Overview
Updated 08/16/2022
This report shows a comprehensive list of information associated with an Assignment/Placements.
Note: Users for Business Intelligence prior to 2022, please contact your Account Manager.
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Click on the links below for more information:
If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager. |
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Filter Panel
Locating the Analyze Report
- Click on Analyze Tab
The Reports Sub Tab will automatically be selected - In the Search Reports field, type COMPREHENSIVE ASSIGNMENT
- Click on the Comprehensive Assignment Report
Logic
This report shows a comprehensive list of information associated with an Assignment.
Filter Options
| Filter Name | Options | Description | |
| Branch | All available branches. | Use this filter to refine branches of the Assignment | |
| Date Type | Assignment Date Entered / Assignment Start Date / Assignmnet End Date / Active | Use this filter to refine Employee's Assignments by Date Type | |
| Start Date | Use this filter to refine the Employee's Assignments falling between the date range as per the Date Type selected | ||
| End Date | Use this filter to refine the Employee's Assignments falling between the date range as per the Date Type selected | ||
| Customer Name | Free Text | Filters results by customer name. | |
| Extra Value | Value list of all Assignment Extra. If Selected, the AQ will display the value of that particular extra. |
Graphs/Widgets
Field Details
- Click here for more information on Terms and Filters (Analyze Reports)
- Click here for more information on System Terms (Glossary)
| Field Name | Description | Notes |
| EmployeeID | The unique ID assigned to the employee. | |
| BoldTalentID | The ID assigned to the employee on the front end (BOLD). | |
| EmployeeName | Pulls employee name from the employee. | |
| SSN | Pulls employee’s social security number from the employee. | |
| EmployeeStatus | Pulls employee status from the employee. | |
| PrimaryContact | Pulls employee’s primary contact info. | |
| EmployeeEmail | Pulls employee's email address [Contact method with SystemName='email']. | |
| IsW2 | Indicates whether the assignment is a W2 or Non-W2 assignment. | |
| DateofBirth | Pulls employee’s date of birth. | |
| Gender | Pulls employee’s gender. | |
| CustomerName | Pulls Order/Assignments Customer Name. | |
| DepartmentName | Pulls Order/Assignments Customer's Department Name. | |
| JobTitle | Pulls Order's Job Title. | |
| WCCode | Pulls Order's WC Code. | |
| OrderID | Pulls order ID from staffing order. | |
| BoldJobID | The ID assigned to the job on the front end (BOLD). | |
| OrderType | Pulls order type from staffingorder. | |
| OTPlan | Pulls OT Plan from Assignment. | |
| AssignmentID | Pulls assignment ID from the assignment. | |
| AssignmentType | A description of the assignment. | |
| MarkUp | Pulls markup name from the Order if Order has a markup. | |
| Branch | Pulls site name from the assignment. | |
| Shift | Pulls shift name from assignment schedule. | |
| PerformanceCode | The performance choice code associated with the assignment. | |
| EndReason | The reason the assignment ended. | |
| OriginalStartDate | Pulls min start date from assignment schedule. | |
| EndDate | Pulls end date from most recent assignment schedule. | |
| OrderStartDate | Pulls start date from the Order. | |
| OrderEndDate | Pulls end date from the Order. | |
| #Days on Assignment | Pulls Number of days the Assignment is/was Open. | |
| RegPayRate | Pulls pay rate from assignment rate with pay code Reg. | |
| RegBillRate | Pulls bill rate from assignment rate with pay code Reg. | |
| RegHours | Pulls Reg hours associated with the assignment. | |
| OTPayRate | Pulls pay rate from assignment rate with pay code OT. | |
| OTBillRate | Pulls bill rate from assignment rate with pay code OT. | |
| OTHours | Pulls OT hours associated with the assignment. | |
| DTPayRate | Pulls pay rate from assignment rate with pay code DT. | |
| DTBillRate | Pulls bill rate from assignment rate with pay code DT. | |
| DTHours | Pulls DT hours associated with the assignment. | |
| SalaryPayRate | Pulls pay rate from assignment rate with pay code Salary. | |
| SalaryBillRate | Pulls pay rate from assignment rate with pay code Salary. | |
| SalaryHours | Pulls Salary hours associated with the assignment. | |
| RecruitingCall | Pulls most recent original start date time from staffing action which has action type Recruiting Call. | |
| ReferenceCall | Pulls most recent original start date time from staffing action which has action type Reference Call. | |
| ArrivalCall | Pulls most recent original start date time from staffing action which has action type Arrival Call. | |
| SecondDayCall | Pulls most recent original start date time from staffing action which has action type SecondDay Call. | |
| EndingCall | Pulls most recent original start date time from staffing action which has action type Ending Call. | |
| EmployeeLastPaid | Pulls most recent check date received by the employee. | |
| AssignmentLastPaidDate | Pulls the last check date associated with the assignment. | |
| TotalBill | Pulls Total Bill amount of the Assignment. | |
| TotalPay | Pulls Total Pay amount of the Assignment. | |
| BillAmount | Total Bill Amount | |
| GrossWages | Total Gross Wages | |
| BillTotalHours | Bill Total Hours | |
| PayTotalHours | Pay Total Hours | |
| GrossProfit | Gross Profit | |
| ReferralSource | Pull Referral source from Interview section or extra section. (Interview section takes precedence over extra. | |
| ResidentStreet1 | Pulls Employee's home address Street1. | |
| ResidentStreet2 | Pulls Employee's home address Street2. | |
| ResidentCity | Pulls Employee's home address City. | |
| ResidentState | Pulls Employee's home address State. | |
| ResidentZipCode | Pulls Employee's home address Zip Code. | |
| WorksiteStreet1 | Pulls staffing order’s work site address Street1 | |
| WorksiteStreet2 | Pulls staffing order’s work site address Street2. | |
| WorksiteCity | Pulls staffing order’s work site address City. | |
| WorksiteCounty | Pulls staffing order’s work site address County. | |
| WorksiteState | Pulls staffing order’s work site address State. | |
| WorksiteZipCode | Pulls staffing order’s work site address Zip Code. | |
| Agency | Pulls agency name if Employee on the assignment is an Agency Employee. | |
| Assignment Dates | Shows multiple columns for each Date types used on Assignments dynamically. | |
| Assignment Users | Shows multiple columns for each User types used on Assignments dynamically. | |
| Extra Value | Pulls a specific Extra value as selected in the Extra Value Parameter. |
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