Take a look back at the schedules you and your team have created to ensure schedule validations are being met, and staff are receiving compliant schedules each week.
Make use of the reporting feature to adjust scheduling practices or validation settings, so that moving forward creating a schedule can be even faster than it already is.
This help guide covers:
Accessing the report
In order to access the Shift Compliance Report, make sure you've enabled schedule validations in your account through Settings > All Settings > Schedule.
Once schedule validations are up and running in your account, the Shift Compliance Report can be accessed via the Reports tab in the navigation bar.
Setting Employee Filters
When first generating your compliance report, you'll be able to set certain filters to narrow down what information is shown. Continue reading to learn about each of these filters.
Each time you make changes to these filters, including the date range, ensure you click the green Regenerate Report with employee filters button to refresh the information.
Worked Shifts vs Published Schedules
The report can be based on either Worked Shifts (a shift that appears on an employee's timesheet) or the Published Schedules (shifts that have been published on the schedule).
When viewing Worked Shifts, certain validations will only appear if the entire timesheet is in the past. These validations include:
Shifts Don't Match Regular Hours
Under Preferred Hours
Over Preferred Hours
Qualification Maximum Hours are Exceeded
Choose either All Staff or one specific employee's shifts to report on.
Filter information based on the location of an employee's Default Payroll Team. Currently, one location or all locations can be included in the filter.
Filter information based on an employee's Default Payroll Team. Currently, one team or all teams can be included in the filter.
Filter based on any tags added to an employee's profile - this includes employment types, classifications/levels, allowances/penalties, and additional tags. Currently, one tag or all tags can be included in the filter.
Filter information based on what permission level a user has been assigned. If a user has multiple permission levels, e.g. Team Manager and Employee, they'll be included when filtering to Team Managers and when filtering to Employees. Currently, one role or all roles can be included in the filter.
Setting Data Filters
Use data filters to refine the information you've generated. You won't need to re-generate your report when adjusting Data Filters.
Warning vs Blocking
Filter information based on whether a validation that's been breached is set to block, warn, or both.
Filter information based on the validation/rule that was breached. Currently, one rule or all rules can be included in the filter.
Filter information based on what location the breaching shift was scheduled to. Currently, one location or all locations can be included in the filter.
Filter information based on what team the breaching shift was scheduled to. Currently, one team or all teams can be included in the filter.