5 reports ever co needs(1)

5 Critical Reports Every Business Should Have

Presented by

PACIFIC DATA Marketing

HR/HRMS ConsultantJennifer Hennessy

PACIFIC DATA MarketingPresented by: Jennifer Hennessy

•A Graduate from Texas A&M University as a Scholar All-American Athlete in Swimming and Water Polo

•MBA with an emphasis in HR Management from National University

•Over 22 years of experience as a user, project manager, and implementer of HR Software applications for various companies and industries

•Has a Green Belt in Six-Sigma Process that leads her to making sure all her projects are on track and time.

• Our staff represents over 30 years of HR/Payroll experience

• We are certified in all Sage’s HR/Payroll programs

• We offer HR & Payroll Consulting as well as Sage’s programs

• Cross Industry, i.e. Financial, Healthcare, Manufacturing, Bio Tech, Entertainment, Non-Profit, etc.

• Experience not only as Consultants but End Users as well

PACIFIC DATA MarketingEstablished 1993

5 Critical Reports Every Business Should Have

#1 General Ledger Distribution

#2: Overtime

#3: Workers Compensation

#4: Benefit Reports

#5: Labor Allocation

#1 General Ledger Distribution

• Wondered why general ledger reports aren’t a standard?

• GL reports are complex and costly

• GL not only needs to be sent from payroll to accounting but also needs to be in a report

• GL are standard to payroll but each organization defines they own layout and reporting format

#1 General Ledger DistributionCreditDebitCheck NumberCharge DateCheck DateName

1030-000 Abbott, Doris J 6/27/2011 6/27/2011 0128156 0.00 0.00MLK HEALTH CENTER

1030-000 Abbott, Doris J 1/12/2007 1/6/2007 D000001 0.00 -719.88MLK HEALTH CENTER

1030-000 Abbott, Doris J 1/26/2007 1/20/2007 D000245 0.00 -782.54MLK HEALTH CENTER

1030-000 Abbott, Doris J 2/9/2007 2/3/2007 D000487 0.00 -720.66MLK HEALTH CENTER

1030-000 Abbott, Doris J 2/23/2007 2/17/2007 D000742 0.00 -782.54MLK HEALTH CENTER

1030-000 Abbott, Doris J 3/9/2007 3/3/2007 D001006 0.00 -720.66MLK HEALTH CENTER

1030-000 Abbott, Doris J 3/23/2007 3/17/2007 D001262 0.00 -782.54MLK HEALTH CENTER

1030-000 Abbott, Doris J 4/6/2007 3/31/2007 D001518 0.00 -720.66MLK HEALTH CENTER

1030-000 Abbott, Doris J 4/20/2007 4/14/2007 D001766 0.00 -767.07MLK HEALTH CENTER

1030-000 Abbott, Doris J 5/4/2007 4/28/2007 D002010 0.00 -720.66MLK HEALTH CENTER

1030-000 Abbott, Doris J 5/18/2007 5/12/2007 D002262 0.00 -767.07MLK HEALTH CENTER

1030-000 Abbott, Doris J 6/1/2007 5/26/2007 D002518 0.00 -720.66MLK HEALTH CENTER

1030-000 Abbott, Doris J 6/15/2007 6/9/2007 D002782 0.00 -751.60MLK HEALTH CENTER

1030-000 Abbott, Doris J 6/29/2007 6/23/2007 D003043 0.00 -720.66MLK HEALTH CENTER

1030-000 Abbott, Doris J 7/13/2007 7/7/2007 D003300 0.00 -720.66MLK HEALTH CENTER

1030-000 Abbott, Doris J 7/27/2007 7/21/2007 D003558 0.00 -852.32MLK HEALTH CENTER

1030-000 Abbott, Doris J 8/10/2007 8/4/2007 D003815 0.00 -915.79MLK HEALTH CENTER

1030-000 Abbott, Doris J 8/24/2007 8/18/2007 D004071 0.00 -1,161.80MLK HEALTH CENTER

1030-000 Abbott, Doris J 9/7/2007 9/1/2007 D004334 0.00 -720.66MLK HEALTH CENTER

1030-000 Abbott, Doris J 9/21/2007 9/15/2007 D004593 0.00 -767.07MLK HEALTH CENTER

1030-000 Abbott, Doris J 10/5/2007 9/29/2007 D004859 0.00 -720.66MLK HEALTH CENTER

1030-000 Abbott, Doris J 10/19/2007 10/13/2007 D005127 0.00 -817.43MLK HEALTH CENTER

1030-000 Abbott, Doris J 11/2/2007 10/27/2007 D005392 0.00 -720.66MLK HEALTH CENTER

1030-000 Abbott, Doris J 11/16/2007 11/10/2007 D005647 0.00 -720.66MLK HEALTH CENTER

1030-000 Abbott, Doris J 11/30/2007 11/24/2007 D005905 0.00 -751.60MLK HEALTH CENTER

1030-000 Abbott, Doris J 12/14/2007 12/8/2007 D006162 0.00 -720.66MLK HEALTH CENTER

1030-000 Abbott, Doris J 12/28/2007 12/22/2007 D006415 0.00 -752.87MLK HEALTH CENTER

1030-000 Abbott, Doris J 1/11/2008 1/5/2008 D006676 0.00 -746.96MLK HEALTH CENTER

1030-000 Abbott, Doris J 1/25/2008 1/19/2008 D006928 0.00 -777.90MLK HEALTH CENTER

1030-000 Abbott, Doris J 2/8/2008 2/2/2008 D007186 0.00 -746.96MLK HEALTH CENTER

1030-000 Abbott, Doris J 2/22/2008 2/16/2008 D007440 0.00 -777.90MLK HEALTH CENTER

1030-000 Abbott, Doris J 3/7/2008 3/1/2008 D007699 0.00 -746.96MLK HEALTH CENTER

1030-000 Abbott, Doris J 3/21/2008 3/15/2008 D007961 0.00 -777.90MLK HEALTH CENTER

1030-000 Abbott, Doris J 4/4/2008 3/29/2008 D008232 0.00 -746.96MLK HEALTH CENTER

1030-000 Abbott, Doris J 4/18/2008 4/12/2008 D008493 0.00 -755.67MLK HEALTH CENTER

1030-000 Abbott, Doris J 5/2/2008 4/26/2008 D008755 0.00 -777.91MLK HEALTH CENTER

1030-000 Abbott, Doris J 5/16/2008 5/10/2008 D009014 0.00 -746.96MLK HEALTH CENTER

1030-000 Abbott, Doris J 5/30/2008 5/24/2008 D009273 0.00 -777.90MLK HEALTH CENTER

1030-000 Abbott, Doris J 6/13/2008 6/7/2008 D009543 0.00 -746.96MLK HEALTH CENTER

1030-000 Abbott, Doris J 6/27/2008 6/21/2008 D009814 0.00 -777.90MLK HEALTH CENTER

1030-000 Abbott, Doris J 7/11/2008 7/5/2008 D010095 0.00 -746.96MLK HEALTH CENTER

1030-000 Abbott, Doris J 7/25/2008 7/19/2008 D010364 0.00 -777.91MLK HEALTH CENTER

1030-000 Abbott, Doris J 8/8/2008 8/2/2008 D010635 0.00 -753.50MLK HEALTH CENTER

1030-000 Abbott, Doris J 8/22/2008 8/16/2008 D010901 0.00 -772.22MLK HEALTH CENTER

1030-000 Abbott, Doris J 9/5/2008 8/30/2008 D011175 0.00 -732.58MLK HEALTH CENTER

1030-000 Abbott, Doris J 9/19/2008 9/13/2008 D011443 0.00 -746.96MLK HEALTH CENTER

1030-000 Abbott, Doris J 10/3/2008 9/27/2008 D011725 0.00 -732.58MLK HEALTH CENTER

1030-000 Abbott, Doris J 10/17/2008 10/11/2008 D012002 0.00 -810.97MLK HEALTH CENTER

1030-000 Abbott, Doris J 10/31/2008 10/25/2008 D012271 0.00 -758.71MLK HEALTH CENTER

1030-000 Abbott, Doris J 11/14/2008 11/8/2008 D012552 0.00 -732.58MLK HEALTH CENTER

1030-000 Abbott, Doris J 11/26/2008 11/22/2008 D012822 0.00 -724.92MLK HEALTH CENTER

Account Number Department

#2: Overtime

• Standard Overtime reports have “TMI”

• Most standard overtime reports cater to the masses and are not simple

• Most OT reports written for finance. The ideal overtime report should be a thumbnail sketch for an executive, not something in depth

• OT is shown in paycheck registers and earning reports and are buried within the data

• OT incurred should be reported immediately and not when someone runs a report

#2: Overtime

#3: Workers Compensation

• WC auditors sets the criteria for the report format

• Auditors wish to review productive hours and earnings, while others also want to see non-productive as well i.e. vacation, sick hours, bonuses, etc.

• WC reports may be consolidated or broken out by company, department, job, etc.

• May need to run the report by date range or go back in a point in time

#3: Workers Compensation

#4: Benefit Reports

• Benefit Administrators need more than basic information i.e. Name, SSN, Premiums, Contribution, ER Match, etc.

• Report criteria is specific to the provider, i.e. plan & dependent info, field length, font, file format, layout, sort order, etc.

• Administrators may want to include YTD information as well as current

• The report is not only for internal use and reconciliation purposes, but may also be used for electronic filing

#4: Benefit Reports

#5: Labor Allocation

• Business depends on flexibility to report different rates, current and YTD hours earnings, taxes and deductions

• Typically not a standard report, usually needs to be customized

• Standard payroll report will spit out labor by earnings, but most companies need more info, including data organized by cost center, department, job or company

• Payroll service providers do their best with standard payroll reports, but labor allocation is hard to pin down… you need a custom report

#5: Labor Allocation

Questions ???

Offers

Would you like a free HRMS assessment? One of our team members will spend 45 minutes to an hour with you reviewing your current Human Resource Management Systems and goals?

Have you been frustrated dealing with these reports we just discussed? We are happy to provide complimentary training on the report that you need help with.

Contact Info:PACIFIC DATA Marketing14024 Saddlewood Drive, Poway, CA 92064Office #: (858) 679-8555Email: [email protected]