Se ha denunciado esta presentación.
Utilizamos tu perfil de LinkedIn y tus datos de actividad para personalizar los anuncios y mostrarte publicidad más relevante. Puedes cambiar tus preferencias de publicidad en cualquier momento.
5 Critical Reports Every Business Should Have           Presented by      PACIFIC DATA Marketing        HR/HRMS Consultant...
PACIFIC DATA Marketing                      Presented by: Jennifer Hennessy•A Graduate from Texas A&M University as a Scho...
PACIFIC DATA Marketing                            Established 1993• Our staff represents over 30 years of HR/Payroll exper...
5 Critical Reports Every Business Should Have #1 General Ledger Distribution #2: Overtime #3: Workers Compensation #4: Ben...
#1 General Ledger Distribution • Wondered why general ledger reports aren’t a standard? • GL reports are complex and costl...
#1 General Ledger DistributionAccount Number   Name                  Department            Check Date   Charge Date   Chec...
#2: Overtime • Standard Overtime reports have “TMI” • Most standard overtime reports cater to the masses and are   not sim...
#2: Overtime
#3: Workers Compensation • WC auditors sets the criteria for the report format • Auditors wish to review productive hours ...
#3: Workers Compensation
#4: Benefit Reports • Benefit Administrators need more than basic information i.e.   Name, SSN, Premiums, Contribution, ER...
#4: Benefit Reports
#5: Labor Allocation  • Business depends on flexibility to report different rates,    current and YTD hours earnings, taxe...
#5: Labor Allocation
Questions ???
OffersHave you been frustrated dealing with these reports we justdiscussed? We are happy to provide complimentary training...
Próxima SlideShare
Cargando en…5
×

5 reports ever co needs(1)

177 visualizaciones

Publicado el

5 Reports Every Company Needs

Publicado en: Empresariales
  • Sé el primero en comentar

  • Sé el primero en recomendar esto

5 reports ever co needs(1)

  1. 1. 5 Critical Reports Every Business Should Have Presented by PACIFIC DATA Marketing HR/HRMS Consultant Jennifer Hennessy
  2. 2. PACIFIC DATA Marketing Presented by: Jennifer Hennessy•A Graduate from Texas A&M University as a Scholar All-American Athlete in Swimming and Water Polo•MBA with an emphasis in HR Management from NationalUniversity•Over 22 years of experience as a user, project manager,and implementer of HR Software applications for variouscompanies and industries•Has a Green Belt in Six-Sigma Process that leads her tomaking sure all her projects are on track and time.
  3. 3. PACIFIC DATA Marketing Established 1993• Our staff represents over 30 years of HR/Payroll experience• We are certified in all Sage’s HR/Payroll programs• We offer HR & Payroll Consulting as well as Sage’s programs• Cross Industry, i.e. Financial, Healthcare, Manufacturing, Bio Tech, Entertainment, Non-Profit, etc.• Experience not only as Consultants but End Users as well
  4. 4. 5 Critical Reports Every Business Should Have #1 General Ledger Distribution #2: Overtime #3: Workers Compensation #4: Benefit Reports #5: Labor Allocation
  5. 5. #1 General Ledger Distribution • Wondered why general ledger reports aren’t a standard? • GL reports are complex and costly • GL not only needs to be sent from payroll to accounting but also needs to be in a report • GL are standard to payroll but each organization defines they own layout and reporting format
  6. 6. #1 General Ledger DistributionAccount Number Name Department Check Date Charge Date Check Number Debit Credit1030-000 Abbott, Doris J MLK HEALTH CENTER 6/27/2011 6/27/2011 0128156 0.00 0.001030-000 Abbott, Doris J MLK HEALTH CENTER 1/12/2007 1/6/2007 D000001 0.00 -719.881030-000 Abbott, Doris J MLK HEALTH CENTER 1/26/2007 1/20/2007 D000245 0.00 -782.541030-000 Abbott, Doris J MLK HEALTH CENTER 2/9/2007 2/3/2007 D000487 0.00 -720.661030-000 Abbott, Doris J MLK HEALTH CENTER 2/23/2007 2/17/2007 D000742 0.00 -782.541030-000 Abbott, Doris J MLK HEALTH CENTER 3/9/2007 3/3/2007 D001006 0.00 -720.661030-000 Abbott, Doris J MLK HEALTH CENTER 3/23/2007 3/17/2007 D001262 0.00 -782.541030-000 Abbott, Doris J MLK HEALTH CENTER 4/6/2007 3/31/2007 D001518 0.00 -720.661030-000 Abbott, Doris J MLK HEALTH CENTER 4/20/2007 4/14/2007 D001766 0.00 -767.071030-000 Abbott, Doris J MLK HEALTH CENTER 5/4/2007 4/28/2007 D002010 0.00 -720.661030-000 Abbott, Doris J MLK HEALTH CENTER 5/18/2007 5/12/2007 D002262 0.00 -767.071030-000 Abbott, Doris J MLK HEALTH CENTER 6/1/2007 5/26/2007 D002518 0.00 -720.661030-000 Abbott, Doris J MLK HEALTH CENTER 6/15/2007 6/9/2007 D002782 0.00 -751.601030-000 Abbott, Doris J MLK HEALTH CENTER 6/29/2007 6/23/2007 D003043 0.00 -720.661030-000 Abbott, Doris J MLK HEALTH CENTER 7/13/2007 7/7/2007 D003300 0.00 -720.661030-000 Abbott, Doris J MLK HEALTH CENTER 7/27/2007 7/21/2007 D003558 0.00 -852.321030-000 Abbott, Doris J MLK HEALTH CENTER 8/10/2007 8/4/2007 D003815 0.00 -915.791030-000 Abbott, Doris J MLK HEALTH CENTER 8/24/2007 8/18/2007 D004071 0.00 -1,161.801030-000 Abbott, Doris J MLK HEALTH CENTER 9/7/2007 9/1/2007 D004334 0.00 -720.661030-000 Abbott, Doris J MLK HEALTH CENTER 9/21/2007 9/15/2007 D004593 0.00 -767.071030-000 Abbott, Doris J MLK HEALTH CENTER 10/5/2007 9/29/2007 D004859 0.00 -720.661030-000 Abbott, Doris J MLK HEALTH CENTER 10/19/2007 10/13/2007 D005127 0.00 -817.431030-000 Abbott, Doris J MLK HEALTH CENTER 11/2/2007 10/27/2007 D005392 0.00 -720.661030-000 Abbott, Doris J MLK HEALTH CENTER 11/16/2007 11/10/2007 D005647 0.00 -720.661030-000 Abbott, Doris J MLK HEALTH CENTER 11/30/2007 11/24/2007 D005905 0.00 -751.601030-000 Abbott, Doris J MLK HEALTH CENTER 12/14/2007 12/8/2007 D006162 0.00 -720.661030-000 Abbott, Doris J MLK HEALTH CENTER 12/28/2007 12/22/2007 D006415 0.00 -752.871030-000 Abbott, Doris J MLK HEALTH CENTER 1/11/2008 1/5/2008 D006676 0.00 -746.961030-000 Abbott, Doris J MLK HEALTH CENTER 1/25/2008 1/19/2008 D006928 0.00 -777.901030-000 Abbott, Doris J MLK HEALTH CENTER 2/8/2008 2/2/2008 D007186 0.00 -746.961030-000 Abbott, Doris J MLK HEALTH CENTER 2/22/2008 2/16/2008 D007440 0.00 -777.901030-000 Abbott, Doris J MLK HEALTH CENTER 3/7/2008 3/1/2008 D007699 0.00 -746.961030-000 Abbott, Doris J MLK HEALTH CENTER 3/21/2008 3/15/2008 D007961 0.00 -777.901030-000 Abbott, Doris J MLK HEALTH CENTER 4/4/2008 3/29/2008 D008232 0.00 -746.961030-000 Abbott, Doris J MLK HEALTH CENTER 4/18/2008 4/12/2008 D008493 0.00 -755.671030-000 Abbott, Doris J MLK HEALTH CENTER 5/2/2008 4/26/2008 D008755 0.00 -777.911030-000 Abbott, Doris J MLK HEALTH CENTER 5/16/2008 5/10/2008 D009014 0.00 -746.961030-000 Abbott, Doris J MLK HEALTH CENTER 5/30/2008 5/24/2008 D009273 0.00 -777.901030-000 Abbott, Doris J MLK HEALTH CENTER 6/13/2008 6/7/2008 D009543 0.00 -746.961030-000 Abbott, Doris J MLK HEALTH CENTER 6/27/2008 6/21/2008 D009814 0.00 -777.901030-000 Abbott, Doris J MLK HEALTH CENTER 7/11/2008 7/5/2008 D010095 0.00 -746.961030-000 Abbott, Doris J MLK HEALTH CENTER 7/25/2008 7/19/2008 D010364 0.00 -777.911030-000 Abbott, Doris J MLK HEALTH CENTER 8/8/2008 8/2/2008 D010635 0.00 -753.501030-000 Abbott, Doris J MLK HEALTH CENTER 8/22/2008 8/16/2008 D010901 0.00 -772.221030-000 Abbott, Doris J MLK HEALTH CENTER 9/5/2008 8/30/2008 D011175 0.00 -732.581030-000 Abbott, Doris J MLK HEALTH CENTER 9/19/2008 9/13/2008 D011443 0.00 -746.961030-000 Abbott, Doris J MLK HEALTH CENTER 10/3/2008 9/27/2008 D011725 0.00 -732.581030-000 Abbott, Doris J MLK HEALTH CENTER 10/17/2008 10/11/2008 D012002 0.00 -810.971030-000 Abbott, Doris J MLK HEALTH CENTER 10/31/2008 10/25/2008 D012271 0.00 -758.711030-000 Abbott, Doris J MLK HEALTH CENTER 11/14/2008 11/8/2008 D012552 0.00 -732.581030-000 Abbott, Doris J MLK HEALTH CENTER 11/26/2008 11/22/2008 D012822 0.00 -724.92
  7. 7. #2: Overtime • Standard Overtime reports have “TMI” • Most standard overtime reports cater to the masses and are not simple • Most OT reports written for finance. The ideal overtime report should be a thumbnail sketch for an executive, not something in depth • OT is shown in paycheck registers and earning reports and are buried within the data • OT incurred should be reported immediately and not when someone runs a report
  8. 8. #2: Overtime
  9. 9. #3: Workers Compensation • WC auditors sets the criteria for the report format • Auditors wish to review productive hours and earnings, while others also want to see non-productive as well i.e. vacation, sick hours, bonuses, etc. • WC reports may be consolidated or broken out by company, department, job, etc. • May need to run the report by date range or go back in a point in time
  10. 10. #3: Workers Compensation
  11. 11. #4: Benefit Reports • Benefit Administrators need more than basic information i.e. Name, SSN, Premiums, Contribution, ER Match, etc. • Report criteria is specific to the provider, i.e. plan & dependent info, field length, font, file format, layout, sort order, etc. • Administrators may want to include YTD information as well as current • The report is not only for internal use and reconciliation purposes, but may also be used for electronic filing
  12. 12. #4: Benefit Reports
  13. 13. #5: Labor Allocation • Business depends on flexibility to report different rates, current and YTD hours earnings, taxes and deductions • Typically not a standard report, usually needs to be customized • Standard payroll report will spit out labor by earnings, but most companies need more info, including data organized by cost center, department, job or company • Payroll service providers do their best with standard payroll reports, but labor allocation is hard to pin down… you need a custom report
  14. 14. #5: Labor Allocation
  15. 15. Questions ???
  16. 16. OffersHave you been frustrated dealing with these reports we justdiscussed? We are happy to provide complimentary training on thereport that you need help with.Would you like a free HRMS assessment? One of our team memberswill spend 45 minutes to an hour with you reviewing your currentHuman Resource Management Systems and goals? Contact Info: PACIFIC DATA Marketing 14024 Saddlewood Drive, Poway, CA 92064 Office #: (858) 679-8555 Email: pdm@pacificdm.com

×