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5 Critical Reports Every
 Business Should Have
           Presented by


      PACIFIC DATA Marketing
        HR/HRMS Consultant
        Jennifer Hennessy
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 National
University

•Over 22 years of experience as a user, project manager,
and implementer of HR Software applications for various
companies and industries

•Has a Green Belt in Six-Sigma Process that leads her to
making sure all her projects are on track and time.
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
5 Critical Reports Every Business Should Have


 #1 General Ledger Distribution

 #2: Overtime

 #3: Workers Compensation

 #4: Benefit Reports

 #5: Labor Allocation
#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
#1 General Ledger Distribution
Account Number   Name                  Department            Check Date   Charge Date   Check Number   Debit       Credit
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   6/27/2011    6/27/2011     0128156         0.00        0.00
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   1/12/2007    1/6/2007      D000001         0.00     -719.88
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   1/26/2007    1/20/2007     D000245         0.00     -782.54
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   2/9/2007     2/3/2007      D000487         0.00     -720.66
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   2/23/2007    2/17/2007     D000742         0.00     -782.54
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   3/9/2007     3/3/2007      D001006         0.00     -720.66
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   3/23/2007    3/17/2007     D001262         0.00     -782.54
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   4/6/2007     3/31/2007     D001518         0.00     -720.66
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   4/20/2007    4/14/2007     D001766         0.00     -767.07
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   5/4/2007     4/28/2007     D002010         0.00     -720.66
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   5/18/2007    5/12/2007     D002262         0.00     -767.07
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   6/1/2007     5/26/2007     D002518         0.00     -720.66
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   6/15/2007    6/9/2007      D002782         0.00     -751.60
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   6/29/2007    6/23/2007     D003043         0.00     -720.66
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   7/13/2007    7/7/2007      D003300         0.00     -720.66
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   7/27/2007    7/21/2007     D003558         0.00     -852.32
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   8/10/2007    8/4/2007      D003815         0.00     -915.79
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   8/24/2007    8/18/2007     D004071         0.00   -1,161.80
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   9/7/2007     9/1/2007      D004334         0.00     -720.66
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   9/21/2007    9/15/2007     D004593         0.00     -767.07
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   10/5/2007    9/29/2007     D004859         0.00     -720.66
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   10/19/2007   10/13/2007    D005127         0.00     -817.43
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   11/2/2007    10/27/2007    D005392         0.00     -720.66
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   11/16/2007   11/10/2007    D005647         0.00     -720.66
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   11/30/2007   11/24/2007    D005905         0.00     -751.60
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   12/14/2007   12/8/2007     D006162         0.00     -720.66
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   12/28/2007   12/22/2007    D006415         0.00     -752.87
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   1/11/2008    1/5/2008      D006676         0.00     -746.96
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   1/25/2008    1/19/2008     D006928         0.00     -777.90
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   2/8/2008     2/2/2008      D007186         0.00     -746.96
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   2/22/2008    2/16/2008     D007440         0.00     -777.90
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   3/7/2008     3/1/2008      D007699         0.00     -746.96
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   3/21/2008    3/15/2008     D007961         0.00     -777.90
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   4/4/2008     3/29/2008     D008232         0.00     -746.96
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   4/18/2008    4/12/2008     D008493         0.00     -755.67
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   5/2/2008     4/26/2008     D008755         0.00     -777.91
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   5/16/2008    5/10/2008     D009014         0.00     -746.96
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   5/30/2008    5/24/2008     D009273         0.00     -777.90
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   6/13/2008    6/7/2008      D009543         0.00     -746.96
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   6/27/2008    6/21/2008     D009814         0.00     -777.90
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   7/11/2008    7/5/2008      D010095         0.00     -746.96
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   7/25/2008    7/19/2008     D010364         0.00     -777.91
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   8/8/2008     8/2/2008      D010635         0.00     -753.50
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   8/22/2008    8/16/2008     D010901         0.00     -772.22
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   9/5/2008     8/30/2008     D011175         0.00     -732.58
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   9/19/2008    9/13/2008     D011443         0.00     -746.96
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   10/3/2008    9/27/2008     D011725         0.00     -732.58
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   10/17/2008   10/11/2008    D012002         0.00     -810.97
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   10/31/2008   10/25/2008    D012271         0.00     -758.71
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   11/14/2008   11/8/2008     D012552         0.00     -732.58
1030-000         Abbott,   Doris   J   MLK HEALTH   CENTER   11/26/2008   11/22/2008    D012822         0.00     -724.92
#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
#2: Overtime
#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
#3: Workers Compensation
#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
#4: Benefit Reports
#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
#5: Labor Allocation
Questions ???
Offers
Have you been frustrated dealing with these reports we just
discussed? We are happy to provide complimentary training on the
report that you need help with.

Would you like a free HRMS assessment? One of our team members
will spend 45 minutes to an hour with you reviewing your current
Human Resource Management Systems and goals?

      Contact Info:
      PACIFIC DATA Marketing
      14024 Saddlewood Drive, Poway, CA 92064
      Office #: (858) 679-8555
      Email: pdm@pacificdm.com

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5 reports ever co needs(1)

  • 1. 5 Critical Reports Every Business Should Have Presented by PACIFIC DATA Marketing HR/HRMS Consultant Jennifer Hennessy
  • 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 National University •Over 22 years of experience as a user, project manager, and implementer of HR Software applications for various companies and industries •Has a Green Belt in Six-Sigma Process that leads her to making sure all her projects are on track and time.
  • 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. 5 Critical Reports Every Business Should Have #1 General Ledger Distribution #2: Overtime #3: Workers Compensation #4: Benefit Reports #5: Labor Allocation
  • 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. #1 General Ledger Distribution Account Number Name Department Check Date Charge Date Check Number Debit Credit 1030-000 Abbott, Doris J MLK HEALTH CENTER 6/27/2011 6/27/2011 0128156 0.00 0.00 1030-000 Abbott, Doris J MLK HEALTH CENTER 1/12/2007 1/6/2007 D000001 0.00 -719.88 1030-000 Abbott, Doris J MLK HEALTH CENTER 1/26/2007 1/20/2007 D000245 0.00 -782.54 1030-000 Abbott, Doris J MLK HEALTH CENTER 2/9/2007 2/3/2007 D000487 0.00 -720.66 1030-000 Abbott, Doris J MLK HEALTH CENTER 2/23/2007 2/17/2007 D000742 0.00 -782.54 1030-000 Abbott, Doris J MLK HEALTH CENTER 3/9/2007 3/3/2007 D001006 0.00 -720.66 1030-000 Abbott, Doris J MLK HEALTH CENTER 3/23/2007 3/17/2007 D001262 0.00 -782.54 1030-000 Abbott, Doris J MLK HEALTH CENTER 4/6/2007 3/31/2007 D001518 0.00 -720.66 1030-000 Abbott, Doris J MLK HEALTH CENTER 4/20/2007 4/14/2007 D001766 0.00 -767.07 1030-000 Abbott, Doris J MLK HEALTH CENTER 5/4/2007 4/28/2007 D002010 0.00 -720.66 1030-000 Abbott, Doris J MLK HEALTH CENTER 5/18/2007 5/12/2007 D002262 0.00 -767.07 1030-000 Abbott, Doris J MLK HEALTH CENTER 6/1/2007 5/26/2007 D002518 0.00 -720.66 1030-000 Abbott, Doris J MLK HEALTH CENTER 6/15/2007 6/9/2007 D002782 0.00 -751.60 1030-000 Abbott, Doris J MLK HEALTH CENTER 6/29/2007 6/23/2007 D003043 0.00 -720.66 1030-000 Abbott, Doris J MLK HEALTH CENTER 7/13/2007 7/7/2007 D003300 0.00 -720.66 1030-000 Abbott, Doris J MLK HEALTH CENTER 7/27/2007 7/21/2007 D003558 0.00 -852.32 1030-000 Abbott, Doris J MLK HEALTH CENTER 8/10/2007 8/4/2007 D003815 0.00 -915.79 1030-000 Abbott, Doris J MLK HEALTH CENTER 8/24/2007 8/18/2007 D004071 0.00 -1,161.80 1030-000 Abbott, Doris J MLK HEALTH CENTER 9/7/2007 9/1/2007 D004334 0.00 -720.66 1030-000 Abbott, Doris J MLK HEALTH CENTER 9/21/2007 9/15/2007 D004593 0.00 -767.07 1030-000 Abbott, Doris J MLK HEALTH CENTER 10/5/2007 9/29/2007 D004859 0.00 -720.66 1030-000 Abbott, Doris J MLK HEALTH CENTER 10/19/2007 10/13/2007 D005127 0.00 -817.43 1030-000 Abbott, Doris J MLK HEALTH CENTER 11/2/2007 10/27/2007 D005392 0.00 -720.66 1030-000 Abbott, Doris J MLK HEALTH CENTER 11/16/2007 11/10/2007 D005647 0.00 -720.66 1030-000 Abbott, Doris J MLK HEALTH CENTER 11/30/2007 11/24/2007 D005905 0.00 -751.60 1030-000 Abbott, Doris J MLK HEALTH CENTER 12/14/2007 12/8/2007 D006162 0.00 -720.66 1030-000 Abbott, Doris J MLK HEALTH CENTER 12/28/2007 12/22/2007 D006415 0.00 -752.87 1030-000 Abbott, Doris J MLK HEALTH CENTER 1/11/2008 1/5/2008 D006676 0.00 -746.96 1030-000 Abbott, Doris J MLK HEALTH CENTER 1/25/2008 1/19/2008 D006928 0.00 -777.90 1030-000 Abbott, Doris J MLK HEALTH CENTER 2/8/2008 2/2/2008 D007186 0.00 -746.96 1030-000 Abbott, Doris J MLK HEALTH CENTER 2/22/2008 2/16/2008 D007440 0.00 -777.90 1030-000 Abbott, Doris J MLK HEALTH CENTER 3/7/2008 3/1/2008 D007699 0.00 -746.96 1030-000 Abbott, Doris J MLK HEALTH CENTER 3/21/2008 3/15/2008 D007961 0.00 -777.90 1030-000 Abbott, Doris J MLK HEALTH CENTER 4/4/2008 3/29/2008 D008232 0.00 -746.96 1030-000 Abbott, Doris J MLK HEALTH CENTER 4/18/2008 4/12/2008 D008493 0.00 -755.67 1030-000 Abbott, Doris J MLK HEALTH CENTER 5/2/2008 4/26/2008 D008755 0.00 -777.91 1030-000 Abbott, Doris J MLK HEALTH CENTER 5/16/2008 5/10/2008 D009014 0.00 -746.96 1030-000 Abbott, Doris J MLK HEALTH CENTER 5/30/2008 5/24/2008 D009273 0.00 -777.90 1030-000 Abbott, Doris J MLK HEALTH CENTER 6/13/2008 6/7/2008 D009543 0.00 -746.96 1030-000 Abbott, Doris J MLK HEALTH CENTER 6/27/2008 6/21/2008 D009814 0.00 -777.90 1030-000 Abbott, Doris J MLK HEALTH CENTER 7/11/2008 7/5/2008 D010095 0.00 -746.96 1030-000 Abbott, Doris J MLK HEALTH CENTER 7/25/2008 7/19/2008 D010364 0.00 -777.91 1030-000 Abbott, Doris J MLK HEALTH CENTER 8/8/2008 8/2/2008 D010635 0.00 -753.50 1030-000 Abbott, Doris J MLK HEALTH CENTER 8/22/2008 8/16/2008 D010901 0.00 -772.22 1030-000 Abbott, Doris J MLK HEALTH CENTER 9/5/2008 8/30/2008 D011175 0.00 -732.58 1030-000 Abbott, Doris J MLK HEALTH CENTER 9/19/2008 9/13/2008 D011443 0.00 -746.96 1030-000 Abbott, Doris J MLK HEALTH CENTER 10/3/2008 9/27/2008 D011725 0.00 -732.58 1030-000 Abbott, Doris J MLK HEALTH CENTER 10/17/2008 10/11/2008 D012002 0.00 -810.97 1030-000 Abbott, Doris J MLK HEALTH CENTER 10/31/2008 10/25/2008 D012271 0.00 -758.71 1030-000 Abbott, Doris J MLK HEALTH CENTER 11/14/2008 11/8/2008 D012552 0.00 -732.58 1030-000 Abbott, Doris J MLK HEALTH CENTER 11/26/2008 11/22/2008 D012822 0.00 -724.92
  • 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
  • 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
  • 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
  • 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
  • 16. Offers Have you been frustrated dealing with these reports we just discussed? We are happy to provide complimentary training on the report that you need help with. Would you like a free HRMS assessment? One of our team members will spend 45 minutes to an hour with you reviewing your current Human Resource Management Systems and goals? Contact Info: PACIFIC DATA Marketing 14024 Saddlewood Drive, Poway, CA 92064 Office #: (858) 679-8555 Email: pdm@pacificdm.com