Evaluate & signoff

Video explainer for evaluating and signing off shifts for payroll

Please click this link below to watch the video explainer on how to evaluate and sign-off shifts

[[EVALUATE AND SIGNOFF SHIFTS VIDEO EXPLAINER]]

Evaluating and signing off individual shifts for payroll

To evaluate and sign off a shift for payroll:

• Go to Signoff > Awaiting signoff
  
• Within the Shifts tab you have two 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 that will appear is split into 3 columns; Before, During and After
  

Each shift in the system:

• Can 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
  • 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 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)

• This is to evaluate the staff's Attendance and Punctuality
  • These options can be customised in settings. See Shift evaluation/removal from shift
  • The Late option will ask for more details. See: Running late

During (Performance during the activity)

• This is to evaluate the staff's Performance during the activity
  • These options can be amended in settings. See Shift evaluation/removal from shift

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

For example, being late might be acceptable if the trains are legitimately 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 be marked as a thumbs down (you can manually override):
  

After (Signoffs and adjustments to payroll)

• This column is for Signoffs and adjustments to payroll. You can:
  • Assign the performance of the shift a thumbs up or thumbs down (or neutral)
    
    • This builds up the staff reputation tally within the system. For example:
      
      This person's reputation shows he has done:
      • 255 shifts in total
      • 184 shifts were satisfactory with a thumbs-up
      • 57 shifts are nuetral
      • 14 shifts had issues marked as thumbs down
  • Payroll signoff
    • Determine whether or not this shift is sent to payroll
      
      • Assign thumbs up to send this shift to payroll
      • Assign 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
      • See: 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 / Per diems
    • 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 Signoff > Awaiting signoff
  
• Within the Shifts tab you have two 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 job 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 the 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
  • Assign all shifts in the with a thumbs up or down in bulk using the icons below the Shift Signoff 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