Department Management Productivity report

NOTE: Because this report combines several reports, apply all possible filters to reduce the total amount of data returned and improve processing efficiency. Filters are important if you run the report in the Excel client, which is optimal.

This report summarizes the high-level departmental components of a productivity report, such as:

  • Units of Service (UOS)

  • Full-Time Equivalents (FTEs)

  • Worked Hours per Unit of Service (WHPUOS)

  • Salary Expense

  • Average Hourly Rates (AHRs)

The report provides the necessary details to determine the root causes of variances, compare actual operating productivity data to various targets, and identify areas of opportunity, such as Benchmarks, Flexible Budget, and Fixed Budget.

The Department Management Productivity report combines the following reports into a single report:

  • Department Summary
  • Pay Period Summary Trend
  • Jobclass Summary
  • Jobcode Summary
  • Employee Detail
  • PayType Summary

This report is configured to use multipass file processing. See Configuring multipass settings for file processing.

Security permissions

To access this report, you must be assigned the following security permissions:

  • Productivity Admin
  • Productivity User
  • Report Subsystem Permissions

Access the report in Axiom Assistant

Access the report using the Productivity Admin Task Pane, the Prod User Task Pane, or the following path:

Main > Navigation > Explorer > Libraries > Reports Library > Productivity Reporting > BiWeekly Productivity > Department Management Productivity Report

Refresh variables

The following refresh variables are available for the Department Management Productivity report.

Refresh variable Description Required?
Select DEPT Dimension Filter

Select one of the following department dimensions:

  • Entity
  • Division
  • Campus
  • VP
  • Director
  • Manager
  • Dept
 Yes
Select [DEPT Dimension Filter]

Dynamic options available based on the selected DEPT Dimension Filter.

You can select one or more options from this dropdown list.

 No
Show Worked or Paid

If you select Paid, the report displays Non-Productive and Total Paid columns.

Worked is the default selection.

 Yes
Year-To-Date or Individual Period

Select Individual Period to review specific pay period data.

Year-To-Date is the default selection.

 Yes
Select Pay Period

Select a pay period to review that period's individual or year-to-date data.

Current Pay Period is the default selection.

 Yes
Load Department List Detail Preload the pay period trends. No
Load Jobcode Detail Preload the job class, jobcode, and employee level details and calculate overtime and premium salary expense opportunities. No
Load Pay Type Detail Preload the pay type details associated with hours and dollars, show employees with hours and dollars posted to the premium pay types, and show the relevant pay periods. No

Report tabs

Click a tab in the report to view the following information.

Report tab Description
Evaluation The default tab for the report. Summarizes the departments that are unfavorable to the conditional rules set for FTEs, Salary Expense, and Rates on the DeptList tab, and summarizes the associated opportunity expenses from the JobCodeDetail tab. See Evaluation tab.
DeptList

Summarizes department year-to-date information and highlights variances from targets derived from Productivity benchmarks. See DeptList tab.

NOTE: Use the refresh variables to preload the pay period trend details in the report upon opening, or click the arrow on a year-to-date row to show the individual pay period trend data for that department.
JobCodeDetail

The department actual and budget data are displayed at the Jobclass level. Double-click the arrows to navigate through the Jobclass, Jobcode, and Employee details. See Jobcode Detail tab.

NOTE: Use the refresh variables to preload the jobcode details in the report upon opening, or double-click the arrow in the upper-left of the tab to refresh the data on the page and run queries for all of the job codes listed within the JobCodeDetail tab. You can also drill into different levels of data.
PayTypeDetail

Displays a breakdown of actual and budget hours and dollars based on the paytype classification within the LaborDist column of the PayType dimension. See Paytype Detail tab.

NOTE: Use the refresh variables to preload the paytype details in the report upon opening, or double-click the arrows to show the PayType detail data. Click the arrows next to premium paytypes to drill into employee details.

Report views

NOTE: On the JobCode Detail tab, click the arrow in the upper-left or select the Load Jobcode Detail refresh variable to refresh the page before applying the Change View function.

Click Change View and select one of the following view types:

View type Description Tabs
Default Displays all records. All
Unfavorable Audit

Displays only records with highlighted unfavorable variances in any of the following columns:

  • Worked FTEs
  • Worked Salary Expense
  • Worked Average Hourly Rate

Dept.List
JobCodeDetail

 
JobClass Displays Hours and Salary Expense by Jobclass. JobCodeDetail
Employee Displays Hours and Salary Expense by Employee. Includes Overtime and Premium Opportunity calculations. JobCodeDetail
JobCode Displays Hours and Salary Expense by Jobcode. JobCodeDetail