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Analysis

    Generating a Cost Analysis Report


    The Cost Analysis feature is used to do an analysis of the total hours worked/cost to company per each employee classification.

    The CS Time system requirements to be able to use this feature are as follows:
    1. Professional level,
    2. Standard level with Job Costing Module, or
    3. Standard level with Human Resources Module.

    Note: The presentation of the Analysis report depends if you are using the Charge Rates feature that is a select option from the Standard option when setting system Features in the Configuration Module or not.
     

    Using the Charge Rates Feature


    If the Charge Rate feature is used, the analysis report will include employee hours and the related moneys.

    To generate a Cost Analysis report for an employee classification, proceed as follows:
     

    1. Select the Cost option from the Analysis dropdown menu and the Cost Analysis window will be displayed.

      Cost Analysis.jpg
       
    2. Select the Employee Classification option for the particular classification for which you wish to generate a cost analysis.
    3. Use the From Date and To Date select buttons to define the period for which the cost analysis is to be generated.
    4. If required the Group select button can be used to select a particular employee group that falls within the selected employee classification.
    5. Using the Rate option buttons, select the type of analysis report to be generated. The options are:
    1. Bill. This will generate a Cost Analysis report using the Billing cost rates.
    2. Cost. This will generate a Cost Analysis report using the cost to company cost rates.
    1. Using the Layout option buttons, select the layout of analysis report to be generated. The options are:
    1. Detailed. A Detailed report will list the information for each of the employee categories and also each of the employees who fall within that category. Also at the bottom of a detailed report is a Summary report.
    2. Summary. A Summary report will only list the employee categories and the information for each.
    1. Using the Breakdown option buttons, select how the selected period’s information is to be displayed. The options are:
    1. None. This option will only display the classification’s grand totals for the selected period.
    2. Category. This option will display the grand totals per each category totals.
    3. Daily. This option will display the grand totals for each classification and also the daily totals for each day within the selected period.
    4. Weekly. This option will display the grand totals for each classification and also the weekly totals for each week within the selected period.
    5. Monthly. This option will display the grand totals for each classification and also the monthly totals for each month within the selected period.
    6. Yearly. This option will display the grand totals for each classification and also the totals for each year within the selected period.
    1. Using the Show Blanks checkbox enables you to include classification in the report that do not contain information (will list all the employee classifications when selected) or to exclude those classifications that do not contain information (not selected).
    2. Once all the required parameters have been set, click Calculate. The system will then retrieve the information for the selected period and performed the required calculations and once completed the following will be displayed.

      Cost Analysis Calculate.jpg

      The information displayed includes:
    1. Name. This column displays each of the employee categories, the employees within that category (detailed report layout) and each categories total for the selected period. Also at the bottom of the report is a Summary report.
    2. Total Money. This column displays the total Cost to company or Billing cost for each category and employee within the category for the selected period.
    3. Total Hours. This column displays the total hours for each category and employee within the category for the selected period.
    4. Rate. This column displays the costing/billing rate used to perform the calculation. This can be displayed as follows:
    1. A Single Figure. This is the rate that was used to calculate the moneys total (i.e. if 7 is displayed then a rate of 7.00 was used to calculate the cost).
    2. Two Figures. If two figures are displayed with two lager-than signs (i.e. 5 > > 7) then this is the minimum and maximum rates respectfully that were used when calculating the cost.
    1. Period Breakdown Columns. These columns are the total hours for each of the selected breakdown periods (daily, weekly, monthly or yearly) for the total period selected.
    1. To view this information as a graph, click View as Graph and the following will be displayed.

      The total hours and moneys for each employee classification will now be displayed as a graph.
    2. Moving the cursor over a particular classification will result in a popup that will display the particular classification and also the total moneys and hours for that classification.
    3. By moving the cursor over a classification and then left-clicking or right-clicking and selecting the Drill Down option from the pop-up menu will result in a graph showing all the information for each of the employees who fall within that classification.

      Cost Analysis Graph.jpg
       
    4. Moving the cursor over a particular employee will result in a popup that will display the particular employee’s name and also the total moneys and hours for that employee.
    5. By right-clicking in the graph and selecting the Back Up option from the pop-up menu you will return to the graph showing the classification information again.
    6. Selecting the View as List button will return you to the list view.


    Note: If at any time any of the report parameters are changed you will have to click Calculate again for the report to be regenerated using the new parameters.

    Without Using the Charge Rates Feature


    If the Charge Rate feature is not used, the analysis report will only display employee hours.

    To generate a Cost Analysis report for an employee classification, proceed as follows:

    1. Select the Cost option from the Analysis dropdown menu and the Cost Analysis window will be displayed.

      Cost Analysis.jpg
       
    2. Select the Employee Classification option for the particular classification for which you wish to generate a cost analysis.
    3. Use the From Date and To Date select buttons to define the period for which the cost analysis is to be generated.
    4. If required the Group select button can be used to select a particular employee group that falls within the selected employee classification.
    5. Using the Layout option buttons, select the layout of analysis report to be generated. The options are:
    1. Detailed. A Detailed report will list the information for each of the employee categories and also each of the employees who fall within that category. Also at the bottom of a detailed report is a Summary report.
    2. Summary. A Summary report will only list the employee categories and the information for each.
       

    Note: For the purpose of this procedure a Detailed report will be generated as it also includes a Summary report at the bottom of the report.

    1. Using the Breakdown option buttons, select how the selected period’s information is to be displayed. The options are:
    1. None. This option will only display the classification’s grand totals for the selected period.
    2. Daily. This option will display the grand totals for each classification and also the daily totals for each day within the selected period.
    3. Weekly. This option will display the grand totals for each classification and also the weekly totals for each week within the selected period.
    4. Monthly. This option will display the grand totals for each classification and also the monthly totals for each month within the selected period.
    5. Yearly. This option will display the grand totals for each classification and also the totals for each year within the selected period.
    1. Using the Show Blanks checkbox enables you to include classification in the report that does not contain information (will list all the employee classifications when selected) or to exclude those classifications that do not contain information (not selected).
    2. Once all the required parameters have been set, click Calculate. The system will then retrieve the information for the selected period and performed the required calculations and once completed the following will be displayed.

      Cost Analysis Department.jpg

      The information displayed includes:
    1. Name. This column displays each of the employee categories, the employees within that category (detailed report layout) and each categories total for the selected period. Also at the bottom of the report is a Summary report.
    2. Total Hours. This column displays the total hours for each category and employee within the category for the selected period.
    3. Period Breakdown Columns. These columns are the total hours for each of the selected breakdown periods (daily, weekly, monthly or yearly) for the total period selected.
    1. To view this information as a graph, click View as Graph and the following will be displayed.

      7.JPG

      The total hours for each employee classification will now be displayed as a graph.
    2. Moving the cursor over a particular classification will result in a popup that will display the particular classification and also the total hours for that classification.
    3. By moving the cursor over a classification and then left-clicking or right-clicking and selecting the Drill Down option from the pop-up menu will result in a graph showing all the information for each of the employees who fall within that classification.

      Cost Analysis Graph.jpg
       
    4. Moving the cursor over a particular employee will result in a popup that will display the particular employee’s name and also the total hours for that employee.
    5. By right-clicking in the graph and selecting the Back Up option from the pop-up menu you will return to the graph showing the classification information again.
    6. Selecting the View as List button will return you to the list view.


    Note: If at any time any of the report parameters are changed you will have to click Calculate again for the report to be regenerated using the new parameters.

    Example of a Summary Analysis Report


    Below is an example of a Summary Cost Analysis report using the Costing Rates feature and with the Show Blanks option selected.

    Cost Analysis Cost.jpg

    Generating a Warnings Analysis Report

    The Warnings Analysis feature is used to do an analysis of the employee warnings per each employee classification.

    Standard level with Human Resources Module is required for this option.

     

    Generate a Report


    To generate a Warnings Analysis report for an employee classification, proceed as follows:

    1. Select the Warnings option from the Analysis dropdown menu and the Warnings Analysis window will be displayed.

      Warnings Analysis.jpg
       
    2. Use the From Date and To Date select buttons to define the period for which the warning analysis is to be generated.
    3. Select the Employee Classification option for the particular classification for which you wish to generate a cost analysis.
    4. If required the Group select button can be used to select a particular employee group that falls within the selected employee classification.
    5. Using the Layout option buttons, select the layout of analysis report to be generated. The options are:
    1. Detailed. A Detailed report will list the information for each of the employee categories and also each of the employees who fall within that category. Also at the bottom of a detailed report is a Summary report.
    2. Summary. A Summary report will only list the employee categories and the information for each.
    1. Using the Show Blanks checkbox enables you to include classification in the report that do not contain information (will list all the employee classifications when selected) or to exclude those classifications that do not contain information (not selected).
    2. Use the Warning type check boxes to select for the types of warnings that are to be displayed.
    3. Use the Category tabs to select how the employee warnings are to be grouped in the list.
    4. Once all the required parameters have been set, click Calculate. The system will then retrieve the information for the selected period and performed the required calculations and once completed the following will be displayed.

      11.JPG

      The information displayed includes:
    1. Name. This column displays each of the employee categories, the employees within that category (detailed report layout) and each categories total for the selected period. Also at the bottom of the report is a Summary report.
    2. Warnings Breakdown Columns. These columns are the total number of warnings for each of the selected warning types for the total period selected.
    1. To view this information as a graph, click View as Graph and the following will be displayed.

      12.JPG

      The warnings for each employee classification will now be displayed as a graph.
    2. Moving the cursor over a particular classification will result in a popup that will display the particular classification and the total warnings for that classification.
    3. By moving the cursor over a classification and then left-clicking or right-clicking and selecting the Drill Down option from the pop-up menu will result in a graph showing all the information for each of the employees who fall within that classification.

      13.JPG
       
    4. Moving the cursor over a particular employee will result in a popup that will display the particular employee’s name and also the total moneys and hours for that employee.
    5. By right-clicking in the graph and selecting the Back Up option from the pop-up menu you will return to the graph showing the classification information again.
    6. Selecting the View as List button will return you to the list view.

     

    Note: If at any time any of the report parameters are changed you will have to click Calculate again for the report to be regenerated using the new parameters.

     

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    Page last modified 14:55, 10 Jul 2014 by Admin CS Time/TNA Documents > User Module > Analysis

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