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.
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.
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.
The Anniversaries report highlights any employee birthdays or work anniversaries within a defined period of time.
The Employment Changes report shows all the changes made to each employee's personal, employment and pay details.
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.
This report flags any employee documents that are either coming up to expiry or have expired, along with the option to upload new documents.
Use this report to see whether a document is present for each employee for each document category.
This report lists the filename, category and other helpful properties for each uploaded document.
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.
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.
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.
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.
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.
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.
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.
Shift Type & Stream Breakdown
This report calculates the total number of hours worked and the basic wage cost associated by shift type or cost stream, by employee.
Export to Xero
Use this tool to push worked hours data to Xero Payroll (UK).
👀 Have a watch of our Spotlight Session 'Xero & Rotaready - the powerful payroll integration' for more information on using this integration.
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.
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.