Alongside the Employee Efficiency report, the Assign Hours form is used as part of Total Office Manager’s Employee Efficiency tracking feature.
From an Invoice or Sale, click Menu | Assign Hours
From the Invoice/Sale/Credit/Estimate List, select an Invoice or Sale and click Actions (or right-click) | Assign Hours
Field & Button Definitions
- Employee: Use the drop-down menu to select the employee(s) for this job
- Billed Time (in minutes): Enter the time billed (in minutes) to the customer. This is typically based on flat-rate industry standards for a particular job.
- Paid Time (in minutes): Enter the paid time (in minutes). This should be the time the employee is actually paid for for this job.
- Efficiency: An efficiency value is calculated based on the Billed Time and Paid Time using the following calculation:
- (Billed Time / Paid Time) * 100 = Efficiency
- (120 / 110) * 100 = 109.09.
To calculate technician efficiency on a sales form, bring up the Assign Hours form using the Form Access directions above. When the Employee Hours form appears, select an employee, enter the Billed Time (i.e. time billed to the customer), and enter the Paid Time (i.e. time for which the technician is paid). An efficiency value will be calculated.
Billed time is typically based on flat-rate industry standards for a particular job. Inexperienced technicians in training will usually have an efficiency rating less than 100%, while quick-working technicians having much experience will usually have an efficiency rating greater than 100%.
As an example, if a customer is billed a flat rate of 60 minutes for a particular job but the employee completes it in half that time, that employee’s efficiency value would be 150%.
Likewise, if a customer is billed a flat rate of 60 minutes for a particular job but the employee takes twice that time to complete the job, that employee’s efficiency value would be 50%.