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In this guide, users will learn how to utilize the Staff Productivity Report to pull the number of “productive” hours a staff member worked for a given time period. This report will break down those “productive” hours into hours contributed to both billable and payroll hours.

Step

Description

Helpful Information

Navigating to the Staff Productivity Report

Reporting>Scheduling>Staff Productivity

Staff Productivity Report.PNG

Generating the Staff Productivity Report

Utilize the filters at the top of the report to filter down criteria, as needed, or leave blank to generate all possible information. Select Update and/or Export to Excel when finished.

Staff Productivity Filters.PNG

Refer to the list below for information on what each column will generate:

  • Available Hours: the number of hours that employee has listed as available per the availability in their staff profile.

  • Payroll Hours: the number of hours shown on the report that would contribute towards their eligible payroll hours. (i.e. all billable, nonbillable, and travel time).

  • Billable Hours: the number of hours on the report that would contribute only towards their billable time. (i.e. billable appointments)

  • Billable/Available %: the percentage of time listed as available that went towards billable time.

  • Billable/Payable %: the percentage of billable time from the number of hours an employee worked in that time frame.

  • Status: the status of that employee (i.e. active employee vs inactive employee).

Note: accurate data is dependent on the staff member’s availability. Please ensure each staff member’s availability is set up in their staff profile before generating this report.

Copy Of Staff Profile Set Up.

Billable/Available % Example:

  • If an employee is listed as being available 40 hours a week but only 20 hours contributed towards billable time then the billable/available % would read 50%. Meaning, 50% of the time they're available is being spent towards billable activities.

Billable/Payable % Example:

  • If an employee worked 30 hours but only 10 hours was towards billable activities, their billable/payable % would read 33%. Meaning, of the total number of hours that will count towards payroll, only 10 hours can be considered billable.