Assignment Requirements Report

The Assignment Requirements Report provides an easy way to see all configured assignments by day and by time of day. It also shows if an employee has been scheduled to work the assignment. This report is beneficial because it shows the weekly schedule in assignment order rather than employee order.

The Assignment Requirements Report  is a planning and scheduling report that determines which assignments can be modified or adjusted during high or low volume periods.  

Click image to view a sample report.

Key Information

  • Shows each assignment by day of week and the start and end time of the required shift or shifts.  A blank square indicates that no assignment has been established, that the assignment was configured incorrectly or that volume levels do not indicate a need for the assignment.
  • Shows the employee scheduled to work the assignment.
  • Indicates those assignments that have not been scheduled.  

Report Options

OptionDescription

Job

Determine which division, department and job are included in the report. Only those jobs with assignments will be listed.

Employee ID

Displays the employee's ID number.

Alt. Employee ID

Displays an alternate employee's ID.

Notes Line

Displays a blank line for notes inserted between employees.

Page Break Between Jobs/Assignments

Determine whether you want page breaks between jobs and/or assignments.

Show Variance

Displays the variance between what was scheduled and what was forecasted (Sched vs. Fcst), beneath each assignment.

Show time in 24-hour format

Determine how times are displayed.

Period End Date

Determine the date range for which you are running the report.

Running the Report

To run the report:

  1. Choose Labor from the Reports menu.
  2. Click Scheduling and select Assignment Requirements. The Options dialog box appears.
  3. Choose the appropriate Job.
  4. Select Employee ID, Alt. Employee ID, Notes Line, Page Break Between Jobs/Assignments, and/or Show Variance as desired.
  5. Select or de-select Show time in 24-hour format.
  6. Designate the appropriate Period End Date by entering a date, clicking the calendar icon and selecting a date, or using the date forward and date backward arrows.
  7. Click the Run icon. The report is displayed.



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