Write and review shift reports

After a shift, record your actual working time, answer the report questions and submit; managers approve, correct or return the report.

BV
Björn von Känel
Written By Björn von KänelLast updated 19 days ago

After each shift you write a short report: when you really started and finished, your break and a few questions. Your pay is calculated from the approved report.

Who can do this: everyone who worked an approved shift writes the report. Reviewing needs the permission to review shift reports.

▶ Watch the video

▶ Watch the video

Write your report

  1. Open Events → Shifts → My Shifts → Past. Click the button in the Report column: Start report, Continue report or View report.
  2. Under Actual working time enter Actual start, Actual end and Break (minutes); the net time is calculated for you.
  3. Answer the Report questions (questions marked with * are required), add uploads and, if allowed, expenses with category, amount and description. Report form
  4. Your entries are saved automatically; Save draft saves on demand. Click Submit report and confirm. After submitting the report is locked until the planning team asks for changes. Submit the report Submitted report

Review reports (managers) 5. Open Events → Shifts → Manager Review. The list shows submitted, returned and reopened reports; filter with the menu on the right (for example Needs review). Manager review 6. Open a report. You see Plan versus actual, the Staff answers, Expenses and the Compensation sources with estimated and final pay. Review a report 7. Choose an action: Approve, Request changes, Correct actuals, Reopen (for an approved report) or No-show. Approve asks you to confirm; approval freezes the final pay and adds approved expenses to the event costs. Approve a report 8. The report now shows Approved. Only Reopen is still available. Approved report

Good to know

  • Expense categories must match your organization's compensation rules; otherwise the expense is refused (currently with an English technical message).
  • In the current version the times you enter may be shown two hours later after saving. Check the times before submitting.
  • The review list currently shows a short ID instead of the person's name.
  • After Reopen, submitting again may fail until you reload the page.

Related articles: Your shifts at a glance (My Shifts), Shift statistics and export

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