The Schedule Adherence report is designed to help managers overcome common challenges related to workforce scheduling, such as productivity losses caused by inconsistent shift adherence and operational issues due to late arrivals, absences, or unplanned undertime. This report offers a centralized and clear view of how employees follow their scheduled shifts, making it easier for managers to monitor attendance and identify patterns of non-compliance.
You can access the report as an admin or manager with the 'can review time & attendance' permission.
What Can You Track?
The report helps you answer questions like:
Are more employees missing their shifts?
Are there more cases of overtime or undertime?
Are employees working fewer hours than expected?
Who is arriving late to work?
You can customize the period for which you want to view observable data and the period you wish to compare it against. By default, the date range is set to the current month, up to yesterday. This report focuses on evaluating past shifts and does not include future shifts.
At the top of the report for shift scheduling statuses, you will see four main cards that summarize shift behavior:
Unapproved Absences
Late Clock-Ins
Overtime Schedules
Undertime Schedules
These cards can act as interactive filters-clicking one will show only related shifts (e.g., only "overtime" shifts) and you can update it based on the selected team or employee.
You can also use the employee/s and team/s filters to narrow down the report.
How Adherence is Calculated
Adherence is based on 3 key schedule parameters:
Scheduled Start
Scheduled End
Allowed Break Time
Here’s how it works:
An employee is scheduled from 9:00 to 17:00 with a 30-minute break.
Clocked in at 9:10 (10 minutes late)
Clocked out at 16:55 (5 minutes early)
Took a 35-minute break (5 minutes over the allowed limit)
Total deviation or unadhered time is 20 minutes. Where the total scheduled (planned) duration of the shift is 480 minutes.
The adherence percentage is determined by calculating the proportion of the total scheduled shift duration that the 20-minute deviation of unadhered time represents.
[1 - (20 / 480)] × 100% = [1 - 0.0417] × 100% ≈ 95.8%
In this example 4.2% of the shift duration was unadhered, which gives us Scheduled Adherence being equal to 95.8%.
What else can impact how calculation is performed?
Schedule Lateness setting impacts the determined Scheduled Start time.
Time Off entries are factored into the Scheduled Start/End time and the overall Scheduled Shift duration.
Earliest clock-in and Latest clock-out settings do not affect the Scheduled Start/End times.
Breaks will not affect the calculation if your organization does not use them.
Adherence Ratings
Shifts are evaluated by their adherence to the schedule, with a percentage-based mark (Excellent, Good, Acceptable, Poor) and feedback on improving compliance.
These ratings are adjusted for organizations striving for strict shift adherence.
Main View Table
Under the highlight cards, you’ll see a breakdown of employee schedules based on your filters.
For each employee:
How many shifts were scheduled?
How many were completed?
How many were missed (e.g., unapproved absences)?
You can also search the table by employee name or team and export the table as a CSV.
Accessing Employee Level View
To access a more detailed view for a specific employee, click on the 'Total Shifts' number in their respective column.
Part above the table will be familiar, including the same four highlight cards: Unapproved Absence, Late Clock In, Overtime, and Undertime. Clicking any of these cards will filter the view to show only those specific shift types for the selected employee.
The Adherence card remains visible as well, and you can adjust the detected date range inherited from the main report page.
Employee View Table
Table in this report view offers a detailed, per-scheduled shift breakdown, allowing for a comprehensive understanding of actual employee behavior versus planned schedule.
You can also search the table for a specific shift date and export the table as CSV.
The table details the following information for each shift:
Date
Status (e.g., On Schedule, Overtime, Undertime, Unapproved Absence, Approved Absence)
Adherence %
Scheduled Start – e.g., 9:00
Actual Start – actual clock-in time (highlighted in red if there was a late clock-in; hover to see: details of there is lateness threshold)
Scheduled End – e.g., 17:00
Actual End – actual clock-out time (highlighted in red if there was an early clock-out; hover to see details)
Allowed Break – defined break time if your organization allows it (e.g., 30 minutes)
Actual Break – break time taken (highlighted in red if there was a break overage; hover to see the details for exceed break)
Scheduled Duration – total planned shift time
Actual Duration – time actually worked
Utilization – utilization score according to your Schedule Time formula setting