Common areas that Department Managers typically review, either through running Views or setting Alerts, include:
| Activity | View Name | WorkRecords Best Practice | Method |
|
Review activity (daily, weekly, month-end, etc.) |
Daily: Review Hours & Spend in Progress ChartIt |
View for an overview of hours and spend for a specific area of responsibility for a given date range and use ChartIt for a quick visual review of workers activity. |
View |
| Monitor overtime |
Set an alert 2-3 days prior to the week-ending to generate a list of workers that have already exceeded a specified amount of hours. |
Alert | |
| Confirm all workers checked-out properly |
|
Work with the Labor Supplier for daily coaching of workers that have forgotten to check-out and to ensure that time and activity is recorded promptly. If a worker forgets to check-out but checks back in before their error is caught, they will show unusually large hours. |
Alert |
If there is not a Compliance Manager at the location where you are working, you will want to review Views/Alerts used by the Compliance Manager. The person in the Compliance Manager role generally monitors additional items, such as Bill Rate changes, edit patterns, etc.
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