Auditing Employee Assignments Using the Advanced Scheduling Employee Audit Report

Purpose
This guide provides detailed instructions for auditing employee scheduler assignments using the Advanced Scheduling Employee Audit Report in the Green Leaf Elevated System. While this document covers common use cases, it may not address every scenario, and some features might be unavailable or hidden depending on your company’s configuration or user permissions. For any questions or clarifications, please reach out to your manager or the assigned Green Leaf Specialist for assistance.

Overview
To ensure effective scheduling, each employee within the Green Leaf system should have the following key assignments:

1. Skill – Refers to the specific tasks or responsibilities an employee is qualified to perform. It represents what the employee will be doing when they report to work. Employees who are cross-trained can have multiple skills assigned to them.

2. Scheduled Cost Center – Identifies the location(s) where the employee will carry out their assigned skills. Multiple locations can be assigned to an employee, depending on the needs of the business.

3. Scheduler Profile – Defines when or how often an employee can/should work. (e.g., full-time, part-time, union). Only one profile can be assigned.

4. Managed Scheduled Cost Center (For users who manage or create schedules) – Specifies the locations the user is responsible for managing. Multiple locations can be assigned.

Important: If the Managed Scheduled Cost Center is assigned to an employee-level user, they may receive scheduling notifications intended for managers. This could lead to unnecessary alerts. Assign this only to users at the Manager level or above.

These assignments must be audited regularly to ensure accuracy and help address any troubleshooting issues.

Step-by-Step Guide to Auditing Employee Assignments

Step 1: Log In to Elevated and Access the Employee Roster

1. Log in to the Green Leaf Elevated system.

2. Navigate to the Home tab to access your main dashboard.

3. Select the Employee Roster widget to open the list of employees.

Step 2: Change the Report View

1. At the top of the report, use the drop-down menu to select the available report view.

2. Look for the report named Advanced Scheduling Employee Audit or Scheduler Audit.

3. If you cannot find this report, you may need to select Shared Views and then click More... to view additional reports. Alternatively, click the three dots in the top right corner and select Manage Views to access the full list.

Step 3: View the Report

1. This report is set up to include the three items each employee needs assigned to be part of the Advanced Scheduling module:

1. Skill - What they do (their tasks or responsibilities).

2. Scheduled Cost Center - Where they work (the department or location).

3. Scheduler Profile - How often they work (e.g., full-time, part-time, union).

Fourth item for those who manage or create schedules for their location:

4. Managed Scheduled Cost Center - The locations they manage (the areas or departments for which they oversee scheduling).

2. Scroll through the report to ensure that all users have at least one assignment listed in the Skills, Scheduled Cost Center, and Scheduler Profile columns, and verify that these assignments are correct. To quickly identify any missing assignments, you can apply a filter with the condition ‘is null.’ This will help highlight users who are not included in the scheduling roster.

Helpful Tip:

• If a user is missing an assignment in the Scheduled Cost Center and/or Scheduler Profile columns, they will not appear on the schedule roster.

• If a user is only missing a Skill assignment, they will still appear on the roster, but they won’t be automatically assigned any shifts. In such cases, you may also receive a warning when manually assigning them a shift, indicating that the skill is missing.

Step 4: Make Updates to Employee Assignments

1. If any updates are required, hover over the employee's name and click the three dots to access their Employee Profile via the Employee Information hyperlink.

2. If an employee does not appear in the report, it may be because you do not have Manager-level access for that employee. In this case, please contact your manager to make the necessary adjustments.

3. Navigate to the Time Keeping & Scheduling tab, then update the assignments as needed. For detailed guidance on how to make these assignments, please refer to the "Assigning Skills, Scheduled Cost Centers, & Scheduler Profiles" guide, available in the Advanced Scheduling section of the Knowledge Base.