Staffing Sheet Weekly report
This report shows weekly 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 set Contains non-overlapping schedule zones that together comprise a full day based on hours of operation for a location. 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 report displays a maximum of 7 days per page. If the report is run for more than 7 days, the remaining days will be included on the next 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 - Weekly 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.
- Schedule Days — Lists employee names and scheduled shift segments Parts of shifts that are assigned to a job in the business structure, either primary or transfer jobs.. A box around a shift segment indicates that it is part of a shift that has multiple segments, and that there are other segments of the shift elsewhere in the report. 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.>.
- Planned — Planned coverage for zone or shift set, as a summary row.
- Variance — Variance coverage for zone or shift set, as a summary row.
