Daily Roster By Shift

This report is used to list all the employees who are scheduled to work on selected days, broken down by coverage period (shift) for selected organization units. For example, if this report is run for a schedule group, each organization unit in the schedule group would have a page listing all employees scheduled to work during the day shift, then a page listing all employees scheduled for the evening shift. If an employee schedule spans more than one coverage period, the employee is listed on each one that they are scheduled to work.

Supervisors can use this report as a checklist to see who is scheduled to work and determine if scheduled employees are present. The employees' home phone numbers are listed to contact an employee if they are not present, or to call an employee off if there is over-staffing in later shifts. Although this report can be printed out in advance, it is recommended that it is printed out on the schedule date, so the report reflects any recent changes to the schedule.

The report fields include date submitted (optional), employee name, profile, employee phone number (optional), activity code (including pending ¤ or offered « schedule symbols), start/end times of the schedule, and the number of hours scheduled within the coverage period.

If selected, the coverage, need and/or variance information is displayed at the bottom of the report.

Roster information symbols may be displayed to the left of the employee name to indicate a schedule that overlaps other coverage periods, a float employee, a non-productive activity, or self scheduled activities.

This report sorts the schedules by the worked organization unit first, then by Profile. This allows you to more easily identify where alternate schedules are being worked.

Report parameters include the following options:

• Whether to include employees in a specified organization unit, scheduling group, or all organization units.

• Whether to include non-productive activities (Yes/No).

• Whether the report should include published activities, pending activities, and/or calendars. Options are: Yes (default), No, or All.

  Note:  

  Your choice is affected by how this indicator is set: Activity Code Indicator - SS Solution Standard 5 (Determines how Activity Code is shown in Self Scheduling Grid and Reports).

  • If you select Yes, the activities appear or do not appear as follows:

    When the indicator is set to Y, the activities appear.

    When the indicator is set to M, the activities are masked, as set by the parameter: SS Application Parameter - SS Solution Standard Alpha 1 (Determines the code shown for masked codes in the self scheduling grid and reports).

    When the indicator is set to E or H, the activities do not appear.

  • If you select All, the activities appear regardless of how the indicator is set.

  • If you select No, the activities do not appear on the report.

• The start and end dates of the range to be included in the report (each day has a separate page).

• Whether to use the default coverage set or select another coverage set.

• Whether to show alternate schedules of employees loaded onto the report (yes/no).

• Whether to load (include) Home, Work and/or Not Working employees working in the indicated labor distribution.

  • Work: The employee has a schedule within the selected distribution.

  • Home: The employee has a Primary Home or Secondary Home Labor Distribution Record within the selected distribution and has a schedule during the date range selected.

  • Not Working: The employee has a Primary Home or Secondary Home Labor Distribution Record within the selected distribution and does not have a schedule during the date range selected.

• Whether to display employee phone numbers (yes/no).

• Whether to display employee scheduled hours (yes/no).

• Whether to include the date the schedule was submitted/created (yes/no).

• Whether to include a blank line where comments can be written onto the roster.

  • Do Not Show: Hides the comment line

  • Show on Same Line: Shows the comment line on the same line as the details

  • Show on Second Line: Shows the comment line on the same line as the details and on the line below

• Whether to show coverage, need and/or variance totals for each coverage period/organization unit combination (yes/no).