[Reports & Analytics (BOLD)] DRAFT: Comprehensive Placement Report (Analyze)

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.

 

Click on the links below for more information:

 

If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager.

 

CHAPTERS

Legend
    Filter Panel
Locating the Analyze Report
Logic
Filter Options
Graphs/Widgets

Field Details

 

 

Legend

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Filter Panel

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Locating the Analyze Report

  1. Click on Analyze Tab
    The Reports Sub Tab will automatically be selected
  2. In the Search Reports field, type COMPREHENSIVE ASSIGNMENT
  3. Click on the Comprehensive Assignment Report

 

 

 

Logic

This report shows a comprehensive list of information associated with an Assignment.

 

 

 

 

 

Filter Options

mceclip0.png 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

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Field Details

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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