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    Daily Roster
    • 19 Jul 2024
    • 3 Minutes to read
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    Daily Roster

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    Article summary

    The Daily Roster displays a list of employees who are scheduled to work a chosen daypart or shift. Using this report, managers can easily see who is scheduled and their accumulated weekly and overtime hours. This can help guide managers on making the best staffing decisions without having employees reach overtime.


    1. In the Reports section of the left navigation pane, select My Reports.
      The My Reports screen appears.

    2. At the top of the My Reports screen, select Labor.
      The screen generates a list of reports in alphabetical order.

    3. Locate the Daily Roster Report.

    4. Select Customize to adjust the report parameters and run the report.


    Report Parameters


    Field

    Description

    1

    Responsibility

    If set to Show, the responsibilities associated with the job(s) appears in the report.

    2

    As Of

    Date for which to generate schedules.

    3

    Phone Number

    If set to Show, the employee's primary phone number appears in the report. This setting can be useful in situations where a manager might need to contact the employee prior to their shift. Be cautious about including employees' contact information if the report is posted in a common area or public space.

    4

    End Time

    If set to Show, the report displays the end times of the shifts, providing managers with a quick view of when their employees should punch out of their shift.

    5

    Group Shifts

    Groups shifts either by Day Part, which references parts of the day as defined by the Labor Matrix, or by AM/PM shifts, which categorize shifts based on morning or evening hours.

    6

    Location

    Location for which to generate schedules.

    7

    Show Metric

    If set to Yes, the report includes Sales, Labor Percentage, Goal Percentage, Total Hours, and Prior Year Sales data.

    8

    Daily Hours

    If set to On, the report shows the total scheduled hours by day for each employee.

    9

    Weekly Hours

    If set to On, the report shows the sum of the actual hours that the employee worked plus the remaining scheduled hours for the week.

    10

    Overtime Warnings

    If set to On, warns the user if an employee is in danger of going into overtime hours. Possible entries include:

    • Blank - Not at risk for overtime hours.

    • Maxed Out - Appears when the actual hours worked plus remaining scheduled hours reaches the maximum number of regular hours before going into overtime.

    • # of OT Hours - Estimated number of overtime hours based on the actual hours worked plus remaining scheduled hours.

    11

    Sort Within Job Code By

    If set to Employee Name, employees are sorted alphabetically by name.
    If set to Shift Start Time, employees are sorted by shift start time.

    12

    Identify Minors

    If set to Yes, the word 'Minor' appears next to all employees who are under a certain age.

    13

    View options

    This section provides options to select, save, edit, or delete a report view.

    14

    Run

    Generates the report. Click the down arrow to the right of the Run button to export, email, or print the report.


    Report Columns

    Column

    Description

    Sales

    Forecasted sales amount for the day. If no forecast is available, this field displays the average sales for the same day of the week from the previous 8 weeks.

    Labor %

    Actual cost of labor divided by total sales, shown as a percentage.
    This calculation includes updates made for OT Exempt Employees.

    % Goal

    Labor percentage goal for the location.
    This calculation includes updates made for OT Exempt Employees.

    Ttl Hours

    Total number of scheduled hours for the day.

    PY Sales

    Sales amount from the same day of the previous year.
    This calculation includes updates made for OT Exempt Employees.

    Job

    Name of the job that the employees worked.
    Employees are listed under the job either in alphabetical order or by shift start time, depending on the setting chosen on the Sort Within Job Code By report parameter. This section also displays the total number of hours worked for the job, by Day Part or AM/PM

    Shift Time

    Start and End times for the shift.

    Daily Hrs

    If Daily Hours is set to On, this column shows the employees total scheduled hours for the day.

    Weekly Hrs

    If Weekly Hours is set to On, the report shows the sum of the actual hours that the employee worked plus the remaining scheduled hours for the week.

    OT

    If Overtime Warnings is set to On, this column warns the user if an employee is in danger of going into overtime hours. Possible entries include:

    • Blank - Not at risk for overtime hours.

    • Maxed Out - Appears when the actual hours worked plus remaining scheduled hours reaches the maximum number of regular hours before going into overtime.

    • # of OT Hours - Estimated number of overtime hours based on the actual hours worked plus remaining scheduled hours.


    Email, Export, or Print the Report

    This report can be emailed, exported, or printed in custom formatting directly from the reporting window. 


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