Planned vs actual

See the week against its plan

1. On the roster, once the week has begun, press Planned vs actual in the strip under the board.
2. Choose the unit in the list, if you keep more than one, and step weeks with the arrows either side of the dates.
3. Read the tiles: Planned from the published roster, Actual from the clock, and Attendance where your organization keeps it.
4. Read Actual hours by day: the bars are what was worked, the line what was planned.
5. Read By person: planned, actual, the difference, attendance and how far the timesheet is approved.
6. Press Past weeks to compare the eight weeks before, and press one to open it.

Then: Planned counts published shifts with somebody on them, at their length less the break. Actual counts closed shifts at this unit, at the hours each timesheet reports, approved or still waiting; somebody still clocked in is counted as open, not as nothing.

Rather not? Press Roster above the title to go back to the week's roster.

See who was late, early or missed a shift

1. Press Attendance flags, or the Attendance tile.
2. Read each flag: who, which day, and what it was measured against.
3. To excuse one, open Approvals and its Attendance tab.

Then: A day with a published shift is measured against the shift, after your organization's grace; any other day against the person's set times. A shift is missed when there is no clock-in by its end.

Dara was rostered from 8:00 AM to 2:00 PM on Saturday and never clocked in. Once 2:00 PM has passed, the week shows a missed shift for Saturday, measured against the shift and not Dara's usual set times.

Read the labor cost against the budget

1. Press Labor cost.
2. If it is locked, type your HR PIN and press Open, or press Use my password instead.
3. Read the week's cost against the weekly budget; the mark on the bar is what the published roster planned.
4. Read the regular hours, the overtime, and what is left or over this week.

Then: The cost is worked out from each person's pay rate: hourly pay at the rate with overtime at time and a half from the unit's overtime lines, a day rate for each day worked, and a salary as the week's share, split by hours between the units they worked at. Each rate stays on its pay record.

Mary Ann keeps HR for a region. Riverside's weekly budget is $4,200 and the week has cost $4,010 so far, so the tile reads 95%, and the mark on the bar shows the published roster planned $3,880. The panel also says 3 volunteers are not costed.

Set the weekly budget

1. Press Labor cost.
2. Under Weekly budget, type the Amount.
3. Choose the Currency.
4. Press Save budget.

Then: The share used shows on the Labor cost tile and the bar. The record says the budget changed and in what currency, never the figure.

Rather not? Press Clear the budget to take it away.

Download the week

1. Press Download.
2. Choose Excel (.xlsx) or CSV (.csv).

Then: The file has the week by person and by day, the attendance flags, and a sheet saying what it covers. The labor cost totals are in it only for a pay reader with the HR unlock open, as on the page, and each download is recorded.