Workforce Insights & Forecasting
Tenure, high earners, starters, leavers and shift coverage, the next six weeks of booked shifts, and who cancels and how late, in the agency console and the client dashboard.
Last checked against the product:
Overview
Three pages that look at the workforce, not the day.
Before you start
- Agency console: Admin or super admin. These pages are not in the Coordinator or Payroll presets, except Cancellations, which the Coordinator preset has.
- Client dashboard: any client dashboard user.
- A few weeks of shifts and clocks, and start dates on worker records for the tenure figures.
| Page | Agency console | Client dashboard |
|---|---|---|
| Workforce Insights | Workforce > Workforce Insights | Workforce > Workforce Insights |
| Worker forecast | Workforce > Forecast | Workforce > Worker forecast |
| Cancellations | Schedule > Cancellations | Schedule > Cancellations |
Workforce Insights
Who has been with you, who earns most, who joined and left.
Set the period
Agency console: Date From, Date To, Client and Location. Client dashboard: From, To and Location. Click Filter. The period starts on the 1st of this month by default.
Read the panels
See the table below.
Export it (optional)
Click Export CSV. The agency console also has Export Excel.
| Panel | Shows |
|---|---|
| Top 5 Longest Serving | Active workers with the earliest start dates and their days served. |
| High Earners (>£1,000/week) | Workers whose pay over the whole period is more than £1,000 (despite the heading, the test is on the period total, not per week), worked out from the hourly rate on their record and their hours, with their weekly average. |
| Long-Term Placements (>6 months) | Workers placed for more than six months. |
| Starters and Leavers | Workers who started or left in the period, with the leave reason. |
| Shift Coverage | Shifts Scheduled against Shifts Worked, as a coverage percentage. |
High Earners shows pay. Anyone who can open the page can see it, so think about who you give the page to.
Worker Forecast
The next six weeks of booked shifts.
The forecast always covers today and the next six weeks. It shows the total shifts, estimated hours, estimated cost and the number of different workers, then a week-by-week list of each booked shift. Filter by client (agency console), location or worker. Click Export CSV or Print. Shifts with no rate show "No rate" and are left out of the cost.
Cancellations
Who cancels, and how late.
Set the dates and filters. The cards show Total Cancellations, Short Notice (<24h), the Top Cancelling Worker and the Top Cancelling Location. Below are Cancellations per Week and the list of cancelled shifts with the Notice Period and Reason. Click Export CSV for the list.
Client dashboard: Schedule > Cancellations lists every cancelled booking, whoever cancelled it. Pick the dates, then under Short notice is under choose 24 hours, 48 hours (the default), 72 hours or 7 days. Cancelled by shows Client, Worker or Agency, taken from the booking status: Client cancelled, Worker cancelled (a worker who declined shows "Declined"), or plain Cancelled, which is the agency. The notice is the time from the cancellation to the booked start; older bookings with no cancel time show "Not recorded" and never count as short notice. Hours lost and the estimated pay lost are what the booking would have paid if worked as booked, from your rate rules; a booking the worker clocked anyway lost nothing. Pay shows only to users who can see pay. The By who cancelled and By site tables give the totals, and Short notice only narrows the list. Click Export at the top right for CSV, Excel or PDF.
Troubleshooting
When a panel is empty.
| Problem | Why, and what to do |
|---|---|
| Top 5 Longest Serving is empty | Workers have no start date. Add it on the worker record. |
| High Earners is empty | Nobody's pay in the period passed £1,000, or workers have no hourly rate on their record. |
| Coverage looks low | Shifts with no clock-in count as not worked. Check Exceptions for missed clocks. |
Know who turned up, and pay every hour right.
Face-verified clock-ins, live geofencing and payroll-ready timesheets in one system. Tell us how your shifts run and we will show you how it fits.
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