Location Schedule - Monthly report
This report shows monthly schedules for employees by location to provide an overview of the long-term plan. It displays all the people scheduled to work and their scheduled shifts in the selected location. Open shifts and pay code edits are also shown.
Shifts are listed using labels, if a label has been assigned; otherwise, shifts are indicated by start time. Shift labels Replaces start and end times in the schedule with a compact, easier-to-read label. Example: Shift times are 4PM-12:30AM, and the shift label is Evening. are displayed in their entirety if the report is run for 20 days or less; otherwise, shift labels are truncated to five characters.
The report displays up to 28 days per page. If the report is run for more than 28 days, the remaining days are included on the next page. If there are less than 28 days shown on a page, columns are auto-sized to fit the page.
Run the report
- From your Report Library, click tap Run Report
- In the Select Report panel, select Scheduler > Location Schedule - Monthly 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.
- Schedule Type — Select one of the following:
- Current — Displays data from the last saved schedule
- Posted — Displays data from the schedule currently posted.
- 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. If you created an interactive report, the report opens in a new tab automatically.
Report contents
The report contains the following data:
- Location — The complete path for the location. Each location starts a new page of the report.
- Employee — Lists employees sorted by jobs they are scheduled for. Employees that have transfers to another location display in the report under each location where they are scheduled.
- Job — Sorted alphabetically.
- Shifts — Indicated either by shift label or start time. Start time of the shift segment Parts of shifts that are assigned to a job in the business structure, either primary or transfer jobs. is shown. Shifts are marked with an x for each scheduled job that is not the employee's primary job.
- Open Shifts — Listed first within each subgroup of jobs. Multiple open shifts on the same day for the same job are shown in the same cell.
- Paycodes A category of time or money that employees earn, for example, Regular Hours, Bonus, or Sick. — Listed with the paycode short name followed by the associated schedule amount: hours, days, or money.
