Each staff record needs to have the normal working hours entered, and the Staff member linked to Product Codes which are their Labour code for Chargeable work, for Non-Chargeable work and for Adjustment work.
The Staff Labour Product Codes used must be unique i.e. the same Product Code cannot be used for multiple Staff members.
Job types can be set up for ADMIN and REWORK, and then jobs are assigned to those types or to other types.
Staff / Reports / Staff Productivity
When running the report, the Start date must be a Monday
The report will currently run location solely to select which jobs to include.
The report will produce a separate page per day, plus a summary page.
The daily pages will list all staff members who normally work on a given day, even if they did not work on the particular day; this is included so that the summary page is accurate and logically verifiable.
Column C: "Total Normal Time" is the normal time for the staff member for the given day. This is totaled for all staff members who normally work on the given day. It is also totaled to give the hours that all staff work in a normal week.
Column D: "Less Admin Job Time" is the time spend on Jobs with type = ADMIN
Column E: "Available Time for Workshop Job Cards" is the Total Normal Time minus "Admin Job Time"
Column F: "#Job Cards" is the number of jobs, excluding jobs that are type = ADMIN
Column G: "Clocked Time on Job Cards" is the chargeable time, excluding time on jobs that are type = ADMIN
Column H: "Invoiced Time" is the chargeable plus adjustment time, excluding time on jobs that are type = ADMIN
Column I: "Productivity" is calculated when normal hours minus admin hours are not zero, it is the chargeable hours for non-ADMIN type jobs multiplied by 100 and divided by (normal hours minus admin hours)
Of the hours available in the day after Admin Jobs are subtracted, what percentage where were charged?
Column J: "Efficiency" is calculated when "Clocked Time" (Column G) is not zero; it is the "Invoiced Time" (H) multiplied by 100 and divided by "Clocked Time" (G)
Of the Clocked Time on Job Cards, what percentage of these were invoiced? (if adjustments were added this could be greater than 100%)
Column K: "Recovery" is calculated when the "Available Time" (E) is not zero, it is the "Invoiced Time" (H) multiplied by 100 and divided by the "Available Time" (E)
Of the Invoiced Time (including adjustments) what percentage of the available time was invoiced? (Normal Time minus Admin Job Time)
Column L: "Rework Job Cards" is a count of the jobs with type "REWORK"