Employee inquiry
Use this inquiry to see general information, and payroll and billing information for employees.
Tracking personnel benefits
One way you may want to use this inquiry is to track direct personnel benefits as a percent of gross payroll or as a percent of project cost.
Add these columns to the inquiry:
- DPE % General
- DPE % Project
| Note: | To get an accurate picture of your employer-paid benefits, set up fringes. |
After you process payroll, Ajera calculates amounts for the columns as follows:
| Column | Calculation |
|---|---|
|
DPE % General |
[(Employer Tax + Fringe Amount) / Gross Payroll] * 100 |
|
DPE % Project |
[(Employer Tax + Fringe Amount) / Direct Project Cost] * 100 |
Predefined columns
You can add predefined columns to this inquiry. These columns are available:
General info
Employee Key
Name
Status
First Name
Middle Name
Last Name
Title
Target Billable
DPE % General
DPE % Project
|
Note:
|
When adding the DPE % General or DPE % Project column, a Date Range field appears (with the Range Prompt already selected) on the Properties for Column on Inquiry window. Leave Range Prompt selected. On the inquiry, the words All Dates appear in blue underlined text under the name of the inquiry. Click the All Dates text to enter the date range for calculating DPE%. |
Is Timesheet Entered
|
Note:
|
When adding this column, a Date Range field appears (with the Cutoff Prompt option already selected) on the Properties for Column on Inquiry window. Leave Cutoff Prompt selected. On the inquiry, the words All Dates appear in blue underlined text under the name of the inquiry. Click the All Dates text to enter a timesheet ending date. A check mark then appears in the column to indicate which employees entered timesheets for that date. |
Employee Type Key
Employee Type
Department Key
Department
Company Key (multi-company only)
Company Name (multi-company only)
Supervisor Key
Supervisor
Is Principal
Is Supervisor
Is Project Manager
Is Accounting
Is Marketing Contact
Gender
Notes
Contact info
Address
Address 1, 2, 3
City, State, Zip, Country
Mailing Address
Mailing Address 1, 2, 3
Mailing City, Mailing State, Mailing Zip, Mailing Country
Phone Numbers
Phone 1, 2, 3
Phone Text 1, 2, 3
Fax Number
Fax Text
Website
Contact Key 1, 2, 3, 4, 5
Contact Information 1, 2, 3, 4,
|
Note: |
In the Contact Information columns, the last name, first name, phone numbers and phone text appear when you select to wrap text on the column. |
Contact Name 1, 2, 3, 4, 5
Contact Text 1, 2, 3, 4, 5
Hire/pay info
Date Born (date range available)
Date Hired (date range available)
Date Rehired (date range available)
Date Terminated (date range available)
Expense report info
Allow Expense Entry
Company Credit Card Key 1, 2, 3, 4, 5, 6
Company Credit Card 1, 2, 3, 4, 5, 6
Amount info
Hours Worked (date range available)
Cost Labor (date range available)
Cost Labor + Premium (date range available)
Cost Labor Burdened (date range available)
Cost Labor + Premium Burdened (date range available)
Payroll Cost Labor (date range available)
Payroll Cost Labor Burdened (date range available)
Premium Cost (date range available)
Spent Labor (date range available)
Billed Hours (date range available)
Billed Labor (date range available)
WIP Hours (date range available)
WIP Labor (date range available)
Written off Hours (date range available)
Written off Labor (date range available)
Accrual Hours
Resource Hours (unavailable in ajeraCore)
Resource Cost (unavailable in ajeraCore)
Resource Fee (unavailable in ajeraCore)
Scheduled Hours (unavailable in ajeraCore) (date range available)
Scheduled Dollars (unavailable in ajeraCore) (date range available)
Defined links
Link - Timesheet
Link - Expense Report
Link - Session
Link - Transaction - All
Link - Transaction - Labor
Link - Transaction - Expense
Link - Resource (unavailable in ajeraCore)
