Taxable Gross, Subject Gross, Tax Amount | Division, Region, Office, State, Date Type, Date From, Date To, Date Range |
| Talent - Benefits | Displays details of benefits enrollment for each talent. | Talent Employer, Talent Region, Talent Office, Talent ID, BO Talent ID, Talent, First Name, Middle Name, Last Name, Is W2, On Placement, Talent Status, Benefit Plan Type, Benefit Plan Name, Deduction Amount, YTD Deduction Amount, LTD Deduction Amount, Original Hire Date, Recent Hire Date, First Check Date, Last Check Date, Street1, Street2, City, State, Zip Code, Country, Total Hours, Total Wages, Is ACA Eligible, Current Stability Period End Date | Division, Region, Office, Deduction Benefit List, Date Type, Date From, Date To, and Date Range |
| Talent - Current Accrual Balance | The Accrual Balance as of Today provides talent accrual information as of the day the report is run. | Talent Employer, Talent Region, Talent Office, Talent ID, BO Talent ID, Talent, First Name, Middle Name, Last Name, Talent Status, On Placement, Is W2, Accrual Plan, Rate, Rate Based On, Balance Unit, Accrual Date Entered, Date Based On, Pay Period Limit, Yearly Limit, Accrual Start Date, Active, Last Pay Rate, Last Week Worked, Last Worked Company | Division, Region, Office, Accrual Plan, Show Balance > Than, and On Placement |
| Talent - Deduction Contributions | This report gives detailed deduction/contribution information and can be useful when checking talent payroll deductions. | Talent Employer, Talent Region, Talent Office, Talent ID, BO Talent ID, Talent, First Name, Middle Name, Last Name, Talent Status, Deduction Contribution Type, Deduction Contribution Name, Amount, Is Fixed Amount, Is Levy, Is Per Hour, Sequence, Active, Percent Of Gross, Percent Of Net, Agency Name, Agency Address, Agency Reference Number, Deduction DI Percent, Start Date, End Date, Apply Limits, Pay Period Limit, Monthly Limit, Yearly Limit, Lifetime Limit, MTD Amount, YTD Amount, LTD Amount, Balance Amount, Note, Frequency, Deduction/Contribution Supplier, Flag During Payroll, Entered By, Date Entered, Last Check Date, Talent Last Placement End Date, Deduction Max Percent of Net | Division, Region, Office, Deduction Contribution List, Date Type, Date From, Date To, and Date Range |
| Talent - Direct Deposits | Details talent direct deposit information. | Talent Employer, Talent Region, Talent Office, App ID, BO Talent ID, Applicant, First Name, Middle Name, Last Name, Talent Status, On Placement, Bank Name, Routing Number, Account Number, Amount Value, Amount Type, Bank Account Type, Sequence, Prenote Sent Date, Prenote Approve Date, Date Entered, Date Activated, Last Check Date, Is Active, Funding | Division, Region, Office, Bank Account Type, Show Active Only, Talent Name, Talent Status, Date From, Date To, and Date Range |
| Talent - Tax | This report breaks down the amounts of each tax that each talent (including tax-exempt talent) is withholding. The Talent Tax report is especially helpful if you need detailed talent tax information and/or filing statuses. | Talent Employer, Talent Region, Talent Office, Talent ID, BO Talent ID, Talent, First Name, Middle Name, Last Name, Talent Status, On Placement, Email Address, Talent Phone, US Withholding Type, Tax Type, Tax Name, IRS Lock In, Active, Tax Filling Status, Exemption, Dependent, Add WH, Is Tax Exempt, NR_CERT, Fixed Percentage, Exemption Amount, Date Entered, Last Check Date | Division, Region, Office, Talent Status, Talent Name |
| Talent - Tax (2020 form and above) | This report is intended to provide talent data from the 2020 tax tab in Back Office. | Talent Employer, Talent Region, Talent Office, Talent ID, BO Talent ID, Talent, First Name, Middle Name, Last Name, Talent Status, On Placement, Email Address, Talent Phone, US Withholding Type, Tax Type, Tax Name, Active, Is Tax Exempt, IRS Lock In, Tax Filling Status ID, Tax Filling Status, Has Multiple Jobs, Qualifying Children, Other Dependents, Total Dependents, Other Income, Deductions, Extra Withholding, Exemption, Dependents, Fixed Percentage, Date Completed, Last Check Date | Division, Region, Office, Talent Name, Talent Status, Tax Type |
| Talent Pay Detail per Pay Code | This report breaks down a talent’s pay by pay code in detail. | Transaction Employer, Transaction Region, Transaction Office, Company ID, BO Company ID, Company, Department, Talent, Talent ID, BO Talent ID, Talent Status, On Placement, Email 1, Email 2, Mobile Phone, Home Phone, Work Phone, Other Phone, Fax, Address 1, Address 2, City, State, Zip, GEO Code, Paycodes | Division, Region, Office, Company, Show Type, Talent Name, Date Type, Date From, Date To, and Date Range |
| Talent Payroll Tax Detail with Pretax | This report displays a detailed breakdown of talent taxes with pretax deduction types and amounts. | Talent Employer, Talent Region, Talent Office, Talent ID, BO Talent ID, Talent, First Name, Middle Name, Last Name, On Placement, US Withholding Type, Tax Name, Gross Wages, Subject Gross, Taxable Gross, Tax Amount, 401K Deductions, Sec125 Deductions | Division, Region, office, Tax Type, Talent Name, Date Type, Date From, Date To, and Date Range |
| Talent T4 Details | A T4, akin to an American W2, provides Talent tax information. The Talent T4 Detail offers detail look at the tax associated with a Employer's Talent. | Year ID, Employer, Talent ID, BO Talend ID, First Name, Middle Name, Last Name,Address 1, Address 2, City, Province, Country, Postal Code, SIN, Email, CPP QPP Exempt (28), EI Exempt (28), PIP Exempt (28), Province of Employment (10), Employment Code (29), Employment Income (14), Income Tax (22), CPP Contribution (16), EI Insurable Earnings (24), Employee QPP Contribution (17), CPP/QPP Pensionable Earnings (26), EI Premium, Union Dues, RPP Contribution (20), Charitable Donation (46), Pension Adjustment (52), RPP DPSP Registration Number (50), Employee PPIP Premiums (55), PPIP Insurable Earnings (56), Employment Income Code 57, Employment Income Code 58, Employment Income Code 59, Employment Income Code 60, Box 1, Box 1 Amount, Box 2, Box 2 Amount, Box 3, Box 3 Amount, Box 4, Box 4 Amount, Box 5, Box 5 Amount, Box 6, Box 6 Amount | Division, Region, Office, Year ID, and SIN |
| Talent W2 Details | Gives the W2 detail for a Talent. This is the AQ version of Standard W2 Report "W2 Report 4 up blank". This AQ will require data to be generated using Green Shades for 4th Quarter. | W2 Year, SSN, Employer FEIN, Employer Name, Employer Address, Talent ID, BO Talent ID, Talent, First Name, Middle Name, Last Name, Talent Address 1, Talent Address 2, Talent City, Talent State, Talent ZipCode, Electronic W2, Wages Tips and Other Comp, Fed WH, Soc Sec Wages, Soc Sec WH, Med Wages and Tips, Medicare WH, Soc Sec Tips, Allocated Tips, Advance EIC, Dependent Care Benefits, Non Qualified Plan, Statutory Ind., Retirement Plan Ind., Third Party Sick Pay Ind., Box 14 A Code, Box 14 A Amount, Box 14 B Code, Box 14 B Amount, Box 14 C Code, Box 14 C Amount, Box 14 D Code, Box 14 D Amount, Box 12 A Code, Box 12 A Amount, Box 12 B Code, Box 12 B Amount, Box 12 C Code, Box 12 C Amount, Box 12 D Code, Box 12 D Amount, State Name One, State Id One, State Wages and Tips One, State WH One, State Name Two, State Id Two, State Wages and Tips Two, State WH Two, Local Tax Name One, Local Tax Wages and Tips One, Local Tax WH One, Local Tax Name Two, Local Tax Wages and Tips Two, Local Tax Wh Two | Division, Region, Office, Talent Status, Primary Order By, and Employer/Year |
| Taxes Summary | This report shows a breakdown of the amounts owed for each tax type, as well as a summary. | Check Employer, FEIN, Check Region, Check Office, Accounting Period Date, Taxing Juris, Gross Wages, Subject Wages, Taxable Wages, Tax Amount, Check Date, Tax State, Tax Type | Division, Region, Office, Show FFCRA Tax, Date Type, Date From, Date To, and Date Range |
24/7
24/7
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Name |
Description | Parameters | Columns in Report |
| 24/7 Placement Report | 24/7 Placements Base on WorkN Interest and Offer Acceptance | Division, Region, Office, Company, Talent, Talent ID, Talent Status, Job Title, Job ID, Workers Comp Code, Job Type, Job Status, 24/7 Stage, Current Stage, Latest Activity, Activity Date | Division, Region, Office, Company, Job Type, Job Status, Talent Status, 24/7 Stage, Activity Name, Date From, Date To, Date Range |
| 24/7 Placement with Gross Profit Report | 24/7 Placements with Gross Profit Based on WorkN Interest and Offer Acceptance | Division, Region, Office, Company, Talent, Last Contacted, Talent ID, Talent Status, Job Title, Job ID, Hourly Margin, Gross Profit, Worker's Comp Code, Job Type, Job Status, 24/7 Stage, 24/7 Stage Date, Current Stage | Division, Region, Office, Company, Job Type, Job Status, Talent Status, 24/7 Stage, Activity Name, Date From, Date To, Date Range |
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The 24/7 Posted Job Report helps leaders track recruitment metrics like job postings, candidate notifications, response rates, placements, and placement ratios, aiding in identifying process bottlenecks and areas for improvement. | Division, Region, Office, User, Group By, Job Type, Job Status, Talent Status, Date From, Date To, Date Range | Total Jobs Created, No of Jobs Sent to App, No of Jobs Not Sent to App, Jobs Sent App %, Total Positions Created, Total Positions Sent to App, Total Positions Not Sent to App, Positions Sent to App %, No of Talent Accepts, Total Positions Filled, Total Positions Filled from App, Total Positions Not Filled from App, Positions Filled from App %, App Related Positions Filled, App Related Positions Filled % |
| This report tracks Smartlink delivery and new user logins, calculating engagement ratios and providing date-wise totals for deeper analysis. | Division, Region, Office, Group By, Date From, Date To, Date Range | Smartlink Sent Date, Division, Region, Office, # of Unique Delivered Smartlinks Sent, # of Unique Failed Smartlinks Sent, # of New User Login, Unique Delivered Smartlinks Sent to New User Login Ratio, # of Total Unique Delivered Smartlinks Sent, # of Total Unique Failed Smartlinks Sent, # of Total New User by Smartlink Sent Date Logins, Total Unique Delivered Smartlink Sent to New User Login Ratio | |
| 24/7 Onboarding Workflow Report | This report provides the information regarding onboarding workflow. | Talent, Talent First, Talent Last, Resume, Workflow Name, Workflow Status, Workflow Sent Date, Sent By, Workflow Completed Date, Dynamic Stages | Office, Sent By User, Workflow Name, Stages, Date Type, Date From, Date To, Date Range |
Pixel
Pixel
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Name |
Description | Parameters | Columns in Report |
| User usage of Pixel messaging (Live Chat and Conversations), assigned to any employed talent who are using messaging service | Division, Region, Office, Recruiter, Message Type, # of total Messages Sent | Division, Region, Office, Recruiter, Message Type, Date From, Date To, Date Range | |
| Interview Utilization | Bot interviews with talent assigned to the recruiter | Division, Region, Office, Recruiter, Interviews Completed, Matched, Matched % | Division, Region, Office, Recruiter, Matched, Recruiter Interview Scheduled, Date From, Date To, Date Range |
Click on the links below for more information:
- Activate Users for BOLD Analyze Reports
- Terms and Filters (BOLD Analyze)
- List of INSIGHTS Dashboards
- List of Standard Reports
- List of Business Intelligence (BI) Reports
If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager.
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