ZigaForm version 5.3.5

Employee Efficiency CDV

By |2021-07-29T14:22:14-05:00February 25th, 2021|Comments Off on Employee Efficiency CDV
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Introduction

Employee Efficiency CDV (Custom Data View) is a report that lists invoices, sales, and credits with the assigned work orders and labor hours associated.  This CDV also contains columns to show efficiency of the time estimated from the work orders to the hours the technician worked to the time billed on invoices. The report has “drill down” capability to open the transaction record.

Form Access

  1. From the main menu, click Reports | Custom Data Views
Custom Data View File Path

Custom Data View File Path

Then, in the Custom Data Viewer, click Data Views | Employee Efficiency

Custom Data Viewer - Employee Efficiency

Custom Data Viewer – Employee Efficiency

Columns and Data Definitions – Employee Efficiency CDV

Columns and data for the Employee Efficiency Custom Data View are outlined below:

Employee Efficiency CDV

Custom Data View – Employee Efficiency

Column Name Form Field Notes
WO Technician Work Order : General Tab Assigned To
Tran No Invoice/Sale/Credit/Estimate Number
Tran Date Invoice/Sale/Credit/Estimate Date
Tran Type Invoice/Sale/Credit/Estimate Type located in Title Bar
WO Minutes Work Order : General Tab Duration If the work order is a multiday, the minutes are the Duration for the employee where the work order is assigned to the transaction.
WO Hours Work Order : General Tab Calculated Field WO Minutes divided by 60
TS Minutes Timesheets Calculated Field Sum of hours times 60 for technician where the work order is assigned on timesheet entries and the work order is assigned to the transaction
TS Hours Timesheets Calculated Field Sum of hours for technician where the work order is assigned on timesheet entries and the work order is assigned to the transaction
Billed Minutes Invoice/Sale/Credit Calculated Field Sum of transaction labor minutes for all items that are service items marked as Used for Labor Only Note: Labor Minutes is an item preference which must be enabled and labor minutes allocated to the invoice items.
Billed Hours Invoice/Sale/Credit Sum of transaction labor minutes divided by 60 for all items that are service items marked as Used for Labor Only Note: Labor Minutes is an item preference which must be enabled and labor minutes allocated to the invoice items.
Total TS Hours Timesheets Calculated Field Sum of hours for the transaction where the work order is assigned on timesheet entries and the work order is assigned to the transaction
Total TS Minutes Timesheets Calculated Field Sum of hours times 60 for the transaction where the work order is assigned on timesheet entries and the work order is assigned to the transaction
% of Hrs Timesheets Calculated Field Percentage of hours for technician divided by the total hours for the transaction where the work order is assigned on timesheet entries and the work order is assigned to the transaction
WO Minutes Difference Work Order/Transaction Calculated Field Difference of WO Minutes minus TS Minutes
WO Hours Difference Work Order/Transaction Calculated Field Difference of WO Hours minus TS Hours
Billed Minutes Difference Timesheets/Transaction Calculated Field Difference of Billed Minutes minus TS Minutes
Billed Hours Difference Timesheets/Transaction Calculated Field Difference of Billed Hours minus TS Hours
Emp % Mins Billed Timesheets/Transaction Calculated Field Percentage of % of Hrs times Billed Minutes
Emp % Hrs Billed Timesheets/Transaction Calculated Field Percentage of % of Hrs times Billed Hours
Billed Efficency % Work Order/Transaction Calculated Field Results of % of Hrs times Billed Minutes divided by TS Minutes
Worked Efficency % Work Order/Transaction Calculated Field Results of % of Hrs times TS Minutes divided by WO Minutes
Hours Match? Timesheets/Transaction Calculated Field Comparison of WO Minutes and TS Minutes
Full Name Work Order : General Tab Associated Assigned To Employee
Employee Alias Work Order : General Tab Associated Assigned To Employee
First Name Work Order : General Tab Associated Assigned To Employee
Middle Initial Work Order : General Tab Associated Assigned To Employee
Last Name Work Order : General Tab Associated Assigned To Employee
Employee Number Work Order : General Tab Associated Assigned To Employee Number
Tran Subtotal Invoice/Sale/Credit/Estimate Subtotal
Tran Tax Invoice/Sale/Credit/Estimate Tax Total
Tran Total Invoice/Sale/Credit/Estimate Total
% of Total Timesheets/Transaction Calculated Field Results of % of Hrs times Tran Total
TranBalance Invoice/Sale/Credit/Estimate Amount Due
Discounts Invoice/Sale/Credit/Estimate Calculated Field Sum of all discount type line items within the transaction
Total + Discounts Invoice/Sale/Credit/Estimate Calculated Field Difference of Tran Total minus Discounts
% of Total w Discounts Timesheets/Transaction Calculated Field Results of % of Hrs times Total + Discounts
Tran Cost Invoice/Sale/Credit/Estimate Calculated Field Sum of transaction cost for all items that are not service items marked as Used for Labor Only.
Labor Cost Invoice/Sale/Credit/Estimate Calculated Field Sum of timesheet hours times hourly rate where the Work Order is assigned to the Timesheet for the technician.  These rates may be reviewed in the Job Costing Time Sheet Details CDV.
Labor Liab Invoice/Sale/Credit/Estimate Calculated Field Sum of timesheet hours times current rate plus hours times current liability where the Work Order is assigned to the Timesheet for the technician.  These rates may be reviewed in the Job Costing Time Sheet Details CDV.
Total Labor Invoice/Sale/Credit/Estimate Calculated Field Sum of Labor Cost plus Labor Liability
Labor Burden Invoice/Sale/Credit/Estimate Calculated Field Value set under Edit | Preferences | Customer:Jobs | Company Preferences | Apply Labor Burden to Job Costing
Total Labor Burden Invoice/Sale/Credit/Estimate Calculated Field Sum of Labor Cost plus Labor Liability plus Labor Burden times Total Labor
% of Total Cost Timesheets/Transaction Calculated Field Results of % of Hrs times Tran Cost
Total Cost w Labor Invoice/Sale/Credit/Estimate Calculated Field Sum of % of Total Cost plus Total Labor Burden
GP $ Invoice/Sale/Credit/Estimate Calculated Field Difference of % of Total w Discounts minus Total Cost w Labor
GP % Invoice/Sale/Credit/Estimate Calculated Field Results of Total Cost w Discounts divided by % of Total w Discounts
Cust:Job Name Invoice/Sale/Credit/Estimate Customer:Job Name
Cust:Job Display Name Invoice/Sale/Credit/Estimate Customer:Job Full Name
Sales Rep Invoice/Sale/Credit/Estimate Tran Sales Rep
Sales Rep Alias Invoice/Sale/Credit/Estimate Associated Customer:Job Sales Rep Alias
Sales Rep First Name Invoice/Sale/Credit/Estimate Associated Customer:Job Sales Rep First Name
Sales Rep Last Name Invoice/Sale/Credit/Estimate Associated Customer:Job Sales Rep Last Name
Tran Department Display Invoice/Sale/Credit/Estimate Tran Header Dept Full Name
Tran Department Name Invoice/Sale/Credit/Estimate Tran Header Dept Name
Tran Department Alias Invoice/Sale/Credit/Estimate Tran Header Dept Alias
Tran User Created Invoice/Sale/Credit/Estimate Transaction Security Label
Tran Date Created Invoice/Sale/Credit/Estimate Transaction Security Label
Tran User Revised Invoice/Sale/Credit/Estimate Transaction Security Label
Tran Date Revised Invoice/Sale/Credit/Estimate Transaction Security Label
Bill To Address Invoice/Sale/Credit/Estimate Bill To Address
Bill To Address2 Invoice/Sale/Credit/Estimate Bill To Address2
Bill To City/State/Zip Invoice/Sale/Credit/Estimate Bill To City, State, Zip
Bill To County Invoice/Sale/Credit/Estimate Bill To County
Bill To Country Invoice/Sale/Credit/Estimate Bill To Country
Bill To Subdivision Invoice/Sale/Credit/Estimate Bill To Subdivision
Work Address Invoice/Sale/Credit/Estimate Work Address
Work Address2 Invoice/Sale/Credit/Estimate Work Address2
Work City/State/Zip Invoice/Sale/Credit/Estimate Work City, State, Zip
Work County Invoice/Sale/Credit/Estimate Work County
Work Country Invoice/Sale/Credit/Estimate Work Country
Work Subdivision Invoice/Sale/Credit/Estimate Work Subdivision
TranID Invoice/Sale/Credit/Estimate Table ID of Transaction
EmployeeID Employee Table ID of Employee
CustID Customer:Job Table ID of Customer:Job
Generated Date Custom Data Viewer **** Date the CDV data was generated
Generated Time Custom Data Viewer **** Time the CDV data was generated

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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