Ratios Tab of the Employee Card Dialog Box

View an employee's utilization ratios.

These ratios are important for employees who work on billable projects. Each ratio compares an employee's direct (billable) hours with other types of hours, such as standard hours and absence hours.

The Ratios tab is included on the Employee Card dialog box when you open the dialog box from Timesheet, Expense Report, and Approval Center (for timesheet and expense report approvals).

The tab contains a grid with rows for the ratios and columns for different timeframes for the ratios. A system administrator determines the ratios and timeframes that display in the grid. These settings are on the Ratios tab in Time Settings. If none of the ratios or timeframes is selected to display, the Ratios tab does not display on the Employee Card dialog box.

When the Employee Card dialog box is opened from a timesheet:

  • The utilization ratios are calculated specifically for the timesheet period of the timesheet from which you open the Employee Card dialog box.
  • Any ratio that involves direct hours is based on the date range for the timesheet period of the timesheet from which you open the Employee Card dialog box.
  • Any ratio that involves standard hours is based on the current accounting period.

When the Employee Card dialog box is open from an expense report or an approval record:

  • Any ratio that involves direct hours is based on the date range of the current timesheet period.
  • Any ratio that involves standard hours is based on the current accounting period.

Grid Rows

Possible ratios that display in rows in the grid are:

Field Description
Direct / Total This ratio represents the percentage of total hours that are direct (billable) hours. This is also known as the gross chargeable ratio.
Direct / (Total – Absence) This ratio represents the percentage of total hours less absence hours that are direct (billable) hours. This is also known as the net chargeable ratio.
Target This ratio represents the expected percentage of direct (billable) hours for the employee as defined on the Accounting tab of the Employees hub.
Direct / Standard This ratio represents the percentage of standard hours that are direct (billable) hours. Standard hours are based on the non-working days and holidays that a system administrator defines on the Non-Work Days tab in Time Settings.
Direct / (Standard – Absence) This ratio represents the percentage of standard hours less absence hours that are direct (billable) hours. Standard hours are based on the non-working days and holidays that a system administrator defines on the Non-Work Days tab in Time Settings.

Grid Columns

Possible timeframes for the ratios that display in columns in the grid are:
  • Current
  • Month-to-Date
  • Quarter-to-Date
  • Year-to-Date

To sort the rows in the grid by one of the grid columns—in ascending or descending order—click a column heading, and then click or to the right of the column heading.