Terms

Meaning

Extra Notes

Transaction Id

Unique identifier of the transaction consolidated in the report.

Maps to payroll/AR transaction; useful for audits.

Company Id

Identifier of the tenant company that owns the transaction.

Used to group company totals.

Company

Tenant company name.

Shown as company in the report.

Company Alias

Short name/alias of company.

Used in header/logo grouping.

Office

Office/branch name.

Filtered by selected offices.

Office Id

Office identifier.

Used for user access checks.

Total Pay Hours

Sum of payable hours.

May be 0 if no hours in range.

Total Bill Hours

Sum of billable hours.

Used to compute GP per billed hour.

Bill Amount

Billed amount before discounts/adjustments.

Aggregated in totals.

DH Fee

Direct Hire fee.

Derived from transaction items or DH Fee field.

GP Adjustment (Bill)

Bill‑side GP adjustments.

Included in gPBill.

Discount

Customer discount amount.

Reduces gPBill.

Charge

Additional charge/markup.

Increases gPBill.

Gross Wages

Gross wages plus agency cost (per SP).

Includes Agency Cost for contractors.

Gross Wages (Employees)

Employee‑only gross wages.

0 for contractors.

GP Adjustment (Pay)

Pay‑side GP adjustments.

Affects costs side.

Agency Cost

Cost applicable to contractors.

0 for employees.

Employer Taxes

Employer tax burden.

Sourced from payroll calc.

WC Cost

Workers’ compensation cost.

Derived from WC code/rates.

GP Adjustment (Cost)

Other cost‑side GP adjustments.

Adds to costs.

Burden

Overhead/burden cost.

Part of cost stack.

Employer Contributions

Employer benefit contributions.

Shown as ER Contribution.

Gross Profit

Computed gross profit for record.

Used in KPIs and per‑hour metric.

GP per Billed Hour

Gross Profit / Bill Hours.

0 when Bill Hours = 0.

GP Bill Base

Sales + Charge – Discount + GP Adj Bill.

Used as denominator for GP%.

GP %

Gross Profit / gPBill.

0 when gPBill = 0.

Payroll Cost

Total payroll cost.

Sum of wages, taxes, WC, etc.

Billed Amount

Alias of Sales in output context.

Shown in detail section.

Sales

Sales amount.

Used in totals.

Total Bill

Transaction total billed.

Aggregated at company and grand total.

Total Pay

Transaction totals pay.

Aggregated at company and grand total.

No. of Customer

Distinct customers count in scope.

Company/grand totals only.

User Type Person

Person name for selected user type/level.

Updated per Assignment/Customer/Job/Transaction level.

User Type Person Id

Identifier of the user type person.

Filtered when specific users selected.

Customer Id

Customer identifier (rolled‑up if enabled).

Used for grouping.

Customer

Customer name (rolled‑up if enabled).

Matches Organization entity.

Department

Department under the customer.

From Organization record.

Job Type

Job type name.

Filtered when Job Type parameter selected.

Job Type Id

Job type list item id.

Used for filtering.

WC Code

Workers’ compensation code.

From transaction/job.

WC Code Id

Workers’ compensation code id.

For reference.

Employee

Employee name.

From Person.

Employee Id

Employee identifier.

Useful for support references.

Assignment Id

Assignment identifier.

Links to assignment records.

Job Id

Job identifier.

Links to job record.

Reimbursement

Reimbursement amount.

Included in totals.

Deduction

Deduction amount.

Included in totals.

Adjustment Bill

Billing adjustment amount.

Included in totals.

Sales Tax

Sales tax amount.

Included in totals.

Return Type

Why this assignment is listed (Active, Started, Ended, or Entered in your date range).

Choose Return Type to control which date is used.

Worksite City

City of the worksite where the job is performed.

Comes from the job’s worksite address.

Worksite State

State code (e.g., TX, CA) of the worksite.

Pulled from the job’s state in the address.

First Name

Employee first name.

Last Name

Employee last name.

Employee Name

Full name display (First + Middle + Last).

Used for sorting.

Email

Employee email address.

From current contact info; may be blank.

Phone Number

Formatted employee phone number.

US format (XXX) XXX‑XXXX).

Data Source

Where the employee data originated (e.g., Internal, Import).

From Person Additional → Data Source.

Recruiter

Recruiter responsible for the employee.

Active recruiter user type.

Entered By

User who entered the assignment.

Active assignment user type.

Placed By

User who placed the employee in the assignment.

Active assignment user type.

Assignment Status

Current status (e.g., Active).

Assignment Status.

Assignment Reference 1

Reference field 1.

Assignment Reference 2

Reference field 2.

Free‑form or system‑generated.

Job Title

Title of the job.

job record.

PO Number

Purchase order number for the job.

From job.

Shift

Scheduled shift (e.g., Morning).

Prefers assignment shift; falls back to job shift.

End Reason

Reason why an assignment ended.

Selecting specific reasons hides others.

Performance

Performance note/category.

From list items if used.

Assignment Type

Type (e.g., Temporary).

From assignment type list item.

Extra1

Custom field 1.

From job.

Extra2

Custom field 2.

From job.

Extra3

Custom field 3.

From job.

Extra4

Custom field 4.

From job.

Salary Pay Rate

Salary rate if the assignment uses salary.

Separate from RT/OT/DT rates.

Salary Bill Rate

Billing rate for salary.

Separate from RT/OT/DT bill rates.

RT Pay Rate

Regular‑time pay rate.

Pivoted from assignment rates.

RT Bill Rate

Regular‑time bill rate.

Pivoted from assignment rates.

OT Pay Rate

Overtime pay rate.

Pivoted from assignment rates.

OT Bill Rate

Overtime bill rate.

Pivoted from assignment rates.

DT Pay Rate

Double‑time pay rate.

Pivoted from assignment rates.

DT Bill Rate

Double‑time bill rate.

Pivoted from assignment rates.

Days On Assignment

Number of days from start to end (or today).

Helpful for tenure tracking.

Last Paid Date

Most recent pay date for the employee.

From payment history.

Assignment Id

Assignment Id.

For support references.

Job Id

Internal job identifier.

For support references.

GP Percent

Estimated gross profit percentage.

For margin monitoring.

Transaction Type

Category of the tax transaction.

Typically, groups have similar tax codes.

Tax

Tax description/name.

Comes from Transaction Code > Description shown as tax line item.

Is Employer Tax

Indicates whether the tax is employer-paid or employee-paid.

1 = Employer Tax, 0 = Employee Tax;

Employee Taxable Gross

Portion of gross wages subject to employee-paid taxes.

Calculated as sum of Taxable Gross where Is Employer Tax = 0.

Employer Taxable Gross

Portion of gross wages subject to employer-paid taxes.

Calculated as SUM of Taxable Gross where Is Employer Tax = 1.

Employee Tax

Total employee tax amount.

Sum of Payment Tax > Tax where Is Employer Tax = 0.

Employer Tax

Total employer tax amount.

Sum of Tax where Is Employer Tax = 1.

Gross

Total gross wages associated with the tax records.

Aggregated from Gross related to Payment

Check Date

Date the payroll check was issued.

Used when Date Type = 'Check Date'.

Post Date

Date the payment batch was posted.

Only posted payments are included

Accounting Period

Accounting period associated with the payment.

Used when Date Type = 'Accounting Period Date'.

Tax Type

Specific tax transaction type(s) selected for the report.

Filtered via Transaction Type Id; defaults to all tax types.

Taxable Gross

Earnings amount subject to tax calculation.

Sourced from Payment Tax > Taxable Gross.

Transaction Code

Payroll tax transaction identifier.

Drives tax description and transaction type.

Check Number

Identifier printed on the payroll check.

Pulled from Check Number related to payment

Gross Wages

Total earnings before deductions and taxes for a payment.

Calculated as SUM of gross payment per check.

Net Pay

Final amount paid to the employee after taxes and deductions.

Calculated as sum of net amount per payment.

Total Taxes

Total tax amount withheld for the payment.

Aggregated from Tax Tagged with payment

Non‑Tax Adjustments

Adjustments apply to the payment that are not taxable.

Derived from deductions excluding STE transaction types.

Hours Worked

Total hours worked in the pay period linked to the payment.

Summed from Total Pay Hours.

PPE (Pay Period End Date)

End date of the pay period associated with the payment.

Latest Pay Period End Date.

Pay Rate

Most recent regular‑time pay rate of the employee.

Pulled from latest RT transaction per employee.

Regular Time Pay Rate

Employee’s standard hourly pay rate.

Identified using RT transaction code logic.

Reissued Check

Payroll check that was reissued after original issuance.

Included based on Check Status = Reissued.

Regular Check

Standard issued payroll check.

Included based on Check Status = Regular.

Posted Payments Only

Indicator that only posted payroll batches are included.

Enforced via Payment Batch > Postdate should not be null

Is Exempt

Indicates whether the employee is tax exempt.

Employer FEIN

Federal Employer Identification Number.

Pulled from tenant organization data.

Organization Phone

Employer’s primary phone number.

Retrieved from active organization contact records.

Organization Fax

Employer’s fax number.

Pulled from organization contact information when available.

Payment Id

Unique identifier of the payroll payment.

Used as primary link across all wage calculations.

Transaction Code

Payroll transaction code

Used to identify pay rate and hours.

Check Status

Status of the payroll check (Regular or Reissued).

Filters define which checks appear in the report.