The Roster by Employee Report in SapphireOne is a valuable tool for efficiently managing workforce scheduling. This report offers a detailed overview of employee rosters, providing a comprehensive view of individual work assignments, shifts, and schedules. The steps are as follows:
- Navigate to Show Reports – Roster by Emplotee:
- Go to Payroll/HR > History > Show Reports
- Select the Roster by Employee report.
- Select Relevant Period and Employees:
- Choose the relevant date range for the roster report from the available options.
- Select the employees whose roster details you wish to include in the report. You can select individual employees or all active employees.
- Customise Report Criteria:
- Use the available options to customise the report criteria, such as sorting by employee ID, name, date, scheduled time, shift details, and other relevant parameters.
- Generate and Review the Roster Report:
- Click the Recalculate button to generate the report with the selected criteria.
- Review the generated roster report to ensure all scheduling details, including shifts, breaks, hours worked, and fill percentages, are accurate and complete.
For more detailed instructions, please refer to Payroll/HR > History > Show Reports – roster by Employee.