This article explains how to capture and report on shift notes in RosterElf. Shift notes allow managers to record important details about a staff member’s shift, such as performance, incidents, or
reminders for payroll. By turning on time and attendance and setting the time tolerance to zero, you can ensure that shift notes are linked to clock in and out times.
Once enabled, you
can access shift notes through the reporting tab. This makes it easy to review, filter, and export data for payroll, compliance, or team management purposes. Reports can be downloaded in CSV or
PDF format, allowing you to store records securely or share them with your accounting team.
Following the steps in this guide ensures you capture accurate shift information and
maintain clear records for staff management. It also helps you support your compliance efforts by keeping detailed logs of attendance and manager notes.
1. Enable shift notes in RosterElf
To capture shift notes, you first need to enable time and attendance for each site in RosterElf. Setting the time tolerance to zero ensures all clock in and out activity is recorded accurately and linked to shift notes. This section explains how to turn on smartphone clock in and adjust the settings for each site.
1.1 turn on time and attendance for sites
1.1.1 Go to the Sites tab.
1.1.2 Select a site.
1.1.3 Click Time and Attendance.
1.1.4 Toggle on Enable Smartphone clock in and out.
1.1.5 Set the time tolerance to 0.
1.1.6 Press Save.
1.1.7 Repeat for all sites you want to enable.
2. Report on shift notes in RosterElf
Once shift notes are enabled, you can generate detailed reports from the Reports tab. These reports help you track staff performance, record attendance issues, and keep accurate shift histories. You can adjust filters to view specific sites, dates, or employees, and export the data in CSV or PDF for further analysis.
2.1 run the shift notes report
2.1.1 Go to the Reports tab.
2.1.2 Click on View Full Report on the Shift notes report.
2.1.3 Adjust the filters as needed.
2.1.4 Press Run Report.
2.2 export the shift notes report
2.2.1 After running the report, select Export.
2.2.2 Choose either CSV or PDF format.
2.2.3 The report will be sent to your email address.
FAQs about capturing shift notes in RosterElf
1: How do I enable shift notes in RosterElf?
To enable shift notes, go to the Sites tab, select a site, click Time and Attendance, turn on smartphone clock in, set the time tolerance to zero, and press Save. Repeat this process for each site you want to enable.
2: Why should I set the time tolerance to zero in RosterElf?
Setting the time tolerance to zero ensures a shift note is prompted at the start and end of each shift. This links each shift note to exact attendance data, giving you a complete and reliable record.
3: Where can I find shift notes reports in RosterElf?
You can find shift notes reports in the Reports tab. Select Shift notes report, adjust your filters for site, date, or staff member, and run the report.
4: Can I export shift notes reports from RosterElf?
Yes, you can export shift notes reports in either CSV or PDF format. After running the report, choose Export and save or share the file with your team or accounting system.
5: What are shift notes used for in RosterElf?
Shift notes are used to record details about a staff member’s shift, such as performance, incidents, or reminders. They help with payroll accuracy, compliance, and staff management.