Birthday and Anniversary

Generates a list of all customers with a birthday or service anniversary (based on the Hire Date field) within your defined date range.

Crystal Report

Employee Loss

Generates a list of all schedules that have been cancelled or rescheduled within your selected date range. Also includes the employee who serviced the customer before the schedule was cancelled or rescheduled so that you can identify problematic schedules along with the employees who are losing customers.

Crystal Report

Employee Payroll Summary

Displays all pay for all employees within the date range (based on the date you select when creating a paycheck). If a payroll item has not yet been included on a paycheck, it will not appear in this report. Other information that appears on this report includes:

• Employee Name. All employees with at least one paycheck in the date range will appear.

• Pay Types. The amount of payment for each payment type will appear in its own column. Payment types are salary, hourly pay, commissionable pay, flat fees, tips, and miscellaneous pay.

• Total Pay. The total payment for each employee in the date range.

• Grand Totals. The totals for every payment type, and total pay for all employees in the date range, appears at the bottom of the report.

Tip: Once run, you can take the information from this report and input it into your accounting package, where you can deduct taxes, etc. from it and generate the actual paycheck. You can do this in two ways:

1. Export this gross pay to another format and import it into your accounting package. For details, read the Exporting Report Data section.

2. Manually enter the gross pay for each employee into your accounting package.

Crystal Report

Job/Task/
Adjustment History

Displays all jobs, tasks, and adjustments in the selected date range. This report was known as the Payroll report in versions of ServiceCEO before 6.0.

Crystal Report

Listing

Generates a listing of all current employees, including the employee’s name, SSN, title, home phone, work phone and e-mail address.
The Reservice Rate is the amount of times an employee has worked on a job that has generated a reservice divided by the number of jobs the employee has worked on. The three numbers in the report column show the percentage for three time periods:

• The last 90 days

• The last year

• All jobs for the employee

Note: A reservice is created by clicking the Re-do button on the customer's Jobs tab.

The Rank column's value is determined by adding up all the note ranks on the employee's Personnel File tab. Each note has a rank associated with it when it is created, that is stored on the employee's personnel file. The three numbers in the report column show the employee’s rank for three time periods:

• The last 90 days

• The last year

• All jobs for the employee

Active Report

Mailing Label

Prints mailing labels for your employees. If you do not filter the report, ServiceCEO will print labels for all employees in the list.

Active Report

Notes

Based on the contents of an employee’s Personnel File tab, the Notes report can be run for all employees, a select employee and/or for a specific note type.

Crystal Report

Paycheck

Summarizes the employee's paycheck(s) in the defined date range, details the paid jobs and tasks, and its corresponding monetary information. Designed so you can easily export this information into a third party accounting application if necessary.

Crystal Report