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Employee Activity By Item Report

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The Employee Activity By Item Report evaluates the work done by an employee for individual inventory items or services sold. Broken down by employee, the report shows the employee’s productivity for a specific position in terms of gross sales and the sale of individual items and services. The sales figures include the following:

  • Total number of hours an employee worked for the report period
  • Total number of tickets on which the employee worked for tracked inventory items for the report period
  • Total sales amount for each category (by employee position) that contains tracked items
  • Total sales amount grand total (by employee position) for all tracked items
Note: In order to show the employee position descriptions on this report, you must set them up in the Employee Tracking By Inventory Item field on screen 4 of the Center Control File. For each inventory item you want to track, you must type Y in the Employee Tracking field on the Set Up Inventory Items screen for each inventory item you set up. You also need to specify on this screen the number of employees in the # Employees field that you want to track for this inventory item. You can also set up this information for all inventory items within a category from the Global Inventory Changes screen (1-7-6-3).

Sales are broken down into individual service and inventory item, showing the following figures:

  • Count of an item sold by the employee
  • Total dollars for sales of the item
  • Percent of the employee’s tickets that included the item sold by an employee
  • Dollar amount per car for the total number of tickets the employee worked on with tracked items

Printing the Report

  1. On the Main Menu, select Lubrication Menu.
  2. Select Employee Menu (5).
  3. Select Other Employee Reports Menu (3).
  4. Select Employee Activity By Item Rpt (1) to receive the Employee Activity By Item Report Control Screen.
  5. Use the following field definitions to create a report according to your needs. These definitions will help you decide how to fill in the low and high parameters on this screen.
Field Definition
Date Select the date or range of dates you want this report to cover by typing the beginning date in the Low field and ending date in the High field. If you leave this field blank, it defaults to today’s date.
Employee Type the employee ID or range of employee IDs you want to print in the Low and High fields. If you only select one employee, type the employee ID in both fields. Leave blank to print all employees.
Category Type the category or range of categories you want to print in the Low and High fields. If you only select one category, type the category in both fields. Leave blank to print all categories.
  1. Fill in the rest of the report control parameters, explained in the article Report Control Screens. Press [F7] to start the Employee Activity By Item Report. When the processing is complete, you return to the Other Employee Reports Menu.

You can also set up this report on the Set Up Closing Processes screen (1-6-3) to print during closing processes.

Report Contents

Callout Item Description
1 Date Range Range of dates for the report information.
2 Employee Name and ID of the employee whose activity is reported.
3 Employee Hours Total number of hours an employee worked during the date range.
4 Total # of Tickets Total number of tickets on which an employee sold tracked services and/or inventory items.
5 Category, Item Inventory category, followed by the items set up in each category for which employee activity is reported.
6 Position Position for employee tracking that the employee worked on during the date range. Statistics are shown for up to three positions.
7 # Number of tickets the employee completed in this position that included a tracked service or inventory item.
8 $ Total revenue for this item and position.
9 % Percent of employee’s tickets for this position that included a tracked service or inventory item.

% = #  / Total # of Tickets * 100
10 $/Car Average charge per vehicle tracked by employee ID and position for this item.

$/Car = $ / Total # of Tickets
11 Category Total Total of sales information for services and inventory items within a particular category.
12 Grand Total Total of sales information for each employee in each position for the specified date range.

Recommendations for Using This Report

This report helps you monitor employee performance. You can use it to gauge an employee’s overall effectiveness and to watch it for changes over time. You can compare an employee’s productivity by position worked. It also provides an easy way to get the information you need to help calculate employee commissions and other incentive programs.

Beyond the Basics

The Employee Activity By Item Report provides information that can help improve employee performance. For example, the information in this report can be used to calculate merit bonuses or other incentive programs. This report can be part of an individual employee evaluation. It can indicate where a commendation is in order. You may detect areas where you would like to encourage an individual employee to improve or where you think more training would be appropriate.

By comparing productivity among your employees, you can get a better sense of what is to be expected from each individual. You can also identify areas where you would like to see improvement on the whole. For related information, see the Employee Productivity Report and the Employee Commission Report.