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Staff Shift Performance Report

This report allows you to report on all shifts entered within a certain time period.

 

Please note the report will work and provide data on the basis of shift creation date.

For example, if you ran a report for the period of the 4th to the 16th of June, and the shift was on the 15th of June, but the creation of the shifts date was the 2nd of June, then that respective shift would not appear in the report.

The data is pulled based on the period date, so it is not about shift dates.

Please not that there is a maximum of 1 year date range when pulling this report.

Mandatory Fields

  • From Date

  • To Date

  • Staff Role

Optional Fields

  • Specific Staff Member

To Access:

  1. Reports - Performance Reports - Staff Shifts Performance Reports

     

  2. Enter Relevant fields

  3. Get Report

     

Report Break Down

Shift Entered - Shifts that are first entered by the Allocator, within the finance portal or staff portal. It can be shifts in the future or past.

Member Confirmed - Shifts that have been confirmed on behalf of a member by Staff

Client Confirmed - Shifts that have been Client confirmed on behalf of that Client by Staff

Booked - Shifts that have been confirmed by Staff

To Print

  1. To Export please Select the highlight icon below then select the File Format

     

  2. Then click Export, then it will load at the bottom of your browser for you to open and save on your computer