The Daily Positions Report offers a quick view of what staff positions employees will be working throughout the day based on the schedule created.
The Daily Positions Report page may be reached through:
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The Daily Positions Report link under Reports > Labour on the navigation bar.
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The Daily Positions Report link under Labour > Scheduling on the navigation bar.
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The Daily Positions Report link under Labour > Reports on the navigation bar.
The following criteria must be met before you can generate a Daily Position Report:
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Staff positions for your store must exist in Schedule - Positions.
Click here to learn how to manage positions for your store in Schedule - Positions.
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Skill level for each position set up for each employee in the electronic employee file.
Click here to learn how to set up the skill level for an employee.
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Schedule for the day created, including positions assigned to employees.
Click here to learn how to generate a schedule in Schedule - New.
The following information is displayed in the Employees tab for the Area*, Store and Date selected using the filters at the top of the page:
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Period Start: The start time of the period.
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Period End: The end time of the period.
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Name (where Name is the name of employees assigned at least one position for the day): The abbreviation of the staff position assigned to the employee for the period.
Abbreviations in red indicate that the employee is not skilled to perform that position.
Employees' skill levels for positions can be updated in the electronic employee file.
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The legend for the abbreviations can be found at the bottom of the page.
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Click here to learn how to modify a schedule in Schedule - New.
Click here to learn how to manage positions for your store in Schedule - Positions.
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The following information is displayed in the Positions tab for the Area*, Store and Date selected using the filters at the top of the page:
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Period Start: The start time of the period.
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Period End: The end time of the period.
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Position (where Position is the name of staff positions for which employees have been scheduled for the day): The name of the employee(s) assigned to the staff position for the period.
TO GENERATE A DAILY POSITIONS REPORT:
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Open the Daily Positions Report page.
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Select the Area* and Store for which you want to generate the report.
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Select the Date for which you want to generate the report.
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Click on the Go button.
Associated Settings
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Schedule - Positions controls the staff positions available for the store.
*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.