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Using the Reports

Automated reports allow for the easy optimization of worker schedules and calendars and allow management to identify trends, costly over-staffing or over-time and to better meet compliance demands no matter where they come from.

You can find the reports in the Reports tab. The default modes of report generation are Locations, Schedule, Employees and Payroll. However, you can also generate Miscellaneous reports such as shift trades, overtime and open shifts. An added side-benefit of reporting is that you can track and save labor costs.

 

1.     Locations Report.

The main location report generates data for total scheduled employees, total worked hours and total costs for a certain period grouped by location.

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If you want to see more detailed information about certain location, just click on the respective location name.

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2.     Schedule Report.

 The schedule report generates data for total scheduled employees, total worked hours, Overtime hours, and number of Shifts, Open Shifts, Trades, Dropped shifts, Picked-Up shifts and total Labor Cost for a certain period.

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3.     Employees Report.

The employees report generates data for all employees, respective worked hours, Overtime hours, and number of Shifts, Open Shifts, Trades, Dropped shifts, Picked-Up shifts and total Labor Cost for a certain period.

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If you want to generate report just for one employee, you have to choose his name from the dropdown menu above the table:

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4.     Miscellaneous Reports.

4.1.  7-Days Schedule.

This report displays a list of your employees and the shifts that they are assigned to work during the current week. To view employees from a specific department (position) only, select the desired department / position from the Department (Position) drop-down menu.

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4.2.  Who is Not Scheduled.

The Who Is Not Scheduled report displays a list of all employees with the status of not scheduled for the current week. To view employees from a specific department (position) only, select the desired department/position from the Department (Position) drop-down menu.

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4.3.  Shift Trade By Employee.

The report displays the number of dropped / traded shifts by employee and it can be generated for a certain period and can be filtered by department/position.

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4.4.  Shift Trade By Position.

The report displays the number of dropped / traded shifts by position and it can be generated for a certain period and can be filtered by department/position.

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4.5.  Overtime by Employee.

Overtime report provides you with information about Regular Hours and Overtime hours for each employee calculated within the selected date range. It can be filtered by department/position.

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4.6.  Open Shifts by Date.

This report displays a list of the open shifts for a position for a certain period. It can be filtered by position.

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4.7.  Open Shifts by Position.

This report displays a list of the positions for which open shifts exist for a for a certain period. It can be filtered by position.

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4.8. Time-off list.

This report shows a list with employees, which have approved time-off requests for a certain period. It can be filtered by department and position.

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4.9. Scheduled vs. Actual Hours Worked

This report shows scheduled hours vs actual worked (from the time clock) for each employee. it can be generated for different periods.

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4.10. Late or Absent

This report shows for each day those employees who are late or absent for their shift. The report is based on the schedule vs clock in data.

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5.     Payroll Report.

This report provides a simple listing of each clock in / out for every employee and the elapsed time for the clock in / out pair. The payroll report generates data only for approved employees' timesheet  for selected date range.

Users also can select:

- list of employees to be included in report

- if the generated information to be grouped by user or by date

- what columns to be included in report

- overtime options

- to exclude or not unpaid breaks

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