The objective of this tutorial is to help you understand how to create, print and save a ‘Shift Acknowledgement’ Report.
Access from your: Computer
Applies to: Managers, Supervisors, Schedulers, Employees and Accountants
‘Shift Acknowledgement’ report allows managers to quickly track the Scheduled Shifts' acknowledgement status.
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.
- ‘Enable Shift Acknowledgment’ settings must be enabled for the staff to use the shift acknowledgement feature.
- 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 Shift Acknowledgement Report
- Print a Shift Acknowledgement Report
- Save a Shift Acknowledgement Report
Create a Shift Acknowledgement Report
Step 1: Click ‘Reports’ module as shown in Image 1.
Step 2: Click ‘Shift Acknowledgement’ 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’, 'Status', 'Locations', ‘Positions’, ‘Skills’, and ‘Employees’ from the drop-down menus as shown in Image 3.
Note: Status is given into three categories: unacknowledged. acknowledged and pending.
Step 3: Click ‘Apply’ as shown in Image 4 to apply the filters.
That’s it, the report has been created.
However, after creating the shift acknowledgement report if you want to print or save the report, follow the steps below:
Print a Shift Acknowledgement Report
Click ‘Print Report’ tab as shown in Image 5 to print the shift acknowledgement report.
Save a Shift Acknowledgement Report
Either click ‘Save as CSV’ or ‘Save as XLSX’ as shown in Image 6.
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