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Blank Rota Sheet - Rota Amendments

Sharon Harkins

 

 

Following an inspection from HMRC we have been advised that we need to keep records of any amendments to the original published rota.

 

At present we have created a spreadsheet that the staff manually fill in ie if they were late for their shift / asked to work late / took a shorter break / swapped a shift ... the list goes on and on

 

We are then auditing this against their T&A using the pop up clocks ! This is an arduous task !!! As the amendments do not match the order of the rota and the hand writing can be hard to read.

 

I was wondering if this Daily blank rota below could be adapted to be fit for our purpose ?

 

I can send you a copy of our manual sheet if that would help you understand what I am looking for.

 

We would need a colum for the Employee signature / Manager signature / Comment

 

Or would you have any other suggestions of a way to make this task more straight forward.

 

Blank Rota

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Anonymous User

Hi @Sharon Harkins​ 

This report can be exported to excel which will allow you to add the additional columns you require.

When running the report ensure you change the file output to Text File (*csv)

This should then be suitable for your needs.

 

Kind regards

Debbie

Sharon Harkins

HI @Debbie Thomas​  Am I using the correct button as I do not get an option to export to CSV - I only get the pop up box in my post above ?

Anonymous User

Hi @Sharon Harkins​ 

If you access the report via the reports menu you can export

Rota > Reports > Daily Blank Rota

 

If you do not see this report, access can be given via the templates in Rotas.

 

Kind regards

Debbie

Fourth

Sharon Harkins

@Debbie Thomas​  Thank you :)

Sharon Harkins

Hi @Debbie Thomas​  I am now using the Blank rota reports in csv export which is great - Can you advise where the data in column K relates to ?

I wondering if I can use this to determine which department the staff work in but looking at our job titles and employment records I cant find an entry that relates to job title 33 ??

Sharon Harkins

Hi I am aware I have not received an answer on the question above re the job title number and what that relates to ? I need to be able to note the department ? I cant use Vlookup as the employee number is not on this report either ? would it be possible to build a custom report that could include department ?

Sophie Waters

Hi @Sharon Harkins​ I have been looking into this and I cant see where the figures are coming from either. They are not accounting codes or priority number.

I would suggest raising a case via the community with this information and I will also try to look into it so please bear with me.

With regards to building a custom report, I would suggest running a report with employee name job title and division, concatenate the name in both exports and then vlook up against name.

Do let us know how you get on.

Kindest

@Debbie Thomas​ 

Fourth

Sharon Harkins

Hi @Debbie Thomas​  I have decided to use the forecast v actual as it pulls the department into the report. Thanks for your help :)

 

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