Capture and report on shift notes in RosterElf
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.