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Run rota headcount report

You can run the report that shows provides an overview of scheduled headcounts for specified rota weeks.

Aurelian Bodea avatar
Written by Aurelian Bodea
Updated over 3 months ago

The new rota headcount report provides an overview of scheduled headcounts for specified rota weeks, broken down into 30-minute intervals. It includes only rota hours, excluding holiday, sickness, and training hours, and prioritises actual hours over forecast hours.
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To find this report, follow the below steps:

  1. Click Reports then click Standard Reports.

  2. Expand Rota folder then click Rota Headcount report.

  3. Define the parameters in the report criteria screen:

    • Organisation level.

    • Rota start date.

  4. Click Generate Extract.

You can also run a rota detailed report which is within the rota itself, does not restrict on organisation permissions and will show all salaries.

πŸ“ŒNote: To access the report you need to be granted the standard rota headcount permission to the role, post or employee profile. After you assign the permission, make sure you run a batch and hr post update for these changes to reflect instantly on the system.

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