Insights

The Insights module (formerly, the Reporting module) is represented by the graph icon and includes all the reports within the system, along with advanced dashboards and graphs to measure and track key performance metrics.

Insights / Advanced Business Intelligence / Insights How to Download and Format the ADP Payroll Data Report

After downloading the ADP Payroll Data report, users may need to re-format the export to arrange the columns in their account-specific required order before importing to ADP.

To download the ADP Payroll Data report:

  1. Navigate to the Insights module and select Staff Management
  2. Click the ADP Payroll Data Report
  3. Click the ellipses on the right-hand side of the report
  4. Select Download and CSV file

To format the ADP Payroll Data report after exporting:

  1. Shift any columns that are out of order to their required placement on the template. This ensures the import is not rejected by ADP.
  2. Add in additional data, such as bonus pay, PTO, and time owed.
  3. Insert any needed empty columns where needed (i.e. Earnings 3 Code and Amount).

Please note:

  • ABI data is updated once nightly. Please ensure all necessary audits, adjustments, and/or updates are completed prior to the nightly update for accurate reporting when running the export.

Insights / Advanced Business Intelligence / Insights How to Filter the ADP Payroll Data Report

To filter the data in the ADP Payroll Data report:

  1. Navigate to the Insights module and select Staff Management
  2. Click the ADP Payroll Data Report
  3. Filter on the Payroll Run Date
  4. Select a single “Payroll Run Date,” which is the Creation Date of that payroll run. Use the additional filters “Day the Payroll Run Started” and/or the “Payroll ID” to confirm the report is filtering for the needed data. The Payroll ID is an auto-generated number for each payroll run.

Insights / Advanced Business Intelligence / Insights How to Set up and Run the ADP Payroll Data Report

The ADP Payroll Data report uses the parent-child schema in the service code label relationship. This requires an organization’s adherence to the following data protocols for the export to run properly. 

To set up the ADP Payroll Data report:

  1. Navigate to the Insights module and select Staff Management
  2. Click the ADP Payroll Data Report
  3. Users need to designate parent service codes with the exact parent label name (quotations should be removed from names).
    • “ADP Hours 3 Codes” as the first parent label name.
    • “ADP Mileage Code” as the second parent label name. 
    • Only appropriate types of labels should be in the organization’s parent label parent-child relationship. The report will collect data for any labels under these parent labels.
  4. Organizations must avoid using multiple labels from the same designated parent-label type on the same payroll item. If multiple “ADP Hour 3 Codes” labels are applied to the same payroll item, the item will not aggregate multiple times and the user cannot choose which Hour 3 Codes label is used.

    • Please note, users should utilize the exact text of the above parent labels (e.g., no added spaces).

3. Once setup is complete, run payroll for the applicable period.

4.  In order for drive time to reflect properly for the current day, organizations need to use a separate drive time service code with the appropriate “ADP Hours 3 Codes” label.

5. If the “Drive Info” (Hours and Mins) section of the timesheet for drive time is being utilized, those drive time hours will not reflect on the report, but will count as part of the overtime calculation.

    • Please note:
      • All drive time needs to be captured one time using a drive time service code.
      • Mileage pulls from the “Drive Info” (Miles) section of the timesheet. To reflect mileage on the report, add the appropriate “ADP Mileage Code” service code child label. The service code can have one child label from both the “ADP Hours 3 Codes” and “ADP Mileage Code” groups.

Insights Assigning Permissions to the Insights Module Reports and Dashboards

Users with the (Settings > Designer Seat Management) permission can assign levels of access to dashboards and reports in the “Settings” section of the Insights module based on individual or group permissions. 

Advanced Business Intelligence (ABI) report ownership can only be transferred from the owner or organization account to an individual, not a group, that also has the (Settings > Designer Seat Management) permission enabled. Report access can be applied to individuals or permission groups by searching for the report and selecting “Give Access”.

ABI report ownership can only be transferred from the owner or organization account to an individual, not a group. Owner access can only be granted to users with Designer Seat permissions. Report access can be applied to individuals or permission groups by searching for the report and selecting “Give Access”. 

To assign users permissions to access the Insights module reports and dashboards:

  1. Navigate to the Insights module and select Settings
  2. Click the Users tab
  3. Search for the individual or permission group to give access to and click Manage Permissions
  4. Enter the name of the report in Add report and then click Give Access
  5. To change the level of access the user has to a report, click the drop-down next to the report and select one of the following options:
    • Owner: makes a new user the owner of the report.
    • Viewer: view-only level access to the report. All added users are given Viewer-level access by default.
    • Remove: removes user access to the report.

Insights KPI Settings Explained

The Staff Capacity dashboard allows organizations to maintain staff retention rates by allowing employees with certain permissions to input the amount of hours they want to work each month. Admins can then view if employees are reaching their targets in the Staff Capacity dashboard.

Employees must have these Human Resources permissions:

  • Settings > Manage Employees
    • The x grey box should turn to a green checkmark

After setting up permissions:

  1. Navigate to the Human Resources module and click Employees
  2. Click on the employee and then KPI settings
  3. You will see two options
    • Target Billable Hours: organizations can Enter adjustment and input the amount of hours they want the employee to work each month
    • Employee Requested Hours: employees can Enter adjustment and input the amount of hours they want to work each month
  4. Click Save

Click here to learn how to view the Staff Capacity dashboard.

Click here to learn how to store other employee information.

Insights Downloading a Dashboard

Administrators can download and save a copy of each dashboard as either an Excel or CSV file.

To save a copy:

  1. Navigate to the  Insights module and click Insights Home
  2. Select any dashboard
  3. Click the download icon on the right-hand side
  4. Choose either Export Excel or Export CSV and the file will be downloaded to your computer