Rotaready offers a wide range of reporting tools, which can be located within the main navigation bar when logged into any site or department. Reports can be built by users with the relevant permissions required to access the information generated.

⚠️ Many reports will run off of signed-off data only to ensure that the data provided is reliable and accurate, in which case, you will need to ensure that the whole period has been signed-off before building the report.

HR

Employee Details

The Employee Details report, or staff page, is a customisable report that can be used for pulling information stored on employee profiles. A number of columns and filters can be used to customise the information provided per employee, along with an export function.

Joiners & Leavers

The Joiners & Leavers report pulls information for employees that have joined or left an organisation within a defined date range. A number of columns and filters can be used to customise the information provided per employee, along with an export function.

Staff Turnover

The Staff Turnover report records your staff headcount at the start and end of a defined period, as well as a calculated turnover attrition rate.

New Hire Turnover

The New Hire Turnover report records the number of new hires and leavers within a defined period, as well as a calculated turnover rate.

Anniversaries

The Anniversaries report highlights any employee birthdays or work anniversaries within a defined period of time.

Employment Changes

The Employment changes report flags all employment-related changes for employees that have taken place within a defined period of time, including changes to pay, job roles, site changes, and more.

Documents

Document Signing

The Document Signing report tracks the progress of all documents that have been sent for signature via Rotaready. This page can also be used to view signed documents, along with sending reminders to staff.

Expiring Documents

This report flags any employee documents that are either coming up to expiry or have expired, along with the option to upload new documents.

Attendance

People Currently Clocked-In

This report lists all staff that are currently clocked into a site or department, for a quick view of the staff currently on site.

Cost Control

Raw Data Export

The Raw Data Export report generates a full breakdown report of your cost control figures by site/department, including customisable metrics and subdivisions.

Scheduling

Rota Progress

The Rota Progress report tracks the rota status for a selected number of sites or departments on a weekly basis, along with an overview of the forecast wages, sales, hours and wage percentage.

Sign-off Progress

The Sign-off Progress report tracks the sign-off status for a selected number of sites or departments on a weekly basis, along with an overview of the actual wages, sales, hours and wage percentage.

Working Time Violations

This report flags all working time directive violations made within a defined period of time within a site or department.

Shift Type Breakdown

This report calculates the total number of hours worked and the basic wage cost associated by shift type and cost stream, by employee.

⚠️ You can find the Shift Type Breakdown report within Rotaready HQ right now. It will move to Rotaready soon.

Payroll

Payroll Export

The Payroll Export report is the most popular report for running payroll, giving a summarised view of the hours worked and absence taken per employee within a defined date range, using signed-off data only. This report can be exported to CSV/Excel or to a specific Payroll Software format, including BrightPay, Prism and Sage formats.

👀 Have a watch of our Spotlight Session 'Preparing for payroll' for more details on utilising this report.

Labour Breakdown

The Labour Breakdown report provides a breakdown of the hours and costs associated per shift, per employee within a defined date range using either scheduled or sanitised data.

Contractual Obligation Summary

The Contractual Obligation Summary report defines the average number of hours worked by employee, against their contractual obligation within a defined date range.

Tronc status

This report provides an overview of the status of each department or site’s tronc, including the total tronc received and paid out on a weekly basis.

Absence

Absence Export

The Absence Export report summarises a full list of absence bookings per employee within a defined date range.

Absence Days Export

The Absence Days Export report summarises a full list of absence bookings, broken down by day, per employee within a defined date range.

Allowances Export

This report summarises all allowances per employee, including their entitlement, effective date, absence type and amount used, taken and remaining.

Untaken holiday cost

This report calculates the projected cost of untaken holiday to date per staff member, site and organisation.

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