The objective of this tutorial is to help you understand how you can use the Reports Module to create and manage the reports and staff data in regards to the scheduled hours, worked hours, crib sheets, anniversaries, vacations and availability.

Access from your: Computer
Applies to: Managers, Supervisors, Schedulers and Employees

The ‘Reports’ tab is the central hub where you can get the data you need, in the format you prefer, for your employees, so you can make everyday decisions for your business.

‘Reports’ tab has various report types, which make it easy to produce and organize your staff data. Being part of the management, it lets you create and manage 'Custom Reports' as well.

'All Reports' is a tab gives you a brief description related to various types of reports available in Humanity.

If you are not able to see the exact report that you're looking for, you can create
your own report!
With ‘Custom Reports’ tab, you can get the data you need, in the format you prefer, so you can make everyday decisions for your business. Following custom, report options are available under this type.(underlined as you need to look into the custom reports article to fabricate the available types under this type further)

‘Forecast summary’ report view the exact number of employees you need to schedule per hour. It determines if you were overstaffed or understaffed.

 The 'Schedule Summary' is a report that will list all the shifts scheduled and hours per day with both start and end times of the shift from the ShiftPlanning. The report can be easily grouped by 'Location' or other filters set in the application and also includes totals for the key metrics.

 With ‘Position Summary’ report, you can view the number of hours scheduled, by 'Position' and group by 'Location'. 

The 'Position Summary Cost Report' shows you the total daily cost by the 'Position' grouped by the 'Location'. The report can be used side-by-side with Position Summary report in order to compare the Hours scheduled VS Cost per position.

Hours Scheduled report gives the total hours scheduled per employee for a selected timeline.

 The 'Budget Report' represents the 'Actual' Scheduled Hours/Income against the set 'Budget' Hours/Income by 'Location' for your employees.

Note: If you are under budget the 'Difference' will be shown in ‘Green’ and if you're over budget it will be shown in ‘Red'.

The 'Daily Peak Hours' is a report that will show the maximum daily hours scheduled per 'Position' or by 'Skills'.       

 The 'Shifts Scheduled’ report can be used to keep track of hours that employees are scheduled to work on the schedule along with the positions' details.

 The 'Shifts Confirmed’ Report is used to keep track of hours that have been 'Approved' through the ‘Shift Approval’ feature and not through the ‘Time Clock.’

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.

Under this report, you can pull up the details for the shift exchanges done by your staff using the 'Shift Trade' build in feature of the app. The report can be easily grouped by 'Location' or other filters set in the application and also includes totals for the key metrics.

This report provides you with a list of all the open shifts listed by date and the names of the 'Employee' that have filled the open shifts.

Note: The 'Slots' refers to the number of open shifts that have been filled, as a fraction of the total number of available open shifts.

‘Shift Acknowledgement’ report allows managers to quickly track the Scheduled Shifts' acknowledgment status.

 ‘Tasks’ report is a report used to track the activities of the tasks that were assigned to staff. The report provides details on Tasks Name, Task Start & End Time and the duration to complete a Task

‘Time Sheets’ report view the number of hours employees have clocked in and out through the Time Clock module. This report only shows the Confirmed Time Sheets data generated from clocking in and out using the Time Clock module.

‘Time Sheet Summary’ report view the number of hours employees have clocked in by day and week through the Time Clock module.

Note: Time sheet filter let managers choose between Approved & Unapproved Time sheets.

‘Time Sheet Attendance’ report view the number of shifts/hours employees have clocked, as well as how often they have been late or absent. This report compares the 'Scheduled Shift' times against 'Clocked Hours' to calculate the attendance score.

‘Time Sheet Late Summary’ report view the number of hours employees have clocked in late by day and week through the Time Clock module.

‘Attendance’ report views the number of shifts/hours employees have worked, as well as how often they have been late or absent. This report calculates the attendance score from the Shifts that managers approve manually using the Shift Approval feature.
Note: 'Karma' is essentially a percentage score of your 'Late', 'Overtime' and 'Absences'.

This report reflects the upcoming work anniversaries of your staff members when you add an employee to your account, Humanity automatically adds his "Start Date" in his profile which can be modified.

‘Vacation’ report view the number of days employees have given for vacation, or how many were rejected/left outstanding. It also shows the number of vacations your staff has requested and is then categorized as approved, declined and the ones still needing approval.

The 'Vacation Summary’ report gives you a comprehensive overview of the vacation requests made by the staff.

Note: The is an extensive version of vacation report which shows approved/declined the requests when the request was submitted, and the remaining vacation days, etc;

'Availability’ report view the availability of employees during a certain time period.
Here you can view your employees'  availability by day during a certain date range. The 'Total' shows hours/percentage for which someone is available during the selected date range.

'Unavailability’ report view the unavailability of employees during a certain time period.
Here you can view your employees' unavailability by day during a certain date range. The 'Total' shows hours/percentage for which someone is not unavailable during the selected date range.

‘Hourly Availability’ report view the availability of the number of employees available in per hour in a day.

‘Skills Expiration’ report view the skills expiration date added next to the skills assigned to the staff. 

If you have any further queries, please don't hesitate to reach us at support@humanity.com. Happy Scheduling!