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Reporting on Employee Shifts and Work Patterns

We want to report on the shift assigned to an employee and the work pattern assigned for each day. Is this possible?

J
Written by James Pardy
Updated over 5 months ago

You can report on shifts and patterns assigned to an employee using PeopleXD Insight, but there are some limitations you should be aware of.


What can you report on?

What

How

Notes

Shifts assigned to an employee

Use the Person Shift (Time) folder in Insight

Returns all assigned shifts, not just the current one

Patterns linked to the shift

Use the Ct Shift Pattern (Data Validation) folder

Shows the daily breakdown of the pattern


How shift patterns are returned

Shift patterns are broken down by day:

Pattern Name

Typically Represents

Pattern 1

First day of the pattern (usually Monday)

Pattern 2

Second day of the pattern (usually Tuesday)

Pattern 3

Third day of the pattern, and so on


Things to keep in mind

  • All shifts will be returned, not just the current one.

  • You can order by Date Effective (Descending) to show the most recent shift at the top.

  • Shift overrides are not included in pattern reporting—override patterns will not be picked up.


Summary of limitations

Limitation

Details

No "current shift only" filter

All shift records are returned

Overrides not reported

Patterns linked to temporary overrides are not included

Manual interpretation required

Use ordering and filtering to find the relevant data

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