Generate Charts

This option is useful when you have prepared and assigned a schedule, and you want to compare the employees from the original schedule to the number assigned to the schedule. Each chart is presented with a radio button next to it.

What do you want to do?

Tasks in this Topic Include:

• Total Staffing Chart
• Required vs. Scheduled vs. Assigned

Related Tasks:

• Set Open / Close Days
• Exception Codes
• Employee Templates
• Employee List
• Exception Calendar and Meeting Planner
• Inactive Employees
• Generate Rosters
• Change Rosters - Inbound Calls
• Reports
• Employee Reports

Total Staffing Chart

The bottom section of the screen lets you print a chart that shows a Total Staffing Chart for a given team and date.

1. Select Reports from the Staff left-navigation menu.
2. Click the Total Staffing Chart radio button.
3. Select a team from the Skill Team drop-down menu.
4. Select a date from the Date drop-down menu.
5. Select View Report.
6. The chart is displayed.
   

Required vs. Scheduled vs. Assigned Chart

The bottom section of the screen lets you generate a chart that shows the Required vs. Scheduled vs. Assigned employees for a given team and date.

1. Select the Required vs. Scheduled vs. Assigned radio button.
2. Select a team from the Skill Team drop-down menu.
3. Select a date from the Date drop-down menu.
4. Select View Report.
5. The chart is displayed.