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Workforce Scheduling Dashboards and Reporting

Summary​

Reporting is Partial and indirect. Attendance and payroll dashboards/reports expose outcomes influenced by shift policy, but there is no shift/roster dashboard or assignment report.

Audience​

Managers, HR/payroll administrators, product, QA and support.

Reference Content​

  • HR/executive dashboards show attendance present/absent/late, leave and pending approval metrics.
  • Payroll dashboard shows range-aware attendance impact including present, leave and absent days.
  • Attendance Report provides date-range employee attendance rows and PDF/CSV export.
  • Payroll views show payable days, weekly offs, holidays, approved hours, overtime and shortfall-related outcomes.
  • Shift Management lists configured shifts but provides no analytics or export.

Missing schedule measures​

No planned-versus-actual hours, schedule coverage, understaffing, shift headcount, department roster, location roster, shift cost, assignment history, rotation fairness, swap volume, schedule publication or compliance exception report is verified.

Responsibilities​

Managers and HR should interpret attendance reports as actual/approved outcomes, not proof of a published schedule. Payroll reports reflect snapshot/calculation data, not direct shift assignment history.

Requires confirmation​

Tenant-specific BI, external exports, scheduled reports, retention and metric definitions require confirmation.

Business Evidence Checklist​

  • Business purpose: Expose related attendance/payroll outcomes for review.
  • Actors: Managers, HR/payroll administrators, product and support.
  • Business process: Load outcome sources, filter/review and export where supported.
  • Status transitions: Reports observe attendance/payroll states; no schedule state exists.
  • Responsibilities: Users must distinguish actual attendance from planned schedules.
  • Business rules: Report filters and source availability govern visible values.
  • Integrations: Attendance, Leave, Payroll and reporting UI.
  • Limitations: No shift/roster/assignment analytics or schedule export.
  • Requires confirmation: External BI, retention and metric definitions require confirmation.

Source References​

  • UI/salary-ui/apps/client-hrms-portal/src/dashboard/DashboardPages.tsx
  • UI/salary-ui/apps/client-hrms-portal/src/dashboard/dashboardApi.ts
  • UI/salary-ui/apps/client-hrms-portal/src/pages/AttendanceReportPage.tsx
  • UI/salary-ui/apps/client-hrms-portal/src/pages/hr/PayrollFeaturePages.tsx

See Also​

Keywords​

  • Attendance report
  • Payroll impact dashboard
  • No roster analytics

Revision Information​

  • Status: Draft
  • Last reviewed: 2026-07-20
  • Review cycle: Quarterly