The objective of this tutorial is to help you understand how to create, print and save a ‘Crib Sheet’ Report.
Access from your: Computer
Applies to: Managers, Supervisors, Schedulers, Employees and Accountants
The 'Crib Sheet’ report can be handy when pulling the scheduled shifts with detailed information e.g shift notes and titles etc; It is useful for keeping track of breaks/hours offline.
Things to know before you begin:
- The manager must enable ‘Report Module’ settings to make it visible to the employees otherwise they won’t be able to view the module.
- The visibility of some option might vary according to the permission level in Humanity.
The scenario outlined in this tutorial consists of the following building blocks:
- Create a Crib Sheet Report
- Print a Crib Sheet Report
- Save a Crib Sheet Report
Create a Crib Sheet Report
Step 1: Click ‘Reports’ module as shown in Image 1.
Step 2: Click ‘Crib Sheet’ tab as shown in Image 2.
Step 3: You can select ‘Timeline’ or enter the specific dates. You can also filter the reports by ‘Remote Sites’, 'Locations’, ‘Positions’, ‘Employees’ and ‘Skills’ from the drop-down menu as shown in Image 3.
Note: With the ‘Options’ drop-down, you can show notes, deduct breaks and sort by employees as shown in Image 4.
Step 4: Click ‘Apply’ as shown in Image 5 to apply the filters.
That’s it, the report has been created.
However, after creating the crib sheet report if you want to print or save the report, follow the steps below:
Print a Crib Sheet Report
Click ‘Print Report’ tab as shown in Image 6 to print the crib sheet report.
Save a Crib Sheet Report
Either click ‘Save as .CSV’ or ‘Save as XLSX’ as shown in Image 7.
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!