Checking all of your shifts have been approved
Using the Approved shifts CSV export is a great way to check that all of your shifts have been approved and are ready for payroll. You will also be able to export other information export information
Some examples of this useful export are to:
- Export all unapproved shifts to send to your managers/supervisors.
- Run a report to compare rostered hours, clocked hours & approved hours (see also Roster Summary Report).
- Run final checks before payroll.
- See which manager approved or declined a particular shift. For information on approving or declining shifts, read more here.
You can also save your search preferences as a 'Saved search' to use at a later date. We will run through this below.
Using the Approve shifts CSV Export
To use the Approve shifts CSV Export:
- Navigate to Time & Attendance > Approve Shifts.
- Select the relevant date from Show Results From.
- Use the filters to select the information you wish to export. For example, you may only want to export information for a certain
- Employee
- Operation Office code
- Operation
- Roster
- Shift status
- Shift type
- ie. In the example below, we selected the Caffeine Express Operation & the Back of House Roster.
- ie. In the example below, we selected the Caffeine Express Operation & the Back of House Roster.
- Select Apply Filter.
- Select CSV Export.
- Select the data you wish to export:
- To generate, click Export CSV.
The report will now show the information you have selected to export.
Ie. we had selected to see the approval status of all shifts and who each shift was approved or declined by and when (see below).
Saving your Export options for future use