Contents of the Ratios Form

Use this form to select the timesheet ratios that employees can view from their timesheets and the timeframes for the ratios.

Each of the ratios compares an employee's direct (billable) hours with some variation of totals hours, which allows you to review utilization within a specific timeframe.

Ratios can help employees determine the following:

  • What percentage of their time is billable time.
  • What percentage is not billable.
  • How these percentages compare to planned targets for billable hours.

Employees view their ratios from a timesheet by clicking their name at the top of the Timesheets form. This opens the Employee Card, where employees can view their own ratios on the Ratios form.

Contents

Field Description
Company Name If you use multiple companies, the name of the active company displays at the top of the form. You specify the ratios that display on timesheets for each company.

Show Ratios Section

In this section, select the ratios that employees can view from their timesheets.

Field Description
Direct / Total Select this check box to display the percentage of total hours that are direct (billable) hours. This ratio is also known as the gross chargeable ratio.
Direct / (Total - Absence) Select this check box to display the percentage of total hours, less benefit hours that are direct (billable) hours. This ratio is also known as the net chargeable ratio.
Target Select this check box to display the expected percentage of direct (billable) hours for an employee, as defined in the Target Ratio field on the Employee Details tab of the Employees hub for an employee.
Direct / Standard Select this check box to display the percentage of standard hours that are direct (billable) hours.
Direct / (Standard - Absence) Select this check box to display the percentage of standard hours, less benefit hours, that are direct (billable) hours.

Show Totals Section

In this section, select the timeframes for which you want the ratios to display:

Field Description
Current Select this check box to display ratios for the current timesheet period.
Month-to-Date Select this check box to display ratios for the current month.
Quarter-to-Date Select this check box to display ratios for the current quarter.
Show Year-to-Date Select this check box to display ratios for the current year.