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.
Note: 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.
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
Article Topics
Navigation
- 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 | Location reporting category by which to filter the report. Options in the Filter By menu are configurable and specific to your organization. For more information, see System Preferences: Location Reporting Categories and Location Record: Reporting Categories. |
| 2 | Filter | Allows users to apply one or more filter options from the location reporting category that they selected in the Filter By menu. The selected filters determine which locations appear in the generated report. For example, if Filter By is set to Region, the Filter menu might include options such as North, South, East, and West. A user can select West to display all locations belonging to this reporting category. Options that appear in the Filter menu are configurable and specific to your organization. For more information, see System Preferences: Location Reporting Categories and Location Record: Reporting Categories. |
| 3 | Start | First date to include in the report. The Start and End fields create a date range for which to include data in the generated report. |
| 4 | End | Last date to include in the report. The Start and End fields create a date range for which to include data in the generated report. |
| 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 | Provides the user with options to select, save, edit, or delete a report view. For more information about these controls, see My Reports: Using My Reports. |
| 8 | Run | Generates the report. The green arrow button opens a drop-down from which users can 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.
|
| Correct In System | Indicates whether the 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. |
Email, Export, or Print the Report
This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.