Next week we will be updating how ‘shift tagging’ on timesheets works to make it more powerful and give you better reporting detail. Previously, we would give the option of how shifts would be categorised when clocking in:
But thanks to the advent of Locations & Teams last month, we have been able to massively simplify this. Shift tagging will now happen automatically, based on a simple algorithm that figures out the best team to set for each shift.
When staff clock in, we check a few things to figure out which team a shift was worked in:
- If the roster’s location matches the time clock’s location, we use the team from the roster.
- If there’s no roster, or the roster’s location doesn’t match the time clock’s location, we use the employee’s reporting team.
- If the employee doesn’t have a reporting team, or if they are not working at a location they were rostered to work at, we create a “holding” team for uncategorised shifts.
Chances are you won’t even notice the difference, but we just thought we’d let you know. Making these changes will enable us to make many more improvements to rosters vs. timesheets reporting in the future. We’ve started by tidying up the Costs by Shift Team report, and adding a Costs by Shift Location report for customers with multiple locations.
If you don’t want your shifts categorised at all, you will still be able to disable this in settings:
For more information, check out our help guide.