The objective of this tutorial is to help you understand how to create, print and save a ‘Position Summary’ Report.
Access from your: Computer
Applies to: Managers, Supervisors, Schedulers, Employees and Accountants
With our ‘Position Summary’ report, you can view the number of hours scheduled, by 'Position' and by 'Location'.
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 Position Summary Report
- Print a Position Summary Report
- Save a Position Summary Report
Create a Position Summary Report
Step 1: Click ‘Reports’ module as shown in Image 1.
Step 2: Click ‘Position Summary’ 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' and 'Positions' from the drop-down menu as shown in Image 3.
With the ‘Options’ dropdown, you can exclude empty shifts, deduct break, switch to worked hours, view empty shifts only, include open slots 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 position summary report if you want to print or save the report, follow the steps below:
Print a Position Summary Report
Click ‘Print Report’ tab as shown in Image 6 to print the position summary report.
Save a Position Summary 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!