Client profitability
You can run a Client Profitability report from a link on the Client Master. For details about the report, see ClientSpace Profitability Report.
A stored procedure for the Client Scorecard merge, peo_merge_client_profitability, includes scorecard fields and the following additions. To implement this feature, you need a merge template. For assistance, please log a case in the Extranet.
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Payroll tab
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Returns the following
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| The merge date range applies to all results and returns the following: |
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Count of payroll batches in date range (integer)
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Count of paychecks (employees paid) in date range |
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Bill Amount, Cost Amount, Bill Code, and metadata value on Bill Code (Billing Voucher)
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Total count of payroll batch dataforms by batch type in date range (integer) R, S, M, Other |
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TotalWSEPaid by: TotalR, TotalS, TotalM, TotalOther
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Total Checks Processed equal to the sum of Employee Count field on all batches in the date range
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Average EE Count: Total Employee Count divided by count of batches in the date range |
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Contract Info
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Current batch returns
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Surcharge list data associated with current batch returns:
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fkSurchargeTypeID (decoded)
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Commission list data
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Current batch returns
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Commission list data associated with current batch returns:
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fkSalesEntityID (decoded) |
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luCommissionMethod (decoded) |
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Client Service
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Column
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HourlyCost by Department (Client Visit Type Metadata)
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Unemployment
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Column
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Returns the Latest Value as of value. |
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Returns a sum of all of the active benefit charges. |
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