Weekly Schedule Report

The Weekly Schedule Report is a highly configurable report that displays some of the following information:

The weekly work schedule for a selected filter group.
Each employee in the selected filter group.
Total hours for each employee.
A summary that compares scheduled hours to projected hours.

The two main reasons for running the report are:

To view for analysis purposes.
To print and post for employee viewing.

Note: If you print this report for employee viewing, you should exclude total hours and the comparison of scheduled to projected hours.

Click image to view a sample report.

Key information

Displays a summary that compares scheduled hours to projected hours by day and for the week.
Provides a different view of the schedule data that is output by division or job, by date, and then by time of day.
Allows you to display KBIs that are associated with job standards, as well as any additional KBIs that are not associated with job standards.

Configuration options

Option	Description	Notes
Filter
Mode	Determine whether the information is filtered by the following: Division/Department—Select to display employees by division(s), department(s), and job(s). Schedule Group—Display employees according to predetermined groups. These groups were created at the employee level on the General tab of Employee Maintenance. For example, if Housekeepers are grouped by sets of floors (that is, Group 1=floors 1-10 and Group 2=floors 11-20), you could choose to print just the employees in Group 2 or all the floor groups. Saved Scheduler View—Run the report based on a preconfigured Scheduler View.	Default: Division / Department
Division	Select to display employees by divisions in the labor structure.	Default: <All>—All divisions selected. This field appears only if Division / Department is selected as the Mode.
Department	Select to display employees by departments in the labor structure.	Default: <All>—All departments selected. This field appears only if Division / Department is selected as the Mode.
Job	Select to display employees by groups in the labor structure.	Default: <All>—All jobs selected. This field appears only if Division / Department is selected as the Mode.
Group Report Output By	Groups report information by content. For example, selecting All under Division, and Job under Group By generates a report that lists all employees in the division, grouped by job.	Default: Job. This field appears only if Division / Department is selected as the Mode.
Schedule Group table	Select / Name table—The table displays all available schedule groups. Select the schedule groups by which to display employees. Buttons: Select All—Click to selected all schedule groups. De-Select All—Click to clear all selected check boxes.	Default: No schedule groups are selected. This field appears only if you select Schedule Group as the Mode.
Saved Scheduler View	Select a preconfigured scheduler view.	This field appears only if you select Saved Scheduler View as the Mode.
KBIs
KBIs	Include KBI data in the report. Options include Display KBIs associated with Job Standards—Include data for the KBIs that are associated with the selected job(s). Display Additional KBIs—Select KBIs that are associated with Job Standards along with any additional KBIs.	Display Additional KBIs is only visible if Display KBIs associated with Job Standards is selected.
Display
Employee Data	Determine what employee information is included in the report. Select all options that apply. Note: Select Notes Line to view any addendum text for schedule labels.
Unscheduled (Show as)	Select how to display unscheduled employees. Options include: Do Not show. Show as Off if there is no label Always show as off
Totals	Determine which totals, if any, are displayed in the report (Property, Division, Department, Job). Totals should not be included in reports that are to be printed and posted for viewing by employees.
Show Variance	Displays the forecast vs. schedule hours variance, if selected.
Week Ending	Designate the ending date for the report.
Weeks to Print	Select the number of weeks prior to the Week Ending date.
Sort Employees by	Sorts employees by Name, Hire Date, Skill Rank or Skill Date.
Display Name	Determine how you would like names to appear on the report. Options include Display Name—Full name as entered in Employee Maintenance. First Name / Last 3 of Emp. I.D.—First name plus the last 3 digits of the Employee ID. First Name / Last Initial—First name plus the first letter of their last name.

Running the Weekly Schedule report

You can run the Weekly Schedule report from either the Weekly Schedule screen or the Scheduling screen

Running the Weekly Schedule report from the Weekly Schedule screen

In the toolbar, click the Report icon ( ).
From the drop-down list, select Labor > All Scheduling > Weekly Schedule.
The Weekly Schedule report screen appears.
Select a Mode.
- If Division/Department is selected, choose the appropriate Division/Department/Job and Group By options.
- If Schedule Group is selected, choose the appropriate group option.
Select or clear Display KBIs associated with job standards.
- If you selected Display KBIs associated with job standards and want to include other KBIs, from Display Additional KBIs list, select the KBIs you want to display.
From the Employee Data options, select the employee information to be displayed on the report.
Select which Totals (if any) should be included in the report.
Select or clear Show Variance if you want it to be included in the report.
Choose an appropriate date for Week Ending by entering a date, clicking the calendar icon and selecting a date, or using the date forward and date backward arrows.
From the # Weeks to Print drop-down list, select the number of weeks.
From the Sort Employees By drop-down list, select the option by which to sort employees.
Click the Run icon ( ).
The report appears.

Running the Weekly Schedule report from the Scheduling screen

In the toolbar, click the Main Menu icon ( ).
From the drop-down list, select Labor > Scheduling.
From the view selection drop-down list (in the upper-right corner of the screen), select Employee View.
Create a Saved View by doing the following:
1. Click the Select jobs icon ( ).
  The Job Selector dialog box appears.
2. Select job(s) and click OK.
  The Job Selector dialog box closes.
3. Click the Sort or Filter Shifts icon ( ).
4. From the drop-down list, select Sort by Manual Selection.
5. Reorder the employee list in whatever order you prefer.
6. In the upper-right corner of the screen, click Preferences.
7. From the drop-down list, select Save Current View As.
8. Enter a name for the view.
Click the Select an action icon ( ).
From the drop-down list, select Print Weekly Schedule Report.
Select the appropriate options.
1. From the Mode drop-down menu, select Saved Scheduler View.
2. From the Saved Scheduler View drop-down menu, select the appropriate saved view.
3. Select any other appropriate options you want to be included in the report.
Click the Run icon ( ).
The report appears.

Report terms and definitions

View the report terms & definitions for the Summary Section:

Term	Definition
Employees	Lists the number of employees that were scheduled.
Scheduled	Displays the total number of hours that were scheduled.
Projected	Displays the total hours that were projected by the system.
Variance	Represents the variance between forecasted and scheduled hours. A negative number indicates the forecast was less than the actual. A positive number indicates the forecast was greater than the actual.
Variance %	Displays the variance between forecast and scheduled hours as a percentage.

LMS Documentation 9.x