The following tables describe the data sources under Employee. They list the fields available and provide a brief description of contents. They include:


Availability Override

You can report on data regarding employees who alter or override their normal availability schedule. Reports gather information from the following sources.

  • Employee information is specified in the Add or Edit Employee window. 

  • Location information is specified in the Add or Edit Location window.

  • Employees specify availability information on the Single Day Override window in the Employee Portal.

Field

Description of contents

Active

A flag that indicates whether employee is available for use in scheduling shifts. Displays on reports as True if active and False if inactive. Status is active unless an inactive date is set on Employee Status window.

Address

Employee's street address. (Entered in Address in the Employee Information window.)

Address2

Additional information for employee address. (Entered in Address2 in the Employee Information window.)

AvailableRange

Specific times employee is available or unavailable for assignment (depends on value of EnabledYesNo). (Employee selects Available Times on Single Day Override window.)

BusinessName

The name of the location, for local overrides.

City

The city of the employee's address.

Country

The country of the employee's address.

Date

Date of the override.

DayId

Day ID of the date (Sunday - Saturday ~ 1-7).

DayName

Name of weekday for the date.

EMail

Employee's email address.

EmployeeId

Unique ID set by ScheduleSource. Will be unique for each Location/Employee.

Enabled

Flag (0 or 1) to indicate whether the availability is "Off" or "On". If O, the date (or times therein) are set to "Off". If 1, the date/Times are set to "On".

EnabledYesNo

Same as "Enabled" but displays text values "Yes" or "No".

EnterpriseEmployeeId

Unique ID for the employee, set by ScheduleSource.

FirstName

Employee's first name.

FullName

Employee's full name. Displayed as "Last, First".

HireDate

Employee's Start Date.

Hours

Number of hours in the AvailableRange.

LastName

Employee's last name.

Name

Name or type of the Availability Override. Report displays either Global Day Override or Local Day Override.

Notes

Textual notes related to the Employee. (Entered on Employee Information window.)

OverridePriority

UNUSED

PhoneNo

Employee's phone number. (Entered in Phone in Employee Information window.)

PhoneNo2

Additional employee phone number. (Entered in Ph2 (cell) in Employee Information window.)

PhoneNo3

Additional employee phone number. (Entered in Ph3 (other) in Employee Information window.)

PostalCode

Employee's zip code or postal code.

PreferredEnd

End time of Preferred Range. (Overrides default preferred times for a date.)

PreferredStart

Start time of Preferred Range. (Overrides default preferred times for a date.)

ScopeText

Name of override's scope or availability. Report displays either Global or Local.

State

Employee's state. (from Address settings.)

TermDate

Termination date of employee. (Entered in Inactive Date in Employee Status window.)

UserDefined1 - UserDefined6

Custom field(s) identified in Admin > Custom Fields > Location.

UserName

Employee's username. (Entered in Username/ID in Employee Information window.)

 Count

A count of the Availability Overrides, grouped by the other fields selected.

 EnabledCount

A count of the Enabled Availability Overrides, grouped by the other fields selected.

 TotalHours

A sum of the Availability Overrides Hours, grouped by the other fields selected.


Availability Template

You can report on data regarding employee availability on templates. Depending on your company's administration, data for each employee is entered in either the Location portal or the Employee portal. See the following:

  • Employee contact and scheduling information is specified in the Add or Edit Employee window. In many organizations, employees maintain their personal and contact information in the Employee portal.

  • Location information is specified in the Add or Edit Location window.

  • Schedulers enter availability in the Location portal in either a Global or Local template or, if Location Admin settings permit, employees enter their availability themselves on templates in the Employee portal.

Field

Description of contents

Active

A flag that indicates whether employee is available for use in scheduling shifts. Displays on reports as True if active and False if inactive. Status is active unless an inactive date is set on Employee Status window.

Address

Employee's address. (Entered in Address in the Employee Information window.)

Address2

Additional information for employee address. (Entered in Address2 in the Employee Information window.)

AvailableRange

Specific times employee is available.(Employee enters Available Times in the Availability Template window.)

BusinessName

Name of the location, for local templates.

City

The city of the employee's address.

Country

The country of the employee address.

DayId

Day ID of the date (Sunday - Saturday ~ 1-7).

EffectiveEnd

Date the availability template ends, if Date-Based

EffectiveStart

Date the availability template starts, if Date-Based

EMail

Employee's email address.

EmployeeId

Unique ID set by ScheduleSource. Will be unique for each Location/Employee.

Enabled

Indicates whether employee is available for assignment based on an Availability template. Report displays 0 if the employee is unavailable for the entire day and 1 if the employee is available to work.

EnabledYesNo

Same as "Enabled" but displays text values "Yes" or "No".

EnterpriseEmployeeId

Unique ID for the employee, set by ScheduleSource.

FirstName

Employee's first name.

FullName

Employee's full name. Displayed as "Last, First".

HireDate

Employee's Start Date.

Hours

Number of hours an employee is available based on Enabled and AvailableRange values.

LastName

Employee's last name.

Name

Name or type of the Availability Override. Report displays either Global Day Override or Local Day Override.

Notes

Textual notes related to the Employee. (Entered on Employee Information window.)

PhoneNo

Employee’s phone number. (Entered in Phone in Employee Information window.)

PhoneNo2

Additional employee phone number. (Entered in Ph2 (cell) in Employee Information window.)

PhoneNo3

Additional employee phone number. (Entered in Ph3 (other) in Employee Information window.)

PostalCode

Employee's zip code or postal code.

PreferredEnd

End time of Preferred Range. (Overrides default preferred times for a date.)

PreferredStart

Start time of Preferred Range. (Overrides default preferred times for a date.)

Rank

Employee rank indicating relative priority of working shifts on at day in the template

ScopeText

Name of template. Reports displays either Global, Local, or Datebased

State

Employee's state (from Address settings).

TemplatePriority

Relative priority of this template. Report displays 0 if it is a Global template, 1 if it is a Local template, and 2 if it is a Datebased template. Schedulers create these templates in the Location portal under Employee > Availability, and based on your company's settings, Employees can create these templates under Availability > Templates in the Employee portal.

TermDate

Termination or Inactive date of employee. (Entered in Inactive Date in Employee Status window.)

UserDefined1 - UserDefined6

Custom field(s) identified in Admin > Custom Fields >Employee.

UserName

Employee's username. (Entered in Username/ID in Employee Information window.)

 Count

A count of the Template Days, grouped by the other fields selected.

 EnabledCount

A count of the Enabled Template Days, grouped by the other fields selected.

 TotalHours

A sum of the Template Days’ Hours, grouped by the other fields selected.


Employee

You can report on data regarding employees at a location using the Location portal. Included is personal data, contact information, and scheduling, as well as leave requests and credentials. Some fields are unique to the Location portal, and the Employee (Local) data source provides access to this data. See the following:

  • Employee contact and scheduling information is specified in the Add or Edit Employee window. In many organizations, employees maintain their personal and contact information in the Employee portal.

  • Location information is specified in the Add or Edit Location window. 

Field

Description of contents

Active

A flag that indicates whether employee is available for use in scheduling shifts. Displays on reports as True if active and False if inactive. Status is active unless an inactive date is set on Employee Status window.

Address

Employee's street address. (Entered in Address in the Employee Information window.)

Address2

Additional information for employee address. (Entered in Address2 in the Employee Information window.)

AgreementEndDate

End date of current employee agreement. When an agreement is added to an employee, any previous agreement is terminated on the day before the new agreement begins. An employee can only be under one agreement at one time.

AgreementStartDate

Start date of current employee agreement. Agreements are entered in the Enterprise portal under Admin > Lists > Employee Agreements. When you assign an agreement to an employee using Employees > Mass-Assign or add a new employee agreement in Employees > Agreements, you designate an Effective Date, which is the AgreementStartDate.

AgreementType

Indicates the name of the agreement. Add an Employee Agreement Type in the Employee Agreements window under Admin > Lists in the Enterprise portal.

BioId

Employee's BioId. (Entered in BioID in the Employee Information window.)

BirthDate

Employee's birthdate. (Entered in Birth Date in the Employee Information window.)

CardId

Employee's CardId (Entered in BadgeID in the Employee Information window.)

City

City of the employee address. (Entered in City in Employee Information window.)

Country

Country of the employee address. (Entered in Country in Employee Information window.)

DefaultLocation

Indicates the location chosen as an employee's the primary work location in the Enterprise portal. To edit the DefaultLocation, go to Employees > Location and click on a Location in the list of locations for that employee. On the Locations Settings window that displays, select Yes or No for Default.

DefaultLocationExternalId

The External ID of the DefaultLocation.

DefaultLocationId

Unique ID of the default location set by ScheduleSource.

DefaultTaskId

Unique ID of the default Task set by ScheduleSource.

EMail

Email of the employee. (Entered in Email in Employee Information window.)

ExternalId

Employee number for use with an external system, such as HR or Payroll.

FirstName

Employee's first name. (Entered in First Name in Employee Information window.)

FullName

Employee's full name. Displayed as "Last, First".

HireDate

Employee Start Date.

IVRPinCode

Employee's Pin number issued for clocking via a telephone. (Entered in IVR Pin in Employee Information window.)

LastName

Employee's last name. (Entered in Last Name in Employee Information window.)

MaxDays

Maximum number of working days per week this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxDays.

MaxHours

Maximum number of hours per week this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxHours.

MaxHoursPerDay

Maximum number of hours per day this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxHoursPerDay.

MaxShiftsPerDay

Maximum number of shifts per day this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxShiftsPerDay.

MinHours

Minimum number of hours per week for this employee. Used only for reports and analysis.

Notes

Textual notes related to the Employee. (Entered on Employee Information window.)

OrgEmployeeId

Unique ID set by ScheduleSource.

PhoneNo

Employee's phone number.

PhoneNo2

Additional employee phone number. (Entered in Ph2 (cell) in Employee Information window.)

PhoneNo3

Additional employee phone number (Entered in Ph3 (other) in Employee Information window.)

Policy

Name of effective Employee Policy. (Entered in Organization > Policies and assigned to an employee when you assign an employee agreement.)

Position

Name of effective position. (Entered into Admin > Lists > Employee Positions and assigned to an employee when you assign an employee agreement.)

PostalCode

Employee's zip code or postal code.

Rank

Rank of the employee versus other employees. Used in seniority considerations. (Rank of the employee set in the Employee Information window in the Location portal under the Scheduling tab. To view the rank for an employee in the Location portal, select an employee and go to Edit Employee > Scheduling. In the Enterprise portal, go to Employees > Employees. Click the Scheduling tab. Rank displays in the table.)

State

Employee’s state (from Address settings).

TermDate

Termination or Inactive date of employee. (Entered in Inactive Date in Employee Status window.)

TimeZoneOffset

The hour difference between UTC time and the time zone setting for the employee. (Selected under Employee Information > Time & Attendance.)

TimeZoneUSDay

Indicates daylight savings for time zone: 1=Yes, i.e., Auto Adjust for daylight savings time or 0=No, i.e., do not adjust for daylight savings time.

UserDefined1 - UserDefined6

Custom field(s) identified in Admin > Custom Fields > Employee.

UserName

Employee's username. (Entered in Username/ID in Employee Information window.)

 Count

A count of the Employees, grouped by the other fields selected.


Employee (Local)

You can report on data regarding employees at a location using the Location portal. Included is personal data, contact information, and scheduling as well as leave requests and credentials. Some fields are unique to the Location portal, and the Employee (Local) data source provides access to this data. See the following:

  • Employee contact and scheduling information is specified in the Add or Edit Employee window. In many organizations, employees maintain their personal and contact information in the Employee portal.

  • Location information is specified in the Add or Edit Location window.

Field

Description of contents

Active

A flag that indicates whether employee is available for use in scheduling shifts. Displays on reports as True if active and False if inactive. Status is active unless an inactive date is set on Employee Status window.

Address

Employee's address. (Entered in Address in the Employee Information window.)

Address2

Additional information for employee address. (Entered in Address2 in the Employee Information window.)

AgreementEndDate

End date of current employee agreement. When an agreement is added to an employee, any previous agreement is terminated on the day before the new agreement begins. An employee can only be under one agreement at one time.

AgreementStartDate

Start date of current employee agreement. Agreements are entered in the Enterprise portal under Admin > Lists > Employee Agreements. When you assign an agreement to an employee using Employees > Mass-Assign or add a new employee agreement in Employees > Agreements, you designate an Effective Date, which is the AgreementStartDate.

AgreementType

Indicates the name of the agreement. Add an Employee Agreement Type in the Employee Agreements window under Admin > Lists in the Enterprise portal

BirthDate

Employee's birthdate. (Entered in Birth Date in the Employee Information window.)

BusinessCode

The code that Location users type in when they log on to the Location portal and Employee portal for that location.  (Entered in Sign In Code field in the Location information window.)

BusinessExternalId

The External Id is used to coordinate TeamWork with external systems. It is blank unless your company integrates data with an external system.

BusinessName

The name of a location. (Entered in Name in the Location information window.)

BusinessTimeZoneOffset

The hour difference between UTC time and the time zone setting for the location. (Selected on Location Information window.)

BusinessTimeZoneUSDay

Indicates daylight savings for location time zone: 1=Yes, i.e., Auto Adjust for daylight savings time or 0=No, i.e., do not adjust for daylight savings time.

BusinessUDF1 - BusinessUDF6

Custom field(s) identified in Admin > Custom Fields > Location.

CardId

Employee's CardId. (Entered in BadgeID in the Employee Information window.)

City

City of the employee address. (Entered in City in Employee Information window.)

Country

Country of the employee address. (Entered in Country in Employee Information window.)

Crew

Name of the crew the employee's crew assignment. (Crews are established in the Location portal under Location > Crews. Crews are assigned to an employee in the Location portal under the Scheduling tab in the Employee Information window.)

DefaultActivity

The employee’s default Activity. (Selected under Employee Information > Time & Attendance).

DefaultLocation

Indicates the location chosen as an employee's the primary work location in the Enterprise portal. To edit the DefaultLocation, go to Employees > Location and click on a Location in the list of locations for that employee. On the Locations Settings window that displays, select Yes or No for Default.

DefaultLocationId

Unique ID of the default Location set by ScheduleSource.

DefaultTaskId

Unique ID of the default Task set by ScheduleSource.

EMail

Email of the employee. (Entered in Email in Employee Information window.)

ExternalId

Employee ID for use with an external system, such as HR or Payroll

FirstName

Employee's first name. (Entered in First Name in Employee Information window.)

FullName

Employee's full name. Displayed as "Last, First".

HireDate

Employee Start Date.

IVRPinCode

Employee's Pin number issued for clocking via a telephone. (Entered in IVR Pin in Employee Information window.)

LastName

Employee's last name. (Entered in Last Name in Employee Information window.)

MaxDays

Maximum number of working days per week this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxDays.

MaxHours

Maximum number of hours per week this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxHours.

MaxHoursPerDay

Maximum number of hours per day this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxHoursPerDay.

MaxShiftsPerDay

Maximum number of shifts per day this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxShiftsPerDay.

MinHours

Minimum number of hours per week for this employee. Used only for reports and analysis.

Notes

Textual notes related to the Employee. (Entered on Employee Information window.)

PayRate

Estimated or average hourly rate of pay. (PayRate is assigned to an employee in the Location portal under the Scheduling tab in the Employee Information window.)

PhoneNo

Employee's phone number.

PhoneNo2

Additional employee phone number. (Entered in Ph2 (cell) in Employee Information window.)

PhoneNo3

Additional employee phone number (Entered in Ph3 (other) in Employee Information window.)

Policy

Name of effective Employee Policy. (Entered in Organization > Policies and assigned to an employee when you assign an employee agreement.)

Position

Name of effective position. (Entered into Admin > Lists > Employee Positions and assigned to an employee when you assign an employee agreement.)

PostalCode

Employee's zip code or postal code.

RotationId

Unique ID for local rotation pattern.  Created by ScheduleSource.

State

Employee’s state (from Address settings).

TermDate

Termination or Inactive date of employee. (Entered in Inactive Date in Employee Status window.)

TimeZoneOffset

The hour difference between UTC time and the time zone setting for the employee. (Selected under Employee Information > Time & Attendance.)

TimeZoneUSDay

Indicates daylight savings for time zone: 1=Yes, i.e., Auto Adjust for daylight savings time or 0=No, i.e., do not adjust for daylight savings time.

UserDefined1 - UserDefined6

Custom field(s) identified in Admin > Custom Fields > Employee.

UserName

Employee's username. (Entered in Username/ID in Employee Information window.)

 BusinessCount

A count of the Employees’ unique Locations, grouped by the other fields selected.

 ClientCount

A count of the Employees’ unique Client assignments, grouped by the other fields selected.

 Count

A count of the Local Employees, grouped by the other fields selected.

 OrgEmployeeCount

A count of the Employees, grouped by the other fields selected.


Employee Accruals

You can report on accrual information to track employee leave against accrual balances. When employees request leave, they can select an accrual type. If the leave is approved in the Location portal, the amount of leave is subtracted from the employee balance. See the following:

  • Employee contact and scheduling information is specified in the Add or Edit Employee window. In many organizations, employees maintain their personal and contact information in the Employee portal.

  • Location information is specified in the Add or Edit Location window.

  • Accrual Type information is specified in Admin in the Enterprise portal.

Field

Description of contents

AccrualDescription

Description of the accrual type. (Entered in the Description field in the Accrual Type window under Admin > Lists > Accrual Types.)

AccrualExternalId

The External ID is used to coordinate TeamWork with external systems. It is blank unless your company coordinates with an external system. (Entered in the External ID field in the Accrual Type window.)

AccrualId

Unique ID set by ScheduleSource.

AccrualType

Name of the accrual type.

Active

A flag that indicates whether employee is available for use in scheduling shifts. Displays on reports as True if active and False if inactive. Status is active unless an inactive date is set on Employee Status window.

Address

Employee's street address. (Entered in Address in the Employee Information window.)

Address2

Additional information for employee address. (Entered in Address2 in the Employee Information window.)

Balance

Accrual balance.

City

City of the employee address. (Entered in City in Employee Information window.)

Country

Country of the employee address. (Entered in Country in Employee Information window.)

DefaultLocation

Indicates the location chosen as an employee's the primary work location in the Enterprise portal. To edit the DefaultLocation, go to Employees > Location and click on a Location in the list of locations for that employee. On the Locations Settings window that displays, select Yes or No for Default.

DefaultLocationExternalId

External ID for the default location. The External Id is used to coordinate TeamWork with external systems. It is blank unless your company integrates with an external system.

DefaultLocationId

Unique ID for default location set by ScheduleSource.

Email

Email of the employee. (Entered in Email in Employee Information window.)

EmployeeFullName

Employee full name. Displayed as “Last, First”.

EmployeeId

Unique ID set by ScheduleSource. (Equals OrgEmployeeId)

ExternalId

Employee ID for use with an external system, such as HR or Payroll.

FirstName

Employee's first name. (Entered in First Name in Employee Information window.)

LastName

Employee's last name. (Entered in Last Name in Employee Information window.)

Notes

Textual notes related to the Employee. (Entered on Employee Information window.)

PhoneNo

Employee's phone number.

PhoneNo2

Additional employee phone number. (Entered in Ph2 (cell) in Employee Information window.)

PhoneNo3

Additional employee phone number (Entered in Ph3 (other) in Employee Information window.)

PostalCode

Employee's zip code or postal code.

Project

Name of Project linked to accrual.

State

Employee’s state (from Address settings).

Task

Name of Task linked to accrual.

Updated

Timestamp of last update to accrual balance.

UserDefined1 - UserDefined6

Custom field(s) identified in Admin > Custom Fields > Employee.

UserName

Employee's username. (Entered in Username/ID in Employee Information window.)

 Count

A count of the Employee Accruals, grouped by the other fields selected.


Employee Credentials

You can keep track of employee credentials, qualifications, certifications, and training classes as they relate to stations and shift assignments. Designate locations that require enforcement of credentials and identify non-compliant shifts. Run reports on a periodic basis that list expired credentials, credentials that will expire in the near future, and shifts that highlight employees who are non-compliant. See the following:

  • Credentials are established in the Enterprise portal. Go to the Credentials section of TeamWork to add and edit credentials. While you assign credentials to employees in the Enterprise portal, a scheduler with role permissions can view credentials in the Location portal and Employees can view their credentials in the Employee portal.

  • Location information is specified in the Add or Edit Location window.

  • Employee contact and scheduling information is specified in the Add or Edit Employee window. In many organizations, employees maintain their personal and contact information in the Employee portal.

    Note: Credentials such as qualifications and certifications are assigned to specific employees. When you run reports to view Employee Credentials, only the employees who have those qualifications and certifications assigned to them are listed.

Field

Description of contents

Active

A flag that indicates whether employee is available for use in scheduling shifts. Displays on reports as True if active and False if inactive. Status is active unless an inactive date is set on Employee Status window.

Address

Employee's street address. (Entered in Address in the Employee Information window.)

Address2

Additional information for employee address. (Entered in Address2 in the Employee Information window.)

BioId

Employee's BioId. (Entered in BioID in the Employee Information window.)

BirthDate

Employee's birthdate. (Entered in Birth Date in the Employee Information window.)

CardId

Employee's CardId (Entered in BadgeID in the Employee Information window.)

City

City of the employee address. (Entered in City in Employee Information window.)

Country

Country of the employee address. (Entered in Country in Employee Information window.)

DefaultLocation

Indicates the location chosen as an employee's the primary work location in the Enterprise portal. To edit the DefaultLocation, go to Employees > Location and click on a Location in the list of locations for that employee. On the Locations Settings window that displays, select Yes or No for Default.

DefaultLocationExternalId

The External ID of the DefaultLocation. The External Id is used to coordinate TeamWork with external systems. It is blank unless your company integrates with an external system.

DefaultLocationId

Unique ID of the default location set by ScheduleSource.

Email

Email of the employee. (Entered in Email in Employee Information window.)

ExternalId

Employee ID for use with an external system, such as HR or Payroll.

FirstName

Employee first name. (Entered in First Name in Employee Information window.)

FullName

Employee full name. Displayed as “Last, First”.

HireDate

Employee Start Date.

IVRPinCode

Employee's Pin number issued for clocking via a telephone. (Entered in IVR Pin in Employee Information window.)

LastName

Employee's last name. (Entered in Last Name in Employee Information window.)

MaxDays

Maximum number of working days per week this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxDays.

MaxHours

Maximum number of hours per week this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxHours.

MaxHoursPerDay

Maximum number of hours per day this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxHoursPerDay.

MaxShiftsPerDay

Maximum number of shifts per day this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxShiftsPerDay.

MinHours

Minimum number of hours per week for this employee. Used only for reports and analysis.

Notes

Textual notes related to the Employee. (Entered on Employee Information window.)

OrgEmployeeId

Unique ID set by ScheduleSource.

PhoneNo

Employee's phone number.

PhoneNo2

Additional employee phone number. (Entered in Ph2 (cell) in Employee Information window.)

PhoneNo3

Additional employee phone number (Entered in Ph3 (other) in Employee Information window.)

PostalCode

Employee's zip code or postal code.

QualificationCode

Code associated with this qualification or certification. (Entered in Name in the Qualification or Certification window.)

QualificationCompletedBy

Date employee qualification must be completed by for an employee. (Entered in the Assignments Credential window.)

QualificationCompleted

Date employee completed the qualification or certification. (Entered in the Assignments Credential window.)

QualificationEffectiveEnd

Last date qualification is effective for an employee. (Entered in the Assignments Credential window.)

QualificationEffectiveStart

Date qualification begins being effective for an employee. (Entered in the Assignments Credential window.)

QualificationEmployeeNote

Notes related to the qualification for an employee. (Entered in the Assignments Credential window.)

QualificationId

ID for the employee’s qualification. (Entered in Id in employee Assignments Credential window.)

QualificationName

Name associated with this qualification or certification. (Entered in Name in the Qualification or Certification window.)

QualificationNote

Notes associated with this qualification or certification. (Entered in Notes in the Qualification or Certification window.)

QualificationStatus

Indicates qualification status: Complete = valid and Pending = pending

QualificationType

Set by ScheduleSource to distinguish qualification type: QUAL = Qualification, CLASS = Training, CERT = Certification

Rank

Rank of the employee versus other employees. Used in seniority considerations. (Rank of the employee set in the Employee Information window in the Location portal under the Scheduling tab. To view the rank for an employee in the Location portal, select an employee and go to Edit Employee > Scheduling. In the Enterprise portal, go to
Employees > Employees. Click the Scheduling tab. Rank displays in the table.
)

State

Employee’s state (from Address settings).

TermDate

Termination or Inactive date of employee. (Entered in Inactive Date in Employee Status window.)

TimeZoneOffset

The hour difference between UTC time and the time zone setting for the employee. (Selected under
Employee Information > Time & Attendance.
)

TimeZoneUSDay

Indicates daylight savings for time zone: 1=Yes, i.e., Auto Adjust for daylight savings time or 0=No, i.e., do not adjust for daylight savings time.

UserDefined1 - UserDefined6

Custom field(s) identified in Admin > Custom Fields > Employee.

UserName

Employee's username. (Entered in Username/ID in Employee Information window.)

 Count

A count of the Employee Credentials, grouped by the other fields selected.


Employee Leave

You can report on employee leave. When employees request leave, they select a leave type. The leave is granted or denied in the Location portal or the Enterprise portal. See the following:

  • Employee contact and scheduling information is specified in the Add or Edit Employee window. In many organizations, employees maintain their personal and contact information in the Employee portal.

  • Location information is specified in the Add or Edit Location window.

  • Leave Types information is specified in Admin in the Enterprise portal.

Field

Description of contents

Active

A flag that indicates whether employee is available for use in scheduling shifts. Displays on reports as True if active and False if inactive. Status is active unless an inactive date is set on Employee Status window.

Address

Employee's street address. (Entered in Address in the Employee Information window.)

Address2

Additional information for employee address. (Entered in Address2 in the Employee Information window.)

City

City of the employee address. (Entered in City in Employee Information window.)

Comment

Comment employee enters when leave is requested.

Country

Country of the employee address. (Entered in Country in Employee Information window.)

DateEnd

Ending effective date of the leave entry.

DateStart

Starting effective date of the leave entry.

Days

Count of days in the effective leave date range.

DefaultLocationCode

Employee’s default location Code.

DefaultLocationExternalId

Employee’s default location External ID.

DefaultLocationName

Employee’s default location Name.

DefaultLocationPhone

Employee’s default location Phone.

EMail

Employee’s email address.

EmployeeRequestTime

Timestamp of the entry in employee’s Time Zone, if different from location.

EndTime

Ending time of partial day off entry.

EnterpriseEmployeeId

Unique ID for employee, set by ScheduleSource. (Same as OrgEmployeeId)

EnterpriseRequestTime

Timestamp of the entry in enterprise Time Zone.

FirstName

Employee first name. (Entered in First Name in Employee Information window.)

FullName

Employee full name. Displayed as “Last, First”.

HireDate

Employee Start Date.

Id

Unique ID of leave entry, set by ScheduleSource.

LastName

Employee's last name. (Entered in Last Name in Employee Information window.)

LastUpdatedDate

Timestamp of last update to leave entry.

LeaveHours

Total hours of leave entry.

LeaveTypeCode

Code associated with this leave type for the entry.

LeaveTypeId

Unique ID for the leave type, set by ScheduleSource.

LeaveTypeName

Name of the leave type for the entry.

LocationRequestTime

Timestamp of the entry in location’s Time Zone.

Notes

Notes related to the Employee. (Entered on Employee Information window.

OffType

UNUSED

PhoneNo

Employee's phone number.

PhoneNo2

Additional employee phone number. (Entered in Ph2 (cell) in Employee Information window.)

PhoneNo3

Additional employee phone number (Entered in Ph3 (other) in Employee Information window.)

PostalCode

Employee's zip code or postal code.

RequestStatus

Numerical indication of leave request status: 1 = request initiated, 0 = request granted, 2 = request denied

RequestStatusText

Text indication of leave request status: REQUEST (request initiated), GRANTED (request granted), DENIED (request denied), CANCELLED (granted leave was cancelled by request)

RequestTime

Timestamp of entry creation.

StartMonth

Month formatted (MM) DateStart.

StartTime

Start time of partial day off.

StartYear

Year formatted (YYYY) DateStart.

State

Employee’s state.

TermDate

Termination or Inactive date of employee. (Entered in Inactive Date in Employee Status window)

TimeOff

Text representation of start/end times for partial day off.

UserDefined1 - UserDefined6

Custom field(s) identified in Admin > Custom Fields > Employee.

UserName

Employee's username. (Entered in Username/ID in Employee Information window.)

CancelRequestedCount

A count of the Leave Entries that have been requested cancelled (but not yet cancelled), grouped by the other fields selected.

 Count

A count of the Leave Entries, grouped by the other fields selected.

 DeniedCount

A count of the Leave Entries with DENIED status, grouped by the other fields selected.

 GrantedCount

A count of the Leave Entries with GRANTED status, grouped by the other fields selected.

 LeaveHoursTotal

A sum of the Leave Entry Hours, grouped by the other fields selected.

 RequestCount

A count of the Leave Entries with REQUEST status, grouped by the other fields selected.

 TotalDays

A sum of the Leave Entry Days, grouped by the other fields selected.


Employee Skills

You can keep track of employee skills as they relate to stations and shift assignments. Station ranks are defined when stations are added and configured in locations in the Enterprise portal. While in many organizations, schedulers assign employee skills in the Location portal, you can also assign skills in the Enterprise portal.
 

Field

Description of contents

Active

A flag that indicates whether employee is available for use in scheduling shifts. Displays on reports as True if active and False if inactive. Status is active unless an inactive date is set on Employee Status window.

Address

Employee's street address. (Entered in Address in the Employee Information window.)

Address2

Additional information for employee address. (Entered in Address2 in the Employee Information window.)

BusinessCode

The location Code for the employee’s skill.

BusinessName

The location Name for the employee’s skill.

BusinessUDF1 - BusinessUDF6

Custom field(s) identified in Admin > Custom Fields > Location.

City

The city of the employee’s address.

Country

The country of the employee’s address.

Crew

Name employee’s crew assignment.

EMail

Employee’s email address.

EmployeeId

Unique ID for the local employee, set by ScheduleSorce.

EnterpriseEmployeeId

Unique ID for the employee, set by ScheduleSource.

EnterpriseStationId

Unique ID for the station, set by ScheduleSource.

ExternalId

Employee ID for use with an external system, such as HR or Payroll.

FirstName

Employee first name. (Entered in First Name in Employee Information window.)

FullName

Employee full name. Displayed as “Last, First”.

HireDate

Employee Start Date.

LastName

Employee's last name. (Entered in Last Name in Employee Information window.)

Level

Level Skill level of the employee for the station and location. Highest = 9, lowest = 0.

MaxDays

Maximum number of working days per week this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxDays.

MaxHours

Maximum number of hours per week this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxHours.

MaxHoursPerDay

Maximum number of hours per day this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxHoursPerDay.

MaxShiftsPerDay

Maximum number of shifts per day this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxShiftsPerDay.

MinHours

Minimum number of hours per week for this employee. Used only for reports and analysis.

PhoneNo

Employee’s phone number. (Entered in Phone in Employee Information window.)

PhoneNo2

Additional employee phone number. (Entered in Ph2 (cell) in Employee Information window.)

PhoneNo3

Additional employee phone number. (Entered in Ph3 (other) in Employee Information window.)

PostalCode

Employee's zip code or postal code.

Rank

Rank of the employee versus other employees. Used in seniority considerations.

State

Employee’s state (from Address settings).

StationId

Unique ID generated by ScheduleSource.

StationName

The name of the station.

StationRank

Relative priority of a station ranked against other stations. The higher the rank, the more likely the station's shifts will be filled. If empty shifts occur, they will be pushed to the lower priority stations.

TermDate

Termination or Inactive date of employee. (Entered in Inactive Date in Employee Status window.)

UserDefined1 - UserDefined6

Custom field(s) identified in Admin > Custom Fields > Employee.

UserName

Employee's username. (Entered in Username/ID in Employee Information window.)

 Count

A count of the Skill Assignments, grouped by the other fields selected.

 EmployeeCount

Count of unique Employee/Location assignments, grouped by the other fields selected.

OrgEmployeeCount

Count of unique Employees, grouped by the other fields selected.

 ShiftCount

Count of Shifts, grouped by the other fields selected, subject to the Date Range of the filter.

StationCount

Count of unique Stations, grouped by the other fields selected.