This tab allows you to get a quick glimpse of how the selected employee has been performing by displaying key performance factors.
Date Filters:
You can filter the information displayed on this tab by specifying a time period. The date filter defaults to This Year but it can remember your last selected date range. You can choose to view data for All Dates, Today's Date, This Year, Custom, etc. When you choose Custom you must also specify Start Date and End Date to view the performance data for that time.
Refresh:
To retrieve the latest data from the database and display it on the screen, click Refresh 
.
Print:
Click Print 
to print a report of the displayed data.
The fields on this screen include:
Permissible Hours:
These values provide an overview of the number of hours that the employee is allowed to use for Vacation, Holiday or Sick time. The grid displays the number of hours that employees are allowed to take off (Allowed), hours they have already taken off (Used) and hours left (Remaining). The total hours for each are also displayed.
Compensation Hours:
This displays an overview of the compensation time for the employee. The grid displays the number of comp time banked (Earned), hours used (Used) and balance left (Remaining).
Gross Margins:
This allows you to view the profitability of an employee within the date range selected. The grid displays the gross margins for billable and billed values in both amounts and percentages.
For Billable
Amount:
The dollar value of the billable hours entered by an employee. It is calculated as a sum of all billable hours x bill rate.
Cost:
This is the cost amount incurred by the company for the billable hours of an employee. It is calculated as a sum of all billable hours x cost rate.
Margin $:
Displays the profit potential of the employee for the company. This is calculated as:
Profit = Billable Amount - Billable Cost
%:
Displays the potential profit percentage of the company for the services of an employee. It indicates the overall profitability of an employee.
For Billed
Amount:
The dollar value of the hours logged by an employee which are billed to the clients.
Cost:
This is the cost amount incurred by the company for the billed hours of an employee.
Margin $:
Displays the profit earned by the company from the billed hours of an employee. It is calculated as:
Profit = Billed Amount - Billed Cost
%:
Displays the profit percentage of the company for the services of an employee. It indicates the profitability of an employee.
The screen also displays the following totals:
Billed Hours:
The total number of hours logged by an employee within the date range that were billed. It is calculated as B-Hours x WUD (for billable entries only).
Billed Amount:
The amount that was billed based on the billable hours logged by an employee within the selected date range. It is calculated as B-Hours x Bill Rate x WUD (for billable entries only).
Realization Rate:
Calculated as Billed Amount / Total Hours, it points out the difference as to how much time is recorded and what part of that time is paid by the client.
Realization %:
This displays the percentage value of realization rate and is calculated as
Realization % = Billed Amount / Billable Amount (of billed entries) x 100
Billable Value:
This is the gross total value brought in by the employee and is calculated as sum of (Bill Rate x B-Hours).
Write-Up (WUD):
Displays the total write-up/down value associated with the time logged by an employee.
Net Billable:
This displays the net billable value provided by the employee to the company. It is calculated as:
Net Billable = Gross Billable Value + Write-Up (WUD)
Net Billable %:
Gives the percentage of the net billable value provided by the employee to the company. It is calculated as:
Net Billable % = Net Billable / Billable Value x 100
Billable Hours:
The total billable hours logged by an employee within the selected date range.
Non-Billable Hours:
The total non-billable hours logged by an employee within the selected date range.
Total Hours:
The total number of hours logged by an employee within the selected date range. It is calculated as a sum of (Billable Hours + Non-billable Hours).
Utilization %:
The utilization percentage of an employee gives a measure of the usefulness of that employee. It draws a comparison between the billable and non-billable value of time entries logged by your employees. Some decision-makers may see the utilization rate as an indicator of who should be laid off or where skill development is required. It is calculated as:
Utilization % = Billable Hours / Total Hours x 100.