1 / 23

IQN Baseline Reporting Suite

IQN Baseline Reporting Suite. 6/15/2016. Hiring/business unit managers. Reports that contain information typically consumed by hiring managers. IQN Standard – Active Contractor. Data Source: Assignment Summary (Buyer Organization). General Summary:

telmer
Télécharger la présentation

IQN Baseline Reporting Suite

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. IQN Baseline Reporting Suite 6/15/2016

  2. Hiring/business unit managers • Reports that contain information typically consumed by hiring managers

  3. IQN Standard – Active Contractor • Data Source: Assignment Summary (Buyer Organization) • General Summary: • Report provides detail for all active contractors by hiring manager. Report includes total budget on the assignment and remaining budget. • Filters: • Work Order Assignment State (Free Form Text) In List “Effective;Effective - On board” • Filter Logic: 1 • Columns: • Buyer Organization Name • ID - Work Order/Assignment # • Amendment in Process # • Current Contractor Full Name • Date - Assignment Start Date • Date - Assignment Planned End Date • Work Order/Assignment State (Free Form Text) • Job Title • Rate - Regular Bill Rate • Assignment Estimated Remaining Budget Amount(Approved) • Hiring Manager Full Name • Hiring Manager Email • Location - City • Location - State • Location - Country • Supplier Organization Name

  4. IQN Standard – Active Projects • Data Source: • General Summary: • Provides detailed information on active project agreements. Including information on the total budget, the amount requested and remaining for a defined timeframe and effective headcount. • Filters: • Statement of Work Status In List “Amended and Restated;Effective;Reinstated” • (Editable) – Buyer Organization in List ___ • Filter Logic: 1 and 2 • Columns: • Buyer Organization Name • Supplier Organization Name • Date - Statement of Work: Start Date • Date - Statement of Work: End Date • Statement of Work: Name • Statement of Work # • Statement of Work: Project Number • Statement of Work: Status • Project Manager • Payment Request: Cost Allocation • Code 1 (string) • Statement of Work: Total Estimated Cost • Date - Statement of Work: Total Amount Requested To Date • Statement of Work: Remaining Amount • Standard Currency • Total Effective Assignment Headcount • Statement of Work: Supplier Project Manager

  5. IQN Standard – Contractor Spend • Data Source: Invoiced Spend Details (buyer organization) • General Summary: • Report provides detail into the amount of contractor spend run through IQN for a given timeframe. It includes details on Cost Allocation codes and rate information. • Filters: • (Editable) Date – Invoice Date for a period between ___ and ___ • (Editable) – Buyer Organization in List ___ • Filter Logic: 1 and 2 • Columns: • Buyer Organization Name • Department/Division • Hiring Manager Full Name • Job Family • Assignment/Assignment/DHA/Milestone ID# • Current Contractor Full Name • CAC1 Segment1 • CAC1 Segment2 • CAC1 Segment3 • CAC1 Segment4 • CAC1 Segment5 • Rate - Base Bill Rate ( Regular) • Total Hours • Expenditure Type • Spend - Contractor Spend • Supplier Name

  6. IQN Standard – Project Spend • Data Source: Expenditure Spend (buyer organization) • General Summary: • Provides Hiring Managers information on the Project Spend during a user specified invoice date range. • Filters: • (Editable) Date – Invoice Date for a period between ___ and ___ • (Editable) – Buyer Organization in List ___ • Filter Logic: 1 and 2 • Columns: • Buyer Organization Name • Supplier Organization Name • Statement of Work/Effective Change Request ID # • Statement of Work: Name • Statement of Work: Project Manager Full Name • Expenditure - Number • Expenditure - Type • Milestone Title • Project Payment Request - Total Amount • Spend - Invoiced Expenditure Item Spend (Buyer) • Currency Type • Cost Allocation Code 1 (string)

  7. IQN Standard – Upcoming Ends • Data Source: Assignment Summary • General Summary: Assignments coming to an end ‘For a Period’ where the period can be defined as a particular number of days out into the future. The information returned is a list of all assignments set to end during that time. • Filters: • Work Order Assignment Status = Awaiting Start Date, Effective • (Editable) Date – Assignment Planned End Date = For a period of ___ (time) • (Editable) Buyer Organization In List • Filter Logic: 1 and 2 • Columns: • Buyer Organization Name • Hiring Manager Full Name • Hiring Manager Email • ID – Work Order/Assignment # • Date – Assignment Start Date • Date – Assignment Planned End Date • Work Order/Assignment State (Free Form Text)

  8. Program sponsors • Reports typically consumed by Program Sponsors and PMO’s

  9. IQN Standard - Open Job Reqs • Data Source: Requisition (buyer organization) • General Summary: • Approved and open jobs which can actively have fulfillment work being performed on them. Information includes pertinent job details such as Hiring Manager Name and e-mail, Start Date, Job Title, Job Category and Job ID. • Filters: • Job Status = Active • (Editable) – Buyer Organization in List ___ • Filter Logic: 1 and 2 • Columns: • Buyer Organization Name • Job Family • Job Family Group • Job ID • Job Title • Date - Submitted to Supplier • Date - Job Start Date • Hiring Manager Full Name • Hiring Manager Email • Job Status • # Available Positions (Current) • # Positions (Total) • Location - City • Location - State • Location - Country

  10. IQN Standard - Contractor Ends by Reason • Data Source: Assignment Summary (buyer organization) • General Summary: • Report provides a list of all assignments that were either terminated or completed, with the associated action reason codes for the specified time period. • Filters: • Work Order Assignment Status = Completed, Terminated • (Editable) Date – Assignment Actual End Date between ____ and ____ • (Editable) – Buyer Organization in List ___ • Filter Logic: 1 and 2 and 3 • Columns: • Buyer Organization Name • Supplier Organization Name • ID - Work Order/Assignment # • Current Contractor Full Name • Date - Last Terminated/Completed Event • Date - Assignment Start Date • Date - Assignment Actual End Date(This field does not default Planned End Date) • Assignment Duration • Hiring Manager Full Name • Hiring Manager Email • Job Family • Job Title • Reason Code • Sourcing Method • Evaluation - Duties Performed as Outlined • Evaluation - Recommend for Another Position • Evaluation - Use Resource Again

  11. IQN Standard - Headcount • Data Source: Assignment Summary (buyer organization) • General Summary: • Provides headcount for a specific period of time by buyer organization, supplier, business unit or job category. • Filters: • Buyer Organization Name In List • Date – Assignment Start Date greater-than or equal ____ • Date – Assignment End Date less-than or equal ____ • Filter Logic: 1 and 2 and 3 • Columns: • Buyer Organization Name • Business Unit • Supplier Organization Name • Job Category • Worker ID

  12. IQN Standard - Unapproved Expenditures • Data Source: Approvals (buyer organization) • General Summary: • Shows all unapproved expenditures that have been submitted for approval. • Filters: • Approval Status Like “Approval Pending” • Approval Status Like “Approval in Process” • (Editable) – Buyer Organization in List ___ • Filter Logic: (1 OR 2) AND 3 • Columns: • Buyer Organization Name • Approval Supplier Organization Name • ID - Job #/Project/Payment Req/Timecard • Approval Amount • Approval Status • Approval Type • Approval Item • Date - Date Submitted for approval • Name - Current Approver • Name - Current Approver (Email) • Hiring Manager/Project Manager Full Name

  13. IQN Standard - Program Spend - Sponsor • Data Source: FO Invoicing Details (buyer organization) • General Summary: • Provides a high level roll up of spend by Buyer Org, supplier and cost allocation code. • Filters: • (Editable) Date – Invoice Date for a period between ___ and ___ • (Editable) – Buyer Organization in List ___ • Filter Logic: 1 and 2 • Columns: • Buyer Name • Supplier Name • CAC1 Segment1 • CAC1 Segment2 • CAC1 Segment3 • CAC1 Segment4 • CAC1 Segment5 • Base Amount • Invoice Currency

  14. Finance • Reports containing information typically consumed by Finance and PMO’s

  15. IQN Standard – Invoice Detail • Data Source: FO Invoicing Details (buyer organization) • General Summary: • The Invoice Detail report includes information relating to expenditures that have been invoiced through IQNavigator. Invoiced expenditures include all invoiced expenses from timecards, expenses, SOW milestone payments and Assignment Payment Requests. • Filters: • (Editable) Date – Invoice Date = Greater than ___. • (Editable) Buyer Organization In List • Filter Logic:1 and 2 • Columns: • Date - Invoice Date • IQN Invoice Number • Supplier Name • Candidate First Name • Candidate Last Name • CAC1 Segment1 • CAC1 Segment2 • CAC1 Segment3 • CAC1 Segment4 • CAC1 Segment5 • Sales Tax Amount • Supplier Reimbursement Amount • Date - Invoice Creation Date • Date - IQN Week Ending Date • Date - Supplier Organization Invoice Date • Check Amount • Date - Supplier Check Date • Assignment/Assignment/DHA/Milestone ID# • Base Reimbursement Rate • Hours - Total Timecard Hours

  16. IQN Standard - Accrual • Data Source: Expenditure Spend (buyer organization) • General Summary: • The Expenditure Spend Details data source will allow users to report on spend information for Timecards, Expenses, Assignment Payment Requests, Milestone Payment Requests and Service and Resource Rate Table Payment Request expenditures that have yet to be invoiced in IQN. • Filters: • Invoice Number Empty • (Editable) – Buyer Organization in List ___ • Filter Logic: 1 and 2 • Columns: • Contractor Full Name • Job Title • Hiring Manager Full Name • Supplier Organization Name • Assignment ID • Statement of Work/Effective Change Request ID # • Date - Assignment Start Date • Date - Assignment End Date • Currency Type • Cost Allocation Code 1 Segment 1 • Cost Allocation Code 1 Segment 2 • Cost Allocation Code 1 Segment 3 • Cost Allocation Code 1 Segment 4 • Cost Allocation Code 1 Segment 5 • Date - Expenditure Item Date • Date - Timecard Weekending Date • Expenditure - Number • Expenditure - Type • Hours - Regular Hours Worked • Rate - Bill Rate • Spend - Regular Hours Amount (buyer) • Hours - Overtime Hours Worked • Rate - OT Bill Rate • Spend - Overtime Hours Amount (buyer) • Hours - Double Time Hours Worked • Rate - DT Bill Rate • Spend - DT Hours Amount • Spend - Expenditure Item Spend (Buyer)

  17. Supplier • These reports should be created at the supplier parent and shared with all participating suppliers

  18. IQN Standard – Active SOW’s • Data Source: SOWs (Supplier Organization) • General Summary: • Filters: • Report shows all SOWs for selectable buyer organization(s) that are active. • Statement of Work: Status In List “Amended and Restated; Effective; Reinstated” • (Editable) Buyer Organization In List • Filter Logic:1 and 2 • Columns: • Statement of Work # • Statement of Work: Name • Date - Statement of Work: Start Date • Date - Statement of Work: End Date • Statement of Work: Status • Project Manager • Assigned CAM(s) • Assigned CAM(s) Email • Statement of Work: Supplier Project Manager • Statement of Work: Total Estimated Cost • Date - Statement of Work: Total Amount Requested To Date • Statement of Work: Remaining Amount

  19. IQN Standard – Matches • Data Source: Matches (Supplier Organization) • General Summary: • Shows candidate match activity for active job requisitions • Filters: • Job Status = Active. • Filter Logic:1 • Columns: • Job ID • Job Category • Date - Job Start Date • Date - Submitted to Supplier • Job Title • Location - City • Location - State • Date - Candidate Submitted by Supplier • Current Contractor Full Name • Time to Submit Candidate • Match Submitted By (Full Name) • Match Status • Supplier Metrics - # Positions Available to Supplier (By Tiering) • Supplier Metrics - Total Positions Filled by Supplier • # Positions Filled (Total)

  20. IQN Standard – Active Contractors • Data Source: Assignment Summary (supplier organization) • General Summary: • Shows assignment information for all active assignments. • Filters: • Work Order/Assignment State (like) effective • Work Order/Assignment State (like) effective-on boarded • Filter Logic:1 or 2 • Columns: • Buyer Organization Name • ID - Work Order/Assignment # • Current Contractor Last Name • Current Contractor First Name • Unique Resource ID • Current Contractor Email • Date - Assignment Start Date • Date - Assignment Planned End Date • SAR Full Name • Work Order/Assignment State (Free Form Text) • Supplier Organization Name • Location - Attribute 1 • Cost Allocation Code 1 Segment 1 • Cost Allocation Code 1 Segment 2 • Cost Allocation Code 1 Segment 3 • Cost Allocation Code 1 Segment 4 • Cost Allocation Code 1 Segment 5 • Cost Allocation Code 2 Segment 1 • Cost Allocation Code 2 Segment 2 • Cost Allocation Code 2 Segment 3 • Cost Allocation Code 2 Segment 4 • Cost Allocation Code 2 Segment 5 • Job Title

  21. IQN Standard – Missing Timecards • Data Source: Enhanced Time Entry (Missing Timecards) (supplier organization) • General Summary: • To report on a weekly basis all timecards showing in system as “missing” - includes SAR information for follow up regarding unentered timesheets • Filters: • (Editable) Date – Week Ending Date= For a period ___. • (Editable) Buyer Organization In List • Filter Logic:1 and 2 • Columns: • Unique Resource ID • Contractor First Name • Contractor Last Name • Date - Start Date • Date - Assignment End Date • Buyer Firm (Buyer Organization Name) • Supplier Organization Name • Current Contractor Email • ID - Work Order/Assignment # • Date - Week Ending Date • Supplier Accounting Representative • SAR Email • Work Location

  22. IQN Standard – Open Jobs • Data Source: Requisition (supplier organization) • General Summary: • Approved and open jobs which can actively have fulfillment work being performed on them. Information includes pertinent job details such as Start Date, Job Title, Job Category and Job ID. • Filters: • Job Status = Active • (Editable) Buyer Organization In List • Filter Logic:1 and 2 • Columns: • Job Category • Job ID • Job Title • Date - Submitted to Supplier • Date - Job Start Date • Job Status • Location - City • Location - State • Location - Country • # Available Positions (Total) • # Positions (Total) • Supplier Metrics - Maximum # Candidates Submitted by Supplier(By Job/Position

  23. IQN Standard – Invoice Reconciliation Report • Data Source: FO Invoicing Details (supplier organization) • General Summary: • This report will provide you with the information needed to reconcile payment. • Filters: • (Editable) Date – Invoice Date = ___. • (Editable) Buyer Organization In List • Filter Logic:1 and 2 • Columns: • Date - Invoice Date • Invoice Number • Expenditure Number • Expenditure Type • Rate Name • Hours - Total Timecard Hours • Hours - Regular Hours Worked • Hours - Overtime Hours Worked • Hours - Double Time Hours Worked • Rate - Reg Reimbursement Rate • Rate - OT Reimbursement Rate • Rate - DT Reimbursement Rate • Supplier Reimbursement Amount • Sales Tax Amount

More Related