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Reporting on schedule compliance
Reporting on schedule compliance

See how compliant each schedule you make is when compared to schedule validations configured in your account.

Updated over a year ago

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:

  • Under Scheduled

  • Shifts Don't Match Regular Hours

  • Under Preferred Hours

  • Over Preferred Hours

  • Qualification Maximum Hours are Exceeded

Employees

Choose either All Staff or one specific employee's shifts to report on.

Locations

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.

Teams

Filter information based on an employee's Default Payroll Team. Currently, one team or all teams can be included in the filter.

Earnings Tags

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.

Roles

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.

Rule Types

Filter information based on the validation/rule that was breached. Currently, one rule or all rules can be included in the filter.

Shift Locations

Filter information based on what location the breaching shift was scheduled to. Currently, one location or all locations can be included in the filter.

Shift Teams

Filter information based on what team the breaching shift was scheduled to. Currently, one team or all teams can be included in the filter.

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