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Generating a Placement Activity Report

Overview

You can run the Placement Activity Report to track placement activity for jobs you and other users own. This report only displays activity for contract placements with a pay rate, bill rate, and end date, and permanent placements with a salary and flat fee.

Generating a Placement Activity Report

  1. From the Menu, select Tools > Reporting.

    The Reporting tab opens.

  2. Select the Standard Reports drop-down list.



    A list of reports appear.

  3. Next to the Placement Activity Report report, select Run.

    The report opens to the Criteria tab.

  4. Limit the records returned in this report by setting one or more of the filters in the list below.

    • Reporting Period: Time period of the activity to include. If blank, defaults to last week.

    • Date From and To: Date range of the activity to include.

    • Filter user activity by: Limits activity to placements for which you are the candidate and job owner.

    • Job Owner:Limits activity to placements for which the selected user is the job owner.

    • Recruiter: Limits activity to placements for which the selected user submitted the candidate to the job. Bullhorn is pulling data based on Candidates you submitted to the job (regardless of who owns the candidate). For more about which data Bullhorn is pulling, contact your Bullhorn Administrator.

    • Filter department activity by: Limits data to activity for your primary department.

    • Department: Limits activity to the selected departments. Placements are associated with the department tied to the user who owns the associated job.

    • If you select specific departments, the report pulls for those departments and ignores the My Department check box.

    • Client: Limits activity to placements for the selected companies.

    • Run By: Limits activity by, Start Date, End Date, Date Added, Active during Report Period.

      • Start Date: Date when placements begin.

      • End Date: Date when placements end.

      • Date Added: Date when placements were added.

      • Active during Report Period: Date range during which placements were active, based on the following rules:

        • The placement start date is before the reporting period and the placement end date is after the reporting period.

        • The placement start date is before the reporting period and the placement end date is within the reporting period.

        • The placement start date is within the reporting period and the placement end date is after the reporting period.

        • The placement start date is before or within the reporting period and the placement end date is blank.

    • Report Type: Limits the activity to contract placements, permanent placements, or both.

      • Contracts: Limits placements to those with a bill and pay rate greater than zero and an end date filled out.

      • Permanent: Limits placements to those with a salary and flat fee greater than zero.

      • Both: Displays Placements that meet the criteria for either a contact or permanent.

    • Employment Type: Limits activity to the selected employment types.

    • Placement Status: Limits activity to the selected statuses.

    • Report Format: Display format of the report: web page or unformatted Excel.

  5. At the bottom of the page, select Generate Report.



    The report is generated. The activity totals display by department or company, then by individual sales people, and then for each job.

Report Result Descriptions

Refer to the following image and table to understand the columns that appear on the report.

Column

Description
Total Placements

Number of placements meeting the selected criteria.
Average Fee

Average flat fee value across all permanent placements in the Total Placement column.

  • Average flat fee is calculated using this formula:
    • (Placement Salary x Placement Fee) / # of Placements Returned = Average Flat Fee
Total Revenue

Total flat fee value for all placements in the Total Placement column.

  • Flat fee is calculated using this formula:
    • Placement Salary x Placement Fee = Flat Fee
Average Bill Rate

Average bill rate for all placements in the Total Placement column.
Average Pay Rate

Average pay rate for all placements in the Total Placement column.
Average Spread

Average difference between bill rate and pay rate for all contract placements in the Total Placement column.
Average Revenue

Average of the estimated revenue for all contract placements in the Total Placement column.

  • Contract revenue is calculated using this formula:
    • Start Date - End Date = Days Worked (only counts Monday - Friday)
    • Bill Rate x Days Worked = Estimated Revenue

If Pay Unit is…

then Days Worked is…
Hour

Days Worked x 8
Day

Days Worked
Week Days Worked / 5
Month

Days Worked / 21

If the Pay Unit does not match any of the above, Bullhorn defaults to hour.

Contract placements must have an end date to be used in this calculation.
Average Margin

Average reported margin for all contract placements in the Total Placement column.

  • Reported margin is calculated using this formula:
    • Bill Rate - (Pay Rate x Burden) / Bill Rate = Placement Margin

Report Department Result Descriptions

After expanding a department or company, the following columns may appear. This section of the report only displays 150 records. Refer to the following image and table to understand the columns that appear on the report.

 

Filter

Description

Placement

Placement's Bullhorn identification number.

Status

Status of the placement.

Company

Company associated with the job.
Contact

Contact associated with the company.
Reporting To

Name of the person the candidate reports to.
Employee Type

Employee type as listed on the placement record.
Job #

Job's Bullhorn identification number.
Job Title

Job title as listed on the job record.
Owner

Name of the user who owns the job record.
Recruiter

Name of the recruiter who submitted the candidate to the job.

Placement Type Employment type as listed on the placement record.
Candidate

Name of the candidate placed on the job.
Date Added Date the placement was created in Bullhorn.
Start Date

Date the candidate's employment starts at the company.
End Date

Date the candidate's employment ends at the company.
Salary

Annual salary as listed on the placement.
Fee % Percentage of the salary that the staffing/recruiting agency charges for the placement. This pulls from the placement record.
Flat Fee

Amount (in dollars) for what the staffing/recruiting agency charges for the placement.

  • Flat fee is calculated using this formula:
    • Placement Salary x Placement Fee = Flat Fee
BR

Bill rate as listed on the placement.
PR

Pay rate as listed on the placement.
Spread Difference between the bill rate and the pay rate on the placement.
Unit

Pay unit as listed on the placement.
Estimated Revenue

Revenue for contract placements year to date.

  • Contract revenue is calculated using this formula:
    • Start Date - End Date = Days Worked (only counts Monday - Friday)
    • Bill Rate x Days Worked = Estimated Revenue

If Pay Unit is…

then Days Worked is…
Hour

Days Worked x 8
Day

Days Worked
Week

Days Worked / 5
Month

Days Worked / 21

If the Pay Unit does not match any of the above, Bullhorn defaults to hour.

Contract placements must have an end date to be used in this calculation.
Gross Margin

Revenue for contract placements.

Reported margin is calculated using the Reported Margin field on the placement.
User

Name of the user listed as the first commission recipient on the Commissions tab.
Commission Role

Role of the user listed as the first commission recipient on the Commissions tab.
%

Percentage of the commission designated for the user listed as the first commission recipient on the Commissions tab.
User

Name of the user listed as the second commission recipient on the Commissions tab.
Commission Role

Role of the user listed as the second commission recipient on the Commissions tab.
%

Percentage of the commission designated for the user listed as the second commission recipient on the Commissions tab.
User

Name of the user listed as the third commission recipient on the Commissions tab.
Commission Role

Role of the user listed as the third commission recipient on the Commissions tab.
%

Percentage of the commission designated for the user listed as the third commission recipient on the Commissions tab.

Grand Totals Results

The following grand totals appear for all departments or companies at the bottom of the report. Refer to the following image and table to understand the fields that appear.

Column

Description
Total Placements

Total number of placements for all departments or companies.
Average Fee

Average flat fee value across all permanent placements for all departments or companies.
Total Revenue

Total flat fee value for all permanent placements for all departments or companies.
Average Bill Rate

Average bill rate for all contract placements for all departments or companies.
Average Pay Rate

Average pay rate for all contract placements for all departments or companies.
Average Spread

Average difference between bill rate and pay rate for all contract placements for all departments or companies.
Average Revenue

Average of the estimated revenue for all contract placements for all departments or companies.
Average Margin

Average reported margin for all contract placements for all departments or companies.