JD Edwards EnterpriseOne One View Reporting Functional Content Overview

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JD Edwards EnterpriseOne

One View Reporting – Functional Content

Overview

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Agenda

• ERP Reporting Business Issues

• Benefits of One View Reporting

• One View Reporting Across The Enterprise

• Functional Overview by Module

• Project Costing

• Sales Order Management

• Service Management

• Capital Asset Management

• Real Estate Management

• Financials

• Manufacturing Management

• Inventory Management

• Procurement and Subcontract Management

• Payroll

• Human Resources

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ERP Reporting Business

Issues

• Lack of effective operational reporting:

• Requires access to real time information

• Focused on line of business management and staff

• IT resources

• High $$ resources are backlogged and should be redirected to

other priorities – not to report writing.

• Without effective operational reporting throughout the

enterprise it is difficult to:

• Reduce end of period close cycle times

• Identify data inaccuracies

• Improve operational processes such as collections

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Benefits of One View Reporting

• Real time, interactive access improves

day-to-day operations.

• Increases accuracy

• Speeds period end close cycles

• Process improvement

• Decrease cost of reporting

• Free up high $$ IT resources

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JD Edwards EnterpriseOne

One View Reporting Across the Enterprise

Oracle BI Publisher Manufacturing Management Financials Sales Order Management Procurement and Subcontract Management Inventory Management Real Estate Management Capital Asset Management Project Costing Payroll Human Resources

One View Foundation

One View Applications Content

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Benefits – One View Project Costing

Empower End Users

• Know your project status; budget vs. actuals vs. open commitments • Consolidated spend analysis with MTD vs. YTD vs. ITD

• Consolidated and detail WIP reporting

• Labor unit metrics for productivity analysis across portfolio

• Earned value metrics for standardized project management analysis

Improve Insight into Project Status

• Use interactive reports with lists, charts, and graphs to drill down to the level of detail required to make informed business decisions

• View project financial information

• Analyze your project financial information and accurately assess project status

Enhance Real-Time Decision Making

• Enable end users to design, create, run, and share reports • Provide users real time access to operational data

• Codes vs. descriptions, group by customer, sum by category code, table vs. chart….View your data the way you want to view it!

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One View for Project Costing

Functional Scope

• One View Job Inquiry

• Job Status • Earned Value

• WIP (Work In Progress) • Labor Unit Analysis

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One View Job Inquiry

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One View Job Inquiry

Report – Labor Unit Analysis

Labor Unit Analysis

• This report is used to view labor units and rates for your projects and organization.

• This is a graph comparing the summarized labor rates for selected jobs.

• This is a graph showing

summarized labor rates across a region.

• This is a pie chart the cost codes with the top 10 labor hours.

• This pie chart shows the top 10 amounts by cost code.

• This table shows labor rates by cost code for budgets, actuals, open commitments and projected amounts.

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One View Reporting

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Benefits – One View Sales

Empower End Users

• Know who your top customers are; by region, territory, product, and so on • View real-time customer activity

• Analyze customer buying trends and plan accordingly

Improve Customer Relationships

• Analyze your sales trends and plan accordingly

• Know what your top items are; by region, territory, customer, and so on • Review your current and historical sales information

Enhance Real-Time Decision Making

• Enable end users to design, create, run, and share reports • Provide users real-time access to operational data

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One View for Sales

Functional Scope

Sales Orders

Base Pricing

• One View Open Sales Inquiry • Commitment

• Open Customer • Open Items • Status

• Open Sales Analysis

• One View Historical Sales Inquiry • Average Historical Sales • Top Customers

• Total Historical Sales • Historical Sales Analysis • One View Sales to Date Inquiry

• Customer Sales • Item Sales • Sales Profit

• Sales to Date Analysis

4 Applications, 17 Reports, 75 Report Components

• One View Item Pricing Inquiry • Customer Price List • Item Price List

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One View Sales to Date Inquiry

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One View Sales to Date Inquiry

Report - Sales to Date Analysis

Sales to Date Analysis

• This report allows you to analyze your data in many different ways.

• Filtering is provided by Customer Master Category Code 1 (Region)

• See the following:

• Gauges for Profit Margin by Sub Section

• Bar graph of Total Sales by Customer

• Bar graph of Total Sales by Item

• Bar graph of Total Profit by Customer

• Pie chart of Total Profit by Fiscal Year and Period

• Bar graph of Sales Price and Cost by Fiscal Year and Period

• Pie chart of Sales Cost by Customer

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One View Reporting

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Benefits – One View Capital Asset Mgmt

Empower End Users

• Know where your available equipment is at a glance

• Understand license and renewal fees to better plan budgets

• Review, understand, and act upon work order metrics to increase equipment uptime • Analyze equipment failures to better manage maintenance costs

• Increase visibility into preventive maintenance activities and results (planned vs actual)

Turn Data Into Knowledge

• View equipment downtime analysis to make informed repair/replacement decisions • Analyze your work order trends to adjust your maintenance scheduling accordingly • Review your estimated to actual time and dollar amounts to fine tune budgets and

schedules

Enhance Real-Time Decision Making

• Codes vs. descriptions, group and sum by category code, table vs. chart ….View your data the way you want to view it!

• Free up IT resources for projects

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One View for Capital Asset Management

Functional Scope

Equipment Work Orders

• One View Equipment Status Inquiry • By Manufacturer

• By Product Family • By Product Model • By Parent Equipment • Equipment Status Analysis

• One View Equipment License/Permit Inquiry

• Expiring/Expired Equipment Licenses and Permits Analysis • One View Equipment Location Inquiry

• Equipment by Location • Location by Equipment

• Equipment Status History by Location • Equipment Location Analysis

5 Applications, 28 Reports, 246 Report Components

• One View Work Order Analysis • Aging – Detailed

• Aging – Summary

• Completion Timeliness – Detailed • Completion Timeliness – Summary • Estimate vs Actual Cost – Detailed • Estimate vs Actual Cost – Summary • Estimate vs Actual Hours – Detailed • Estimate vs Actual Hours – Summary • Load – By Assigned To

• Load – By Failure • Statistics – Detailed • Statistics – Summary

• Work Order Metrics Analysis • One View PM Analysis

• Completed PMs • Upcoming PMs • Overdue PMs

• PMs - Planned vs. Actual Analysis • PM Key Metrics Analysis

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One View Work Order Analysis

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Work Order Metrics Analysis

• This report presents key metrics for your work orders.

• Filtering is provided by Business Unit, Supervisor and Lead Craft.

• Gauges show the avg. age in days for work orders by Business Unit.

• Pie graphs show the distribution of Work Order Types by Business Unit.

• These line graphs show the work order load by Business Unit across 13 periods for incoming, planned and completed work orders.

• Gauges show the avg. # of days that work orders were completed early or late by Business Unit.

• Bar graphs show the avg. estimated and actual costs (left) and their variance (right) by Business Unit.

• There are charts for Business Unit, Supervisor and Lead Craft that allow you to see the detail for the specific work orders.

One View Work Order Analysis

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Benefits – One View Service Mgmt

Empower End Users

• Know where your customers’ available equipment is at a glance

• Review, understand, and act upon work order metrics to increase customer equipment uptime

• Analyze equipment failures to better manage maintenance costs related to contracts

• Increase visibility into preventive maintenance activities and results (planned vs.. actual)

Turn Data Into Knowledge

• Perform analysis on your cases to understand your customer service performance

• Analyze your service contracts for profitability, looking at contract and work order costs and revenues

• Understand the service contracts you provide and their attributes

Enhance Real-Time Decision Making – Turn Data Into Knowledge

• Enable end users to design, create, run, and share reports

• Provide users real time access to operational data

• Codes vs. descriptions, group and sum by category code, table vs. chart ….View your data the way you want to view it!

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One View for Service Management

Functional Scope

Equipment*

Work Orders*

• One View Equipment Status Inquiry

• By Manufacturer • By Product Family • By Product Model • By Parent Equipment • Equipment Status Analysis

• One View Equipment License/Permit Inquiry

• Expiring/Expired Equipment Licenses and Permits Analysis

• One View Equipment Location Inquiry

• Equipment by Location • Location by Equipment

• Equipment Status History by Location • Equipment Location Analysis

**8 Applications*, 38 Reports, 361 Report Components**

• One View Work Order Analysis

• Aging – Detailed • Aging – Summary

• Completion Timeliness – Detailed • Completion Timeliness – Summary • Estimate vs Actual Cost – Detailed • Estimate vs Actual Cost – Summary • Estimate vs Actual Hours – Detailed • Estimate vs Actual Hours – Summary • Load – By Assigned To

• Load – By Failure • Statistics – Detailed • Statistics – Summary

• Work Order Metrics Analysis

• One View PM Analysis

• Completed PMs • Upcoming PMs • Overdue PMs

• PMs - Planned vs. Actual Analysis • PM Key Metrics Analysis

Preventive Maintenance*

Cases

Contracts

• One View Service Contract Inquiry

• Contracts by Customer • Contracts by Equipment • Contracts by Inventory • Expired – Expiring Contracts

• One View Service Contract Profitability Inquiry

• Service Contract Profitability

• One View Case Management Inquiry

• Case Aging

• Case Commitment Results • Case Load

• Case Statistics • Overdue Open Cases

*The 5 applications of One View for Capital Asset

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One View Service Contract Profitability Inquiry

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Contract Profitability

• This report is used to analyze the profits of your service contracts

• This graph shows the total revenue, costs and profits for all your service contracts

• These graphs show the average contract profitability per contract and the revenue, costs and profit for the top 5 profitable contracts

• These graphs show profit by contract attributes: service package and contract type, both the total profit amount and the average profit per contract

• This table summarizes the contract profitability by contract type

• Reference tables help you see the associated

descriptions for the codes used in the report for

customer, contract type and

One View Service Contract Profitability Inquiry

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Benefits – One View Real Estate

Empower End Users

• Accurate rent roll status across property portfolio

• Analyze occupancy data for view of overall property portfolio • Assess vacancies for opportunities to grow the business

• Proactively view upcoming vacancies to minimize gaps in revenue and cash flow

Improve Insight into Property Portfolio

• View property information

• Analyze your property information and accurately assess portfolio status

Enhance Real-Time Decision Making

• Codes vs. descriptions, group by unit by category code, table vs. chart….View your data the way you want to view it!

• Free up IT resources

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One View for Project Costing

Functional Scope

• One View Property Inquiry

• Approaching Vacancy Review • Occupancy Analysis

• Vacancy Report • Tenant Analysis

• Tenant Rent Roll - Rent Steps • Tenant Rent Roll - Retail

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One View Property Inquiry

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One View Property Inquiry

Report – Occupancy Analysis

Occupancy Analysis

• This report is used to view occupancy metrics across your property portfolio.

• This chart is useful in that it shows occupancy as it relates to leased properties.

• The next set of charts allow you to view your occupancy by various categories such as property type

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Benefits – One View Financials

Empower End Users

• Know who your top Customers and Suppliers are; by region, territory, product, etc. • Negotiate better payments terms based upon payment performance

• Review, understand, and act upon charge backs, deductions, and write-offs • Analyze customer payment trends to better manage credit

Improve Customer and Supplier Relationships

• View real-time supplier account activity to maximize available discounts • Analyze your receipt trends and plan purchases accordingly

• Review your current budget to actual amounts prior to approving vouchers

Enhance Real-Time Decision Making

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One View for Financials

Functional Scope

Receivables Payables

• One View Customer Ledger Inquiry • Open Invoices

• Customer Balance

• Open Invoices with Aging

• Customer Account Balance Analysis • One View Customer Receipt/Draft Inquiry

• Receipt Transactions • Receipt History Trend • A/R Write-Offs

• Receipt Analysis

6 Applications, 28 Reports, 144 Report Components

• One View Supplier Ledger Inquiry • Open Vouchers

• Payments Due Within 30 Days • Payments Overdue

• Transaction Volume by Pay Item • Supplier Account Balance Analysis • One View Supplier Payment Inquiry

• Payments

• Payment Trends • Payment Discounts • Payment Analysis General Ledger

• One View Account Ledger Inquiry • G/L Transactions by Customer and

Business Unit

• G/L Transactions by Account • Business Unit Detail

• G/L Transactions Analysis

• One View Account Balance Inquiry • G/L Account Balances

• Q1 Sales by Store within a Region • Budget vs. Actual by Business Unit • Trial Balance

• Account Balance Trends • Gross Profit

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One View Supplier Ledger Inquiry

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One View Supplier Ledger Inquiry (P042022)

Supplier Account Balance Analysis

Supplier Account

Balance Analysis

• This report allows you to analyze your data in many different ways

• Filtering is provided Address Book Category Code 1 (Region)

• Gauges for Open Amount by Approver

• Pie Chart for Open Amount by Region

• Graph for Top 10 Payees by Open Amount

• Graph for Top 10 Suppliers by Open Amount

• Graph for Open and Discount Amount by Business Unit

• Pie Chart for Open Amount by Document Type

• Graph for Gross and Open Amount by Period

• Graph for Open Amount by Due Date

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One View Reporting

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Benefits – One View Manufacturing

Empower Shop Floor and Planning Users

• Know which work orders are still open and their operation status.

• Know how your Branch/Plant is performing based on variances for end items.

• Review, understand, and act upon work orders that may be late based on the work remaining hours for a given operation.

• Analyze planning messages for each planner, buyer or planning family based on type

Improve Customer and Supplier Relationships

• View all open Work Orders by End Item Number, Operation Sequence or by Work Center.

• Analyze your labor, machine, and setup hours remaining based on Operation Status.

• Review your top calculated Engineering, Planned, Actual and Net Variances by Item/Branch

• View planning messages by buyer, planner or planning family based on message type and period.

Enhance Real-Time Decision Making

• Provide users real time access to operational data

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One View for Manufacturing

Functional Scope

Costing

Dispatch List

• One View Manufacturing Costing Inquiry

• Calculated Actual Variance

• Calculated Engineering Variance

• Calculated Planned Variance

• Calculated Variances Analysis

3 Applications, 11 Reports, 61 Report Components

• One View Manufacturing Dispatch Inquiry

• Mfg Dispatch List Analysis

• Open Work Orders by Item Number

• Open Work Orders by Operation Sequence

• Open Work Orders by Work Center

Planning

• One View Planning Analysis Inquiry

• Messages by Buyer

• Messages by Planner

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One View Manufacturing Dispatch Inquiry

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One View Manufacturing Dispatch Inquiry

Report – Work Order Labor by Operation Status Analysis

Manufacturing Dispatch

List Analysis

• Filtering is provided by Branch/Plant

• Gauges for Top 5 Status for Number of Open Work Orders

• Chart of Labor Remaining by Status

• Chart of Machine Labor Remaining by Status

• Chart of Setup Labor Remaining by Status

• Graph of All Labor Remaining by Status

• 3D Graph of Labor Remaining by Item and Operation Status

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Benefits – One View Inventory

Empower End Users

• Gain historical insight of inventory items and trending analysis over a pre-defined period of time

• Broad visibility of the average cost of items across branch/plants, over a fiscal period, by location and lot

• Perform analysis and comparisons of the average cost of items across companies

Improve Supply Chain Inventory Levels

• View real-time inventory activity to maximize your inventory quantity levels • Analyze your inventory costs throughout your supply chain

Enhance Real-Time Decision Making

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One View for Inventory

Functional Scope

One View Average Cost Analysis from Item Ledger Inquiry

• Average Cost Analysis by Branch Plant

• Average Cost Analysis by Lot/Serial Number

• Average Cost Analysis by Month/GL Date

• Average Cost Analysis

4 Applications, 16 Reports, 196 Report Components

One View Inventory Valuation Analysis

Inquiry

• Inventory Valuation by Item

• Inventory Valuation by Branch Plant

• Inventory Valuation by Location

• Inventory Valuation Analysis

• Item Usage Trace by Item Branch

• Item Usage Trace by Item and Date

• Item Usage Trace by Week

• Item Usage Trace Analysis

One View Item Usage Trace Inquiry

• Average As Of Cost by Item and Branch Plant

• Average As Of Cost by Location and Lot

• Average As Of Cost by Item and Fiscal Year

• Average As Of Cost Analysis

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One View Average Cost Analysis from Item Ledger

Inquiry

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One View Inventory Valuation Analysis Inquiry

Report – Average Cost Analysis by Lot

Average Cost Analysis of

Items by Lot

• This is a chart that illustrates the Average Cost of the Item by Lot/Serial Number

• This bar chart provides a view of the Average Cost of Item by Branch Plant

• This summary table provides the Average Cost of items by Month, Branch Plant and Lot Serial Number

• This details table shows the details of the transactions

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One View Reporting

Procurement and

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Benefits – One View Procurement

Empower End Users

• Gain historical views of purchase orders and trending analysis over a pre-defined period of time

• Negotiate better payments terms based upon supplier performance

• Review, understand, and act upon purchasing quantity received, dispositioned, back ordered, vouchered, cost analysis by item, supplier overall performance, etc

Improve Supplier Relationships

• View real-time procurement activity to maximize your purchasing needs • Analyze your purchasing trends for effective procurement decision making

Enhance Real-Time Decision Making

• Enable end users to design, create, run, and share reports • Provide users real time access to their purchasing data

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One View for Procurement

Functional Scope

One View Purchase Order Receipts Inquiry One View Subcontract Inquiry

• Purchase Order Receipts Analysis

• Quantity Analysis by Fiscal Period

• Quantity Analysis by Item

• Quantity Analysis by Supplier

• Received Not Vouchered by Company

• Received Not Vouchered by Fiscal Period

• Received Not Vouchered by Item

• Received Not Vouchered by Supplier

8 Applications, 38 Reports, 87 Report Components

• Retained Amount Analysis by Fiscal Period

• Retained Amount Analysis by Subcontractor

• Retained Amount Analysis

One View Purchase Order Inquiry

• Cost Variance by Purchase Order History

• Expected PO Receipts by Fiscal Period

• Expected PO Receipts by Item

• Expected PO Receipts by Supplier

• Purchase Order Analysis

• Purchase Order History by Fiscal Period

• Purchase Order History by Item

• Purchase Order History by Supplier

• Blanket Order Inquiry by Supplier

• Retained Amount Analysis by Supplier

• Simple Procurement Analysis

• Simple Procurement Inquiry by Fiscal Period One View Simple Procurement Inquiry

• Purchase Order Voucher Payment Inquiry by Fiscal Period

• Purchase Order Voucher Payment Inquiry by Item

• Purchase Order Voucher Payment Inquiry by Supplier

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One View for Procurement

Functional Scope

One View Backordered Items not Received Inquiry

• Backordered Items Not Received Analysis

• Backordered Items Not Received by Fiscal Period

• Backordered Items Not Received by Item

• Backordered Items Not Received by Supplier

8 Applications, 38 Reports, 87 Report Components

One View Supplier Cost Analysis Inquiry

• Cost Analysis by Item

• Cost Analysis by Supplier

• Discount Analysis by Supplier

• Supplier Cost Analysis

• Requisition Order Analysis

• Requisition Orders by Item and Requester

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One View Purchase Order Receipt Inquiry

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One View Purchase Order Receipt Inquiry

Report – Purchase Order Receipt Analysis

Purchase Order Receipts

Analysis

• This report is used to view your PO receipts and is useful in understanding how your open orders are spread across many areas.

• This is a dashboard style representation of Avg. Qty. Disposition

• This is a chart of the suppliers with the highest average

dispositioned quantity

• These charts show amount not vouchered by period and by item

• This table shows the details of the transactions displayed in the

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Benefits – Payroll

Empower End Users

• Know the impact of labor costs to your business • Predict and prepare for future trends in labor activity

• Identify where overtime costs are prevalent to better manage labor pools • Understand workforce productivity

Improve Payroll and Labor Controls

• Analyze labor costs across entities and time periods

• Compare regular, overtime, and other labor to proactively manage workforce operations • Review employee leave taken to spot trends and identify absenteeism issues

Enhance Real-Time Decision Making

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One View for Payroll

Functional Scope

Pay, Deductions, Benefits, Accruals Taxes

• One View Pay History Detail Inquiry • Earnings by Business Unit

• Earnings by Pay Type • Leave Trend

• Overtime Pay

• Pay History Analysis

• One View DBA History Detail Inquiry • Health and Welfare DBAs

• 401k Report

• Wage Attachments • DBA History Analysis

• One View PDBA History Inquiry • Year-to-Date PDBA Summary • Year-to-Date 401K

• Balance Due

5 Applications, 17 Reports, 87 Report Components

• One View Tax History Inquiry

• Year-to-Date Pay and Tax Register • Tax History by Quarter

• Social Security and Medicare Tax by Quarter • One View Canadian Tax History Inquiry

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One View Pay History Detail Inquiry

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One View Pay History Detail Inquiry

Report – Pay History Analysis

Pay History Analysis

• Filtering is provided by check date

• Graph of Total Earnings by Company

• Pie chart of Percentage Earnings by Company

• Graph of Earnings by Pay Type

• Pie chart of Percentage Earnings by Pay Type

• Graph of Top 10 Business Units by Earnings

• Graph of Top 10 Business Units by Type of Pay

• Graph of Overtime Regular and Premium

• Pie Chart of Overtime Regular and Premium Pay Percentages

• Gauges for Absence Days by Type of Absence

• Pie Chart of Percent of Leave Hours by Day of Week

• Graph of Leave Types by Day of Week

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Benefits – One View Human Resources

Empower End Users

• Know who your top employees are by salary, length of service, performance, etc. • Quickly access consolidated information about employees

• Understand benefits enrollment trends and which employees make what choices • Compare and analyze employees by compa ratio to evaluate job equity

Improve Workforce Management

• Understand workforce demographics to improve talent management planning • Gain insight into workforce assets to identify and address gaps

• Target investment in HR programs to meet the needs of your employees

Enhance Real-Time Decision Making

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One View for Human Resources

Functional Scope

Employee Information Benefits

• One View Employee Profile Inquiry • Employee Roster

• Employee Roster with Address • Employee Compensation Review • Employee Seniority Review • Employee Profile Analysis

• One View Employee Address Book Inquiry • Employees by Country

• Employee Contact Information by Supervisor

• Emergency Contacts

3 Applications, 13 Reports, 52 Report Components

• One View Employee Benefits Inquiry • Active Enrollment

• Employee and Participant Active Enrollment • Employee Enrollment Snapshot

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One View Employee Profile Inquiry

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One View Employee Profile Inquiry

Report – Employee Profile Analysis

Employee Profile Analysis

• Filtering is provided by Company

• Graph of Employees by Country

• Graph of Employees by Business Unit

• Pie chart of Employees by Age Group

• Pie chart of Employees by Business Unit

• Graph of Employees by Pay Class

• Graph of Employees by EEO Job

• Graph of Employees by FTE

• Graph of Employees by Compa Ratio

• Top 10 Employees by Salary

• Top 10 Employees by Length of Service

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One View Reporting

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Benefits – One View Transportation

Empower End Users

• Gain historical insight of your transportation shipments and loads over a pre-defined period of time.

• Broad visibility of your carriers, freight spend and operating ratios by planning depots. • Perform analysis and comparisons of your on-time shipments.

Improve Supply Chain Transportation Levels

• Use interactive reports with lists, charts, and graphs to drill down to the level of detail required to make informed business decisions.

• View real-time Transportation activity to support your shipment needs. • Analyze your Transportation costs throughout your supply chain.

Enhance Real-Time Decision Making

• Enable end users to design, create, run, and share reports. • Free up IT resources for projects.