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ID63 - Technicians Burden Rate is below target rate or Tech missing email - Overview and Sample

Identify Field Techs missing Burden Rate and/or email address 

Overview | Samples | Variables | Alert Functionality | Best Practices & Tips |  Related Alerts

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Overview:

If you do not have accurate burden rates setup for all your technicians, then your service profitability reports will be incorrect in your labor costs. This notifies of burden rates not set up and/or if there is no email address setup for the technician. 

Run Schedule: Daily Evenings

Type of Output: Email

 

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Sample

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Variables

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Variable W: Burden Rate Minimum, set dollar amount burden rates should AT LEAST be set at

Variable X: Set Branch numbers to limit which branch(es) alert fires on or leave blank for all branches

Variable Y: Custom Property required on Tech eAuto Employee Record to identify techs to consider

 

 

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Alert Functionality

-Any changes to a Burden Rate will only go into effect from that day forward. Neither our reports or ECi's reports will change burden rate as reflected in profitability retroactively.

-Looks at Employee Record for anyone set with Custom Property ZCJFieldTech (VariableY) set to YES and reports if missing email address and/or if Burden Rate is lower than threshold set on VariableW.

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Best Practices & Tips

-Identify Field Techs with Custom Property ZCJFieldTech. Many of our alerts consider this Custom Property for considering which techs to report to:

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Related Alerts

Not at this time

 

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