Employee Schedule - Weekly report
This report shows the weekly schedules of selected employees. You can select specific employees using Hyperfind A search engine that filters and selects groups of employees through queries that specify conditions or locations (criteria).. You can also select a location and the report will show the schedules of all employees whose primary job is contained in the location. The report also includes the shifts that employees are working outside of the location.
If applicable, the total number of employees who are not totalized also appears as well as the employee's name (last, first) and ID. Employees who have no schedule are not included in the report.
Note: You cannot change this report, but you can copy it and modify the copy.
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- From your Report Library, click tap Run Report
- In the Select Report panel, select Scheduler > Employee Schedule - 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. - Hyperfind — Click Tap Select Hyperfind
. Then, in the Locations & Hyperfinds panel, select the appropriate location or Hyperfind. If you have the appropriate access, you can also do the following: - Click Tap New Hyperfind to create a new Hyperfind. See Hyperfind queries for more information.
- 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.
- Define the Shift Display for the report:
- Shift Times — Displays shift start and end times
- 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. — Displays shift labels
- Specify whether you want to Include Paycodes A category of time or money that employees earn, for example, Regular Hours, Bonus, or Sick. in the report.
- Specify whether you want the report to show One Employee Per Page.
- 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.
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The Location name appears on the top row; the complete path for the location on the second row. Each location starts a new page showing:
- Employee — Sorted by job, listed alphabetically; includes employees who have no scheduled shifts during the time period
- Job — Sorted by sort order number, if configured. Otherwise, sorted alphabetically
- Shifts — Shifts by start and end time; includes hours and money amounts of Paycodes