Reporting Data Sources
You can report on organization data. Reports gather information from all of the different sections of TeamWork.
The following tables describe the data sources for reports. They list the fields available and provide a brief description of contents.
Location
Field | Description of contents |
Address1 | The street address of the location or business site. (Entered in Address in the Locations > Settings > Information window.) |
Address2 | Additional information for Address1 (i.e., Suite 202). (Entered in Address Line 2 in the Locations > Settings > Information window.) |
BusinessCode | The code that Location users type in when they log on to the Location portal and Employee portal for that location. (Entered in Code field in the Locations > Settings > Information window.) |
BusinessExternalId | The External Id is used to coordinate TeamWork with external systems. It is blank unless your company integrates data with an external system. |
BusinessName | The name of a location. (Entered in Name in the Locations > Settings > Information window.) |
City | The name of the city for the location. (Entered in City in the Locations > Settings > Information window.) |
Deployed | Yes or No status of whether your location is fully set/up. If deployed, must be Yes - it is fully set up. (Entered in Deployed in the Locations > Settings > Information window.) |
Enabled | ACTIVE or INACTIVE. Indicates whether location is enabled. (Entered in Enabled in the Locations > Settings > Information window.) |
LicenseDate | Set by ScheduleSource. (Optional, depending on license agreement.) |
Phone | The phone number of the location. (Entered in Phone in the Locations > Settings > Information window.) |
State | The two-letter designation of the state for the location. (Entered in State in the Locations > Settings > Information window.) |
UserDefined1 - UserDefined6 | Custom field(s) identified in Organization > Custom Fields > Location. |
Zip | The zip code of the location. (Entered in ZIP in the Locations > Settings > Information window.) |
Count | A count of the Locations, grouped by the other fields selected. |
Station
Field | Description of contents |
AllowSwap | Flag that indicates the station allows employees to post to the swapboard. Displays on reports as True if posting is allowed and False if posting is not allowed. (Entered in Stations > Settings > Information window.) |
Name | The name of the station. (Entered in Name in the Stations > Settings > Information window.) |
Notes | Additional textual information about the station. |
OrgStationExternalId | The External Id is used to coordinate TeamWork with external systems. It is blank unless your company coordinates with an external system. (Entered in External ID field in the Station information window.) |
OrgStationId | Unique ID generated by ScheduleSource. |
PayRate | The estimated or average pay rate for the station. (Entered in Stations > Settings > Information window.) |
SecurityGroupName | The name of the security group the station is assigned to. Optional. Security Groups are a special feature of roles used to limit editing of shifts. |
TimeActivityCode | The code of the default Activity assigned to the station. |
TimeActivityName | The name of the default Activity assigned to the station. |
TimeProjectCode | The code of the default Project assigned to the station. |
TimeProjectName | The name of the default Project assigned to the station. |
TimeTaskCode | The code of the default Task assigned to the station. |
TimeTaskName | The name of the default Task assigned to the station. |
UserDefined1 - UserDefined6 | Custom field(s) identified in Organization > Custom Fields > Station. |
Count | A count of the Stations, grouped by the other fields selected. |
Station (Local)
Field | Description of contents |
AllowSwap | Flag to indicate that the station (local) allows employees to post to the swapboard. Displays on reports as True if posting is allowed and False if posting is not allowed. |
BusinessCode | The Code that Location users type in when they log on to the Location. |
BusinessExternalId | The External Id of the Location. It is blank unless your company coordinates with an external system. |
BusinessName | The name of the Location that the Station resides in. |
LocationUserDefined1 - LocationUserDefined6 | Custom field(s) identified in Organization > Custom Fields > Location. |
Name | The name in the Station. |
Notes | Additional textual information about the station. |
OrgStationExternalId | The External Id is used to coordinate TeamWork with external systems. It is blank unless your company coordinates with an external system. (Entered in External ID field in the Station information window.) |
OrgStationId | Unique ID generated by ScheduleSource. |
Rank | Relative priority of a shift ranked against other shifts. The higher the rank, the more likely the day's shifts will be filled. If empty shifts occur, they will be pushed to the lower priority days. |
StationId | Unique ID generated by ScheduleSource |
TimeActivityCode | The code of the default Activity assigned to the station. |
TimeActivityName | The name of the default Activity assigned to the station. |
TimeProjectCode | The code of the default Project assigned to the station. |
TimeProjectName | The name of the default Project assigned to the station. |
TimeTaskCode | The code of the default Task assigned to the station. |
TimeTaskName | The name of the default Task assigned to the station. |
UserDefined1 - UserDefined6 | Custom field(s) identified in Organization > Custom Fields > Station. |
Count | A count of the Local Stations, grouped by the other fields selected. |
Availability Override
Field | Description of contents |
Active | A flag that indicates whether employee is available for use in scheduling shifts. Displays on reports as True if active and False if inactive. Status is active unless an inactive date is set on Employee Status window. |
Address | Employee's street address. ((Entered in Address in the Employees > Settings > Contact window.) |
Address2 | Additional information for employee address. (Entered in Address2 in the Employees > Settings > Contact window.) |
AvailableRange | Specific times employee is available or unavailable for assignment (depends on value of EnabledYesNo). (Employee selects Available Times on Single Day Override window.) |
BusinessName | The name of the location, for local overrides. |
City | The city of the employee's address. |
Country | The country of the employee's address. |
Date | Date of the override. |
DayId | Day ID of the date (Sunday - Saturday ~ 1-7). |
DayName | Name of weekday for the date. |
Employee's email address. | |
EmployeeId | Unique ID set by ScheduleSource. Will be unique for each Location/Employee. |
Enabled | Flag (0 or 1) to indicate whether the availability is "Off" or "On". If O, the date (or times therein) are set to "Off". If 1, the date/Times are set to "On". |
EnabledYesNo | Same as "Enabled" but displays text values "Yes" or "No". |
EnterpriseEmployeeId | Unique ID for the employee, set by ScheduleSource. |
FirstName | Employee's first name. |
FullName | Employee's full name. Displayed as "Last, First". |
HireDate | Employee's Start Date. |
Hours | Number of hours in the AvailableRange. |
LastName | Employee's last name. |
Name | Name or type of the Availability Override. Report displays either Global Day Override or Local Day Override. |
Notes | Textual notes related to the Employee. (Entered on Employees > Settings > Personal window.) |
OverridePriority | UNUSED |
PhoneNo | Employee's phone number. (Entered in Phone in Employees > Settings > Contact window.) |
PhoneNo2 | Additional employee phone number. (Entered in Phone in Employees > Settings > Contact window.) |
PhoneNo3 | Additional employee phone number. (Entered in Phone in Employees > Settings > Contact window.) |
PostalCode | Employee's zip code or postal code. |
PreferredEnd | End time of Preferred Range. (Overrides default preferred times for a date.) |
PreferredStart | Start time of Preferred Range. (Overrides default preferred times for a date.) |
ScopeText | Name of override's scope or availability. Report displays either Global or Local. |
State | Employee's state. (from Address settings.) |
TermDate | Termination date of employee. (Entered in Terminate Date in Employees > Settings > Personal window.) |
UserDefined1 - UserDefined6 | Custom field(s) identified in Organization > Custom Fields > Location. |
UserName | Employee's username. (Entered in Username in Employees > Settings > Personal window.) |
Count | A count of the Availability Overrides, grouped by the other fields selected. |
EnabledCount | A count of the Enabled Availability Overrides, grouped by the other fields selected. |
TotalHours | A sum of the Availability Overrides Hours, grouped by the other fields selected. |
Availability Template
Field | Description of contents |
Active | A flag that indicates whether employee is available for use in scheduling shifts. Displays on reports as True if active and False if inactive. Status is active unless an inactive date is set on Employee Status window. |
Address | Employee's address. (Entered in Address in the Employees > Settings > Contact window.) |
Address2 | Additional information for employee address. (Entered in Address2 in the Employees > Settings > Contact window.) |
AvailableRange | Specific times employee is available.(Employee enters Available Times in the Availability Templates window.) |
BusinessName | Name of the location, for local templates. |
City | The city of the employee's address. |
Country | The country of the employee address. |
DayId | Day ID of the date (Sunday - Saturday ~ 1-7). |
EffectiveEnd | Date the availability template ends, if Date-Based |
EffectiveStart | Date the availability template starts, if Date-Based |
Employee's email address. | |
EmployeeId | Unique ID set by ScheduleSource. Will be unique for each Location/Employee. |
Enabled | Indicates whether employee is available for assignment based on an Availability template. Report displays 0 if the employee is unavailable for the entire day and 1 if the employee is available to work. |
EnabledYesNo | Same as "Enabled" but displays text values "Yes" or "No". |
EnterpriseEmployeeId | Unique ID for the employee, set by ScheduleSource. |
FirstName | Employee's first name. |
FullName | Employee's full name. Displayed as "Last, First". |
HireDate | Employee's Start Date. |
Hours | Number of hours an employee is available based on Enabled and Available Range values. |
LastName | Employee's last name. |
Name | Name or type of the Availability Override. Report displays either Global Day Override or Local Day Override. |
Notes | Textual notes related to the Employee. (Entered on Employees > Settings > Personal window.) |
PhoneNo | Employee’s phone number. |
PhoneNo2 | Additional employee phone number. |
PhoneNo3 | Additional employee phone number. |
PostalCode | Employee's zip code or postal code. |
PreferredEnd | End time of Preferred Range. (Overrides default preferred times for a date.) |
PreferredStart | Start time of Preferred Range. (Overrides default preferred times for a date.) |
Rank | Employee rank indicating relative priority of working shifts on at day in the template |
ScopeText | Name of template. Reports displays either Global, Local, or Datebased |
State | Employee's state. |
TemplatePriority | Relative priority of this template. Report displays 0 if it is a Global template, 1 if it is a Local template, and 2 if it is a Datebased template. Schedulers create these templates in the Location portal under Employee > Availability, and based on your company's settings, Employees can create these templates under Availability > Templates in the Employee portal. |
TermDate | Termination or Inactive date of employee. (Entered in Inactive Date in Employee Status window.) |
UserDefined1 - UserDefined6 | Custom field(s) identified in Organization > Custom Fields >Employee. |
UserName | Employee's username. |
Count | A count of the Template Days, grouped by the other fields selected. |
EnabledCount | A count of the Enabled Template Days, grouped by the other fields selected. |
TotalHours | A sum of the Template Days’ Hours, grouped by the other fields selected. |
Employee
Field | Description of contents |
Active | A flag that indicates whether employee is available for use in scheduling shifts. Displays on reports as True if active and False if inactive. Status is active unless an inactive date is set on Employee Status window. |
Address | Employee's street address. (Entered in Address in the Employees > Settings > Contact window.) |
Address2 | Additional information for employee address. (Entered in Address2 in the Employees > Settings > Contact window.) |
AgreementEndDate | End date of current employee agreement. When an agreement is added to an employee, any previous agreement is terminated on the day before the new agreement begins. An employee can only be under one agreement at one time. |
AgreementStartDate | Start date of current employee agreement. Agreements are entered under Organization > Lists > Agreement Types. When you assign an agreement to an employee using Employees > Tools > Manage Agreements or add a new employee agreement in Employees > Deployments > Agreements, you designate an Effective Date, which is the AgreementStartDate. |
AgreementType | Indicates the name of the agreement. Add an Agreement Type under Organization > Lists > Agreement Types. |
BioId | Employee's BioId. (Entered in BioID in the Employees > Settings > Personal window.) |
BirthDate | Employee's birthdate. (Entered in Birth Date in the Employees > Settings > Personalwindow.) |
CardId | Employee's CardId (Entered in Card Id in the Employees > Settings > Personal window.) |
City | City of the employee address. (Entered in City in Employees > Settings > Contact window.) |
Country | Country of the employee address. (Entered in Country in Employees > Settings > Contact window.) |
DefaultLocation | Indicates the location chosen as an employee's the primary work location. To edit the DefaultLocation, go to Employees > Deployments> Locations and select a Location in the list of locations for that employee. Select Yes or No for Default. |
DefaultLocationExternalId | The External ID of the DefaultLocation. |
DefaultLocationId | Unique ID of the default location set by ScheduleSource. |
DefaultTaskId | Unique ID of the default Task set by ScheduleSource. |
Email of the employee. | |
ExternalId | Employee number for use with an external system, such as HR or Payroll. |
FirstName | Employee's first name. |
FullName | Employee's full name. Displayed as "Last, First". |
HireDate | Employee Start Date. |
IVRPinCode | Employee's Pin number issued for clocking via a telephone. (Entered in IVR Pin in Employees > Settings > Personal window.) |
LastName | Employee's last name. |
MaxDays | Maximum number of working days per week this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxDays. |
MaxHours | Maximum number of hours per week this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxHours. |
MaxHoursPerDay | Maximum number of hours per day this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxHoursPerDay. |
MaxShiftsPerDay | Maximum number of shifts per day this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxShiftsPerDay. |
MinHours | Minimum number of hours per week for this employee. Used only for reports and analysis. |
Notes | Textual notes related to the Employee. (Entered on Employees > Settings > Personal window.) |
OrgEmployeeId | Unique ID set by ScheduleSource. |
PhoneNo | Employee's phone number. |
PhoneNo2 | Additional employee phone number. (Entered in Ph2 Employees > Settings > Contact window.) |
PhoneNo3 | Additional employee phone number (Entered in Ph3 (other) in Employee Information window.) |
Policy | Name of effective Employee Policy. (Entered in Organization > Policies and assigned to an employee when you assign an employee agreement.) |
Position | Name of effective position. (Entered into Organization > Lists > Employee Positions and assigned to an employee when you assign an employee agreement.) |
PostalCode | Employee's zip code or postal code. |
Rank | Rank of the employee versus other employees. Used in seniority considerations. |
State | Employee’s state. |
TermDate | Termination or Inactive date of employee. (Entered in Inactive Date in Employees > Settings > Personal window under Terminate Date.) |
TimeZoneOffset | The hour difference between UTC time and the time zone setting for the employee. (Selected under Employee Information > Time & Attendance.) |
TimeZoneUSDay | Indicates daylight savings for time zone: 1=Yes, i.e., Auto Adjust for daylight savings time or 0=No, i.e., do not adjust for daylight savings time. |
UserDefined1 - UserDefined6 | Custom field(s) identified in Organization > Custom Fields > Employee. |
UserName | Employee's username. |
Count | A count of the Employees, grouped by the other fields selected. |
Employee (Local)
Field | Description of contents |
Active | A flag that indicates whether employee is available for use in scheduling shifts. Displays on reports as True if active and False if inactive. Status is active unless an inactive date is set on Employee Status window. |
Address | Employee's street address. (Entered in Address in the Employees > Settings > Contact window.) |
Address2 | Additional information for employee address. (Entered in Address2 in the Employees > Settings > Contact window.) |
AgreementEndDate | End date of current employee agreement. When an agreement is added to an employee, any previous agreement is terminated on the day before the new agreement begins. An employee can only be under one agreement at one time. |
AgreementStartDate | Start date of current employee agreement. Agreements are entered under Organization > Lists > Agreement Types. When you assign an agreement to an employee using Employees > Tools > Manage Agreements or add a new employee agreement in Employees > Deployments > Agreements, you designate an Effective Date, which is the AgreementStartDate. |
AgreementType | Employee's agreement type. (Entered in Employees > Deployments > Agreements.) |
BirthDate | Employee's birthdate. (Entered in Birth Date in the Employees > Settings > Personal window.) |
BusinessCode | The code that location users and employees type in when they log in to a location. (Entered in Code field in the Locations Settings > Information window.) |
BusinessExternalId | The External Id is used to coordinate TeamWork with external systems. It is blank unless your company integrates data with an external system. |
BusinessName | The name of a location. (Entered in Name in the Locations > Settings > Information window.) |
BusinessTimeZoneOffset | The hour difference between UTC time and the time zone setting for the location. (Selected on Location Information window.) |
BusinessTimeZoneUSDay | Indicates daylight savings for location time zone: 1=Yes, i.e., Auto Adjust for daylight savings time or 0=No, i.e., do not adjust for daylight savings time. |
BusinessUDF1 - BusinessUDF6 | Custom field(s) identified in Organization > Custom Fields > Location. |
CardId | Employee's CardId. (Entered in BadgeID in the Employees > Settings > Personal window.) |
City | City of the employee address. (Entered in City in Employees > Settings > Contactl window.) |
Country | Country of the employee address. (Entered in Country in Employees > Settings > Contact window.) |
Crew | Name of the crew the employee's crew assignment. (Crews are established in the Location portal under Location > Crews. Crews are assigned to an employee in the Location portal under the Scheduling tab in the Employee Information window.) |
DefaultActivity | The employee’s default Activity. (Selected under Employee Information > Time & Attendance). |
DefaultLocation | Indicates the location chosen as an employee's the primary work location. To edit the DefaultLocation, go to Employees > Deployments> Locations and select a Location in the list of locations for that employee. Select Yes or No for Default. |
DefaultLocationId | Unique ID of the default Location set by ScheduleSource. |
DefaultTaskId | Unique ID of the default Task set by ScheduleSource. |
Email of the employee. (Entered in Email in Employee> Settings > Contact window.) | |
ExternalId | Employee ID for use with an external system, such as HR or Payroll |
FirstName | Employee's first name. (Entered in First Name in Employees > Settings > Personal window.) |
FullName | Employee's full name. Displayed as "Last, First". |
HireDate | Employee Start Date. |
IVRPinCode | Employee's Pin number issued for clocking via a telephone. (Entered in IVR Pin in Employees > Settings > Personal window.) |
LastName | Employee's last name. |
MaxDays | Maximum number of working days per week this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxDays. |
MaxHours | Maximum number of hours per week this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxHours. |
MaxHoursPerDay | Maximum number of hours per day this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxHoursPerDay. |
MaxShiftsPerDay | Maximum number of shifts per day this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxShiftsPerDay. |
MinHours | Minimum number of hours per week for this employee. Used only for reports and analysis. |
Notes | Textual notes related to the Employee. (Entered on Employees > Settings > Personal window.) |
PayRate | Estimated or average hourly rate of pay. (PayRate is assigned to an employee in a location in the Employees > Settings > Schedule window.) |
PhoneNo | Employee's phone number. |
PhoneNo2 | Additional employee phone number. (Entered in Employees > Settings > Contact window.) |
PhoneNo3 | Additional employee phone number (Entered in Employees > Settings > Contact window.) |
Policy | Name of effective Employee Policy. (Entered in Organization > Policies and assigned to an employee when you assign an employee agreement in Employees > Deployments > Agreements or Employees > Tools > Manage Agreements.) |
Position | Name of effective position. (Entered into Organization > Lists > Position Types and assigned to an employee when you assign an employee agreement.) |
PostalCode | Employee's zip code or postal code. |
RotationId | Unique ID for local rotation pattern. Created by ScheduleSource. |
State | Employee’s state. |
TermDate | Termination or Inactive date of employee. (Entered in Inactive Date in Employees > Settings > Personal window under Terminate Date.) |
TimeZoneOffset | The hour difference between UTC time and the time zone setting for the employee. (Selected under Employee Information > Time & Attendance.) |
TimeZoneUSDay | Indicates daylight savings for time zone: 1=Yes, i.e., Auto Adjust for daylight savings time or 0=No, i.e., do not adjust for daylight savings time. |
UserDefined1 - UserDefined6 | Custom field(s) identified in Organization > Custom Fields > Employee. |
UserName | Employee's username. |
BusinessCount | A count of the Employees’ unique Locations, grouped by the other fields selected. |
ClientCount | A count of the Employees’ unique Client assignments, grouped by the other fields selected. |
Count | A count of the Local Employees, grouped by the other fields selected. |
OrgEmployeeCount | A count of the Employees, grouped by the other fields selected. |
Employee Accruals
Field | Description of contents |
AccrualDescription | Description of the accrual type. (Entered in the Description field in the Accrual Type window under Organization > Lists > Accrual Types.) |
AccrualExternalId | The External ID is used to coordinate TeamWork with external systems. It is blank unless your company coordinates with an external system. (Entered in the External ID field in the Accrual Type window.) |
AccrualId | Unique ID set by ScheduleSource. |
AccrualType | Name of the accrual type. |
Active | A flag that indicates whether employee is available for use in scheduling shifts. Displays on reports as True if active and False if inactive. Status is active unless an inactive date is set on Terminate Date window. |
Address | Employee's street address. (Entered in Address in the Employees > Settings > Contact window.) |
Address2 | Additional information for employee address. (Entered in Address2 in the Employees > Settings > Contact window.) |
Balance | Accrual balance. |
City | City of the employee address. (Entered in City in Employees > Settings > Contact window.) |
Country | Country of the employee address. (Entered in City in Employees > Settings > Contact window.) |
DefaultLocation | Indicates the location chosen as an employee's the primary work location. To edit the DefaultLocation, go to Employees > Deployments> Locations and select a Location in the list of locations for that employee. Select Yes or No for Default. |
DefaultLocationExternalId | External ID for the default location. The External Id is used to coordinate TeamWork with external systems. It is blank unless your company integrates with an external system. |
DefaultLocationId | Unique ID for default location set by ScheduleSource. |
Email of the employee. | |
EmployeeFullName | Employee full name. Displayed as “Last, First”. |
EmployeeId | Unique ID set by ScheduleSource. (Equals OrgEmployeeId) |
ExternalId | Employee ID for use with an external system, such as HR or Payroll. |
FirstName | Employee's first name. |
LastName | Employee's last name. |
Notes | Textual notes related to the Employee. (Entered on Employees > Settings > Personal window.) |
PhoneNo | Employee's phone number. |
PhoneNo2 | Additional employee phone number. (Entered in Employees > Settings > Contact window.) |
PhoneNo3 | Additional employee phone number (Entered in Employees > Settings > Contact window.) |
PostalCode | Employee's zip code or postal code. |
Project | Name of Project linked to accrual. |
State | Employee’s state (from Address settings). |
Task | Name of Task linked to accrual. |
Updated | Timestamp of last update to accrual balance. |
UserDefined1 - UserDefined6 | Custom field(s) identified in Organization > Custom Fields > Employee. |
UserName | Employee's username. (Entered in Username/ID in Employee Information window.) |
Count | A count of the Employee Accruals, grouped by the other fields selected. |
Employee Credentials
Field | Description of contents |
Active | A flag that indicates whether employee is available for use in scheduling shifts. Displays on reports as True if active and False if inactive. Status is active unless an inactive date is set on Employee Status window. |
Address | Employee's street address. (Entered in Address in the Employees > Settings > Contact window.) |
Address2 | Additional information for employee address. (Entered in Address2 in the Employees > Settings > Contact window.) |
BioId | Employee's BioId. (Entered in BioID in the Employees > Settings > Personal n window.) |
BirthDate | Employee's birthdate. (Entered in Birth Date in the Employees > Settings > Personal window.) |
CardId | Employee's CardId (Entered in BadgeID in the Employees > Settings > Personal window.) |
City | City of the employee address. (Entered in City in Employees > Settings > Contact window.) |
Country | Country of the employee address. (Entered in Country in Employees > Settings > Contact window.) |
DefaultLocation | Indicates the location chosen as an employee's the primary work location. To edit the DefaultLocation, go to Employees > Deployments> Locations and select a Location in the list of locations for that employee. Select Yes or No for Default. |
DefaultLocationExternalId | The External ID of the DefaultLocation. The External Id is used to coordinate TeamWork with external systems. It is blank unless your company integrates with an external system. |
DefaultLocationId | Unique ID of the default location set by ScheduleSource. |
Email of the employee. (Entered in Email in Employees > Settings > Contact window.) | |
ExternalId | Employee ID for use with an external system, such as HR or Payroll. |
FirstName | Employee first name. (Entered in First Name in Employees > Settings > Personal window.) |
FullName | Employee full name. Displayed as “Last, First”. |
HireDate | Employee Start Date. |
IVRPinCode | Employee's Pin number issued for clocking via a telephone. (Entered in IVR Pin in Employees > Settings > Personal window.) |
LastName | Employee's last name. (Entered in Last Name in Employees > Settings > Personal window.) |
MaxDays | Maximum number of working days per week this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxDays. |
MaxHours | Maximum number of hours per week this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxHours. |
MaxHoursPerDay | Maximum number of hours per day this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxHoursPerDay. |
MaxShiftsPerDay | Maximum number of shifts per day this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxShiftsPerDay. |
MinHours | Minimum number of hours per week for this employee. Used only for reports and analysis. |
Notes | Textual notes related to the Employee. (Entered on Employees > Settings > Personal window.) |
OrgEmployeeId | Unique ID set by ScheduleSource. |
PhoneNo | Employee's phone number. |
PhoneNo2 | Additional employee phone number. (Entered in Employees > Settings > Contact window.) |
PhoneNo3 | Additional employee phone number (Entered in Employees > Settings > Contact window.) |
PostalCode | Employee's zip code or postal code. |
QualificationCode | Code associated with this qualification or certification. (Entered in Code in the Add >> Credential window.) |
QualificationCompletedBy | Date employee qualification must be completed by for an employee. (Entered in the Assignments Credential window.) |
QualificationCompleted | Date employee completed the qualification or certification. (Entered in the Assignments Credential window.) |
QualificationEffectiveEnd | Last date qualification is effective for an employee. (Entered in the Assignments Credential window.) |
QualificationEffectiveStart | Date qualification begins being effective for an employee. (Entered in the Assignments Credential window.) |
QualificationEmployeeNote | Notes related to the qualification for an employee. (Entered in the Assignments Credential window.) |
QualificationId | ID for the employee’s qualification. (Entered in Id in employee Assignments Credential window.) |
QualificationName | Name associated with this qualification or certification. (Entered in Name in the Add >> Credential window.) |
QualificationNote | Notes associated with this qualification or certification. (Entered in Notes in the Qualification or Certification window.) |
QualificationStatus | Indicates qualification status: Complete = valid and Pending = pending |
QualificationType | Set by ScheduleSource to distinguish qualification type: QUAL = Qualification, CLASS = Training, CERT = Certification |
Rank | Rank of the employee versus other employees. Used in seniority considerations. |
State | Employee’s state. |
TermDate | Termination or Inactive date of employee. (Entered in Inactive Date in Employees > Settings > Personal window under Terminate Date.) |
TimeZoneOffset | The hour difference between UTC time and the time zone setting for the employee. (Selected under Employee Information > Time & Attendance.) |
TimeZoneUSDay | Indicates daylight savings for time zone: 1=Yes, i.e., Auto Adjust for daylight savings time or 0=No, i.e., do not adjust for daylight savings time. |
UserDefined1 - UserDefined6 | Custom field(s) identified in Organization > Custom Fields > Employee. |
UserName | Employee's username. |
Count | A count of the Employee Credentials, grouped by the other fields selected. |
Employee Leave
Field | Description of contents |
Active | A flag that indicates whether employee is available for use in scheduling shifts. Displays on reports as True if active and False if inactive. Status is active unless an inactive date is set on Employee Status window. |
Address | Employee's street address. (Entered in Address in the Employees > Settings > Contact window.) |
Address2 | Additional information for employee address. (Entered in Address2 in the Employees > Settings > Contact window.) |
City | City of the employee address. (Entered in City in Employees > Settings > Contact window.) |
Comment | Comment employee enters when leave is requested. |
Country | Country of the employee address. (Entered in Country in Employees > Settings > Contact window.) |
DateEnd | Ending effective date of the leave entry. |
DateStart | Starting effective date of the leave entry. |
Days | Count of days in the effective leave date range. |
DefaultLocationCode | Employee’s default location Code. |
DefaultLocationExternalId | Employee’s default location External ID. |
DefaultLocationName | Employee’s default location Name. |
DefaultLocationPhone | Employee’s default location Phone. |
Employee’s email address. | |
EmployeeRequestTime | Timestamp of the entry in employee’s Time Zone, if different from location. |
EndTime | Ending time of partial day off entry. |
EnterpriseEmployeeId | Unique ID for employee, set by ScheduleSource. (Same as OrgEmployeeId) |
EnterpriseRequestTime | Timestamp of the entry in enterprise Time Zone. |
FirstName | Employee first name. |
FullName | Employee full name. Displayed as “Last, First”. |
HireDate | Employee Start Date. |
Id | Unique ID of leave entry, set by ScheduleSource. |
LastName | Employee's last name. |
LastUpdatedDate | Timestamp of last update to leave entry. |
LeaveHours | Total hours of leave entry. |
LeaveTypeCode | Code associated with this leave type for the entry. |
LeaveTypeId | Unique ID for the leave type, set by ScheduleSource. |
LeaveTypeName | Name of the leave type for the entry. |
LocationRequestTime | Timestamp of the entry in location’s Time Zone. |
Notes | Notes related to the Employee. (Entered on Employees > Settings > Personal window. |
OffType | UNUSED |
PhoneNo | Employee's phone number. |
PhoneNo2 | Additional employee phone number. (Entered in Employees > Settings > Contact window.) |
PhoneNo3 | Additional employee phone number (Entered in Employees > Settings > Contact window.) |
PostalCode | Employee's zip code or postal code. |
RequestStatus | Numerical indication of leave request status: 1 = request initiated, 0 = request granted, 2 = request denied |
RequestStatusText | Text indication of leave request status: REQUEST (request initiated), GRANTED (request granted), DENIED (request denied), CANCELLED (granted leave was cancelled by request) |
RequestTime | Timestamp of entry creation. |
StartMonth | Month formatted (MM) DateStart. |
StartTime | Start time of partial day off. |
StartYear | Year formatted (YYYY) DateStart. |
State | Employee’s state. |
TermDate | Termination or Inactive date of employee. (Entered in Inactive Date in Employees > Settings > Personal window under Terminate Date.) |
TimeOff | Text representation of start/end times for partial day off. |
UserDefined1 - UserDefined6 | Custom field(s) identified in Organization > Custom Fields > Employee. |
UserName | Employee's username. |
CancelRequestedCount | A count of the Leave Entries that have been requested cancelled (but not yet cancelled), grouped by the other fields selected. |
Count | A count of the Leave Entries, grouped by the other fields selected. |
DeniedCount | A count of the Leave Entries with DENIED status, grouped by the other fields selected. |
GrantedCount | A count of the Leave Entries with GRANTED status, grouped by the other fields selected. |
LeaveHoursTotal | A sum of the Leave Entry Hours, grouped by the other fields selected. |
RequestCount | A count of the Leave Entries with REQUEST status, grouped by the other fields selected. |
TotalDays | A sum of the Leave Entry Days, grouped by the other fields selected. |
Employee Skills
Field | Description of contents |
Active | A flag that indicates whether employee is available for use in scheduling shifts. Displays on reports as True if active and False if inactive. Status is active unless an inactive date is set on Employee Status window. |
Address | Employee's street address. (Entered in Address in the Employees > Settings > Contact window.) |
Address2 | Additional information for employee address. (Entered in Address2 in the Employees > Settings > Contact window.) |
BusinessCode | The location Code for the employee’s skill. |
BusinessName | The location Name for the employee’s skill. |
BusinessUDF1 - BusinessUDF6 | Custom field(s) identified in Organization > Custom Fields > Location. |
City | The city of the employee’s address. (Entered in City in the Employees > Settings > Contact window.) |
Country | The country of the employee’s address. (Entered in Country in the Employees > Settings > Contact window.) |
Crew | Name employee’s crew assignment. |
Employee’s email address. | |
EmployeeId | Unique ID for the local employee, set by ScheduleSorce. |
EnterpriseEmployeeId | Unique ID for the employee, set by ScheduleSource. |
EnterpriseStationId | Unique ID for the station, set by ScheduleSource. |
ExternalId | Employee ID for use with an external system, such as HR or Payroll. |
FirstName | Employee first name. |
FullName | Employee full name. Displayed as “Last, First”. |
HireDate | Employee Start Date. |
LastName | Employee's last name. |
Level | Level Skill level of the employee for the station and location. Highest = 9, lowest = 0. |
MaxDays | Maximum number of working days per week this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxDays. |
MaxHours | Maximum number of hours per week this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxHours. |
MaxHoursPerDay | Maximum number of hours per day this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxHoursPerDay. |
MaxShiftsPerDay | Maximum number of shifts per day this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds MaxShiftsPerDay. |
MinHours | Minimum number of hours per week for this employee. Used only for reports and analysis. |
PhoneNo | Employee's phone number. |
PhoneNo2 | Additional employee phone number. (Entered in Employees > Settings > Contact window.) |
PhoneNo3 | Additional employee phone number (Entered in Employees > Settings > Contact window.) |
PostalCode | Employee's zip code or postal code. |
Rank | Rank of the employee versus other employees. Used in seniority considerations. |
State | Employee’s state. |
StationId | Unique ID generated by ScheduleSource. |
StationName | The name of the station. |
StationRank | Relative priority of a station ranked against other stations. The higher the rank, the more likely the station's shifts will be filled. If empty shifts occur, they will be pushed to the lower priority stations. |
TermDate | Termination or Inactive date of employee. (Entered in Inactive Date in Employees > Settings > Personal window under Terminate Date.) |
UserDefined1 - UserDefined6 | Custom field(s) identified in Organization > Custom Fields > Employee. |
UserName | Employee's username. |
Count | A count of the Skill Assignments, grouped by the other fields selected. |
EmployeeCount | Count of unique Employee/Location assignments, grouped by the other fields selected. |
OrgEmployeeCount | Count of unique Employees, grouped by the other fields selected. |
ShiftCount | Count of Shifts, grouped by the other fields selected, subject to the Date Range of the filter. |
StationCount | Count of unique Stations, grouped by the other fields selected. |
Enterprise Shifts
Field | Description of contents |
BreakEnd | Break end time with day mm/dd/yyyy and time in AM or PM. (LOCAL SHIFT) |
BreakEndText | Break end time only, as a text string, in military time. (LOCAL SHIFT) |
BreakStart | Break start time with day mm/dd/yyyy and time in AM or PM (LOCAL SHIFT) |
BreakStartText | Break start time only, as a text string, in military time. (LOCAL SHIFT) |
BusinessCode | The code that location users and employees type in when they log in to a location. (Entered in Code field in the Locations >Settings > Information window.) |
BusinessExternalId | The External Id is used to coordinate TeamWork with external systems. It is blank unless your company integrates data with an external system. (LOCAL SHIFT) |
BusinessName | The name of a location. (Entered in Name in the Locations > Settings> Information window.) (LOCAL SHIFT) |
BusinessPhone | The phone number of the location. (Entered in Phone in the Locations > Settings> Information window.) (LOCAL SHIFT) |
ClientFirstName | ClientFirstName First name of client assigned to shift. (Optional, only available If Client Management Module is activated.) (LOCAL SHIFT) |
ClientFullName | Full name of client, displayed as “Last, First”. (LOCAL SHIFT) |
ClientId | If Client Management Module is activated; Displays the ID number of the client assigned. |
ClientLastName | If Client Management Module is activated; displays last name of the client assigned. |
Employee’s email address. (LOCAL SHIFT) | |
EmpApproved | Displays 0 for false (employee has not okayed shift or not required to approve shift) Displays -1 if shift approval is required and employee has okayed shift to work. (LOCAL SHIFT) |
EmployeeFullName | Employee’s full name. Displayed as “Last, First”. (LOCAL SHIFT) |
EmpSwapping | Flags that the shift is posted to swapboard by employee; Displays -1 if True (posted) or 0 if False (not posted). (LOCAL SHIFT) |
EnterpriseEmployeeId | Unique ID for Employee, set by ScheduleSource. |
EnterpriseEnd | Shift End time, in enterprise time zone. |
EnterpriseScheduleId | Unique ID for Enterprise Schedule, set by ScheduleSource. |
EnterpriseShiftId | Unique ID for Shift, set by ScheduleSource. |
EnterpriseStart | Shift Start time, in enterprise time zone. |
EnterpriseStationId | Unique ID for Station, set by ScheduleSource. |
FirstName | Employee’s first name. (LOCAL SHIFT) |
Hours | Total hours of Enterprise Shift. (ShiftEnd – ShiftStart). |
InactiveCode | Flags that the shift has been made inactive and no longer a valid shift; Displays -1 if True (shift is inactive) or 0 if False (shift is active). |
LastName | Employee’s last name. (LOCAL SHIFT) |
LimitLocations | Flag on the Enterprise Schedule indicating that shifts can only be deployed to a limited list of locations. |
LocalBusinessId | Unique ID for Location, set by ScheduleSource. |
LocalDate | Date of Shift. (LOCAL SHIFT) |
LocalDateText | Date of Shift in YYYYMMDD format. (LOCAL SHIFT) |
LocalEmployeeId | Unique ID for employee/location. Set by ScheduleSource. |
LocalHours | Net hours of shift. End-Start – BreakHours. (LOCAL SHIFT) |
LocalNote | A comment added to shift. (LOCAL SHIFT) |
LocalScheduleId | Unique ID for the location/schedule. (LOCAL SHIFT) |
LocalShiftId | Unique ID for shift. (LOCAL SHIFT) |
LocalStationId | Unique ID for the location/station. (LOCAL SHIFT) |
LocationUserDefined1 - LocationUserDefined6 | Custom field(s) identified in Organization > Custom Fields > Location. |
Note | A comment added to the enterprise shift. |
Phone1 | Employee's phone number. (Entered in Phone in Employees >Settings > Contact window.) |
Phone2 | Additional employee phone number. (Entered in Phone in Employees >Settings > Contact window.) |
Phone3 | Additional employee phone number. (Entered in Phone in Employees >Settings > Contact window.) |
ScheduleAllowSwap | Flag that indicates if Enterprise Schedule is Published and employees can claim shifts on SwapBoard. = Yes, 0 = No. |
ScheduleDate | Start date of the schedule. |
ScheduleDateText | Text value of start date of the schedule in format yyyy.mm.dd |
ScheduleDateYear | Year portion of the start date. |
ScheduleName | Name of the Enterprise Schedule. |
SchedulePublished | Flag that indicates if Enterprise Schedule is Published and employees can claim shifts on SwapBoard. (Same as ScheduleAllowSwap except displays True or False) |
ShiftEnd | End time of shift in AM or PM (shows fixed default date of 1/1/1900) (LOCAL SHIFT) |
ShiftEndText | Text string of end time of shift; default in military time. (LOCAL SHIFT) |
ShiftStart | Start time of shift in AM or PM (shows fixed default date of 1/1/1900)(LOCAL SHIFT) |
ShiftStartText | Test string of start time of shift; default in military time.(LOCAL SHIFT) |
ShiftType | UNUSED |
StationAllowSwap | Displays True if allow swap is chosen for this station in Enterprise; False if not allowed to swap |
StationName | Name of Station. |
StationUDF1 - StationUDF6 | Custom field(s) defined in Organization > Custom Fields > Station. |
StationUserDefined1 - StationUserDefined6 | Same as “StationUDF” fields above. |
Swapping | Flag displaying if the shift has been posted to be swapped on the swap board. Displays -1 if True or 0 if false (not posted).(LOCAL SHIFT) |
TimeActivityCode | The code of the Default Activity assigned to Station. |
TimeActivityName | The name of the Default Activity assigned to Station. |
TimeProjectCode | The code of the Default Project assigned to Station. |
TimeProjectName | The name of the Default Project assigned to Station. |
TimeTaskCode | The code of the Default Task assigned to Station. |
TimeTaskName | The name of the Default Task assigned to Station. |
UpdateReason | A custom feature displaying the reason a shift was updated. Currently only applied when cancelling a shift. |
UserDefined1 - UserDefined6 | Custom field(s) identified in Organization > Custom Fields > Employee. |
UtcEnd | End time of Enterprise Shift in coordinated universal time (UTC). |
UtcStart | Start time of Enterprise Shift in coordinated universal time (UTC). |
AssignedCount | Count of shifts assigned to an employee; i.e. non-empty shifts, grouped by the other fields selected. (LOCAL SHIFT) |
BusinessCount | Count of the unique locations represented in shifts, grouped by the other fields selected. (LOCAL SHIFT) |
Count | Count of shifts, grouped by the other fields selected.(LOCAL SHIFT) |
DateCount | Count of distinct dates, grouped by the other fields selected. |
DayCount | Count of distinct week days represented in shifts, grouped by the other fields selected. |
EmployeeCount | Count of distinct/employees represented in shifts, grouped by the other fields selected. (LOCAL SHIFT) |
EnterpriseShiftCount | Count of shifts with enterprise ID's; Generated from Enterprise Schedule |
LocalDateCount | Count of distinct dates, grouped by the other fields selected. (LOCAL SHIFT) |
LocalDayCount | Count of distinct week days represented in shifts, grouped by the other fields selected. (LOCAL SHIFT) |
LocalEmployeeCount | Count of distinct location/stations represented in shifts, grouped by the other fields selected. (LOCAL SHIFT) |
LocalHoursTotal | Sum of hours, grouped by the other fields selected. (LOCAL SHIFT) |
LocalScheduleCount | Count of local schedules represented in shifts, grouped by the other fields selected. (LOCAL SHIFT) |
LocalStationCount | Count of distinct location/stations represented in shifts, grouped by the other fields selected. (LOCAL SHIFT) |
ScheduleCount | Count of enterprise schedules represented in shifts, grouped by the other fields selected. (LOCAL SHIFT) |
ShiftCount | Count of unique shifts, grouped by the other fields selected. (LOCAL SHIFT) |
StationCount | Count of distinct stations represented in shifts, grouped by the other fields selected. |
Schedule Archive
Field | Description of contents |
BreakEnd | Break end time with day mm/dd/yyyy and time in AM or PM. |
BreakEndText | Break end time only, as a text string, in military time. |
BreakStart | Break start time with day mm/dd/yyyy and time in AM or PM |
BreakStartText | Break start time only, as a text string, in military time. |
BusinessCode | The code that location users and employees type in when they log in to a location. (Entered in Code field in the Locations > Settings > Information window.) |
BusinessExternalId | The External Id is used to coordinate TeamWork with external systems. It is blank unless your company integrates data with an external system. |
BusinessName | The name of a location. (Entered in Name in the Locations > Settings> Information window.) |
BusinessPhone | The phone number of the location. (Entered in Phone in the Locations > Settings> Information window) |
ClientFirstName | First name of client assigned to shift.(Optional, only available If Client Management Module is activated.) |
ClientFullName | Full name of client, displayed as “Last, First”. |
ClientId | Unique ID of client, set by ScheduleSource. (Optional, only available If Client Management Module is activated.) |
ClientLastName | Last name of client assigned to shift. (Optional, only available If Client Management Module is activated.) |
Crew | Name of employee’s crew assignment. |
Date | Date of the shift start. |
DateText | Text value of Date. (yyyyMMdd) |
DayId | ID for the week day of the date. (Sunday – Saturday ~ 1-7). |
EmpApproved | Displays 0 for false (employee has not okayed shift or not required to approve shift), displays -1 if shift approval is required and employee has okayed shift to work. |
EmployeeFullName | Employee’s full name. Displayed as “Last, First”. |
EmployeeId | Unique ID for the employee, set by ScheduleSource. |
EmpSwapping | Flags that the shift is posted to swapboard by employee; Displays -1 if True (posted) or 0 if False (not posted). |
FirstName | Employee’s first name. |
Hours | Total hours of the shift. (ShiftEnd – ShiftStart) – BreakHours. |
InactiveCode | Flags that the shift has been made inactive and no longer a valid shift; Displays -1 if True (shift is inactive) or 0 if False (shift is active). |
LastName | Employee’s last name. |
Note | A comment added to shift. |
ScheduleDate | Start date of the schedule. |
ScheduleDateText | Text value of start date of the schedule in format yyyy.mm.dd. |
ScheduleDateYear | Year portion of the schedule start date. |
ScheduleFirm | Flag indicating the schedule is firm and not actively being edited. -1 = Yes, 0 = No. (Not enforced. User can choose how to implement.) |
ScheduleId | Unique ID for the schedule, set by ScheduleSource. |
ScheduleName | Name of the schedule. |
SchedulePublished | Flag that indicates if Enterprise Schedule is Published and employees can claim shifts on SwapBoard. (Same as ScheduleAllowSwap except displays True or False). |
ShiftEnd | End date and time of shift. |
ShiftEndText | Text string of end time of shift; default in military time. |
ShiftGroup | Name of shift group the shift has been assigned. |
ShiftId | Unique ID for a shift, set by ScheduleSource. |
ShiftStart | Start date and time of shift. |
ShiftStartText | Text string of start time of shift; default in military time. |
StationId | Unique ID for station, set by ScheduleSource. |
StationName | Name of Station. |
Swapping | Flag displaying if the shift has been posted to be swapped on the swap board. Displays -1 if True or 0 if false (not posted). |
SwappingToEmployeeId | Unique ID to whom a swap is being directed. The ID is for the employee at the location of the shift. |
TimeActivityCode | The code of the Default Activity assigned to Station. |
TimeActivityName | The name of the Default Activity assigned to Station. |
TimeProjectCode | The code of the Default Project assigned to Station. |
TimeProjectName | The name of the Default Project assigned to Station. |
TimeTaskCode | The code of the Default Task assigned to Station. |
TimeTaskName | The name of the Default Task assigned to Station. |
UpdateAction | Internal code for the type of update performed on shift. |
UpdateDate | Timestamp of the last edit of the shift. |
UpdateReason | A custom feature displaying the reason a shift was updated. Currently only applied when cancelling a shift. |
UpdateUserId | Unique ID for the user or employee updating the shift (by location). |
UpdateUserType | Internal code to indicate if update was by a user or employee. |
UserName | Employee’s username (same as EmployeeNum). |
AssignedCount | Count of shifts assigned to an employee; i.e. non-empty shifts, grouped by the other fields selected. |
BreakCount | Count of shifts with a break, grouped by the other fields selected. |
BusinessCount | Count of the unique locations represented in shifts, grouped by the other fields selected. |
Count | Count of shifts, grouped by the other fields selected. |
DateCount | Count of distinct dates, grouped by the other fields selected. |
DayCount | Count of distinct week days represented in shifts, grouped by the other fields selected. |
EmployeeCount | Count of distinct/employees represented in shifts, grouped by the other fields selected. |
EstCostTotal | Estimated cost of the shift based first on the employee pay rate but will use station pay rate if employee pay rate is zero.(Pay Rates as set on employee and station records, not from Time and Attendance calculations). |
FridayHoursTotal | Sum of hours on Fridays, grouped by the other fields selected. |
HoursMax | Hours of the longest shift, grouped by the other fields selected. |
HoursMin | Hours of the shortest shift, grouped by the other fields selected. |
HoursTotal | Sum of hours, grouped by the other fields selected. |
InactiveTotal | Count of the inactive shifts, grouped by the other fields selected. |
MondayHoursTotal | Sum of hours on Mondays, grouped by the other fields selected. |
SaturdayHoursTotal | Sum of hours on Saturdays, grouped by the other fields selected. |
ScheduleCount | Count of schedules represented in shifts, grouped by the other fields selected. |
ShiftCount | Count of unique shifts, grouped by the other fields selected. |
StationCount | Count of distinct stations represented in shifts, grouped by the other fields selected. |
SundayHoursTotal | Sum of hours on Sundays, grouped by the other fields selected. |
SwappingTotal | Count of shifts posted to SwapBoard (not empty shifts), grouped by the other fields selected. |
ThursdayHoursTotal | Sum of hours on Thursdays, grouped by the other fields selected. |
TuesdayHoursTotal | Sum of hours on Tuesdays, grouped by the other fields selected. |
WednesdayHoursTotal | Sum of hours on Wednesdays, grouped by the other fields selected. |
Schedule Audit
Field | Description of contents |
BreakEnd | Break end time with day mm/dd/yyyy and time in AM or PM. |
BreakEndText | Break end time only, as a text string, in military time. |
BreakStart | Break start time with day mm/dd/yyyy and time in AM or PM |
BreakStartText | Break start time only, as a text string, in military time. |
BusinessCode | The code that location users and employees type in when they log in to a location. (Entered in Code field in the Locations > Settings > Information window.) |
BusinessName | The name of a location. (Entered in Name in the Locations > Settings> Information window.) |
BusinessPhone | The phone number of the location. (Entered in Phone in the Locations > Settings> Information window.) |
ClientFirstName | First name of client assigned to shift. (Optional, only available If Client Management Module is activated.) |
ClientFullName | Full name of client, displayed as “Last, First”. |
ClientId | Unique ID of client, set by ScheduleSource. (Optional, only available If Client Management Module is activated.) |
ClientLastName | Last name of client assigned to shift. (Optional, only available If Client Management Module is activated.) |
Crew | Name employee’s crew assignment. |
Date | Date of the shift start. |
DateText | Text value of Date (yyyyMMdd). |
DayId | ID for the week day of the date. (Sunday – Saturday ~ 1-7). |
EmpApproved | Displays 0 for false (employee has not okayed shift or not required to approve shift), displays -1 if shift approval is required and employee has okayed shift to work. |
EmployeeFullName | Employee’s full name. Displayed as “Last, First”. |
EmployeeId | Unique ID for the employee, set by ScheduleSource. |
EmployeeMaxHours | Employee’s maximum number of hours per week setting. |
EmployeeMinHours | Employee’s minimum number of hours per week setting. |
EmpSwapping | Flags that the shift is posted to swapboard by employee; Displays -1 if True (posted) or 0 if False (not posted). |
ExternalEmployeeId | Employee ID for use with an external system, such as HR or Payroll. |
FirstName | Employee’s first name. |
Hours | Total hours of the shift. (ShiftEnd – ShiftStart) – BreakHours. |
InactiveCode | Flags that the shift has been made inactive and no longer a valid shift; Displays -1 if True (shift is inactive) or 0 if False (shift is active). |
LastName | Employee’s last name. |
Note | A comment added to shift. |
ScheduleDate | Start date of the schedule. |
ScheduleDateText | Text value of start date of the schedule in format yyyy.mm.dd. |
ScheduleDateYear | Year portion of the schedule start date. |
ScheduleFirm | Flag indicating the schedule is firm and not actively being edited. -1 = Yes, 0 = No.(Not enforced. User can choose how to implement.) |
ScheduleId | Unique ID for the schedule, set by ScheduleSource. |
ScheduleName | Name of the schedule. |
SchedulePublished | Flag that indicates if Enterprise Schedule is Published and employees can claim shifts on SwapBoard. (Same as ScheduleAllowSwap except displays True or False). |
ShiftEnd | End date and time of shift. |
ShiftEndText | Text string of end time of shift; default in military time. |
ShiftGroup | Name of shift group the shift has been assigned. |
ShiftId | Unique ID for a shift, set by ScheduleSource. |
ShiftStart | Start date and time of shift. |
ShiftStartText | Test string of start time of shift; default in military time. |
StationId | Unique ID for station, set by ScheduleSource. |
StationName | Name of Station. |
Status | UNUSED |
Swapped | This shift was swapped, according to the update tracking fields. |
Swapping | Flag displaying if the shift has been posted to be swapped on the swap board. Displays -1 if True or 0 if false (not posted). |
SwappingToEmployeeId | Unique ID to whom a swap is being directed. The ID is for the employee at the location of the shift. |
SwapPostDate | Timestamp of when shift was posted to SwapBoard. |
SwapReason | Optional Reason code selected by employee when posting shift. |
SwapToEmployeeId | Same as SwappingToEmployeeId. |
SwapToFullName | Full name of the employee the swapping shift is directed to. |
TimeActivityCode | The code of the Default Activity assigned to Station. |
TimeActivityName | The name of the Default Activity assigned to Station. |
TimeProjectCode | The code of the Default Project assigned to Station. |
TimeProjectName | The name of the Default Project assigned to Station. |
TimeTaskCode | The code of the Default Task assigned to Station. |
TimeTaskName | The name of the Default Task assigned to Station. |
UpdateAction | Internal code for the type of update performed on shift. |
UpdatedDate | Timestamp of the last edit of the shift. |
UpdateEmployeeFullName | Employee’s full name, if the edit was done by an employee. |
UpdateFullName | Full name of person who made update (either User or Employee). |
UpdateReason | A custom feature displaying the reason a shift was updated. Currently only applied when cancelling a shift. |
UpdateUserFullName | User’s full name, if the update was done by an employee. |
UpdateUserId | Unique ID for the user or employee updating the shift (by location). |
UpdateUserType | Internal code to indicate if update was by a user or employee. |
UserName | Employee’s username (same as EmployeeNum). |
AssignedCount | Count of shifts assigned to an employee; i.e., non-empty shifts, grouped by the other fields selected. |
BusinessCount | Count of the unique locations represented in shifts, grouped by the other fields selected. |
Count | Count of shifts, grouped by the other fields selected. |
DateCount | Count of distinct dates, grouped by the other fields selected. |
DayCount | Count of distinct week days represented in shifts, grouped by the other fields selected. |
EmployeeCount | Count of distinct employees/locations represented in shifts, grouped by the other fields selected. |
InactiveTotal | Count of the inactive shifts, grouped by the other fields selected. |
OrgEmployeeCount | Count of distinct employees represented in shifts, grouped by the other fields selected. |
OrgStationCount | Count of distinct stations represented in shifts, grouped by the other fields selected. |
ScheduleCount | Count of distinct schedules, represented in shifts, grouped by the other fields selected. |
ShiftCount | Count of unique shifts, grouped by the other fields selected.) |
StationCount | Count of distinct stations/locations represented in shifts, grouped by the other fields selected. |
SwappedTotal | Count of swaps. |
SwappingTotal | Count of the shifts posted on swap board. |
Schedule Report
Field | Description of contents |
BreakEnd | Break end time with day mm/dd/yyyy and time in AM or PM. |
BreakEndText | Break end time only, as a text string, in military time. |
BreakStart | Break start time with day mm/dd/yyyy and time in AM or PM. |
BreakStartText | Break start time only, as a text string, in military time. |
BusinessCode | The code that location users and employees type in when they log in to a location. (Entered in Code field in the Locations > Settings > Information window.) |
BusinessName | The name of a location. (Entered in Name in the Locations > Settings> Information window.) |
Crew | Name employee’s crew assignment. |
Date | Date of the shift start. (Start time not included.) |
ExternalEmployeeId | Employee ID for use with an external system, such as HR or Payroll. |
FinalEmployeeId | Unique ID of the LAST employee the shift was assigned to. |
FinalFirstName | First name of the final (LAST) employee the shift was assigned to. |
FinalFullName | Full name of the final (LAST) employee the shift was assigned to. |
FinalLastName | Last name of the final (LAST) employee the shift was assigned to. |
FirstEmployeeId | Unique ID of the FIRST employee the shift was assigned to. |
FirstFirstName | First name of the FIRST employee the shift was assigned to. |
FirstFullName | Full name of the FIRST employee the shift was assigned to. |
FirstLastName | Last name of the FIRST employee the shift was assigned to. |
Hours | Total hours of the shift. (ShiftEnd – ShiftStart) – BreakHours. |
ScheduleId | Unique ID for the schedule, set by ScheduleSource. |
ShiftEnd | End time of shift in AM or PM (shows fixed default date of 1/1/1900). |
ShiftGroup | Name of shift group the shift has been assigned. |
ShiftId | Unique ID for a shift, set by ScheduleSource. |
ShiftStart | Start time of shift in AM or PM (shows fixed default date of 1/1/1900). |
StationId | Unique ID for station, set by ScheduleSource. |
StationName | Name of Station. |
StationUDF1 - StationUDF6 | Custom field(s) identified in Organization > Custom Fields > Station. |
AssignedCount | Count of shifts assigned to an employee, i.e., non-empty shifts, grouped by the other fields selected. |
BusinessCount | Count of the unique locations represented in shifts, grouped by the other fields selected. |
CancelledRatio | Ratio of shifts cancelled, grouped by the other fields selected. |
CancelledTotal | Count of shifts made inactive (cancelled). |
ChangeCountTotal | Count of edits to shifts. |
DeletedRation | Ratio of shifts deleted, grouped by the other fields selected. |
DeletedTotal | Count of shifts deleted. |
EmployeeCount | Count of distinct location/employees represented in shifts. |
EstCostTotal | Estimated cost of the shift based on employee or station pay rate (deprecated). |
HoursMax | Hours of the longest shift, grouped by the other fields selected. |
HoursMin | Hours of the shortest shift, grouped by the other fields selected. |
HoursTotal | Sum of hours, grouped by the other fields selected. |
OrgEmployeeCount | Count of distinct employees. |
OrgStationCount | Count of distinct stations. |
ReclaimedRatio | Ratio of shifts reclaimed, grouped by the other fields selected. |
ReclaimedTotal | Count of shifts posted, then reclaimed by an employee, grouped by the other fields selected. |
ScheduleCount | Count of schedules represented in shifts, grouped by the other fields selected. |
ShiftCount | Count of unique shifts, grouped by the other fields selected. |
StationCount | Count of distinct stations represented in shifts, grouped by the other fields selected. |
SubstitutionRatio | Ratio between the number of scheduler reassignments to total shifts queried. |
SubstitutionTotal | Count of shift reassignments completed by a scheduler. |
SwapCountTotal | Count of swaps completed. |
SwapExpiredRatio | Ratio between the number of swaps not claimed to total shifts queried. |
SwapExpiredTotal | Count of swaps expired (posted but not claimed). |
SwappedRatio | Ratio between the number of swaps that occurred to total shifts queried. |
SwappedTotal | Count of swaps that occurred. |
Schedule Shifts
Field | Description of contents |
BidBoardId | Internal Unique ID for the Bid Board the shift is assigned to. Default is null. |
BreakEnd | Break end time with day mm/dd/yyyy and time in AM or PM. |
BreakEndText | Break end time only, as a text string, in military time. |
BreakStart | Break start time with day mm/dd/yyyy and time in AM or PM. |
BreakStartText | Break start time only, as a text string, in military time. |
BusinessCode | The code that location users and employees type in when they log in to a location. (Entered in Code field in the Locations > Settings > Information window.) |
BusinessExternalId | The External Id is used to coordinate TeamWork with external systems. It is blank unless your company integrates data with an external system. |
BusinessName | The name of a location. (Entered in Name in the Locations > Settings> Information window.) |
BusinessPhone | The phone number of the location. (Entered in Phone in the Locations > Settings> Information window.) |
ClientFirstName | First name of client assigned to shift. (Optional, only available If Client Management Module is activated.) |
ClientFullName | Full name of client, displayed as “Last, First”. |
ClientId | Unique ID of client, set by ScheduleSource. (Optional, only available If Client Management Module is activated.) |
ClientLastName | Last name of client assigned to shift. (Optional, only available If Client Management Module is activated.) |
Crew | Name employee’s crew assignment. |
Date | Date of the shift start. |
DateMonth | Month of the shift start year. |
DateQuarter | Quarter of the shift start, displayed as 1,2,3 or 4. |
DateText | Text value of Date (yyyyMMdd). |
DateWeek | Week of the shift start (within the year). |
DateYear | Year of the shift start. |
DateYearMonth | Year and month of shift start (yyyyMM). |
DateYearQuarter | Year and quarter of shift start (yyyy0q). |
DateYearWeek | Year and week of shift start (yyyyww). |
DayId | ID for the week day of the date. (Sunday – Saturday ~ 1-7). |
Employee’s email address. | |
EmpApproved | Displays 0 for false (employee has not okayed shift or not required to approve shift), displays -1 if shift approval is required and employee has okayed shift to work. |
EmployeeFullName | Employee’s full name. Displayed as “Last, First”. |
EmployeeId | Unique ID for the employee/location, set by ScheduleSource. |
EmployeeMaxHours | Employee’s maximum number of hours per week setting. |
EmployeeMinHours | Employee’s minimum number of hours per week setting. |
EmployeePayRate | Employee’s pay rate (estimated). |
EmpSwapping | Flags that the shift is posted to swapboard by employee; Displays -1 if True (posted) or 0 if False (not posted). |
EnterpriseEmployeeId | Unique ID for employee, set by ScheduleSource. |
EnterpriseShiftId | Unique ID for the Enterprise Shift that is the template for this local shift. |
ExternalEmployeeId | Employee ID for use with an external system, such as HR or Payroll. |
FirstName | Employee’s first name. |
FiscalDayOfYear | Day of year of shift date, according to fiscal calendar. (Default fiscal calendar is a 4-4-5 pattern starting on the week with nearest first day to Jan. 1. Will be configurable in the future.) |
FiscalMonth | Month of shift date, according to fiscal calendar. |
FiscalQuarter | Quarter of shift date, according to fiscal calendar. |
FiscalWeek | Week of shift date, according to fiscal calendar. |
FiscalYear | Year of shift date, according to fiscal calendar. |
HighestRankedStationName | Custom field - do not use. |
Hours | Total hours of the shift. (ShiftEnd – ShiftStart) – BreakHours. |
InactiveCode | Flags that the shift has been made inactive and no longer a valid shift; Displays -1 if True (shift is inactive) or 0 if False (shift is active). |
LastName | Employee’s last name. |
LocationUserDefined1 - LocationUserDefined6 | Custom field(s) identified in Organization > Custom Fields > Location. |
Note | A comment added to shift. |
OrgEmployeeId | Unique ID for employee, set by ScheduleSource. |
Phone1 | Employee's phone number. (Entered in Phone in Employees >Settings > Contact window.) |
Phone2 | Additional employee phone number. (Entered in Phone in Employees >Settings > Contact window.) |
Phone3 | Additional employee phone number. (Entered in Phone in Employees >Settings > Contact window.) |
ScheduleAllowSwap | Flag that displays True if allow swap is chosen on the schedule settings page; False if not allowed to swap. |
ScheduleDate | Start date of the schedule. |
ScheduleDateText | Text value of start date of the schedule in format yyyy.mm.dd. |
ScheduleDateYear | Year portion of the schedule start date. |
ScheduleFirm | Flag indicating the schedule is firm and not actively being edited.-1 = Yes, 0 = No. (Not enforced. User can choose how to implement.) |
ScheduleId | Unique ID for the schedule, set by ScheduleSource. |
ScheduleName | Name of the schedule. |
SchedulePublished | Flag that indicates if Enterprise Schedule is Published and employees can claim shifts on SwapBoard. (Same as ScheduleAllowSwap except displays True or False). |
ShiftEnd | End date and time of shift. |
ShiftEndText | Text string of end time of shift; default in military time. |
ShiftGroup | Name of shift group the shift has been assigned. |
ShiftId | Unique ID for a shift, set by ScheduleSource. |
ShiftStart | Start date and time of shift. |
ShiftStartText | Test string of start time of shift; default in military time. |
StationAllowSwap | Displays True if allow swap is chosen for this station in Enterprise; False if not allowed to swap. |
StationCost | Cost of shift using Station PayRate. |
StationFeatureId | Internal ID assigned to station when station-level security is implemented. |
StationId | Unique ID for station. |
StationName | Name of Station. |
StationOverlap | Unused setting. |
StationPayRate | Station’s estimated, or average pay rate. |
StationRank | A rank value assigned to stations (1-9, with 9 being highest). |
StationUDF1 - StationUDF6 | Custom field(s) defined in Organization > Custom Fields > Station. |
StationUserDefined1 - StationUserDefined6 | Duplicates of StationUDF1-6. |
SwappedFromAvailDate | The timestamp of when the shift was posted to swapboard, IF the currently assigned employee was from a swap. |
SwappedFromEmployeeId | Unique ID for previous employee/location, IF the currently assigned employee was from a swap. |
SwappedFromFullName | Full name of previously assigned employee, IF the currently assigned employee was from a swap. |
SwappedFromOrgEmployeeId | Unique ID for previous employee, IF the currently assigned employee was from a swap. |
SwappedFromSwapReason | The reason code for posting shift, IF the currently assigned employee was from a swap. |
SwappedToDate | Timestamp the swap was completed, IF the currently assigned employee was from a swap. |
SwappedToEmployeeId | Unique ID for current employee/location, IF the currently assigned employee was from a swap. |
SwappedToFullName | Full name for current employee, IF the currently assigned employee was from a swap. |
SwappedToOrgEmployeeId | Unique ID for current employee, IF the currently assigned employee was from a swap. |
Swapping | Flag displaying if the shift has been posted to be swapped on the swap board. Displays -1 if True or 0 if false (not posted). |
SwappingToEmployeeId | Unique ID for employee/location for whom the shift is swapping to. |
SwappingToEnterpriseEmployeeId | Unique ID for employee for whom the shift is swapping to. |
SwapReason | Optional Reason code selected by employee when posting shift. |
SwapToEmployeeId | (Same as SwappingToEmployeeId) |
SwapToFullName | Full name of employee for whom the shift is swapping to. |
TimeActivityCode | The code of the Default Activity assigned to Station. |
TimeActivityName | The name of the Default Activity assigned to Station. |
TimeProjectCode | The code of the Default Project assigned to Station. |
TimeProjectName | The name of the Default Project assigned to Station. |
TimeTaskCode | The code of the Default Task assigned to Station. |
TimeTaskName | The name of the Default Task assigned to Station. |
UpdateAction | Internal code for the type of update performed on shift. |
UpdateDate | Timestamp of the last edit of the shift. |
UpdateReason | A custom feature displaying the reason a shift was updated. Currently only applied when cancelling a shift. |
UpdateUserId | Unique ID for the user or employee updating the shift (by location). |
UpdateUserType | Internal code to indicate if update was by a user or employee. |
UserDefined1 - UserDefined6 | Custom field(s) identified in Organization > Custom Fields > Employee. |
UserName | Employee’s username (same as EmployeeNum). |
AssignedCount | Count of shifts assigned to an employee; i.e. non-empty shifts, grouped by the other fields selected. |
BreakCount | Count of shifts with a break, grouped by the other fields selected. |
BusinessCount | Count of the unique locations represented in shifts, grouped by the other fields selected. |
Count | Count of shifts, grouped by the other fields selected. |
DateCount | Count of distinct dates represented in shifts. |
DayCount | Count of distinct week days represented in shifts. |
EmployeeCostTotal | Estimated cost of the shift based first on the employee pay rate. |
EmployeeCount | Count of distinct employees/locations represented in shifts, grouped by the other fields selected. |
EnterpriseShiftCount | Count of shifts with enterprise ID's; Generated from Enterprise Schedule. |
EstCostTotal | Estimated cost of the shift based on employee pay rate (deprecated). |
EstimatedCostTotal | Estimated cost of the shift based first on the employee pay rate but will use station pay rate if employee pay rate is zero. |
FridayHoursTotal | Sum of hours on Fridays, grouped by the other fields selected. |
HoursMax | Hours of the longest shift, grouped by the other fields selected. |
HoursMin | Hours of the shortest shift, grouped by the other fields selected. |
HoursTotal | Sum of hours, grouped by the other fields selected. |
InactiveTotal | Count of the inactive shifts, grouped by the other fields selected. |
MondayHoursTotal | Sum of hours on Mondays, grouped by the other fields selected. |
OrgEmployeeCount | Count of unique employees, grouped by the other fields selected. |
OrgStationCount | Count of distinct stations represented in shifts, grouped by the other fields selected. |
SaturdayHoursTotal | Sum of hours on Saturdays, grouped by the other fields selected. |
ScheduleCount | Count of schedules represented in shifts, grouped by the other fields selected. |
ShiftCount | Count of unique shifts, grouped by the other fields selected. |
ShiftStartTextMin | Minimum start time of the shifts as a text string. |
StationCostTotal | Total cost of shifts based on station pay rate. |
StationCount | Count of distinct stations represented in shifts, grouped by the other fields selected. |
SundayHoursTotal | Sum of hours on Sundays, grouped by the other fields selected. |
SwappingTotal | Count of shifts posted to SwapBoard (not empty shifts) , grouped by the other fields selected. |
ThursdayHoursTotal | Sum of hours on Thursdays, grouped by the other fields selected. |
TuesdayHoursTotal | Sum of hours on Tuesdays, grouped by the other fields selected. |
WednesdayHoursTotal | Sum of hours on Wednesdays, grouped by the other fields selected. |
Special Day
Special Days are specified in the Enterprise portal under Admin > Lists > Special Days. You first create special day types and then use them when creating special days for scheduling purposes.
Field | Description of contents |
BusinessName | The name of a location. (Entered in Name in the Locations > Settings> Information window.) |
Comment | Name of special day range. |
DateEnd | End date of special day date range. |
DateStart | Start date of special day date range. |
Days | Number of days in date range. |
HolidayType | Text string indicating if Scheduled Shifts are allowed during date range. Will display either “No Schedule” or “Allow Schedule”. |
LeaveBlackout | Flag indicated whether or not leave can be scheduled during date range. 0 = Yes, 1 = No (it’s blacked out). |
StartMonth | Month of the start date. |
StartYear | Year of the start date. |
Count | Count of the number of special days in the schedule. |
Template
Field | Description of contents |
BreakEnd | Break end time. (Date portion will be 01/01/1900). |
BreakStart | Break start time. (Date portion will be 01/01/1900). |
BusinessCode | The code that location users and employees type in when they log in to a location. (Entered in Code field in the Locations > Settings > Information window.) |
BusinessName | The name of a location. (Entered in Name in the Locations > Settings> Information window.) |
ClientFirstName | First name of client assigned to shift. (Optional, only available If Client Management Module is activated.) |
ClientFullName | Full name of client, displayed as “Last, First”. |
ClientId | Unique ID of client, set by ScheduleSource. (Optional, only available If Client Management Module is activated.) |
ClientLastName | Last name of client assigned to shift. (Optional, only available If Client Management Module is activated.) |
Crew | Name employee’s crew assignment. |
DayId | ID for the week day of the date. (Sunday – Saturday ~ 1-7). |
EmployeeFullName | Employee’s full name. Displayed as “Last, First”. |
EmployeeId | Unique ID for the employee/location, set by ScheduleSource. |
Enabled | Flag that indicates whether the shift is enabled or not enabled. Only enabled shifts are copied to schedules. |
ExternalEmployeeId | Employee ID for use with an external system, such as HR or Payroll. |
FirstName | Employee’s first name. |
Hours | Total hours of the shift. (ShiftEnd – ShiftStart) – BreakHours. |
LastName | Employee’s last name. |
Note | A comment added to shift. |
ShiftEnd | End time of shift in AM or PM (shows fixed default date of 1/1/1900). |
ShiftEndText | End time of shift; default in military time. |
ShiftGroup | Name of shift group the shift has been assigned. |
ShiftId | Unique ID for a shift. Set by ScheduleSource. |
ShiftStart | Start time of shift in AM or PM (shows fixed default date of 1/1/1900). |
ShiftStartText | Start time of shift; default in military time. |
StationName | Name of Station. |
StationOverlap | UNUSED |
TemplateGroupName | Group name entered when the template is created. |
TemplateId | Unique ID of the Template, set by ScheduleSource. |
TemplateName | Name of the template. |
TimeActivityCode | The code of the Default Activity assigned to Station. |
TimeActivityName | The name of the Default Activity assigned to Station. |
TimeProjectCode | The code of the Default Project assigned to Station. |
TimeProjectName | The name of the Default Project assigned to Station. |
TimeTaskCode | The code of the Default Task assigned to Station. |
TimeTaskName | The name of the Default Task assigned to Station. |
UserName | Employee’s username (same as EmployeeNum). |
AssignedCount | Count of shifts assigned to an employee; i.e. non-empty shifts, grouped by the other fields selected. |
BreakCount | Count of shifts with a break, grouped by the other fields selected. |
BusinessCount | Count of the unique locations represented in shifts, grouped by the other fields selected. |
DayCount | Count of distinct week days represented in shifts. |
EmployeeCostTotal | Estimated cost of the shift based first on the employee pay rate. |
EmployeeCount | Count of distinct employees/locations represented in shifts, grouped by the other fields selected. |
EnabledTotal | Count of enabled shifts in templates, grouped by the other fields selected. |
EstimatedCostTotal | Estimated cost of the shift based first on the employee pay rate but will use station pay rate if employee pay rate is zero. |
FridayHoursTotal | Sum of hours on Fridays, grouped by the other fields selected. |
HoursMax | Hours of the longest shift, grouped by the other fields selected. |
HoursMin | Hours of the shortest shift, grouped by the other fields selected. |
HoursTotal | Sum of hours, grouped by the other fields selected. |
MondayHoursTotal | Sum of hours on Mondays, grouped by the other fields selected. |
OrgEmployeeCount | Count of unique employees, grouped by the other fields selected. |
OrgStationCount | Count of distinct stations represented in shifts, grouped by the other fields selected. |
SaturdayHoursTotal | Sum of hours on Saturdays, grouped by the other fields selected. |
ShiftCount | Count of unique shifts, grouped by the other fields selected. |
StationCostTotal | Total cost of shifts based on station pay rate. |
StationCount | Count of distinct stations represented in shifts, grouped by the other fields selected. |
SundayHoursTotal | Sum of hours on Sundays, grouped by the other fields selected. |
TemplateCount | Count of templates represented in shifts, grouped by the other fields selected. |
ThursdayHoursTotal | Sum of hours on Thursdays, grouped by the other fields selected. |
TuesdayHoursTotal | Sum of hours on Tuesdays, grouped by the other fields selected. |
WednesdayHoursTotal | Sum of hours on Wednesdays, grouped by the other fields selected. |
Attendance
Field | Description of contents |
Active | A flag that indicates whether employee is available for use in scheduling shifts. Displays on reports as True if active and False if inactive. Status is active unless an inactive date is set on Employees > Settings > Personal window under Terminate. |
Address | Employee's street address. (Entered in Address in the Employees > Settings > Contact window.) |
Address2 | Additional information for employee address. (Entered in Address2 in the Employees > Settings > Contact window.) |
AgreementType | Employee's agreement type. (Entered in Employees > Deployments > Agreements.) |
AttendanceId | Unique ID set by ScheduleSource on attendance entries. |
BirthDate | Employee's birthdate. (Entered in Birth Date in the Employees > Settings > Personal window.) |
City | City of the employee address. (Entered in City in Employees > Settings > Contact window.) |
Country | Country of the employee address. (Entered in Country in Employees > Settings > Contact window.) |
Created | Timestamp of when attendance was created (UTC). |
CreatedBy | If exception created manually, name of user creating it. |
CreatedLocal | Timestamp of when attendance was created (Local). |
Date | Date of the attendance occurring. |
DefaultLocation | Name of employee’s default location. |
DefaultLocationExternalId | External ID of employee’s default location. |
DefaultLocationId | Unique ID of default location, set by ScheduleSource. |
Email of the employee. (Entered in Email in Employees > Settings > Contact window.) | |
ExternalId | Employee ID for use with an external system, such as HR or Payroll |
FirstName | Employee’s first name. (Entered in First Name in Employees > Settings > Personal window.) |
FullName | Employee full name. Displayed as “Last, First”. |
HireDate | Employee Start Date. |
LastName | Employee last name. (Entered in Last Name in Employees > Settings > Personal window.) |
Location | Name of location for shift or time entry. |
LocationExternalId | External ID of the location. |
Minutes | For some attendance records, how many minutes they were late or early. |
Note | Note on the attendance record. |
OrgEmployeeId | Unique ID of employee, set by ScheduleSource. |
PhoneNo | Employee’s phone number. |
PhoneNo2 | Additional employee phone number. (Entered in Employees > Settings > Contact window.) |
PhoneNo3 | Additional employee phone number. (Entered in Employees > Settings > Contact window.) |
Points | Points for the attendance record, as defined on the attendance setup in the policy. |
Policy | Indicates policy name entered in employee Policy window in Organization > Policies and assigned to an employee when you assign an employee agreement. Use Employees > Mass-Assign or add a new employee agreement in Employees > Agreements and designate a policy related to the agreement. |
Position | Indicates position name entered into Organization > Lists > Employee Positions and assigned to an employee when you assign an employee agreement. Use Employees > Mass-Assign or add a new employee agreement in Employees > Deployments > Agreements and designate a position related to the agreement. |
PostalCode | Employee's zip code or postal code. |
Rule | Indicating the reason for the Attendance record (Late In, Late Out). |
RuleId | Unique ID for rule, generated by ScheduleSource. |
State | Employee’s state (from Address settings). |
TermDate | Termination or Inactive date of employee. (Entered in Inactive Date in Employees > Settings > Personal window under Terminate Date.) |
TimeZoneOffset | The hour difference between UTC time and the time zone setting for the employee. (Selected under Employee Information > Time & Attendance.) |
TimeZoneUSDay | Indicates daylight savings for time zone: 1=Yes, i.e., Auto Adjust for daylight savings time or 0=No, i.e., do not adjust for daylight savings time. |
UserDefined1 - UserDefined6 | Custom field(s) identified in Organization > Custom Fields > Employee. |
UserName | Employee's username. (Entered in Username/ID in Employees > Settings > Personal window.) |
Valid | Confirmed =1, Open = 0, Void = -1. |
Validated | Timestamp (UTC) for validation. |
ValidatedBy | Name of user validating the record. |
ValidatedLocal | Local timestamp for validation. |
Count | A count of the Attendance records, grouped by the other fields selected. |
MinutesAverage | Average of minutes of selected Attendance records, grouped by the other fields selected. |
MinutesTotal | Sum of minutes of selected Attendance records, grouped by the other fields selected. |
PointAverage | Average of points of selected Attendance records, grouped by the other fields selected. |
PointTotal | Sum of points of selected Attendance records, grouped by the other fields selected. |
Processed Time
Processed Time is the calculated data for payroll. It's based on time entries, but contains additional information and records depending on overtime, differentials, and other policy configurations.
Field | Description of contents |
BillAmount | The product of the Bill Rate and the billable hours. |
BillRate | Rate stored on the time entry. (Is set from the Time/Pay Rates configuration, with fallback to the Employee’s estimated Pay Rate.) |
BreakHours | Number of hours in breaks. |
BusinessExternalId | External ID of location. The External Id is used to coordinate TeamWork with external systems. It is blank unless your company integrates data with an external system. |
BusinessName | The name of a location. (Entered in Name in the Location information window.) |
Crew | Name employee’s crew assignment. |
Date | Date of the calculated hours. If entries span the “start of day” (usually midnight) there will be a processed time record for each date. |
EmployeeFullName | Employee full name. Displayed as “Last, First”. |
EmployeeId | Unique ID for the employee/location, set by ScheduleSource. |
EmployeeNote | Textual note related to the Employee. |
EnterpriseEmployeeId | Unique ID for employee, set by ScheduleSource. |
EntryId | Unique ID for a time entry, set by ScheduleSource. |
EstimatedPayAmount | Calculated Hours. Employee’s estimated Pay Rate. |
EstimatedPayRate | Pay rate entered in the Employees > Settings > Schedule window for a Location under PayRate. |
ExternalId | Employee ID for use with an external system, such as HR or Payroll. |
FirstName | Employee’s first name. |
HolidayHours | Calculated Holiday hours. |
LastName | Employee’s last name. |
LeaveHours | Calculated Leave hours. |
LocationUserDefined1 - LocationUserDefined6 | Custom field(s) identified in Organization > Custom Fields > Location. |
OverTimeHours | Calculated Overtime hours. |
OvertimePlusPremiumours | Calculated Overtime plus double time (premium) hours. |
PayAmount | Bill rate * calculated hours total. (Is set from the Time/Pay Rates configuration, with fallback to the Employee’s estimated Pay Rate.) |
PayPeriodId | Unique ID for the pay period, set by ScheduleSource. |
PayRate | Pay rate from calculated time hours (Is set from the Time/Pay Rates configuration, with fallback to the Employee’s estimated Pay Rate.) |
PremiumHours | Calculated Double-time hours. |
RegularHours | Calculated Regular hours. |
RestBreakHours | Calculated Rest Break hours. |
ScheduleDate | Date of the calculated hours. (Not time entry nor shift date.) |
ScheduleDateMonth | Month of the schedule date. |
ScheduleDateQuarter | Quarter of the schedule date. |
ScheduleDateWeek | Week of the schedule date. |
ScheduleDateYear | Year of the schedule date. |
ScheduleDateYearMonth | The Year/Month of the schedule date. |
ScheduleDateYearQuarter | The Year/Quarter of the schedule date. |
ScheduleDateYearWeek | The Year/Week of the schedule date. |
TotalHours | All calculated hours, minus Rest Breaks. |
UnPaidHours | Calculated Unpaid hours. |
UserDefined1 - UserDefined6 | Custom field(s) identified in Organization > Custom Fields > Employee. |
BreakHoursTotal | Sum of calculated break hours. |
EntryCount | Count of all processed records. |
HolidayHoursTotal | Sum of calculated Holiday hours. |
HoursTotal | Summary of the total hours per a set filter. |
LeaveHoursTotal | Sum of calculated Leave hours. |
OvertimeHoursTotal | Sum of calculated Overtime hours. |
PremiumHoursTotal | Sum of calculated Premium hours. |
RegularHoursTotal | Sum of calculated Regular hours. |
RestBreakHoursTotal | Sum of calculated Rest Break hours. |
TotalBillAmount | Sum of Bill Amount. |
TotalCalcHours | Sum of calculated Regular, Overtime, Premium, Leave, Break, Holiday, & Unpaid hours. |
TotalCalcPaidHours | Sum of calculated Regular, Overtime, Premium, Leave, Break, & Holiday hours. |
TotalCalcWorkHours | Sum of calculated Regular, Overtime, Premium, & Break hours. |
TotalEstimatedPayAmount | Sum of estimated Pay Amount. |
TotalPayAmount | Sum of Pay Amount. |
UnPaidHoursTotal | Sum of calculated UnPaid Hours. |
Processed Time And Shifts
This data source joins scheduled shifts to the time hour's data. Any shift that overlaps the time entry that is the source of the hours will be joined.
Note: There may be multiple shifts per hour and or time entry, which will produce duplicates in the report. Use this data source for analysis, i.e., finding issues versus summarization (reporting totals). An example is to report on how many hours employees were paid (time data) by each station (schedule shift data).
Field | Description of contents |
ActivityCode | Accounting code for a given activity entered in Time > Configuration > Activities. It is the code that identifies the activity. |
ActivityName | Name of an activity entered in Time > Configuration > Activities. It is the name that identifies the activity. |
ActualBreakHours | Break hours stored on the time entry. |
ActualHours | Original clocked hours on time entry. (Before edits, rounding, etc.) |
ActualOff | Original clock off time on time entry. |
ActualOn | Original clock on time on time entry. |
BillAmount | The product of the Bill Rate and the billable hours. |
BillRate | Rate stored on the time entry. Is set from the Time/Pay Rates configuration, with fallback to the Employee’s estimated Pay Rate. |
BreakHours | Number of hours in breaks. |
BusinessExternalId | External ID of location. The External Id is used to coordinate TeamWork with external systems. It is blank unless your company integrates data with an external system. |
BusinessName | The name of a location. (Entered in Name in the Location > Settings > Information window.) |
ClientFirstName | First name of client assigned to shift. (Optional, only available If Client Management Module is activated.) |
ClientFullName | Full name of client assigned to shift, displayed as “Last, First”. |
ClientLastName | Last name of client assigned to shift. (Optional, only available If Client Management Module is activated.) |
ClockOffUserId | Unique ID of User who clocked the employee off. |
ClockOnUserId | Unique ID of User who clocked the employee on. |
CreatedDate | Date the time entry was created. |
Date | Date of the shift start, or schedule date on time entry. |
DiffHolidayHours | Total calculated differential Holiday hours. |
DiffOTHours | Total calculated differential Overtime hours. |
DiffPremiumHours | Total calculated differential Premium hours. |
DiffRegHours | Total calculated Regular Holiday hours. |
EmpAlert | A flag for the employee to alert manager of note. |
EmployeeFullName | Employee full name. Displayed as “Last, First”. |
EmployeeId | Unique ID for the employee/location, set by ScheduleSource. |
EmpNotes | Employee entered note on time entry. |
EnterpriseRoundOff | Rounded Off time of time entry, in Enterprise time zone. |
EnterpriseRoundOn | Rounded On time of time entry, in Enterprise time zone. |
EnterpriseUpdated | Timestamp of last update, in Enterprise time zone. |
EntryId | Unique ID for time entry, set by ScheduleSource. |
FinalHours | Final Hours on time entry, after adjustments. |
FinalOff | Final (same as rounded) Off time for time entry, in UTC. |
FinalOn | Final (same as rounded) On time for time entry, in UTC. |
FirstName | Employee’s first name. |
HolidayHours | Calculated Holiday hours. |
IsBillable | Flag that indicates whether the project/task used in the time entry is billable. |
IsBreak | Flag that indicates whether the project/task used in the time entry is a break. |
IsError | Flag that indicates if the time entry has been flagged as an error. |
IsLeave | Flag that indicates whether the project/task used in the time entry is a leave. |
IsPaid | Flag that indicates whether the project/task used in the time entry is paid. |
IsVoid | Flag that indicates if the time entry is an error and *has* been reviewed. |
LastName | Employee’s last name. |
LeaveHours | Calculated Leave hours. |
LocalRoundOff | Rounded Off time of time entry, in Location time zone. |
LocalRoundOn | Rounded On time of time entry, in Location time zone. |
LocalUpdated | Timestamp of last update, in Location time zone. |
LocationOff | A string that stores a value that determines where the clock Off occurred. It might be an IP address, phone number, or the ID of a physical clock. |
LocationOn | A string that stores a value that determines where the clock On occurred. It might be an IP address, phone number, or the ID of a physical clock. |
MgrNotes | A note added to a time entry by the manager. |
OverTimeHours | Calculated Overtime hours. |
OverTimePlusPremiunHours | Calculated Overtime plus double time (premium) hours. |
PayAmount | Bill rate * calculated hours total. Rate stored on the time entry. Is set from the Time/Pay Rates configuration, with fallback to the Employee’s estimated Pay Rate. |
PayRate | Pay rate from calculated time hours. Rate stored on the time entry. Is set from the Time/Pay Rates configuration, with fallback to the Employee’s estimated Pay Rate. |
PremiumHours | Calculated Double-time hours. |
ProjectCode | The unique code for the Project of the time entry. (Entered on the Add or Edit Project window under Time > Configuration > Project & Tasks.) |
ProjectName | The name for the Project of the time entry. (Entered on the Add or Edit Project window under Time > Configuration > Project & Tasks.) |
RegularHours | Calculated Regular hours. |
RestBreakHours | Calculated Rest Break hours. |
SchDate | Date of the shift start, or schedule date on time entry. (This is the same as Date.) |
ScheduleDate | Shift start date and time or date of time entry. |
SchHours | Hours of the shift. |
SchShiftBreak | Break hours of the shift. |
SchShiftEnd | End time of shift. Only the time portion is returned. |
SchShiftStart | Start time of shift. Only the time portion is returned. |
ShiftId | Unique ID for a shift. Set by ScheduleSource. |
ShiftNote | A comment added to shift. |
ShiftOverlapEnd | The end time of overlapping time entry and shift segment. |
ShiftOverlapHours | The hours within the time entry and shift overlapping segment. |
ShiftOverlapStart | The start time of overlapping time entry and shift segment. |
StationAllowSwap | Displays True if allow swap is chosen for this station in Stations > Settings > Information; False if not allowed to swap. |
StationCost | Displays estimated cost of the shift based on the station’s rate and shift hours. |
StationId | Unique ID for station, set by ScheduleSource. |
StationName | Name of Station. |
StationOverlap | UNUSED |
StationPayRate | Estimated pay for station. |
StationRank | Priority of station versus other stations. 1-9 with 9 being the highest. |
StationUserDefined1 - StationUserDefined6 | Custom field(s) identified in Organization > Custom Fields > Station. |
TaskCode | The unique code for the Task of the time entry. (Entered on the Add or Edit Project window under Time > Configuration > Project & Tasks.) |
TaskName | The name for the Task of the time entry. (Entered on the Add or Edit Project window under Time > Configuration > Project & Tasks.) |
TimeCost | Estimated cost of time entry, based on time entry hours. |
TimePayRate | Estimated pay rate, as stored on time entry. |
TimeReason | Reason code for clocking. |
TotalHours | All calculated hours, minus Rest Breaks. |
Type | Type of time sheet entry, either a clock, card, or admin entry. |
UnPaidHours | Calculated Unpaid hours. |
UpdatedDate | Date of an update to an entry in a time sheet. |
UpdateUserId | User ID of the person who made the update. |
ActualHoursTotal | Sum of all hours clocked with no rounding or other adjustments. This is purely clocked hours (no rounding). If someone alters the entry, it is not reflected here. |
BreakHoursTotal | Sum of BreakHours on time entries. |
BusinessCount | Count of distinct locations for records selected. |
EntryCount | Count of records selected. |
FinalHoursTotal | Sums all hours clocked with adjustments per rounding rules and shift differentials. This is for all hours, i.e., clocked, admin, card, etc. |
HoursTotal | Sums all hours clocked with only adjustments per rounding rules. This is total hours from the rule engine, i.e., regular, overtime, shift differentials, etc. |
OrgStationCount | Count of distinct stations on associated shifts. |
OvertimeHoursTotal | Sum of calculated Overtime hours. |
OvertimePremiumHoursTotal | Sum of calculated Premium hours. |
RegularHoursTotal | Sum of calculated Regular hours. |
SchHoursTotal | Sum of shift hours. |
ShiftOverlapHoursTotal | Sum of the overlapping hours of time entries and shifts. |
StationCostTotal | Sum of estimated cost of shifts based on station pay rate. |
StationCount | Count of distinct stations/locations. |
TimeCostTotal | Sum of time entry estimated cost, based on pay rate and final hours of entry. |
Time
Field | Description of Contents |
ActivityCode | Accounting code for a given activity entered in Time > Configuration > Activities. It is the code that identifies the activity. |
ActivityName | Name of an activity entered in Time > Configuration > Activities. It is the name that identifies the activity. |
ActualHours | Original clocked hours on time entry. (Before edits, rounding, etc.) |
ActualOff | Original clock off time on time entry. |
ActualOn | Original clock on time on time entry. |
BillAmount | The product of the Bill Rate and the billable hours. |
BillRate | Rate stored on the time entry. Is set from the Time/Pay Rates configuration, with fallback to the Employee’s estimated Pay Rate. |
BreakHours | Number of hours in breaks. |
BusinessExternalId | External ID of location. The External Id is used to coordinate TeamWork with external systems. It is blank unless your company integrates data with an external system. |
BusinessName | The name of a location. (Entered in Name in the Location information window.) |
CalcBreakHours | Calculated Break hours associated with time entry. |
CalcDate | Date associated with calculated hours. |
CalcHolidayHours | Calculated Holiday hours associated with time entry. |
CalcLeaveHours | Calculated Leave hours associated with time entry. |
CalcOverTimeHors | Calculated Overtime hours associated with time entry. |
CalcOvertimePlusPremiumHours | Calculated Overtime and Premium hours associated with time entry. |
CalcPremiumHours | Calculated Premium hours associated with time entry. |
CalcRegularHours | Calculated Regular hours associated with time entry. |
CalcUnPaidHours | Calculated UnPaid hours associated with time entry. |
ClockOffUserId | Unique ID of User who clocked the employee off. |
ClockOnUserId | Unique ID of User who clocked the employee on. |
CreatedDate | Date the time entry was created. |
Crew | Name employee’s crew assignment. |
Employee’s email address. | |
EmpAlert | A flag for the employee to alert manager of note. |
EmployeeFullName | Employee full name. Displayed as “Last, First”. |
EmployeeId | Unique ID for the employee/location, set by ScheduleSource. |
EmployeeNote | Employee entered note on time entry. |
EmpNotes | Notes related to the Employee entered on Employees > Settings > Personal window |
EnterpriseEmployeeId | Unique ID of employee, set by ScheduleSource. |
EntryId | Unique ID for time entry, set by ScheduleSource. |
EstimatedPayAmount | Final Hours times Estimated Pay Rate, for non-error entries. If error, then is zero. |
EstimatedPayRate | Employee estimated hourly rate of pay. PayRate is assigned to an employee in the Location portal under the Schedule tab in the Employee Settings window. |
ExternalId | Employee ID for use with an external system, such as HR or Payroll. |
FinalEnterpriseOff | Rounded Off time of time entry, in Enterprise time zone. |
FinalEnterpriseOn | Rounded On time of time entry, in Enterprise time zone. |
FinalHours | Final Hours on time entry, after adjustments. |
FinalLocalOff | Rounded Off time of time entry, in Location time zone. |
FinalLocalOn | Rounded On time of time entry, in Location time zone. |
FinalOff | Final (same as rounded) Off time for time entry, in UTC. |
FinalOn | Final (same as rounded) On time for time entry, in UTC. |
FirstName | Employee’s first name. |
IsBillable | Flag that indicates whether the project/task used in the time entry is billable. |
IsEmployeeApproved | Flag that indicates whether the employee has approved the time sheet. |
IsError | Flag that indicates if the time entry has been flagged as an error. |
IsLeave | Flag that indicates whether the project/task used in the time entry is a leave. |
IsPaid | Flag that indicates whether the project/task used in the time entry is paid. |
IsReviewed | Flag that indicates whether the time entry has been reviewed. If still an error and is reviewed, then the IsVoid flag is set. |
IsSheetApproved | Flag that indicates if the employee time sheet has been approved at the location. |
IsSheetEnterpriseLocked | Flag that indicates if the time sheet has been locked at the enterprise. |
IsSheetLocked | Flag that indicates if the employee time sheet has been locked at the location. |
IsVoid | Flag that indicates if the time entry is an error and *has* been reviewed. |
LastName | Employee’s last name. |
LocationOff | A string that stores a value that determines where the clock Off occurred. It might be an IP address, phone number, or the ID of a physical clock. |
LocationOn | A string that stores a value that determines where the clock On occurred. It might be an IP address, phone number, or the ID of a physical clock. |
LocationUserDefined1 - LocationUserDefined6 | Custom field(s) identified in Organization > Custom Fields > Location. |
OuterDate | UNUSED |
PayAmout | Estimated pay based on time entry pay rate and final hours. |
PayPeriodEnd | End date of the pay period. |
PayPeriodId | Unique ID of the pay period, set by ScheduleSource. |
PayPeriodStart | Start date of the pay period. |
PayRate | Rate stored on the time entry. IIs set from the Time/Pay Rates configuration, with fallback to the Employee’s estimated Pay Rate. |
Phone1 | Employee’s phone number. |
Phone2 | Additional employee phone number. |
Phone3 | Additional employee phone number. |
ProjectCode | The unique code for the Project of the time entry. (Entered on the Add or Edit Project window under Time > Configuration > Project & Tasks.) |
ProjectName | The name for the Project of the time entry. (Entered on the Add or Edit Project window under Time > Configuration > Project & Tasks.) |
ScheduleDate | Date of start of time entry, in location time zone (date portion only). |
ScheduleDateMonth | Month of the schedule date. |
ScheduleDateQuarter | Quarter of the schedule date. |
ScheduleDateWeek | Week of the schedule date. |
ScheduleDateYear | Year of the schedule date. |
ScheduleDateYearMonth | Year/Month of the schedule date. |
ScheduleDateYearQuarter | Year/Quarter of the schedule date. |
ScheduleDateYearWeek | Year/Week of the schedule date. |
SchNotes | Manager entered notes on the time entry. |
SheetEmployeeFullName | The full name of the employee in the time sheet. |
SheetEmployeeId | Employee Id from the time sheet. |
TaskCode | The unique code for the Task of the time entry. (Entered on the Add or Edit Project window under Time > Configuration > Project & Tasks.) |
TaskName | The name for the Task of the time entry. (Entered on the Add or Edit Project window under Time > Configuration > Project & Tasks.) |
TimeReason | Reason code for clocking. |
TimeSheetId | Unique ID of time sheet, set by ScheduleSource. |
TimeZoneOffset | Location’s time zone number of minutes offset from UTC. |
TimeZoneUsDay | Flag to indicate that the Location’s time zone honors daylight savings. |
Type | Type of time sheet entry, either a clock, card, or admin entry. |
UpdatedDate | Date of an update to an entry in a time sheet. |
UpdateUserId | User ID of the person who made the update. |
UserDefined1 - UserDefined6 | Custom field(s) identified in Organization > Custom Fields > Employee. |
UserName | Employee's username as entered in Username/ID in Employees > Settings > Personal window. |
BillableHoursTotal | Sum of hours on time entries for Billable tasks, not including errors. |
BusinessCount | Count of distinct locations. |
EntryCount | Count of time entries. |
HoursTotal | Sum of all time entry hours, including errors. |
LeaveHoursTotal | Sum of hours on time entries for Leave tasks, not including errors. |
NotLeaveHoursTotal | Sum of hours on time entries for non-Leave tasks, not including errors. |
PaidHoursTotal | Sum of hours on time entries for Paid tasks, not including errors. |
SheetCount | Count of distinct time sheets the time entries are associated with. |
TotalBillAmount | Sum of Billable hours times billable rate. |
TotalCalcHours | Sum of calculated Regular, Overtime, Premium, Leave, Break, Holiday, & Unpaid hours. |
TotalCalcPaidHours | Sum of calculated Regular, Overtime, Premium, Leave, Break, & Holiday hours. |
TotalCalcWorkHours | Sum of calculated Regular, Overtime, Premium, & Break hours. |
TotalEstimatedPayAmount | Sum of estimated Pay Amount. |
TotalPayAmount | Sum of Pay Amount. |
UnBillableHoursTotal | Sum of hours on time entries for non-Billable tasks, not including errors. |
UnPaidHoursTotal | Sum of hours on time entries for non-Paid tasks, not including errors. |
ValidHoursTotal | Sum of hours on non-Error time entries. |
Time and Shifts
Field | Description of contents |
ActivityCode | Accounting code for a given activity entered in Time > Configuration > Activities. It is the code that identifies the activity. |
ActivityName | Name of an activity entered in Time > Configuration > Activities. It is the name that identifies the activity. |
ActualHours | Original clocked hours on time entry. (Before edits, rounding, etc.) |
ActualOff | Original clock off time on time entry. |
ActualOn | Original clock on time on time entry. |
BreakHours | Number of hours in breaks. |
BusinessExternalId | External ID of location. The External Id is used to coordinate TeamWork with external systems. It is blank unless your company integrates data with an external system. |
BusinessName | The name of a location. (Entered in Name in the Location information window.) |
BusinessNow | Current time at the location, when the report is run. (Useful in formulas) |
ClientFirstName | First name of client assigned to shift. (Optional, only available If Client Management Module is activated.) |
ClientFullName | Full name of client, displayed as “Last, First”. |
ClientLastName | Last name of client assigned to shift. (Optional, only available If Client Management Module is activated.) |
ClockOffUserId | Unique ID of User who clocked the employee off. |
ClockOnUserId | Unique ID of User who clocked the employee on. |
CreatedDate | Date the time entry was created. |
EmpAlert | A flag for the employee to alert manager of note. |
EmployeeFullName | Employee full name. Displayed as “Last, First”. |
EmployeeId | Unique ID for the employee/location, set by ScheduleSource. |
EmployeeRank | Rank of employee. |
EmpNotes | Employee entered note on time entry. |
EnterpriseRoundOff | Rounded Off time of time entry, in Enterprise time zone. |
EnterpriseRoundOn | Rounded On time of time entry, in Enterprise time zone. |
EnterpriseUpdated | Timestamp of last update, in Enterprise time zone. |
EntryId | Unique ID for time entry, set by ScheduleSource. |
FinalHours | Final Hours on time entry, after adjustments. |
FinalOff | Final (same as rounded) Off time for time entry, in UTC. |
FinalOn | Final (same as rounded) On time for time entry, in UTC. |
FirstName | Employee’s first name. |
IsBillable | Flag that indicates whether the project/task used in the time entry is billable. |
IsError | Flag that indicates if the time entry has been flagged as an error. |
IsLeave | Flag that indicates whether the project/task used in the time entry is a leave. |
IsPaid | Flag that indicates whether the project/task used in the time entry is paid. |
IsVoid | Flag that indicates if the time entry is an error and *has* been reviewed. |
LastName | Employee’s last name. |
LocalRoundOff | Rounded Off time of time entry, in Location time zone. |
LocalRoundOn | Rounded On time of time entry, in Location time zone. |
LocationOff | A string that stores a value that determines where the clock Off occurred. It might be an IP address, phone number, or the ID of a physical clock. |
LocationOn | A string that stores a value that determines where the clock On occurred. It might be an IP address, phone number, or the ID of a physical clock. |
MgrNotes | A note added to a time entry by the manager. |
ProjectCode | The unique code for the Project of the time entry. (Entered on the Add or Edit Project window under Time > Configuration > Project & Tasks.) |
ProjectName | The name for the Project of the time entry. (Entered on the Add or Edit Project window under Time > Configuration > Project & Tasks.) |
SchDate | Schedule date of the time entry. |
SchShiftBreak | Hours between break start and end. |
SchShiftEnd | End time of shift. Only the time portion is returned. |
SchShiftStart | Start time of shift. Only the time portion is returned. |
ShiftId | Unique ID for a shift. Set by ScheduleSource. |
ShiftNote | A comment added to shift. |
ShiftOverlapEnd | The end time of overlapping time entry and shift segment. |
ShiftOverlapHours | The hours within the time entry and shift overlapping segment. |
ShiftOverlapStart | The start time of overlapping time entry and shift segment. |
StationAllowSwap | Displays True if allow swap is chosen for this station in Enterprise; False if not allowed to swap. |
StationCost | Displays estimated cost of the shift based on the station’s rate and shift hours. |
StationId | Unique ID for station, set by ScheduleSource. |
StationName | Name of Station. |
StationOverlap | UNUSED |
StationPayRate | Estimated pay for station. |
StationRank | Priority of station versus other stations. 1-9 with 9 being the highest. |
StationUserDefined1 - StationUserDefined6 | Custom field(s) identified in Organization > Custom Fields > Station. |
TaskCode | The unique code for the Task of the time entry. (Entered on the Add or Edit Project window under Time > Configuration > Project & Tasks.) |
TaskName | The name for the Task of the time entry. (Entered on the Add or Edit Project window under Time > Configuration > Project & Tasks.) |
TimeCost | Estimated cost of time entry, based on time entry hours. |
TimePayRate | Estimated pay rate, as stored on time entry. |
TimeReason | Reason code for clocking. |
Type | Type of time sheet entry, either a clock, card, or admin entry. |
UpdatedDate | Date of an update to an entry in a time sheet. |
UpdatedUserId | User ID of the person who made the update. |
ActualHoursTotal | Sum of ActualHours on time entries. |
BreakHoursTotal | Sum of BreakHours on time entries. |
BusinessCount | Count of distinct locations for records selected. |
EntryCount | Count of records selected. |
FinalHoursTotal | Sum of FinalHours on time entries. |
HoursTotal | Sum of calculated hours. |
OrgStationCount | Count of distinct stations on associated shifts. |
SchHoursTotal | Sum of shift hours. |
ShiftOverlapHoursTotal | Sum of the overlapping hours of time entries and shifts. |
StationCostTotal | Sum of estimated cost of shifts based on station pay rate. |
StationCount | Count of distinct stations/locations. |
TimeCostTotal | Sum of time entry estimated cost, based on pay rate and final hours of entry. |
Time Audit
Field | Description of contents |
ActivityCode | Accounting code for a given activity entered in Time > Configuration > Activities. It is the code that identifies the activity. |
ActivityName | Name of an activity entered in Time > Configuration > Activities. It is the name that identifies the activity. |
ActualHours | Original clocked hours on time entry. (Before edits, rounding, etc.) |
ActualOff | Original clock off time on time entry. |
ActualOn | Original clock on time on time entry. |
BillAmount | The product of the Bill Rate and the billable hours. |
BillRate | Rate stored on the time entry. Is set from the Time/Pay Rates configuration, with fallback to the Employee’s estimated Pay Rate. |
BreakHours | Number of hours in breaks. |
BusinessExternalId | External ID of location. The External Id is used to coordinate TeamWork with external systems. It is blank unless your company integrates data with an external system. |
BusinessName | The name of a location. (Entered in Name in the Locations > Settings > Information window.) |
ClockOffUserId | Unique ID of User who clocked the employee off. |
ClockOnUserId | Unique ID of User who clocked the employee on. |
CreatedDate | Date the time entry was created. |
Crew | Name employee’s crew assignment. |
Employee’s email address. | |
EmpAlert | A flag for the employee to alert manager of note. |
EmployeeFullName | Employee full name. Displayed as “Last, First”. |
EmployeeId | Unique ID for the employee/location, set by ScheduleSource. |
EmployeeNote | Employee entered note on time entry. |
EmpNotes | Employee’s email address. |
EntryId | Unique ID for time entry, set by ScheduleSource. |
EstimatedPayAmount | Final Hours times Estimated Pay Rate, for non-error entries. If error, then is zero. |
EstimatedPayRate | Employee estimated hourly rate of pay. PayRate is assigned to an employee in the Employees > Settings > Schedule window. |
ExternalId | Employee ID for use with an external system, such as HR or Payroll. |
FinalHours | Final Hours on time entry, after adjustments. |
FinalOff | Rounded Off time of time entry, in Location time zone. |
FinalOn | Rounded On time of time entry, in Location time zone. |
FirstName | Employee’s first name. |
IsBillable | Flag that indicates whether the project/task used in the time entry is billable. |
IsError | Flag that indicates if the time entry has been flagged as an error. |
IsLeave | Flag that indicates whether the project/task used in the time entry is a leave. |
IsPaid | Flag that indicates whether the project/task used in the time entry is paid. |
IsSheetApproved | Flag that indicates if the employee time sheet has been approved at the location. |
IsSheetLocked | Flag that indicates if the employee time sheet has been locked at the location. |
LastName | Employee’s last name. |
LocationOff | A string that stores a value that determines where the clock Off occurred. It might be an IP address, phone number, or the ID of a physical clock. |
LocationOn | A string that stores a value that determines where the clock On occurred. It might be an IP address, phone number, or the ID of a physical clock. |
LocationUserDefined1 - LocationUserDefined6 | Custom field(s) identified in Organization > Custom Fields > Location. |
OuterDate | UNUSED |
PayAmount | Estimated pay based on time entry pay rate and final hours. |
PayPeriodEnd | End date of the pay period. |
PayPeriodId | Unique ID of the pay period, set by ScheduleSource. |
PayPeriodStart | Start date of the pay period. |
PayRate | Rate stored on the time entry. Is set from the Time/Pay Rates configuration, with fallback to the Employee’s estimated Pay Rate. |
Phone1 | Employee’s phone number. |
Phone2 | Additional employee phone number. |
Phone3 | Additional employee phone number. |
ProjectCode | The unique code for the Project of the time entry. (Entered on the Add or Edit Project window under Time > Configuration > Project & Tasks.) |
ProjectName | The name for the Project of the time entry. (Entered on the Add or Edit Project window under Time > Configuration > Project & Tasks.) |
ScheduleDate | Date of start of time entry, in location time zone (date portion only). |
ScheduleDateMonth | Month of the schedule date. |
ScheduleDateQuarter | Quarter of the schedule date. |
ScheduleDateWeek | Week of the schedule date. |
ScheduleDateYear | Year of the schedule date. |
ScheduleDateYearMonth | Year/Month of the schedule date. |
ScheduleDateYearQuarter | Year/Quarter of the schedule date. |
ScheduleDateYearWeek | Year/Week of the schedule date. |
SchNotes | Manager entered notes on the time entry. |
SheetEmployeeId | Employee Id from the time sheet. |
TaskCode | The unique code for the Task of the time entry. (Entered on the Add or Edit Project window under Time > Configuration > Project & Tasks.) |
TaskName | The name for the Task of the time entry. (Entered on the Add or Edit Project window under Time > Configuration > Project & Tasks.) |
TimeSheetId | Unique ID of time sheet, set by ScheduleSource. |
TimeZoneOffset | Location’s time zone number of minutes offset from UTC. |
TimeZoneUsDay | Flag to indicate that the Location’s time zone honors daylight savings. |
Type | Type of time sheet entry, either a clock, card, or admin entry. |
UpdatedDate | Date of an update to an entry in a time sheet. |
UpdateReason | Internal code for the type of update. |
UpdateUserFullName | Full name of user who last updated the time entry. |
UserDefined1 - UserDefined6 | Custom field(s) identified in Organization > Custom Fields > Employee. |
UserName | Employee's username. (Entered in Username/ID in Employees > Settings > Personal window.) |
BillableHoursTotal | Sum of hours on time entries for Billable tasks, not including errors. |
BusinessCount | Count of distinct locations. |
EntryCount | Count of time entries. |
HoursTotal | Sum of all time entry hours, including errors. |
LeaveHoursTotal | Sum of hours on time entries for Leave tasks, not including errors. |
NotLeaveHoursTotal | Sum of hours on time entries for non-Leave tasks, not including errors. |
PaidHoursTotal | Sum of hours on time entries for Paid tasks, not including errors. |
SheetCount | Count of distinct time sheets the time entries are associated with. |
TotalBillAmount | Sum of Billable hours times billable rate. |
TotalEstimatedPayAmount | Sum of estimated Pay Amount. |
TotalPayAmount | Sum of Pay Amount. |
UnBillableHoursTotal | Sum of hours on time entries for non-Billable tasks, not including errors. |
UnPaidHoursTotal | Sum of hours on time entries for non-Paid tasks, not including errors. |
ValidHoursTotal | Sum of hours on non-Error time entries. |