Compare employee rostered shift times with their clocked or worked hours using the Roster Summary Report
The Roster Summary Report compiles all the timekeeping details for your employees, including the start and end times of their shifts, and both paid and unpaid breaks.
With this report, you can easily check and compare an employee's rostered hours against their actual clock times, as well as the hours recorded on their timesheet (approved times they will be paid for).
Some common uses for this report:
- Compare your rostered hours with timesheet hours prior to finalising your Payroll
- Allows managers to ensure their employees' clock times don't vary from rostered times
- See a timestamp of when shifts were created in the roster
- Export and send the report to your managers so they can check their employees' rostered hours compared with their timesheet hours if they don't have access to Approve Shifts
- Quickly see the total number of hours the employee was rostered for within the relevant date range
In this article, we will cover:
- How to run the Roster Summary Report
If you are looking for a more detailed breakdown of your labour costs, such as shift rates, allowances or paid leave, please refer to our article on the Labour Management Report.
The Roster Summary Report shows information that lets you compare your employees' roster times, clocked hours, and timesheets (approved times).
This report will also display the shift duration for each of these sources, allowing you to easily compare roster versus approvals. This helps determine whether your employees are adhering to their roster precisely, or even as part of your usual pre-payroll checks.
Please note: This report is available for both the Admin and Operations portals; however, the data generated in this report is sourced directly from the roster and timesheets and will not include any timesheet edits. Additionally, if your platform uses Jobs, that data will not appear in this report.
To run the report:
- From the quick menu, navigate to Reports > Workforce and then select Roster Summary.
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Enter your preferred date range for this report to run. Then specify how you would like it grouped. You have the option of grouping by:
- Candidate - This will display the report data by individual employee, with a breakdown of their rostered days and hours visible when expanding on their name.
- Date - This will display the report data by day and date. When selecting to expand on the day, you will be able to view the employees rostered on the individual day.
- Additionally, you can use the filters to narrow down your search to only rosters under select Operations or Office Codes. Leave blank to see all data.
Hot tip: There is also an optional filter for displaying shifts that were created within a specific date range, which includes the Shift created from date and the Shift created to date. You can leave this blank to view all shifts within the roster date range. - To further break down your data, select from the relevant display options by ticking the checkboxes:
- Include shifts pending approval
- Include declined shifts
- Include Clock In/Out Information
- Include timesheet information
- Include pay
- Hide Position
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Select Generate. This will display the data underneath.
- You can also download the report as a PDF or CSV by selecting either Export PDF or Export CSV.
Hot tip: To include both tables when exporting, check the box to include the timesheet information. It'll automatically be added to your CSV and PDF exports.