The Work Schedule report shows the shifts employees are working for a period of either one or two weeks from a chosen start date.
It then displays the total straight-time and overtime hours worked for each employee during that period. Essentially, it’s a printable calendar view of your schedule, broken down by employee.
- Navigate from Home > View Reports > Work Schedule (Duty Roster) or select from the REPORTS menu.
- Enter a Start Date.
- Select one of the Display Options.
- Display all schedules: Include all information on the schedule.
- Display exceptions from employee's shift pattern: Only display shifts that were added or modified after the schedule was generated.
- Display exceptions from employee’s original published schedules: Only display changes that were made after the schedule was published.
- Display employee’s original published schedules: This will display what the schedule looked like when it was published, regardless of any changes made after that.
- Requirements Summary: Checking this box will add a printable version of your coverage summary for the chosen date range to the bottom of the report.
- Select an option from Total Overtime as of:
- Default: One day before the Start Date value.
- Use start date of report: Use the Start Date value.
- Select or deselect the checkboxes in the Display section.
Display in Schedule -
- Location
- Position
- Events
- Unavailability
- Work Reasons
- Volunteer Signup
- Notes for Employee
- Scheduler Comments (Not viewable by employee)
- Masked Leaves
- Total Overtime at the Beginning of the Schedule (applicable only in the two-week report): shows OT hours up to the date selected under Total Overtime as of.
Display under employee name -
- Employee #
- Type (full-time/part-time/casual)
- Team
Display color for -
When you create shift and leave codes, you can associate a background color.
When generating the work schedules report, you can choose whether or not to display it.
For printing purposes, it’s recommended to uncheck these boxes if you don’t have a color printer.
- Shift
- Leaves
7. Enable or disable Payable Hours.
8. If enabled, identify what the Grand total payable hours for the period includes.
9. Determine the month or week display value.
10. Identify the Sort By method.
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11. Group: If you want to generate the work schedule report only for a certain group, you can choose it here. Any employees not in the group will be excluded from the report.
12. Group Filters: You can choose a custom mix of positions and locations and only display employees with matching positions/locations.
13. Team: View the report for a specific team. This is useful for supervisors and managers to see their staff only.
14. Click View Report, Save As Preset, or Get Link. You can also schedule a recurring email. If View Report was selected, you can choose a download format and click the save icon.
