FTE Estimation

Updated on 26 Jul 2024
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The FTE Estimation report provides a count of all full time equivalent employees who were employed at the selected locations during the specified time frame. This data has a number of use cases, such as when estimating ACA business eligibility or PTO eligibility.

When setting parameters for the report, users can customize the hours per month required to be considered a full time equivalent employee. Once generated, the report displays summary information, including a breakdown of the total FTE count, as well as specific information about the employees included in the count, such as name, pay type, rate, average monthly hours, and so on.

Users must have the following permissions enabled to access this report:

Labor → Employees → Employment → View Hourly Pay Rates
Labor → Employees → Employment → View Salary Pay Rates

The full time equivalents shown on this report are for estimation and informational purposes only. A formal audit should be conducted for employees who are reported as potentially being full time eligible.

In the Reports section of the left navigation pane, select My Reports.
The My Reports screen appears.
At the top of the My Reports screen, select Workforce.
The screen generates a list of reports in alphabetical order.
Locate FTE Estimation.
Select Customize to adjust the report parameters and run the report.

Report Parameters

	Field	Description
1	Filter By	A list of all filter categories. Filter categories will vary based by report.
2	Filter	A list of filter options, determined by the 'Filter By' category selected (#1).
3	Start	First date for which to pull data for the report. The 'Start' and 'End' parameters create the date range for which data is generated. The report then displays data for all dates within the date range, including the start and end dates.
4	End	Last date for which to pull data for the report. The 'Start' and 'End' parameters create the date range for which data is generated. The report then displays data for all dates within the date range, including the start and end dates.
5	FTE Hours Per Month	Number of hours the employee is required to work to be considered a full time equivalent employee.
6	Inactive	If set to Yes, the report includes inactive employees. If set to No, the report shows active employees only.
7	View options	This section provides options to select, save, edit, or delete a report view.
8	Run	Generates the report. Click the down arrow to the right of the Run button to export, email, or print the report.

Report Columns

The header displays the following information:

Start Date - Selected start date for the report.
End Date - Selected end date for the report.
Salary - Number of salaried employees during the selected date range.
Current Full Time Hourly - Number of hourly employees who worked full time hours during the selected date range.
Part Time - Number of part time employees who worked full time hours during the selected date range.
Total Full Time - Total number of employees who worked full time hours during the selected date range.

Column	Description
Primary Location	Employee's primary location.
Worked Location	Location where the employee worked, if different from their primary location.
Active	Indicates whether the employee was active during the specified date rage.
Last Name First Name	Employees last name, or surname, followed by their first name, or given name.
Pay Type	Indicates whether the employee is hourly, salaried, etc.
Current Employment Type	Indicates whether the employee is marked as full time or part time in R365.
Actual Employment Type Since Active	Indicates whether the employee should be full time or part time based on actual hours worked. Full Time if the employee worked more hours than the number entered in the FTE Hours Per Month parameter. Part Time if the employee worked fewer hours than the number entered in the FTE Hours Per Month parameter.
Correct In System	Indicates whether the employment type should be updated in R365. True if the Current Employment Type and Actual Employment Type Since Active match. No change is required. False if the Current Employment Type and Actual Employment Type Since Active do not match, indicating that the employee's employment type should be updated in R365.
Verified Fixedin R365	If Correct In System is False, the user can mark this space to indicate that the Employee record has been updated.
90 Day Avg Rate	Employee's average rate of pay in the past 90 days.
Hire Date	Date when the employee was hired.
Termination Date	Date when the employee ceased to be employed by the organization, if applicable.
Avg Hours Per Month Worked	Average number of hours that the employee works in a month.
Average Hours per Active Month	Average number of hours that the employee works in a month, including only months when the employee was active.
Average Hours over last 3 Months	Average number of hours that the employee worked per month, including only the last three months.