5 Ways To Better Your Business With Custom Reports

The data behind your business is the key to solving your most challenging business problems. And knowing how to interpret it is critical to help you identify scheduling trends, improve employee performance, and work through labor disputes. Accurate and accessible data to audit timesheets will also help you understand where you can lower your labor costs. 

Now you can do all of that with Custom Reports! With the ability to manipulate your data directly in When I Work, you can solve these important business problems. Custom Reports gives you access to critical data points, including shift history data, schedule data, and timesheet data. You’ll love the functionality to only see the data that is most relevant to you, with capabilities to aggregate and summarize the metrics that matter. When I Work makes reporting easier for everyone to solve these five common issues:

1. Analyze employee performance

Identifying your employees working trends makes it easy for you to reward and reinforce the good performance and take appropriate corrective action when needed. Now you have the data to back it up. With this information available directly in When I Work, you don’t need to add extra tracking and monitoring as a part of management duties.The shift history data set allows you to remove subjectivity from employee evaluations and back up performance conversations.

Build a Shift History Report to see how many shifts an employee has picked up from their coworkers.

Build a Times Report to look into clocking in and out patterns and see early and late punches by employee. 

Build a Shift Report to view shifts that have not been confirmed.

2. Resolve labor disputes 

It’s important to have a shift history trail to work through any scheduling discrepancies that come your way. If an employee doesn’t show up for a shift, you’ll want to know when it was last updated, whether the employee was notified, and whether the employee confirmed the shift. Custom reports let you be prepared the next time you look into the history of a shift. 

Build a Shift History Report to see past behavior, the history for a particular shift, and find all edits made by a Supervisor.

Build a Times Report to see all time entry data points and view an employee’s clocked times.

3. Identify scheduling trends

Building a schedule that works for your employees, you, and your business can feel like making a secret sauce. One aspect of the secret sauce is shift preferences—and you can use custom reports to identify those trends. You’ll be able to see what shifts are picked up and dropped most frequently, so you can start incentivizing your employees and get an optimized schedule. 

Build a Shift History Report to understand your most popular and least desirable shifts. You can see which OpenShifts are being picked up and which shifts are being swapped, dropped, and released. 

Build a Shifts Report to find actionable scheduling insights. Find unfilled OpenShifts to see if there are patterns that make those shifts less desirable and count scheduled hours by schedule and position to see if your schedule matches your budget.

4. Audit your timesheets

Getting ready to complete payroll can be quite the process. You can use the times data in custom reports to do a deep dive into the hours worked at your business. You can also pull multiple sources of information together in one place to identify trends, investigate specific behaviors, and get a view into any attendance issues. You’ll be able to also view the corresponding shift information and the original clock out information to that shift.

Build a Times Report to summarize worked hours by schedule and position, find all clock-in methods and locations, and view employee clocked times by schedule or job site.

5. Lower your labor costs

Making sure your labor is used efficiently is important for your bottom line. Custom reports give you the information you need to see into your labor costs and identify patterns. You’ll have access to a summary of your hours and all the associated data like employee, position, breaks, hourly rate, job sites, and more. You’ll also be able to quickly identify clock in early or clock out late patterns by employee, position, schedule, and job site—which could be making a bigger impact than you know.

Build a Times Report to summarize worked hours by employee or position and find all early clock ins and late clock outs. 

Use custom reports to look deeper into your workforce data and find ways to make a difference in your bottom line. When I Work gives you the tools you need to not only build and manage the work schedule, but to really put the data to use to solve your most pressing business challenges. 

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