The following tables describe the data sources under Scheduling. They list the fields available and provide a brief description of contents. They include:
Enterprise Schedule and 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 |
| Add | Add a schedule or shift |
| All | Selects all the schedules or shifts |
| Allow Swap | Whether or not you allow shift swapping and who can swap shifts |
| Approved | Whether or not the schedule has been approved |
| Archived | Whether or not the schedule has been archived |
| Assign | Assigns shifts to employees |
| Auto Fill | Automatically assigns shifts to employees based on your parameters |
| Auto Fill Custom | Automatically assigns employees based on your custom set up (different than regular auto fill setup) |
Break End | Break end time with day mm/dd/yyyy and time in AM or PM. |
Break Hours | Total time of breaks in the shift. |
Break Start | Break start time with day mm/dd/yyyy and time in AM or PM. |
| Clear Assignments | Unassigns employees from an assignment |
| Clear Breaks | Removes breaks from shifts |
| Compliance | Shows if your schedule is meeting your locations shift and schedule needs |
| Copy | Copies a shift |
| Coverage | What your schedule's hourly coverage looks like and if it is in compliance |
| Create Breaks | Adds breaks to a shift |
Crew | Which crew the shift is assigned to. |
Date | Date of the shift. |
Date End | Date shift ends |
Date Start | Date shift begins |
Day | Day of the week the shift occurs |
Delete | Removes a shift |
| Edit | Edit a shift |
Employee | Name of employee assigned to a shift |
| Event | What was changed in the schedule |
External Id | Employee ID for use with an external system, such as HR or Payroll. |
Filter | Conditions changing and rearranging the information you see in your schedule and shift chart |
Group | Name of group shift is assigned to |
Hours | Total hours of the shift. (ShiftEnd – ShiftStart) – BreakHours. |
Inactive | 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). |
| Lines | Line used to add shifts to schedule |
| List | List view of schedule's shifts |
| Merge Shifts | Combines two shifts into one |
| Name | Name of the schedule |
| None | Clears all selections |
| Not Assigned | Shows shifts that are not assigned to employees |
Note | A comment added to shift. |
Published | Whether or not a schedule is published and abl to be viewed by employees (schedule can still be changed after this) |
| Reactivate | Restores an inactive shift so it can be filled and worked. |
| Show All | Shows all schedules instead of just the current and future ones. |
Station | Name of Station. |
Status | Whether of not a schedule has been published and/or approved |
Summary | Notes for changes made to a schedule |
Swap/Bid | Places a shift on the swap/bid board |
Switch Assignments | Swaps the employees assigned to two shifts. |
Templates | A standard shift setup that can be imported into a schedule. |
Time Stamp | The time and date a change to the schedule was made. |
Tools | List of actions used to create and modify shifts. |
| Totals | Total shifts on a schedule per day and location. |
User | Employee’s username (same as EmployeeNum). |
| Week | Week view of your schedule's shifts |
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 |
Date | Date of the shift. |
Day | Day of the week the shift occurs |
Employee | Name of employee assigned to a shift |
Hours | Total hours of the shift. (ShiftEnd – ShiftStart) – BreakHours. |
| Location | Location the shifts are assigned to. |
Station | Name of shifts . |
| Week | Week view of your schedule's shifts |
Location Schedule and 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 |
| Add | Add a schedule or shift |
| All | Selects all the schedules or shifts |
| Allow Swap | Whether or not you allow shift swapping and who can swap shifts |
| Approved | Whether or not the schedule has been approved |
| Archived | Whether or not the schedule has been archived |
| Assign | Assigns shifts to employees |
| Auto Fill | Automatically assigns shifts to employees based on your parameters |
| Auto Fill Custom | Automatically assigns employees based on your custom set up (different than regular auto fill setup) |
Break End | Break end time with day mm/dd/yyyy and time in AM or PM. |
Break Hours | Total time of breaks in the shift. |
Break Start | Break start time with day mm/dd/yyyy and time in AM or PM. |
| Clear Assignments | Unassigns employees from an assignment |
| Clear Breaks | Removes breaks from shifts |
| Compliance | Shows if your schedule is meeting your locations shift and schedule needs |
| Copy | Copies a shift |
| Coverage | What your schedule's hourly coverage looks like and if it is in compliance |
| Create Breaks | Adds breaks to a shift |
Crew | Which crew the shift is assigned to. |
Date | Date of the shift. |
Date End | Date shift ends |
Date Start | Date shift begins |
Day | Day of the week the shift occurs |
Delete | Removes a shift |
| Edit | Edit a shift |
Employee | Name of employee assigned to a shift |
| Event | What was changed in the schedule |
External Id | Employee ID for use with an external system, such as HR or Payroll. |
Filter | Conditions changing and rearranging the information you see in your schedule and shift chart |
Group | Name of group shift is assigned to |
Hours | Total hours of the shift. (ShiftEnd – ShiftStart) – BreakHours. |
Inactive | 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). |
| Lines | Line used to add shifts to schedule |
| List | List view of schedule's shifts |
| Merge Shifts | Combines two shifts into one |
| Name | Name of the schedule |
| None | Clears all selections |
| Not Assigned | Shows shifts that are not assigned to employees |
Note | A comment added to shift. |
Published | Whether or not a schedule is published and abl to be viewed by employees (schedule can still be changed after this) |
| Reactivate | Restores an inactive shift so it can be filled and worked. |
| Show All | Shows all schedules instead of just the current and future ones. |
Station | Name of Station. |
Status | Whether of not a schedule has been published and/or approved |
Summary | Notes for changes made to a schedule |
Swap/Bid | Places a shift on the swap/bid board |
Switch Assignments | Swaps the employees assigned to two shifts. |
Templates | A standard shift setup that can be imported into a schedule. |
Time Stamp | The time and date a change to the schedule was made. |
Tools | List of actions used to create and modify shifts. |
| Totals | Total shifts on a schedule per day and location. |
User | Employee’s username (same as EmployeeNum). |
| Week | Week view of your schedule's shifts |
Special Day
Special Days are specified in the Enterprise portal under Organization > Lists > Special Days. You first create special day types and then use them when creating special days for scheduling purposes.
Field | Description of contents |
| Add | Create a new special day. |
Calendar | Which type of calendar entry the special day is. |
Color | Color code for the special day's style. |
Date | Date or date range of the special day(s). |
Description | Start date of special day date range. |
Delete | Delete a special day. |
Name | Name of the special day. |
Settings | The type of special day and color. |
Type | The kind of special day. |
Template
Templates can be created and maintained in both the Enterprise portal or the Location portal.
Field | Description of contents |
Break End | Break end time. (Date portion will be 01/01/1900). |
| Break Hours | Total amount of break time for the shift. |
Break Start | Break start time. (Date portion will be 01/01/1900). |
Crew | Name employee’s crew assignment. |
| Day | Which day of the week the shift is assigned to |
Employee | Employee’s full name. Displayed as “Last, First”. |
| Enterprise | Whether or not the template is location-specific or for the enterprise |
Hours | Total hours of the shift. (ShiftEnd – ShiftStart) – BreakHours. |
Note | A comment added to shift. |
Shift End | End time of shift in AM or PM (shows fixed default date of 1/1/1900). |
Shift Group | Name of shift group the shift has been assigned. |
Shift Start | Start time of shift in AM or PM (shows fixed default date of 1/1/1900). |
| Shifts | Total number of shifts in the template |
Station | Name of Station. |
| Template End Date | Date the template ends |
| Template Group | Group the template is assigned to |
Template Name | Name of the template. |
| Template Start Date | Date the template starts |
| Type | Standard or non-standard template |