Daily Schedule

Owned by Julie Leake (Unlicensed)
Last updated: Jul 05, 2019 by mhigginbotham (Unlicensed)

The Daily Schedule provides you with a simple tool to help you know when employees are due to come to work and, if applicable, what their assignments are. In this report, your schedule is printed in a daily format.

Click image to view a sample report.

Key Information

  • Employee schedules are displayed by day of the week and start times, as well as any options you may choose from the options dialog box.  
  • Employees are printed in the order in which they are scheduled, to make it easy to determine who's due in and at what time. Assignments are printed if indicated, or you may write in the assignments.

Report Options

OptionDescription

Mode 

Determine whether the information is filtered by Division/Department or by Schedule Group.

  • Division/Department—Select by division(s), department(s) and/or job(s).
    • Division—Choosing All or a specific Division will generate a report that lists all the divisions with the employees being grouped by division.
    • Department—Choosing a specific Division, All under Departments, and Department under Group By, will generate a report that lists all the departments in that specific division with the employees being grouped by department.
    • Job—Choosing All under Division, and Job under Group By will generate a report that lists all employees in the division.
    • Group By—Determine how the information is organized.
  • Schedule Group—Choose to display employees according to pre-determined groups. These groups were created in the employee level, General tab. For example, if Housekeepers are grouped by sets of floors (i.e. 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.
Sort byDetermine whether the report is organized by Start Time or by Assignment.
Display NameDetermine how the employee's name is displayed on the report (First name + last 3 digits of the employee ID, First name + last initial, or by the configured Display Name).

Display       

Determine what employee information is included in the report, and how the data is displayed. For example, you determine whether you would like a Page Break Between Days/Schedule Groups, time in 24-hour format or not, whether you have a Sign-In-Column, etc.

Period End Date

Determine the period date that the report covers.

Running the Report

To run the report:

  1. Choose Labor from the Reports menu.
  2. Click Scheduling and select Daily Schedule. The Options dialog box appears.
  3. Select a Mode.
    • If Division/Department is selected, choose the appropriate Division(s) and Department(s), and Group By options.
    • If Schedule Group is selected, choose the appropriate group option.

  4. Select Start Time or Assignment from the Sort by drop-down menu.

  5. Select the Display Name method from the drop-down menu.
  6. Under Display, select the information you want to be displayed.
  7. 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.
  8. Click the Run icon. The report is displayed.


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