Reports

  1. Where can I find staff and shift reports available to me?
  2. Registration referrals
  3. Attendance
  4. Punctuality
  5. Roles breakdown
  6. Evaluation history
  7. Staff stats
  8. Profile cards ratings
  9. Staff app usage
  10. Distrubution map
  11. Cost breakdown
  12. Expenses
  13. Management information
  14. Emissions Tracker

Where can I find staff and shift reports available to me?

You can find the reports available to you in the main top menu here

Registration referrals

Here you can see a list of staff registration via each referral URL and the accompanying totals created via Track staff registrations via a referral URL.

Attendance

This report aims to give you a total percentage of shifts that could not be filled after dropouts and staff that did not show.

This report is structured as follow follows:

  • Date
    • Date of the shift
  • Staff required
    • Total staff required on that day
  • Dropped out over 24 hours
  • Dropped out within 24 hours
  • Dropped out on the day
  • DNS (Did not show)
  • Replaced
    • Automatically calculated from total removed from a shift and whether or not someone else was booked back into that shift
  • Lost
    • Automatically calculated based upon shifts not booked after staff were removed from a shift based upon the above removal reasons
  • -----------------------------------------------
  • Dates
    • The full date range of shifts shown on this page
  • Required
    • Total staff required for selected date range
  • Dropouts percentage
    • Percentage of staff that dropped out for selected date range
  • Did not show percentage
    • Percentage of staff that did not show for selected date range
  • Replaced percentage
    • The percentage of staff that were replaced from the 'DNS + Dropouts'
  • Lost percentage
    • Total percentage of staff that could not be replaced from DNS and Dropouts.

Punctuality

Punctuality reports provide insights into the frequency and extent of punctuality, helping assess reliability and time management. The aim is to evaluate and improve time-related performance, fostering a more efficient and organized environment. See example below

Roles breakdown

The Roles breakdown report shows you how many of each role have been allocated to each shift with the following columns:

  • Role
  • Total shifts allocated
  • Total shifts booked
  • Total male booked
  • Total female booked

You can also filter the results by:

  • Month
  • Tags
  • Campaigns

Evaluation history

The Job history report shows the following shift information for all shifts added via the system:

  • Date of shift
  • Photo
  • Name/Role/Contact
  • Campaign
  • Location
  • Evalution
    • Added via shift evaluation, removal from a shift, or manually via the notes tab in staff profiles
  • Notes
    • Added via shift evaluation, removal from a shift, or manually via the notes tab in staff profiles

IT allows you to search using the following search filters:

  • Date from
  • Date to
  • Note type
    • Shift evaluation
    • Removal from a shift
  • Campaigns

Staff stats

Profile cards ratings

Review ratings and feedback from your clients generated from the profile cards

Staff app usage

Distrubution map

Ensure national coverage of staff with our distribution map to tell you how many shifts and how many staff you have one each district

Cost breakdown

The Cost breakdown report will show you the cashflow of projects per month split into wages, expenses, subs, bonuses and deductions, as follows:

  • Total Allocated
    • Total cost of all shifts added via the schedule (booked and not booked)
  • Booked shifts
    • The total cost of all shifts that have been having a booking status of booked
  • Total signed off (in grey and brackets)
    • The total cost of all booked shifts that have been completed and signed off for payroll (in Awaiting payment)
  • Paid
    • Total cost of shift exported for payroll (in Payroll batches)

 

Expenses

Expense reports play a crucial role in financial management, providing transparency, accountability, and a means for efficient reimbursement and financial decision-making. Expense claims can be broken down into categories such as mileage (A to B), hotel, food, parking etc. See example below.

Management information

The Management information report will show you the total shift bookings per user account (staff booker/manager)

You can apply the following filters:

  • Frequency
    • Weekly
    • Monthly
    • Quarterly
    • Yearly
  • Date from
  • Date to
  • Staff manager

Emissions Tracker

To download Emission Tracker reports

  • Go to Emissions > Emission tracker
  • Here you will see a list of jobs whereby you are tracking the methods of transport the staff are taking to and from their shifts
     
  • Click on Generate report
  • Select the shifts Locations and date range
  • Click on Submit
  • An Excel file will be downloaded with the each methods of transport taken for each staff with the total distance of each
    • You can now utilise this report to calculate the total carbon emissions using your chosen supplier