Talent Direct Deposit Report (BOLD Analyze)

Details of talent direct deposit information.

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 DIRECT
  3. Click on the Talent - Direct Deposit Report

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Logic

Details of talent direct deposit information.

 

 

Filter Options

mceclip0.png Parameter Name Options Description
Division All available Employers Use this filter to refine Employer of Talent
Region All available Regions Use this filter to refine Region of Talent
Office All available Offices Use this filter to refine Office of Talent
Bank Account Type All available Bank Account Types Use this filter to refine Bank Account Type of Talent
Show Active Only Yes / No  
Talent Name   Use this filter to refine Talent based on Talent's Name
Talent Status All available Talent Statuses Use this filter to refine Status of Talent
Date From   Use this filter to refine direct deposit falling under the date range as per direct deposit entered date.
Date To
Date Range None, Yesterday, Today, Tomorrow, Last Week,  This Week, Next Month,etc. When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'.

 

 

Graphs/Widgets

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Field Details

Field Name Description Notes
Talent Employer Talent's Employer  
Talent Region Talent's Region The field is hidden but it can be selected to display in the report
Talent Office Talent's Office  
App ID Talent's ID in Front Office / Bold  
BO Talent ID Talent's ID in Back Office / Classic The field is hidden but it can be selected to display in the report
Applicant Talent' Name (First Name and LastName)  
First Name Talent's First Name  
Middle Name Talent's Middle Name  
Last Name Talent's Last Name  
Talent Status Talent's Status  
On Placement Talent's On Placement (Yes / No). It shows if the talent is currently on placement or not.  
Bank Name Talent's Bank Name from Payroll >> DirectDeposit from Classic  
Routing Number Talent's Bank Routing Number  from Payroll >> DirectDeposit from Classic  
Account Number Talent's Bank Account Number  from Payroll >> DirectDeposit from Classic  
Amount Value Talent's Bank Amount Value from Payroll >> DirectDeposit from Classic  
Amount Type Talent's Bank Amount Type from Payroll >> DirectDeposit from Classic  
Bank Account Type Talent's Bank Account Type from Payroll >> DirectDeposit from Classic  
Sequence Talent Bank Sequence Number from Payroll >> DirectDeposit from Classic  
Prenote Sent Date Talent's Prenote Sent Date from Payroll >> DirectDeposit from Classic Date when the Prenote was sent for the bank
Prenote Approve Date Talent's Prenote Approve Date from Payroll >> DirectDeposit from Classic Date when the Prenote was approved for the bank
Date Entered Entered Date of Bank from Payroll >> DirectDeposit from Classic  
Date Activated Bank Account Activated Date from Payroll >> DirectDeposit from Classic  
Last Check Date Talent's latest check date  
Is Active Show whether the Talent's bank is active or not (Yes / No)  
Funding
Displays ACH or instant pay for Rapid Bank Account Type 
 

 

 

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