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


Enterprise Shifts

You can report on data regarding Enterprise shifts. 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. In addition, once you establish a location, you set up Location settings, Employee portal and swapping privileges, autofill and break settings, and time settings.

  • Scheduling information is specified in the Add or Edit Shift window in Schedules in the Location portal or from Templates in either portal.

Note: An Enterprise shift acts as a template until it is deployed to a location. Once deployed, it is linked to the location's shifts. Location-based information in the report will be blank if the shift is not deployed.

Field

Description of contents

BreakEnd

Break end time with day mm/dd/yyyy and time in AM or PM. (LOCAL SHIFT)

BreakEndText

Break end time only, as a text string, in military time. (LOCAL SHIFT)

BreakStart

Break start time with day mm/dd/yyyy and time in AM or PM (LOCAL SHIFT)

BreakStartText

Break start time only, as a text string, in military time. (LOCAL SHIFT)

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.)(LOCAL SHIFT)

BusinessExternalId

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

BusinessName

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

BusinessPhone

The phone number of the location. (Entered in Phone in the Location information window.) (LOCAL SHIFT)

ClientFirstName

ClientFirstName First name of client assigned to shift. (Optional, only available If Client Management Module is activated.) (LOCAL SHIFT)

ClientFullName

Full name of client, displayed as “Last, First”. (LOCAL SHIFT)

ClientId

If Client Management Module is activated; Displays the ID number of the client assigned.

ClientLastName

If Client Management Module is activated; displays last name of the client assigned.

EMail

Employee’s email address. (LOCAL SHIFT)

EmpApproved

Displays 0 for false (employee has not okayed shift or not required to approve shift) Displays -1 if shift approval is required and employee has okayed shift to work. (LOCAL SHIFT)

EmployeeFullName

Employee’s full name. Displayed as “Last, First”. (LOCAL SHIFT)

EmpSwapping

Flags that the shift is posted to swapboard by employee; Displays -1 if True (posted) or 0 if False (not posted). (LOCAL SHIFT)

EnterpriseEmployeeId

Unique ID for Employee, set by ScheduleSource.

EnterpriseEnd

Shift End time, in enterprise time zone.

EnterpriseScheduleId

Unique ID for Enterprise Schedule, set by ScheduleSource.

EnterpriseShiftId

Unique ID for Shift, set by ScheduleSource.

EnterpriseStart

Shift Start time, in enterprise time zone.

EnterpriseStationId

Unique ID for Station, set by ScheduleSource.

FirstName

Employee’s first name. (LOCAL SHIFT)

Hours

Total hours of Enterprise Shift. (ShiftEnd – ShiftStart).

InactiveCode

Flags that the shift has been made inactive and no longer a valid shift; Displays -1 if True (shift is inactive) or 0 if False (shift is active).

LastName

Employee’s last name. (LOCAL SHIFT)

LimitLocations

Flag on the Enterprise Schedule indicating that shifts can only be deployed to a limited list of locations.

LocalBusinessId

Unique ID for Location, set by ScheduleSource.

LocalDate

Date of Shift. (LOCAL SHIFT)

LocalDateText

Date of Shift in YYYYMMDD format. (LOCAL SHIFT)

LocalEmployeeId

Unique ID for employee/location. Set by ScheduleSource.

LocalHours

Net hours of shift. End-Start – BreakHours. (LOCAL SHIFT)

LocalNote

A comment added to shift. (LOCAL SHIFT)

LocalScheduleId

Unique ID for the location/schedule. (LOCAL SHIFT)

LocalShiftId

Unique ID for shift. (LOCAL SHIFT)

LocalStationId

Unique ID for the location/station. (LOCAL SHIFT)

LocationUserDefined1 - LocationUserDefined6

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

Note

A comment added to the enterprise shift.

Phone1

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

Phone2

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

Phone3

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

ScheduleAllowSwap

Flag that indicates if Enterprise Schedule is Published and employees can claim shifts on SwapBoard. = Yes, 0 = No.

ScheduleDate

Start date of the schedule.

ScheduleDateText

Text value of start date of the schedule in format yyyy.mm.dd

ScheduleDateYear

Year portion of the start date.

ScheduleName

Name of the Enterprise Schedule.

SchedulePublished

Flag that indicates if Enterprise Schedule is Published and employees can claim shifts on SwapBoard. (Same as ScheduleAllowSwap except displays True or False)

ShiftEnd

End time of shift in AM or PM (shows fixed default date of 1/1/1900) (LOCAL SHIFT)

ShiftEndText

Text string of end time of shift; default in military time. (LOCAL SHIFT)

ShiftStart

Start  time of shift  in AM or PM (shows fixed default date of 1/1/1900)(LOCAL SHIFT)

ShiftStartText

Test string of start time of shift; default in military time.(LOCAL SHIFT)

ShiftType

UNUSED

StationAllowSwap

Displays True if allow swap is chosen for this station in Enterprise; False if not allowed to swap

StationName

Name of Station.

StationUDF1 - StationUDF6

Custom field(s) defined in Admin > Custom Fields > Station.

StationUserDefined1 - StationUserDefined6

Same as “StationUDF” fields above.

Swapping

Flag displaying if the shift has been posted to be swapped on the swap board. Displays -1 if True or 0 if false (not posted).(LOCAL SHIFT)

TimeActivityCode

The code of the Default Activity assigned to Station.

TimeActivityName

The name of the Default Activity assigned to Station.

TimeProjectCode

The code of the Default Project assigned to Station.

TimeProjectName

The name of the Default Project assigned to Station.

TimeTaskCode

The code of the Default Task assigned to Station.

TimeTaskName

The name of the Default Task assigned to Station.

UpdateReason

A custom feature displaying the reason a shift was updated. Currently only applied when cancelling a shift.

UserDefined1 - UserDefined6

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

UtcEnd

End time of Enterprise Shift in coordinated universal time (UTC).

UtcStart

Start time of Enterprise Shift in coordinated universal time (UTC).

Gear_icon.png AssignedCount

Count of shifts assigned to an employee; i.e. non-empty shifts, grouped by the other fields selected. (LOCAL SHIFT)

Gear_icon.png BusinessCount

Count of the unique locations represented in shifts, grouped by the other fields selected. (LOCAL SHIFT)

Gear_icon.png Count

Count of shifts, grouped by the other fields selected.(LOCAL SHIFT)

Gear_icon.png DateCount

Count of distinct dates, grouped by the other fields selected.

Gear_icon.png DayCount

Count of distinct week days represented in shifts, grouped by the other fields selected.

Gear_icon.png EmployeeCount

Count of distinct/employees represented in shifts, grouped by the other fields selected. (LOCAL SHIFT)

Gear_icon.pngEnterpriseShiftCount

Count of shifts with enterprise ID's; Generated from Enterprise Schedule

Gear_icon.png LocalDateCount

Count of distinct dates, grouped by the other fields selected. (LOCAL SHIFT)

Gear_icon.png LocalDayCount

Count of distinct week days represented in shifts, grouped by the other fields selected. (LOCAL SHIFT)

Gear_icon.png LocalEmployeeCount

Count of distinct location/stations represented in shifts, grouped by the other fields selected. (LOCAL SHIFT)

Gear_icon.png LocalHoursTotal

Sum of hours, grouped by the other fields selected. (LOCAL SHIFT)

Gear_icon.pngLocalScheduleCount

Count of local schedules represented in shifts, grouped by the other fields selected. (LOCAL SHIFT)

Gear_icon.png LocalStationCount

Count of distinct location/stations represented in shifts, grouped by the other fields selected. (LOCAL SHIFT)

Gear_icon.png ScheduleCount

Count of enterprise schedules represented in shifts, grouped by the other fields selected. (LOCAL SHIFT)

Gear_icon.png ShiftCount

Count of unique shifts, grouped by the other fields selected. (LOCAL SHIFT)

Gear_icon.png StationCount

Count of distinct stations represented in shifts, grouped by the other fields selected.


Schedule Archive

Schedules are archived in the Location portal. 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. In addition, once you establish a location, you set up Location settings, Employee portal and swapping privileges, autofill and break settings, and time settings.

  • Scheduling information is specified in the Add or Edit Shift window in Schedules in the Location portal or from Templates in either portal.

Field

Description of contents

BreakEnd

Break end time with day mm/dd/yyyy and time in AM or PM.

BreakEndText

Break end time only, as a text string, in military time.

BreakStart

Break start time with day mm/dd/yyyy and time in AM or PM

BreakStartText

Break start time only, as a text string, in military time.

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)

BusinessPhone

The phone number of the location. (Entered in Phone in the Location information window)

ClientFirstName

First name of client assigned to shift.(Optional, only available If Client Management Module is activated.)

ClientFullName

Full name of client, displayed as “Last, First”.

ClientId

Unique ID of client, set by ScheduleSource. (Optional, only available If Client Management Module is activated.)

ClientLastName

Last name of client assigned to shift. (Optional, only available If Client Management Module is activated.)

Crew

Name of employee’s crew assignment.

Date

Date of the shift start.

DateText

Text value of Date. (yyyyMMdd)

DayId

ID for the week day of the date. (Sunday – Saturday ~ 1-7).

EmpApproved

Displays 0 for false (employee has not okayed shift or not required to approve shift), displays -1 if shift approval is required and employee has okayed shift to work.

EmployeeFullName

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

EmployeeId

Unique ID for the employee, set by ScheduleSource.

EmpSwapping

Flags that the shift is posted to swapboard by employee; Displays -1 if True (posted) or 0 if False (not posted).

FirstName

Employee’s first name.

Hours

Total hours of the shift. (ShiftEnd – ShiftStart) – BreakHours.

InactiveCode

Flags that the shift has been made inactive and no longer a valid shift; Displays -1 if True (shift is inactive) or 0 if False (shift is active).

LastName

Employee’s last name.

Note

A comment added to shift.

ScheduleDate

Start date of the schedule.

ScheduleDateText

Text value of start date of the schedule in format yyyy.mm.dd.

ScheduleDateYear

Year portion of the schedule start date.

ScheduleFirm

Flag indicating the schedule is firm and not actively being edited. -1 = Yes, 0 = No. (Not enforced. User can choose how to implement.)

ScheduleId

Unique ID for the schedule, set by ScheduleSource.

ScheduleName

Name of the schedule.

SchedulePublished

Flag that indicates if Enterprise Schedule is Published and employees can claim shifts on SwapBoard. (Same as ScheduleAllowSwap except displays True or False).

ShiftEnd

End date and time of shift.

ShiftEndText

Text string of end time of shift; default in military time.

ShiftGroup

Name of shift group the shift has been assigned.

ShiftId

Unique ID for a shift, set by ScheduleSource.

ShiftStart

Start date and time of shift.

ShiftStartText

Text string of start time of shift; default in military time.

StationId

Unique ID for station, set by ScheduleSource.

StationName

Name of Station.

Swapping

Flag displaying if the shift has been posted to be swapped on the swap board. Displays -1 if True or 0 if false (not posted).

SwappingToEmployeeId

Unique ID to whom a swap is being directed. The ID is for the employee at the location of the shift.

TimeActivityCode

The code of the Default Activity assigned to Station.

TimeActivityName

The name of the Default Activity assigned to Station.

TimeProjectCode

The code of the Default Project assigned to Station.

TimeProjectName

The name of the Default Project assigned to Station.

TimeTaskCode

The code of the Default Task assigned to Station.

TimeTaskName

The name of the Default Task assigned to Station.

UpdateAction

Internal code for the type of update performed on shift.

UpdateDate

Timestamp of the last edit of the shift.

UpdateReason

A custom feature displaying the reason a shift was updated. Currently only applied when cancelling a shift.

UpdateUserId

Unique ID for the user or employee updating the shift (by location).

UpdateUserType

Internal code to indicate if update was by a user or employee.

UserName

Employee’s username (same as EmployeeNum).

Gear_icon.png AssignedCount

Count of shifts assigned to an employee; i.e. non-empty shifts, grouped by the other fields selected.

Gear_icon.png BreakCount

Count of shifts with a break, grouped by the other fields selected.

Gear_icon.png BusinessCount

Count of the unique locations represented in shifts, grouped by the other fields selected.

Gear_icon.png Count

Count of shifts, grouped by the other fields selected.

Gear_icon.png DateCount

Count of distinct dates, grouped by the other fields selected.

Gear_icon.png DayCount

Count of distinct week days represented in shifts, grouped by the other fields selected.

Gear_icon.png EmployeeCount

Count of distinct/employees represented in shifts, grouped by the other fields selected.

Gear_icon.png EstCostTotal

Estimated cost of the shift based first on the employee pay rate but will use station pay rate if employee pay rate is zero.(Pay Rates as set on employee and station records, not from Time and Attendance calculations).

Gear_icon.png FridayHoursTotal

Sum of hours on Fridays, grouped by the other fields selected.

Gear_icon.png HoursMax

Hours of the longest shift, grouped by the other fields selected.

Gear_icon.png HoursMin

Hours of the shortest shift, grouped by the other fields selected.

Gear_icon.png HoursTotal

Sum of hours, grouped by the other fields selected.

Gear_icon.png InactiveTotal

Count of the inactive shifts, grouped by the other fields selected.

Gear_icon.png MondayHoursTotal

Sum of hours on Mondays, grouped by the other fields selected.

Gear_icon.png SaturdayHoursTotal

Sum of hours on Saturdays, grouped by the other fields selected.

Gear_icon.png ScheduleCount

Count of schedules represented in shifts, grouped by the other fields selected.

Gear_icon.png ShiftCount

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

Gear_icon.png StationCount

Count of distinct stations represented in shifts, grouped by the other fields selected.

Gear_icon.png SundayHoursTotal

Sum of hours on Sundays, grouped by the other fields selected.

Gear_icon.png SwappingTotal

Count of shifts posted to SwapBoard (not empty shifts), grouped by the other fields selected.

Gear_icon.png ThursdayHoursTotal

Sum of hours on Thursdays, grouped by the other fields selected.

Gear_icon.png TuesdayHoursTotal

Sum of hours on Tuesdays, grouped by the other fields selected.

Gear_icon.png WednesdayHoursTotal

Sum of hours on Wednesdays, grouped by the other fields selected.


Schedule Audit

Schedule Audit information gathers information for reporting 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. In addition, once you establish a location, you set up Location settings, Employee portal and swapping privileges, autofill and break settings, and time settings.

  • Scheduling information is specified in the Add or Edit Shift window in Schedules in the Location portal or from Templates in either portal.

Field

Description of contents

BreakEnd

Break end time with day mm/dd/yyyy and time in AM or PM.

BreakEndText

Break end time only, as a text string, in military time.

BreakStart

Break start time with day mm/dd/yyyy and time in AM or PM

BreakStartText

Break start time only, as a text string, in military time.

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.)

BusinessName

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

BusinessPhone

The phone number of the location. (Entered in Phone in the Location information window.)

ClientFirstName

First name of client assigned to shift. (Optional, only available If Client Management Module is activated.)

ClientFullName

Full name of client, displayed as “Last, First”.

ClientId

Unique ID of client, set by ScheduleSource. (Optional, only available If Client Management Module is activated.)

ClientLastName

Last name of client assigned to shift. (Optional, only available If Client Management Module is activated.)

Crew

Name employee’s crew assignment.

Date

Date of the shift start.

DateText

Text value of Date (yyyyMMdd).

DayId

ID for the week day of the date. (Sunday – Saturday ~ 1-7).

EmpApproved

Displays 0 for false (employee has not okayed shift or not required to approve shift), displays -1 if shift approval is required and employee has okayed shift to work.

EmployeeFullName

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

EmployeeId

Unique ID for the employee, set by ScheduleSource.

EmployeeMaxHours

Employee’s maximum number of hours per week setting.

EmployeeMinHours

Employee’s minimum number of hours per week setting.

EmpSwapping

Flags that the shift is posted to swapboard by employee; Displays -1 if True (posted) or 0 if False (not posted).

ExternalEmployeeId

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

FirstName

Employee’s first name.

Hours

Total hours of the shift. (ShiftEnd – ShiftStart) – BreakHours.

InactiveCode

Flags that the shift has been made inactive and no longer a valid shift; Displays -1 if True (shift is inactive) or 0 if False (shift is active).

LastName

Employee’s last name.

Note

A comment added to shift.

ScheduleDate

Start date of the schedule.

ScheduleDateText

Text value of start date of the schedule in format yyyy.mm.dd.

ScheduleDateYear

Year portion of the schedule start date.

ScheduleFirm

Flag indicating the schedule is firm and not actively being edited. -1 = Yes, 0 = No.(Not enforced. User can choose how to implement.)

ScheduleId

Unique ID for the schedule, set by ScheduleSource.

ScheduleName

Name of the schedule.

SchedulePublished

Flag that indicates if Enterprise Schedule is Published and employees can claim shifts on SwapBoard. (Same as ScheduleAllowSwap except displays True or False).

ShiftEnd

End date and time of shift.

ShiftEndText

Text string of end time of shift; default in military time.

ShiftGroup

Name of shift group the shift has been assigned.

ShiftId

Unique ID for a shift, set by ScheduleSource.

ShiftStart

Start date and time of shift.

ShiftStartText

Test string of start time of shift; default in military time. 

StationId

Unique ID for station, set by ScheduleSource.

StationName

Name of Station.

Status

UNUSED

Swapped

This shift was swapped, according to the update tracking fields.

Swapping

Flag displaying if the shift has been posted to be swapped on the swap board. Displays -1 if True or 0 if false (not posted).

SwappingToEmployeeId

Unique ID to whom a swap is being directed. The ID is for the employee at the location of the shift.

SwapPostDate

Timestamp of when shift was posted to SwapBoard.

SwapReason

Optional Reason code selected by employee when posting shift.

SwapToEmployeeId

Same as SwappingToEmployeeId.

SwapToFullName

Full name of the employee the swapping shift is directed to.

TimeActivityCode

The code of the Default Activity assigned to Station.

TimeActivityName

The name of the Default Activity assigned to Station.

TimeProjectCode

The code of the Default Project assigned to Station.

TimeProjectName

The name of the Default Project assigned to Station.

TimeTaskCode

The code of the Default Task assigned to Station.

TimeTaskName

The name of the Default Task assigned to Station.

UpdateAction

Internal code for the type of update performed on shift.

UpdatedDate

Timestamp of the last edit of the shift.

UpdateEmployeeFullName

Employee’s full name, if the edit was done by an employee.

UpdateFullName

Full name of person who made update (either User or Employee).

UpdateReason

A custom feature displaying the reason a shift was updated. Currently only applied when cancelling a shift.

UpdateUserFullName

User’s full name, if the update was done by an employee.

UpdateUserId

Unique ID for the user or employee updating the shift (by location).

UpdateUserType

Internal code to indicate if update was by a user or employee.

UserName

Employee’s username (same as EmployeeNum).

Gear_icon.png AssignedCount

Count of shifts assigned to an employee; i.e., non-empty shifts, grouped by the other fields selected.

Gear_icon.png BusinessCount

Count of the unique locations represented in shifts, grouped by the other fields selected.

Gear_icon.png Count

Count of shifts, grouped by the other fields selected.

Gear_icon.png DateCount

Count of distinct dates, grouped by the other fields selected.

Gear_icon.png DayCount

Count of distinct week days represented in shifts, grouped by the other fields selected.

Gear_icon.png EmployeeCount

Count of distinct employees/locations represented in shifts, grouped by the other fields selected.

Gear_icon.png InactiveTotal

Count of the inactive shifts, grouped by the other fields selected.

Gear_icon.png OrgEmployeeCount

Count of distinct employees represented in shifts, grouped by the other fields selected.

Gear_icon.png OrgStationCount

Count of distinct stations represented in shifts, grouped by the other fields selected.

Gear_icon.png ScheduleCount

Count of distinct schedules, represented in shifts, grouped by the other fields selected.

Gear_icon.png ShiftCount

Count of unique shifts, grouped by the other fields selected.)

Gear_icon.png StationCount

Count of distinct stations/locations represented in shifts, grouped by the other fields selected.

Gear_icon.png SwappedTotal

Count of swaps.

Gear_icon.png SwappingTotal

Count of the shifts posted on swap board.


Schedule Report

Schedule reporting gathers 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. In addition, once you establish a location, you set up Location settings, Employee portal and swapping privileges, autofill and break settings, and time settings.

  • Scheduling information is specified in the Add or Edit Shift window in Schedules in the Location portal or from Templates in either portal. 

Field

Description of contents

BreakEnd

Break end time with day mm/dd/yyyy and time in AM or PM.

BreakEndText

Break end time only, as a text string, in military time.

BreakStart

Break start time with day mm/dd/yyyy and time in AM or PM.

BreakStartText

Break start time only, as a text string, in military time.

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.)

BusinessName

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

Crew

Name employee’s crew assignment.

Date

Date of the shift start. (Start time not included.)

ExternalEmployeeId

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

FinalEmployeeId

Unique ID of the LAST employee the shift was assigned to.

FinalFirstName

First name of the final (LAST) employee the shift was assigned to.

FinalFullName

Full name of the final (LAST) employee the shift was assigned to.

FinalLastName

Last name of the final (LAST) employee the shift was assigned to.

FirstEmployeeId

Unique ID of the FIRST employee the shift was assigned to.

FirstFirstName

First name of the FIRST employee the shift was assigned to.

FirstFullName

Full name of the FIRST employee the shift was assigned to.

FirstLastName

Last name of the FIRST employee the shift was assigned to.

Hours

Total hours of the shift. (ShiftEnd – ShiftStart) – BreakHours.

ScheduleId

Unique ID for the schedule, set by ScheduleSource.

ShiftEnd

End time of shift in AM or PM (shows fixed default date of 1/1/1900).

ShiftGroup

Name of shift group the shift has been assigned.

ShiftId

Unique ID for a shift, set by ScheduleSource.

ShiftStart

Start time of shift in AM or PM (shows fixed default date of 1/1/1900).

StationId

Unique ID for station, set by ScheduleSource.

StationName

Name of Station.

StationUDF1 - StationUDF6

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

Gear_icon.png AssignedCount

Count of shifts assigned to an employee, i.e., non-empty shifts, grouped by the other fields selected.

Gear_icon.png BusinessCount

Count of the unique locations represented in shifts, grouped by the other fields selected.

Gear_icon.png CancelledRatio

Ratio of shifts cancelled, grouped by the other fields selected.

Gear_icon.png CancelledTotal

Count of shifts made inactive (cancelled).

Gear_icon.png ChangeCountTotal

Count of edits to shifts.

Gear_icon.png DeletedRation

Ratio of shifts deleted, grouped by the other fields selected.

Gear_icon.png DeletedTotal

Count of shifts deleted.

Gear_icon.png EmployeeCount

Count of distinct location/employees represented in shifts.

Gear_icon.png EstCostTotal

Estimated cost of the shift based on employee or station pay rate (deprecated).

Gear_icon.png HoursMax

Hours of the longest shift, grouped by the other fields selected.

Gear_icon.png HoursMin

Hours of the shortest shift, grouped by the other fields selected.

Gear_icon.png HoursTotal

Sum of hours, grouped by the other fields selected.

Gear_icon.png OrgEmployeeCount

Count of distinct employees.

Gear_icon.png OrgStationCount

Count of distinct stations.

Gear_icon.png ReclaimedRatio

Ratio of shifts reclaimed, grouped by the other fields selected.

Gear_icon.png ReclaimedTotal

Count of shifts posted, then reclaimed by an employee, grouped by the other fields selected.

Gear_icon.png ScheduleCount

Count of schedules represented in shifts, grouped by the other fields selected.

Gear_icon.png ShiftCount

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

Gear_icon.png StationCount

Count of distinct stations represented in shifts, grouped by the other fields selected.

Gear_icon.png SubstitutionRatio

Ratio between the number of scheduler reassignments to total shifts queried.

Gear_icon.png SubstitutionTotal

Count of shift reassignments completed by a scheduler.

Gear_icon.png SwapCountTotal

Count of swaps completed.

Gear_icon.png SwapExpiredRatio

Ratio between the number of swaps not claimed to total shifts queried.

Gear_icon.png SwapExpiredTotal

Count of swaps expired (posted but not claimed).

Gear_icon.png SwappedRatio

Ratio between the number of swaps that occurred to total shifts queried.

Gear_icon.png SwappedTotal

Count of swaps that occurred.


Schedule Shifts

Schedule shifts gathers information for reporting 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. In addition, once you establish a location, you set up Location settings, Employee portal and swapping privileges, autofill and break settings, and time settings.

  • Scheduling information is specified in the Add or Edit Shift window in Schedules in the Location portal or from Templates in either portal.

Field

Description of contents

BidBoardId

Internal Unique ID for the Bid Board the shift is assigned to. Default is null.

BreakEnd

Break end time with day mm/dd/yyyy and time in AM or PM.

BreakEndText

Break end time only, as a text string, in military time.

BreakStart

Break start time with day mm/dd/yyyy and time in AM or PM.

BreakStartText

Break start time only, as a text string, in military time.

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.)

BusinessPhone

The phone number of the location. (Entered in Phone in the Location information window.)

ClientFirstName

First name of client assigned to shift. (Optional, only available If Client Management Module is activated.)

ClientFullName

Full name of client, displayed as “Last, First”.

ClientId

Unique ID of client, set by ScheduleSource. (Optional, only available If Client Management Module is activated.)

ClientLastName

Last name of client assigned to shift. (Optional, only available If Client Management Module is activated.)

Crew

Name employee’s crew assignment.

Date

Date of the shift start.

DateMonth

Month of the shift start year.

DateQuarter

Quarter of the shift start, displayed as 1,2,3 or 4.

DateText

Text value of Date (yyyyMMdd).

DateWeek

Week of the shift start (within the year).

DateYear

Year of the shift start.

DateYearMonth

Year and month of shift start (yyyyMM).

DateYearQuarter

Year and quarter of shift start (yyyy0q).

DateYearWeek

Year and week of shift start (yyyyww).

DayId

ID for the week day of the date. (Sunday – Saturday ~ 1-7).

EMail

Employee’s email address.

EmpApproved

Displays 0 for false (employee has not okayed shift or not required to approve shift), displays -1 if shift approval is required and employee has okayed shift to work.

EmployeeFullName

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

EmployeeId

Unique ID for the employee/location, set by ScheduleSource.

EmployeeMaxHours

Employee’s maximum number of hours per week setting.

EmployeeMinHours

Employee’s minimum number of hours per week setting.

EmployeePayRate

Employee’s pay rate (estimated).

EmpSwapping

Flags that the shift is posted to swapboard by employee; Displays -1 if True (posted) or 0 if False (not posted).

EnterpriseEmployeeId

Unique ID for employee, set by ScheduleSource.

EnterpriseShiftId

Unique ID for the Enterprise Shift that is the template for this local shift.

ExternalEmployeeId

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

FirstName

Employee’s first name.

FiscalDayOfYear

Day of year of shift date, according to fiscal calendar. (Default fiscal calendar is a 4-4-5 pattern starting on the week with nearest first day to Jan. 1. Will be configurable in the future.)

FiscalMonth

Month of shift date, according to fiscal calendar.

FiscalQuarter

Quarter of shift date, according to fiscal calendar.

FiscalWeek

Week of shift date, according to fiscal calendar.

FiscalYear

Year of shift date, according to fiscal calendar.

HighestRankedStationName

Custom field - do not use.

Hours

Total hours of the shift. (ShiftEnd – ShiftStart) – BreakHours.

InactiveCode

Flags that the shift has been made inactive and no longer a valid shift; Displays -1 if True (shift is inactive) or 0 if False (shift is active).

LastName

Employee’s last name.

LocationUserDefined1 - LocationUserDefined6

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

Note

A comment added to shift.

OrgEmployeeId

Unique ID for employee, set by ScheduleSource.

Phone1

Employee’s phone number.

Phone2

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

Phone3

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

ScheduleAllowSwap

Flag that displays True if allow swap is chosen on the schedule settings page; False if not allowed to swap.

ScheduleDate

Start date of the schedule.

ScheduleDateText

Text value of start date of the schedule in format yyyy.mm.dd.

ScheduleDateYear

Year portion of the schedule start date.

ScheduleFirm

Flag indicating the schedule is firm and not actively being edited.-1 = Yes, 0 = No. (Not enforced. User can choose how to implement.)

ScheduleId

Unique ID for the schedule, set by ScheduleSource.

ScheduleName

Name of the schedule.

SchedulePublished

Flag that indicates if Enterprise Schedule is Published and employees can claim shifts on SwapBoard. (Same as ScheduleAllowSwap except displays True or False).

ShiftEnd

End date and time of shift.

ShiftEndText

Text string of end time of shift; default in military time.

ShiftGroup

Name of shift group the shift has been assigned.

ShiftId

Unique ID for a shift, set by ScheduleSource.

ShiftStart

Start date and time of shift.

ShiftStartText

Test string of start time of shift; default in military time.

StationAllowSwap

Displays True if allow swap is chosen for this station in Enterprise; False if not allowed to swap.

StationCost

Cost of shift using Station PayRate.

StationFeatureId

Internal ID assigned to station when station-level security is implemented.

StationId

Unique ID for station.

StationName

Name of Station.

StationOverlap

Unused setting.

StationPayRate

Station’s estimated, or average pay rate.

StationRank

A rank value assigned to stations (1-9, with 9 being highest).

StationUDF1 - StationUDF6

Custom field(s) defined in Admin > Custom Fields > Station.

StationUserDefined1 - StationUserDefined6

Duplicates of StationUDF1-6.

SwappedFromAvailDate

The timestamp of when the shift was posted to swapboard, IF the currently assigned employee was from a swap.

SwappedFromEmployeeId

Unique ID for previous employee/location, IF the currently assigned employee was from a swap.

SwappedFromFullName

Full name of previously assigned employee, IF the currently assigned employee was from a swap.

SwappedFromOrgEmployeeId

Unique ID for previous employee, IF the currently assigned employee was from a swap.

SwappedFromSwapReason

The reason code for posting shift, IF the currently assigned employee was from a swap.

SwappedToDate

Timestamp the swap was completed, IF the currently assigned employee was from a swap.

SwappedToEmployeeId

Unique ID for current employee/location, IF the currently assigned employee was from a swap.

SwappedToFullName

Full name for current employee, IF the currently assigned employee was from a swap.

SwappedToOrgEmployeeId

Unique ID for current employee, IF the currently assigned employee was from a swap.

Swapping

Flag displaying if the shift has been posted to be swapped on the swap board. Displays -1 if True or 0 if false (not posted).

SwappingToEmployeeId

Unique ID for employee/location for whom the shift is swapping to.

SwappingToEnterpriseEmployeeId

Unique ID for employee for whom the shift is swapping to.

SwapReason

Optional Reason code selected by employee when posting shift.

SwapToEmployeeId

(Same as SwappingToEmployeeId)

SwapToFullName

Full name of employee for whom the shift is swapping to.

TimeActivityCode

The code of the Default Activity assigned to Station.

TimeActivityName

The name of the Default Activity assigned to Station.

TimeProjectCode

The code of the Default Project assigned to Station.

TimeProjectName

The name of the Default Project assigned to Station.

TimeTaskCode

The code of the Default Task assigned to Station.

TimeTaskName

The name of the Default Task assigned to Station.

UpdateAction

Internal code for the type of update performed on shift.

UpdateDate

Timestamp of the last edit of the shift.

UpdateReason

A custom feature displaying the reason a shift was updated. Currently only applied when cancelling a shift.

UpdateUserId

Unique ID for the user or employee updating the shift (by location).

UpdateUserType

Internal code to indicate if update was by a user or employee.

UserDefined1 - UserDefined6

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

UserName

Employee’s username (same as EmployeeNum).

Gear_icon.png AssignedCount

Count of shifts assigned to an employee; i.e. non-empty shifts, grouped by the other fields selected.

Gear_icon.png BreakCount

Count of shifts with a break, grouped by the other fields selected.

Gear_icon.png BusinessCount

Count of the unique locations represented in shifts, grouped by the other fields selected.

Gear_icon.png Count

Count of shifts, grouped by the other fields selected.

Gear_icon.png DateCount

Count of distinct dates represented in shifts.

Gear_icon.png DayCount

Count of distinct week days represented in shifts.

Gear_icon.png EmployeeCostTotal

Estimated cost of the shift based first on the employee pay rate.

Gear_icon.png EmployeeCount

Count of distinct employees/locations represented in shifts, grouped by the other fields selected.

Gear_icon.png EnterpriseShiftCount

Count of shifts with enterprise ID's; Generated from Enterprise Schedule.

Gear_icon.png EstCostTotal

Estimated cost of the shift based on employee pay rate (deprecated).

Gear_icon.png EstimatedCostTotal

Estimated cost of the shift based first on the employee pay rate but will use station pay rate if employee pay rate is zero.

Gear_icon.png FridayHoursTotal

Sum of hours on Fridays, grouped by the other fields selected.

Gear_icon.png HoursMax

Hours of the longest shift, grouped by the other fields selected.

Gear_icon.png HoursMin

Hours of the shortest shift, grouped by the other fields selected.

Gear_icon.png HoursTotal

Sum of hours, grouped by the other fields selected.

Gear_icon.png InactiveTotal

Count of the inactive shifts, grouped by the other fields selected.

Gear_icon.png MondayHoursTotal

Sum of hours on Mondays, grouped by the other fields selected.

Gear_icon.png OrgEmployeeCount

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

Gear_icon.png OrgStationCount

Count of distinct stations represented in shifts, grouped by the other fields selected.

Gear_icon.png SaturdayHoursTotal

Sum of hours on Saturdays, grouped by the other fields selected.

Gear_icon.png ScheduleCount

Count of schedules represented in shifts, grouped by the other fields selected.

Gear_icon.png ShiftCount

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

Gear_icon.png ShiftStartTextMin

Minimum start time of the shifts as a text string.

Gear_icon.png StationCostTotal

Total cost of shifts based on station pay rate.

Gear_icon.png StationCount

Count of distinct stations represented in shifts, grouped by the other fields selected.

Gear_icon.png SundayHoursTotal

Sum of hours on Sundays, grouped by the other fields selected.

Gear_icon.png SwappingTotal

Count of shifts posted to SwapBoard (not empty shifts) , grouped by the other fields selected.

Gear_icon.png ThursdayHoursTotal

Sum of hours on Thursdays, grouped by the other fields selected.

Gear_icon.png TuesdayHoursTotal

Sum of hours on Tuesdays, grouped by the other fields selected.

Gear_icon.png WednesdayHoursTotal

Sum of hours on Wednesdays, grouped by the other fields selected.


Special Day

Special Days are specified in the Enterprise portal under Admin > Lists > Special Days. You first create special day types and then use them when creating special days for scheduling purposes.

 

Field

Description of contents

BusinessName

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

Comment

Name of special day range.

DateEnd

End date of special day date range.

DateStart

Start date of special day date range.

Days

Number of days in date range.

HolidayType

Text string indicating if Scheduled Shifts are allowed during date range. Will display either “No Schedule” or “Allow Schedule”.

LeaveBlackout

Flag indicated whether or not leave can be scheduled during date range. 0 = Yes, 1 = No (it’s blacked out).

StartMonth

Month of the start date.

StartYear

Year of the start date.

Gear_icon.png Count

Count of the number of special days in the schedule.


Template

Templates can be created and maintained in both the Enterprise portal or the Location portal.

Field

Description of contents

BreakEnd

Break end time. (Date portion will be 01/01/1900).

BreakStart

Break start time. (Date portion will be 01/01/1900).

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.)

BusinessName

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

ClientFirstName

First name of client assigned to shift. (Optional, only available If Client Management Module is activated.)

ClientFullName

Full name of client, displayed as “Last, First”.

ClientId

Unique ID of client, set by ScheduleSource. (Optional, only available If Client Management Module is activated.)

ClientLastName

Last name of client assigned to shift. (Optional, only available If Client Management Module is activated.)

Crew

Name employee’s crew assignment.

DayId

ID for the week day of the date. (Sunday – Saturday ~ 1-7).

EmployeeFullName

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

EmployeeId

Unique ID for the employee/location, set by ScheduleSource.

Enabled

Flag that indicates whether the shift is enabled or not enabled. Only enabled shifts are copied to schedules.

ExternalEmployeeId

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

FirstName

Employee’s first name.

Hours

Total hours of the shift. (ShiftEnd – ShiftStart) – BreakHours.

LastName

Employee’s last name.

Note

A comment added to shift.

ShiftEnd

End time of shift in AM or PM (shows fixed default date of 1/1/1900).

ShiftEndText

End time of shift; default in military time.

ShiftGroup

Name of shift group the shift has been assigned.

ShiftId

Unique ID for a shift. Set by ScheduleSource.

ShiftStart

Start time of shift in AM or PM (shows fixed default date of 1/1/1900).

ShiftStartText

Start time of shift; default in military time.

StationName

Name of Station.

StationOverlap

UNUSED

TemplateGroupName

Group name entered when the template is created.

TemplateId

Unique ID of the Template, set by ScheduleSource.

TemplateName

Name of the template.

TimeActivityCode

The code of the Default Activity assigned to Station.

TimeActivityName

The name of the Default Activity assigned to Station.

TimeProjectCode

The code of the Default Project assigned to Station.

TimeProjectName

The name of the Default Project assigned to Station.

TimeTaskCode

The code of the Default Task assigned to Station.

TimeTaskName

The name of the Default Task assigned to Station.

UserName

Employee’s username (same as EmployeeNum).

Gear_icon.png AssignedCount

Count of shifts assigned to an employee; i.e. non-empty shifts, grouped by the other fields selected.

Gear_icon.png BreakCount

Count of shifts with a break, grouped by the other fields selected.

Gear_icon.png BusinessCount

Count of the unique locations represented in shifts, grouped by the other fields selected.

Gear_icon.png DayCount

Count of distinct week days represented in shifts.

Gear_icon.png EmployeeCostTotal

Estimated cost of the shift based first on the employee pay rate.

Gear_icon.png EmployeeCount

Count of distinct employees/locations represented in shifts, grouped by the other fields selected.

Gear_icon.png EnabledTotal

Count of enabled shifts in templates, grouped by the other fields selected.

Gear_icon.png EstimatedCostTotal

Estimated cost of the shift based first on the employee pay rate but will use station pay rate if employee pay rate is zero.

Gear_icon.png FridayHoursTotal

Sum of hours on Fridays, grouped by the other fields selected.

Gear_icon.png HoursMax

Hours of the longest shift, grouped by the other fields selected.

Gear_icon.png HoursMin

Hours of the shortest shift, grouped by the other fields selected.

Gear_icon.png HoursTotal

Sum of hours, grouped by the other fields selected.

Gear_icon.png MondayHoursTotal

Sum of hours on Mondays, grouped by the other fields selected.

Gear_icon.png OrgEmployeeCount

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

Gear_icon.png OrgStationCount

Count of distinct stations represented in shifts, grouped by the other fields selected.

Gear_icon.png SaturdayHoursTotal

Sum of hours on Saturdays, grouped by the other fields selected.

Gear_icon.png ShiftCount

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

Gear_icon.png StationCostTotal

Total cost of shifts based on station pay rate.

Gear_icon.png StationCount

Count of distinct stations represented in shifts, grouped by the other fields selected.

Gear_icon.png SundayHoursTotal

Sum of hours on Sundays, grouped by the other fields selected.

Gear_icon.png TemplateCount

Count of templates represented in shifts, grouped by the other fields selected.

Gear_icon.pngThursdayHoursTotal

Sum of hours on Thursdays, grouped by the other fields selected.

Gear_icon.png TuesdayHoursTotal

Sum of hours on Tuesdays, grouped by the other fields selected.

Gear_icon.png WednesdayHoursTotal

Sum of hours on Wednesdays, grouped by the other fields selected.