Knowledge Base

Webhouse is a PivotTable report connected to an external data source which is the data processed in our Great Plains 1Staff back office.

PivotTable areas:

Filters – Used to filter for certain fields; i.e. by Company, by Job Type (Temp Job or Direct Hire), by Customer, by Date, etc.

Columns – Pulling fields in this section will present the data fields in columns; you can also apply a filter on the field when in columns

Rows – Pulling fields in this section will present the data fields in rows; you can also apply a filter on the field when in rows

Values –∑1Staff Consolidated fields used in this section (discussed below)

PivotTable layout: my preference is the Classic Pivot Table layout because it puts the fields you pull into the Rows section in unique columns which is easiest for filtering.

To change the layout, right click the pivot table and select “PivotTable Options…”; go to the Display tab and check the box for “Classic PivotTable layout (enables dragging of fields in the grid)”.

Option 1– Right click the pivot table; the Subtotal field will be checked if there are subtotals applied.

Select the Subtotal field to add/remove the Subtotal.

Option 2 – Select pivot table then go to the DESIGN tab in excel and select Subtotals.

Select “Do Not Show Subtotals” to remove subtotals or select “Show all Subtotals” to add subtotals.

Option 1- Right click the pivot table and select “Remove Grand Total”. 

Option 2 – Select pivot table then go to the DESIGN tab in excel and select Grand Totals. Select “Off for Rows and Columns” to remove grandtotals or select “On” to add grandtotals.

Results:

Select pivot table then go to the DESIGN tab in excel and select Report Layout -> Repeat All Item Labels 

Results:     

1Staff Consolidated - Provides financial results; used in VALUES section of PivotTable

For example: Days/Hours Billed, Days/Hours Worked, Bill Amount, Pay Amount, Gross Margin, Customer Count, Temp Count

·         Bill Amount – Temp Bill Amount includes only Temp Jobs; Bill Amount also includes Direct Hire unless you filter by Job Type = Temp Job

·         Gross Margin –

1Staff Company – Webhouse now includes both back offices and therefore, we can now view consolidated results; you would want to filter by Company Name if you want to view the results for only one Company

·         All Medical Personnel, Inc. – represents the HCS/NAH/ES back office from 1Staff

                      

1Staff Consultants – Consultant Name represents the Main Salesperson on the Assignment and is used for commission purposes

1Staff Customers – Includes Customer information

·         Customer Name – Commonly used when presenting results by Customer

·         Customer Number  – Can be used to easily pull in additional information from 1Staff using vlookups as it is a unique identifier

·         Customer Class – Industry from the Account

1Staff Invoice Numbers – Using Invoice Number with Bill Amount can be helpful in reconciling invoice information with Customers

1Staff Job Start Date – Date will provide the Job Start Date for the Assignment; this is particularly helpful for Direct Hire Jobs as revenue as recognized based on the Start Date

1Staff Jobs – Includes fields from the Assignment including Cost Center, Job Address, Deactivation and Separation Information

·         Account Manager - UDF – Represents the Account Manager on the Assignment and is used for commission purposes

·         Account Set ID – Can be used to filter for 3rd parties by filtering for 3RD; also helpful to pull in Vendor Name from 1Staff Temps (discussed below) to pull in 3rd Party Owner

·         Assignment Number – Can be used to pull in data by Assignment #

·         Job Industry - UDF – Represents the Industry from the Job Order

·         Job Order Number – Provides Job Order # for Temp Jobs only

·         Job State Worked – Can be used to filter by State Worked

·         Job Type – Will be commonly used to filter between Temp and Direct Hire Jobs

·         Position Description – Provides the Position Description from the Assignment

·         Recruiter - UDF – Represents the Recruiter on the Assignment and is used for commission purposes

1Staff Office – Provides Office ID and Name from the Assignment   

1Staff Pay Types – Provides Pay Type ID and Name

1Staff Positions – Provides Position ID; would use Position Description from 1Staff Jobs (discussed above) as the Position Description in this section is the Position Description as defined in the back office.

1Staff Temps – Provides Candidate/Contact Information

·         Employee ID – Represents the Employee ID on the Contact for Employees only; would not apply to Contractors or Direct Hire Candidates

·         Temp Name – Can pull in by First Name, Last Name or Full Name

·         Temp ID – Represents the Contact ID on the Contact; can be used to easily pull in additional information from 1Staff using vlookups as it is a unique identifier

·         Temp Office – Temp Office ID and Name represents the Office on the Contact

·         Temp Type – Can be used to filter for Employee, Contractor or Direct Hire contacts. Please note that all Locums contacts are defined as Contractors; therefore, you would need to filter by Vendor ID 70017 or position ID PHARMD (in 1Staff Positions) to filter by Locums employees

·         Vendor – Vendor ID and Name provides the Vendor Information on the Contact for Contractors

1Staff Timesheet Date – Represents the dates in which time was worked; for Locums, the information is also available by Date as time is loaded in the back office by Day as opposed to only by weekending date.

1Staff Weekend Date – Represents the weekend date in which time was processed; please note there can be multiple Timesheet Weekend Dates processed in one Fin Weekend Date if time was processed late; this is the field we use to present our weekly results