Real-time reporting and statistics
The budget report compares the budgeted and actual costs and hours of your staff. It can summarise by day, week or month and is a great way to forecast and keep track of costs.
Budgets can be set for hours and costs and are customisable for each day of the week. Budgets can also be customised for special dates such as public holidays.
Payroll reports provide a detailed look at the hours worked by your employees. The payroll report is separated into standard, holiday and overtime hours, and can be exported to your payroll software.
The shifts reports provides a summary of how often your staff are scheduled to work particular shifts.
Rota layouts, staff profiles and time off requests
Staff rotas are organised with staff down the left and dates along the top. Managers can then schedule facilities, times and comments to each staff, each day.
Facility rotas are organised with facilities down the left and dates along the top. Managers can the schedule staff, times and comments to each facility, each day.
Staff profiles can be edited by managers. Staff can also update their own profile once they've logged in.
Staff can make requests for time off which are then sent to managers to approve or decline. Managers can also add payable hours and pay rate to each leave entry in order to produce accurate payroll reports.
Staff shift requests & cancellations
Once logged in, staff are able to right click a date on their rota to make a shift request.
Staff are able to request times or just enter comments for the manager.
Once the request has been submitted it will appear orange on the staff members rota and will also be made visible to manager.
Once the manager has logged in, they are able to approve or decline the request.
Additionally, once logged staff are able to right click a particular shift to request a cancellation.
Staff are given the option to enter a reason which will be emailed to their manager.
Once the request has been submitted, the shift will turn red and be crossed out.
Once the manager has logged in, they are able to approve or decline the request. If the request is declined, the entry will return to normal.
Deducting breaks and calculating overtime
Breaks can be deducted from shifts by typing any number followed by "hours break". The break entry should be directly beneath the shift you wish to deduct the break from.
The budget report takes into account any breaks entered on the rota and then deducts them from the actual hours and actual costs for that particular date.
The hours report will similarly take into account any breaks entered on the rota and deduct them from the hours and costs for a particular shift.
Overtime can be applied to shifts by typing "x" followed by any number. The overtime entry should be directly beneath the shift you wish to apply overtime to.
The budget report takes into account any overtime entered on the rota and then applies that to the actual costs for that particular date. Actual hours remain unaffected.
The hours report will similarly take into account any overtime entered on the rota and will reflect that in the cost and the rate multiplier. This report will also show a total for the amount of overtime worked.
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