Why Scheduling reports are better than book reports
The word conjures up horrifying school days, homework, and memories of books unread and teachers unsatisfied. Gah.
Furthermore you can schedule folks just fine without scheduling reports so why bother?
Well I can survive* my day without coffee but that doesn’t mean anything gets done well.
The truth is scheduling reports (unlike book reports) are fantastic. If you’re a scheduler and you aren’t using the scheduling reports you are missing out on some great tools to check your work and save time. Here I will translate what the reports are, who they are for, and what they can do for you.
*Having not gone a day without coffee in years I can’t reasonably speculate on my survival chances.
1. Scheduled Hours by Employee – See the how much everyone is working!
In some schedule views it may not be as easy to instantly see exactly how much each employee is working. This report will quickly show you how much a given employee is scheduled for and some contextual data (Their contracted hours, whether they are part-time or full time etc.) to help you decide if there’s a problem.
You can find this report up at the top of the schedule using the schedule reports dropdown. It’s literally a click away and it is a good five second check to make before you post a schedule to make sure no mistakes have occurred and there are no overtime issues. Click here for a tutorial on how to use this report.
2. Pay Period Schedule Report – I want to see everything, and then just see one thing.
This report will basically tell you everything about your schedule. Total hours of each employee? Yes miss. The schedule for a single employee? Absolutely.
This report is really great for specific questions about the schedule. Say an employee wants to know their specific work days (not anyone else’s), that can sometimes be tougher to see on the regular schedule views. But, if you use the report and filter for the employee, all the info is there.
You can get at this report from the Schedules page just outside of your schedule. Just click the link titled View Pay Period Schedule Report. Click here to learn how to use the filters and the report to see what you need.
3. Contracted Hours Report – Did you give people their contracted hours?
Similar to the Scheduled Hours by Employee report this guy is pretty easy to use, two clicks with the scheduling reports dropdown just above the schedule and it’s there. The report will show contracted hours with the actual scheduled hours and highlight those employees who are scheduled for less than their contracted hours.
For schedulers who deal with strict contracted hours rules, this is a good quick check before you post a schedule to make sure you’ve met your contract criteria. I should note that all the info in this report exists in the Scheduled Hours by Employee report but this version is just a little simpler and for the specific purpose.You can find the report just outside of your schedule on the Schedules table page. Click here for a tutorial on how to use the report.
4. Sign Off Sheet – Did everyone actually work what they were scheduled for?
Less a report than a sweet print out, the sign-off sheet does exactly what you’d expect. It prints off a list of each employee’s shifts which you can post so folks can sign off on shifts or make edits if changes happened.
You can present the sheet by employee or by day. The report can be found by clicking the print button up top on the schedule. For more info on how to use it click here for a tutorial.
You know if you just dislike paper in all its forms you could also consider our online timesheets Time Entry. They integrate with the Inclusion system and are pretty easy to use. You can learn more about what Time Entry does and how to use it by clicking here and here.
So there are some scheduling reports that are far superior to book reports. If you’ve got any questions about how to integrate these reports into your workflow give the Includables a call at 1-800-335-0039 ext. 580. You can also shoot em an email at firstname.lastname@example.org.
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