Evaluate and signoff

  1. Evaluating and signing off shifts
  2. Signing off shifts in bulk

Evaluating and signing off shifts

To evaluate and signoff a shift:

  • Go to Campaigns > Awaiting signoff
  • With the Shifts tab you have 2 choices for viewing the shifts to be signed off
    • Stacked view
      • Shifts are grouped by Campaign > Location > Date
    • Unstacked view
      • Shifts are in one list by date with the newest date first
  • Click on Evaluate
  • The following dialogue will appear that is split into 3 columns; Before, During and After

Each shift in the system:

  • Can be be evaluated here if you want to make a special note or log something against that shift using the Before and During columns and the Notes text field
    • IMPORTANT: If you don't need to add any evaluation notes and simply wish to give a thumbs up, etc, then we recommend that you signoff in bulk as this is a much faster process. See: Signing off shifts in bulk
  • Needs to be signed off so that it can be sent to payroll to be paid.
    • Note that you can bypass payroll. See below.

Before (Attendance and Punctuality)

During (Performance during the activity)

When evaluating the staff in the Before and During column it will ask whether it was Acceptable of Unacceptable.

For example, being late might be acceptable if the trains are delayed. If you select:

  • Acceptable - a green dot will appear next to that option:
  • Unacceptable - a red dot will appear next to that option:

    and the shift as a whole will be automatically marked as a thumbs down (you can override):

After (Signoffs and adjustments to payroll)

  • This column is for Signoffs and adjustments to payroll. You can:
    • Give the shift a Thumbs up or Thumbs down (or neutral)
      • This builds up the staff reputation tally within the system. For example:

        This persons reputation shows he has done:
        • 255 shifts in total
        • 184 shifts went well with a thumbs up
        • 57 shifts are nuetral
        • 14 shifts had issues and are thumbs down
    • Payroll signoff
      • Use the thumbs up to send this shift to payroll
      • Use the thumbs down to send this to completed and skip payroll
    • Check in/out
      • Shows the check in and check out time of the staff.
      • See: Check in/out
    • Shift (start time and end time)
      • Make any adjustments if required
    • Break (minutes) / Break paid
      • Make any adjustments if required
    • Rate
      • Make any adjustments if required
      • Click on the magnifying glass icon to see a list of default rates in Settings > Staff roles
    • Overtime
      • If you have overtime rules applied the total will show here
      • See: Staff roles
    • Antisocial
      • If you have an antisocial rule applied the total here
      • See: Staff roles
    • Rate type
      • This will show if you use both a Daily and Hourly rate
    • Subsistence
      • Make any adjustments if required
    • Expenses
      • Click to view and action expenses (approve or decline)
      • See Viewing and approving the staff expenses on how to action expenses and to also action in bulk
      • You can also add expenses manually if required here
    • Bonus
      • Make any adjustments if required
    • Deductions
      • Make any adjustments if required
    • Total
      • The total amount due for this shift

Notes

You can also add notes manually here for this shift.

Signing off shifts in bulk

To signoff shift in bulk:

  • Go to Campaigns > Awaiting signoff
  • With the Shifts tab you have 2 choices for viewing the shifts to be signed off
    • Stacked view
      • Shifts are grouped by Campaign > Location > Date
    • Unstacked view
      • Shifts are in one list by date with the newest date first
  • Use the checkboxes on the left to select the shifts you want to signoff
    • If you are in the Stacked view you can select shifts in groups
      • At campaign level
        • All locations, dates and shifts in that campaign
      • At location level
        • All dates and shifts at that location in that campaign
      • At date level
        • All shifts on that date in that campaign
  • Now go to With selected > Evaluate and signoff
  • The following dialogue will appear with a list of the shifts selected
  • Here you can:
    • Make any adjustments to the shift times and rates individually
    • Click on any underlined column header to change all amounts in that column in bulk
    • Give eveyones shift thumbs up or down in bulk using the icons below the Thumbs column header
    • Signoff shifts to payroll in bulk using the icons below the Payroll signoff column header
    • Click to view expenses and action (grey field under Exp column)
  • Once any adjustments and signoffs have been made, click OK to submit those shifts to Payroll > Awaiting Payment