Staffing Sheet Daily report
This report shows daily staffing details for the selected locations. It is a location-based report that shows employee schedules and open shifts by day and span, along with coverage information.
The report includes scheduled and open shifts by zone or shift set Contains a collection of shifts used to define workload (staffing) requirements for locations. Example: An organization has shifts that the majority of employees work: 7 AM-3 PM and 3 PM-11 PM.. The schedule and variance from the plan are listed by job for each shift or schedule zone A span of time that repeats on a 24-hour cycle, used to measure coverage. Examples include Day, Evening, and Night zones.. Managers can use the report to see who is scheduled for which shifts and to ensure coverage is met for each zone or shift.
The report displays a single day per page. Schedule items are grouped by timespan.
Run the report
- From your Report Library, click tap Run Report
. - In the Select Report panel, select Scheduler > Staffing Sheet - Daily and click tap Select.
- In the report panel, select the following parameters:
- Timeframe — Click Tap Select Timeframe
. Then, in the Timeframe panel, select the appropriate timeframe or click tap Select Range to select a range of dates. When finished, click tap Apply. - Location — Click Tap Select Hyperfind A search engine that filters and selects groups of employees through queries that specify conditions or locations (criteria).
. Then, in the Locations & Hyperfinds panel, select the appropriate location. If you have the appropriate access, you can also click tap Select Locations to open the Select Locations glance (also known as a contextual callout) Provides information and actions in a dialog box for an item on the screen when the user right-clicks or taps the item.panel. - When finished, click tap Apply.
- Display Workload Specifies a number of employees needed for a certain job at a certain location over a certain span of time. Data Only — Select Yes to only display locations with workload configuration assignments. Select No to display all locations (with or without workload configuration assignments).
- Show Zeros in Rows — Select Yes to show zeroes in rows where there is no schedule or coverage information. Select No to exclude rows that have no data from displaying in the report.
- Output Format — Select one of the following:
- Timeframe — Click Tap Select Timeframe
- Click Tap Run report. An In progress message displays while the report is running.
- Click Close
to close the panel. - Click Tap OK when the Report is Completed message appears. If you created a PDF or Excel report, a link appears at the bottom of the Report Library.
Report contents
The report contains the following data:
- Location — The complete path for the location. Each location starts a new page of the report.
- Span – Time span, by zone or shift set where the shifts are worked.
- Job — Sorted alphabetically.
- Employee — Lists employees sorted by zone/shift set and job where they contribute to coverage. Shifts with no employee assigned display as <Open Shift A shift that is scheduled for a job, but no employee is assigned to work it.>.
- Start Time - End Time — Start and end times of the shift segments Parts of shifts that are assigned to a job in the business structure, either primary or transfer jobs.; includes space for written comments
- Planned — Planned coverage for zone or shift set, as a summary row.
- Variance — Variance coverage for zone or shift set, as a summary row.
