Blackpurl

This article will go through the Technician Productivity Reports which include:

• Payroll Hours 
  
  
• Technician Hours 
  
  
•  Technician Performance

Prerequisite

For Blackpurl to have the required information to prepare these reports, Job Clocking and Payroll Clocking must be setup in the system and must be used by the Dealership

To setup Job Clocking and Payroll Clocking, please review our article - Payroll Clocking and Job Clocking Setup 

Understanding how to use Payroll Clocking and Job Clocking, please review the following articles:

How to run Technician Productivity Reports

To run these reports:

1. From the Blackpurl Header > click Reporting > Reports

2. From Common Search > click on the report you want - Payroll Hours / Technician Hours / Technician Performance 

Each report will automatically default to certain parameters ie Last 7 Days for all Technicians and columns 

If you want to learn more about reports ie how to export, print, changing columns, changing parameters etc, please review our article - Reporting Tips - Totals / Changing Columns / Changing Parameters / Exporting Search Results

Payroll Hours Report 

• This reports on Payroll Clocking hours and will default to show all payroll clocking staff with the parameters of Last 7 Days  and columns as listed below 

• It is recommended that this report is reviewed on a regular basis to pick up any Payroll Clocking IN / OUT errors

• Are staff clocking in/out correctly?  Are they making mistakes ie not clocking out at the right time etc that need to be fixed?

• Should you find any Payroll Clocking errors that need to be fixed, please review our article - How to Manage Payroll Clocking 

Technician Hours Report  

• This reports on Job Clocking hours by Technicians - depending on the parameters used ie date range / specific technician etc

• The report will default with the filters ALL Technicians and Last 7 Days with the columns as below

• It is recommended that this report is reviewed on a regular basis to pick up any Job Clocking IN / OUT errors
  
  For example a Technician may not have Job Clocked out of a job correctly or forgotten to job clock off

• Should you find any Job Clocking errors that need to be fixed, please review our article - How to Manage or Change Job Clocking on a Service Job 

Technician Performance Report

• This will report on the Productivity / Proficiency / Efficiency of your Technicians using the data collected from Job Clocking / Payroll Clocking / Hours Invoiced

• The result of the report will depend on the filters used ie date range / specific Technicians etc and the accuracy of your staff clocking in / out of Job Clocking and Payroll Clocking

This is the default setup for the Technician Performance Report

A.	List of Technicians that meet the report filters
B.	Hours Worked - this information comes from Payroll Clocking  How long each Technician has been Payroll Clocked On and available for work
C.	Hours Clocked On - this information comes from Job Clocking The total amount of hours the Technicians have been Job Clocked onto Service Jobs
D.	Productivity - is calculated by comparing the No. Hours Clocked (Job Clocked onto Service Jobs) vs No. of Hours Worked  (Payroll Clocking) In our example below, you can see the Technician Cathy Price was Payroll Clocked in for 7.59 hours (Hours Worked) but she only Job Clocked on to Service Jobs (Hrs Clocked On) for a total of 5.3 6hours of that time (5.36 hours divided by 7.59 hours) x 100% to get 70.62% productivity rating  The following questions would be raised: - What was she doing for the other 2.23 hours (7.59 hours less 5.36 hours)? - Is the Job Clocking incorrect ie the technician didn't job clock onto other jobs when they should have? - Is the Payroll Clocking incorrect ie the Technician didn't clock off correctly?
E.	Clocked Hours Invoiced - Lists of hours on Customer Orders that have been billed / invoiced
F.	Clocked Hours WIP - List of Work In Process (WIP) hours that could be invoiced out.  In our example below, you can see Technician Cathy Price Job Clocked for a total of 5.36 hours.  Out of the 5.36 hours, the dealership invoiced 1.32 hours out to customers This leaves 4.04 hours WIP still left to be charged out (5.36 hours less 1.32 hours = 4.04 hours)
G.	Invoice Hrs - Amount actually billed out on the Customer Orders from the Hours Clocked In our example below, you can see Technician Cathy Price, Job Clocked Hours Invoices was 1.32 hours but the dealership actually Invoiced 2.3 hours instead
H.	Invoice Hrs WIP - How much additional WIP was billed out to customers on the date range For our example below, you can see the dealership also billed out an additional 13.56 hours this particular day
I.	Efficiency - is calculated by comparing the Clocked Hours Invoiced vs Invoiced Hours (including WIP) For our example below, you can see the (Invoice Hours + Invoice Hours WIP) / Hours Clocked x 100% will give you Efficiency % (2.30 hours + 13.66 hours) / 5.36 hours  x 100% = 295.90% Efficiency
J.	Proficiency - is calculating by comparing the billed invoiced hours divided by available hours (Payroll Clocking) In our example below, you can the (Invoice Hours & Invoice Hours WIP / Hours Worked x 100% will give you your Proficiency % (2.30 hours + 13.66 hours) / 7.59hours x 100% = 208.95% Proficient
K.	Paused Hours - How many hours has the Technician recorded as being paused

Keep in mind that the Technician Performance report does not represent the hours that were invoiced out on a certain day or date range 

To get that information, run an Open Service Job report.  This is the link to the relevant report - Reporting - Open Service Jobs

But you will need to change the parameters for Status = Invoiced and indicate the same date range that you ran the Technician Performance report for