Identifying Users and Frequency of the Hours Budget Comparison Report

Position Title	Frequency	Notes on Running	Notes on Reviewing
President	Daily	Report Options–Clear Hours by Job Budget Filters–Over budget by 3%(?) and under budget by 7%(?) Date From–first day of current pay period	Review variances closely. If needed, ask the Branch manager for details of unacceptable variances. He should have noted problems on a summary report for you already.
Branch Manager	Daily	Report Options–Clear Hours by Job Budget Filters–Over budget by 3%(?) and under budget by 7%(?) Date From–first day of current pay period Date To–through last night Use Tier Parameter to Group by and Print by Branch	Review variances closely. If needed, ask the division manager for details of unacceptable variances. He should have noted problems on a summary report for you already. Prepare a summary report to be given to the President of corrective actions taken by you, account manager, and the account supervisor.
Division Manager	Daily	Report Options–Clear Hours by Job Budget Filters–Over budget by 3%(?) and under budget by 7%(?) Date From–first day of current pay period Date To–through last night Use Tier Parameter to Group by and Print by Division.	Review variances closely. If needed, ask the account manager for details of unacceptable variances. He should have noted problems on a summary report for you already. Prepare a summary report to be given to the Branch Manager of corrective actions taken by you, account manager, and the account supervisor.
Account Manager or Supervisor	Daily	Report Options–Clear Hours by Job Budget Filters–Over budget by 3%(?) and under budget by 7%(?) Date From–first day of current pay period Date To–through last night Use Tier Parameter to Group by and Print by Division.	Review variances closely. If needed, ask the account manager for details of unacceptable variances. He should have noted problems on a summary report for you already. Prepare a summary report to be given to the Branch Manager of corrective actions taken by you, account manager, and the account supervisor.
Account/Building Supervisor	Daily	Report Options–check both Hours by Job Budget Filters–None Date From–first day of current pay period Date To–through last night Use Tier Parameter to Group by and Print for your accounts only.	Look at the employee detail especially for yesterday(last night) and verify hours worked is valid. Notice the hours budgeted for the job is at the end of the employee detail, explain any variances outside of acceptable tolerances. If over budget (minus variance), was it a project (work ticket) due - if so, hours budgeted show in the filed "Project Hours Completed".

President

Daily

Report Options–Clear Hours by Job
Budget Filters–Over budget by 3%(?) and under budget by 7%(?)
Date From–first day of current pay period

Review variances closely. If needed, ask the Branch manager for details of unacceptable variances. He should have noted problems on a summary report for you already.

Branch Manager

Daily

Report Options–Clear Hours by Job
Budget Filters–Over budget by 3%(?) and under budget by 7%(?)
Date From–first day of current pay period
Date To–through last night
Use Tier Parameter to Group by and Print by Branch

Review variances closely. If needed, ask the division manager for details of unacceptable variances. He should have noted problems on a summary report for you already.
Prepare a summary report to be given to the President of corrective actions taken by you, account manager, and the account supervisor.

Division Manager

Daily

Report Options–Clear Hours by Job
Budget Filters–Over budget by 3%(?) and under budget by 7%(?)
Date From–first day of current pay period
Date To–through last night
Use Tier Parameter to Group by and Print by Division.

Review variances closely. If needed, ask the account manager for details of unacceptable variances. He should have noted problems on a summary report for you already.
Prepare a summary report to be given to the Branch Manager of corrective actions taken by you, account manager, and the account supervisor.

Account Manager or Supervisor

Daily

Report Options–Clear Hours by Job
Budget Filters–Over budget by 3%(?) and under budget by 7%(?)
Date From–first day of current pay period
Date To–through last night
Use Tier Parameter to Group by and Print by Division.

Review variances closely. If needed, ask the account manager for details of unacceptable variances. He should have noted problems on a summary report for you already.
Prepare a summary report to be given to the Branch Manager of corrective actions taken by you, account manager, and the account supervisor.

Account/Building Supervisor

Daily

Report Options–check both Hours by Job
Budget Filters–None
Date From–first day of current pay period
Date To–through last night
Use Tier Parameter to Group by and Print for your accounts only.

Look at the employee detail especially for yesterday(last night) and verify hours worked is valid. Notice the hours budgeted for the job is at the end of the employee detail, explain any variances outside of acceptable tolerances.
If over budget (minus variance), was it a project (work ticket) due - if so, hours budgeted show in the filed "Project Hours Completed".