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Shift History Report Details

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Overview

Use the Shift History report to trace shift changes that can help resolve labor disputes, hold employees and schedule managers accountable for their actions, and identify patterns of behavior over time.

Reporting experience

The reporting experience within When I Work encompasses a few different types of reports and exports. Use the following links to explore each in more detail:

Custom Report Data Availability

The data available in the custom report is current as of the prior midnight in your account’s timezone. Any data from midnight until the current time will be reflected in the next day’s report.

Considerations

  • Shift history is available for shifts from the last 60 days.
  • Shifts assigned to archived employees are included in the report.

Field details

The following table includes details about each column in the Shifts report.

Prev Column Hint

Any columns with Previous are included so that you can see the before and after for each shift change in one row. This is especially helpful if you’ve filtered the data so that other history rows for that shift are not visible.

Account ID
Account ID where the shift is scheduled.
Account Name
Account name where the shift is scheduled.
Shift ID
Internal ID of the shift.
Occurred At
Date and time when the shift was last created, edited, or deleted.
Update Reason
Action taken that changed the shift. See Update Reason Reference.
Updated Fields
Shift fields that were updated.
Updater ID
Internal ID of the user that updated the shift.
Previous Updater ID
Internal ID of the user that previously updated the shift.
Updater Name
Name (last, first) of the user that updated the shift.
Previous Updater Name
Name (last, first) of the user that previously updated the shift.
Updater Role
Role of the user that updated the shift.
Previous Updater Role
Role of the user that previously updated the shift.
Schedule ID
Internal ID of the schedule.
Previous Schedule ID
Internal ID of the schedule when the shift was previously updated.
Schedule Name
Name of the schedule.
Previous Schedule Name
Name of the schedule when the shift was previously updated.
OpenShift Status
Indicates whether the shift is an OpenShift.
Previous OpenShift Status
Indicates whether the shift was an OpenShift when it was previously updated.
OpenShift Count
If the shift is an OpenShift, indicates the number of shifts that are available.
Previous OpenShift Count
The number of shifts that were available when the shift was previously updated.
Assignee User ID
Internal ID of the assigned employee.
Previous Assignee User ID
Internal ID of the assigned employee when the shift was previously updated.
Assignee Name
Name (last, first) of the assigned employee.
Previous Assignee Name
Name (last, first) of the assigned employee when the shift was previously updated.
Assignee Employee ID
Employee ID of the assigned employee.
Previous Assignee Employee ID
Employee ID of the assigned employee when the shift was previously updated.
Start Date
Date when the shift starts.
Previous Start Date
The state of Start Date when the shift was previously updated.
Start Time
Time when the shift starts.
Previous Start Time
The state of Start Time when the shift was previously updated.
End Date
Date when the shift ends.
Previous End Date
The state of End Date when the shift was previously updated.
End Time
Time when the shift ends.
Previous End Time
The state of End Time when the shift was previously updated.
Unpaid Break Length
Length of the shift’s unpaid break (hours).
Previous Unpaid Break Length
The state of the Unpaid Break length when the shift was previously updated.
Length
The length of the shift, not included unpaid break.
Previous Length
The state of the shift length when the shift was previously updated.
Position ID
Internal ID of the shift’s position.
Previous Position ID
Internal ID of the shift’s position when the shift was previously updated.
Position Name
Name of the shift’s position.
Previous Position Name
Name of the shift’s position when the shift was previously updated.
Job Site ID
Internal ID for the shift’s job site.
Previous Job Site ID
Internal ID for the shift’s job site when the shift was previously updated.
Job Site Name
Name of the shift’s job site.
Previous Job Site Name
Name of the shift’s job site when the shift was previously updated.
Shift Notes
Notes added to the shift.
Previous Shift Notes
Notes added to the shift when the shift was previously updated.
Created At
Date and time when the shift was created. Note: This column may be blank if the shift was created more than 60 days ago.
Creator User ID
Internal ID of the user that created the shift.
Creator Name
Name (last, first) of the user that created the shift.
Published Status
Indicates whether the shift is published or unpublished.
Previous Published Status
The state of the Shift Published status when the shift was previously updated.
Published At
Date and time when the shift was last published.
Previous Published At
The state of the Shift Published at when the shift was previously updated.
Notified At
Date and time when the assignee was last notified of the shift being published or updated.
Previous Notified At
The State of Shift Notified at when the shift was previously updated.
Confirmed Status
Indicates whether the assigned employee has confirmed the shift.
Previous Confirmed Status
The state of Confirmed Status when the shift was previously updated.
Confirmed At
Date and time when the assigned employee confirmed the shift.
Previous Confirmed At
The state of Confirmed At when the shift was previously updated.
Assignee Role
Role of the assigned user.
Previous Assignee Role
Role of the assigned user when the shift was previously updated.
Assignee Base Hourly Rate
Base hourly rate of the assigned employee.
Previous Assignee Base Hourly Rate
Base hourly rate of the assigned employee when the shift was previously updated.
Assignee Position Rate
Hourly rate the employee earns when working the shift’s position.
Previous Assignee Position Rate
The state of the Assignee Position Rate when the shift was previously updated.
Deleted Status
Indicates whether the shift is deleted.
Previous Deleted Status
The state of Deleted Status when the shift was previously updated.
Column Description
Account ID Account ID where the shift is scheduled.
Account Name Account name where the shift is scheduled.
Shift ID Internal ID of the shift.
Occurred At Date and time when the shift was last created, edited, or deleted.
Update Reason Action taken that changed the shift. See Update Reason Reference.
Updated Fields Shift fields that were updated.
Updater ID Internal ID of the user that updated the shift.
Previous Updater ID Internal ID of the user that previously updated the shift.
Updater Name Name (last, first) of the user that updated the shift.
Previous Updater Name Name (last, first) of the user that previously updated the shift.
Updater Role Role of the user that updated the shift.
Previous Updater Role Role of the user that previously updated the shift.
Schedule ID Internal ID of the schedule.
Previous Schedule ID Internal ID of the schedule when the shift was previously updated.
Schedule Name Name of the schedule.
Previous Schedule Name Name of the schedule when the shift was previously updated.
OpenShift Status Indicates whether the shift is an OpenShift.
Previous OpenShift Status Indicates whether the shift was an OpenShift when it was previously updated.
OpenShift Count If the shift is an OpenShift, indicates the number of shifts that are available.
Previous OpenShift Count The number of shifts that were available when the shift was previously updated.
Assignee User ID Internal ID of the assigned employee.
Previous Assignee User ID Internal ID of the assigned employee when the shift was previously updated.
Assignee Name Name (last, first) of the assigned employee.
Previous Assignee Name Name (last, first) of the assigned employee when the shift was previously updated.
Assignee Employee ID Employee ID of the assigned employee.
Previous Assignee Employee ID Employee ID of the assigned employee when the shift was previously updated.
Start Date Date when the shift starts.
Previous Start Date The state of Start Date when the shift was previously updated.
Start Time Time when the shift starts.
Previous Start Time The state of Start Time when the shift was previously updated.
End Date Date when the shift ends.
Previous End Date The state of End Date when the shift was previously updated.
End Time Time when the shift ends.
Previous End Time The state of End Time when the shift was previously updated.
Unpaid Break Length Length of the shift’s unpaid break (hours).
Previous Unpaid Break Length The state of the Unpaid Break length when the shift was previously updated.
Length The length of the shift, not included unpaid break.
Previous Length The state of the shift length when the shift was previously updated.
Position ID Internal ID of the shift’s position.
Previous Position ID Internal ID of the shift’s position when the shift was previously updated.
Position Name Name of the shift’s position.
Previous Position Name Name of the shift’s position when the shift was previously updated.
Job Site ID Internal ID for the shift’s job site.
Previous Job Site ID Internal ID for the shift’s job site when the shift was previously updated.
Job Site Name Name of the shift’s job site.
Previous Job Site Name Name of the shift’s job site when the shift was previously updated.
Shift Notes Notes added to the shift.
Previous Shift Notes Notes added to the shift when the shift was previously updated.
Created At Date and time when the shift was created. Note: This column may be blank if the shift was created more than 60 days ago.
Creator User ID Internal ID of the user that created the shift.
Creator Name Name (last, first) of the user that created the shift.
Published Status Indicates whether the shift is published or unpublished.
Previous Published Status The state of the Shift Published status when the shift was previously updated.
Published At Date and time when the shift was last published.
Previous Published At The state of the Shift Published at when the shift was previously updated.
Notified At Date and time when the assignee was last notified of the shift being published or updated.
Previous Notified At The State of Shift Notified at when the shift was previously updated.
Confirmed Status Indicates whether the assigned employee has confirmed the shift.
Previous Confirmed Status The state of Confirmed Status when the shift was previously updated.
Confirmed At Date and time when the assigned employee confirmed the shift.
Previous Confirmed At The state of Confirmed At when the shift was previously updated.
Assignee Role Role of the assigned user.
Previous Assignee Role Role of the assigned user when the shift was previously updated.
Assignee Base Hourly Rate Base hourly rate of the assigned employee.
Previous Assignee Base Hourly Rate Base hourly rate of the assigned employee when the shift was previously updated.
Assignee Position Rate Hourly rate the employee earns when working the shift’s position.
Previous Assignee Position Rate The state of the Assignee Position Rate when the shift was previously updated.
Deleted Status Indicates whether the shift is deleted.
Previous Deleted Status The state of Deleted Status when the shift was previously updated.

Update reason reference

Update Reason identifies the action a user took that caused a shift to change. For example: a shift could be reassigned by a shift edit (edit), an employee taking an OpenShift (take), or an employee accepting a shift drop (drop-accept).

assign
OpenShift assigned to a user by a supervisor, manager, or admin. This can occur for a single or multiple instance OpenShift.
Note: This is not recorded for a shift that is manually assigned from one user to another. In that case, the reason code is edit.
assign-auto
Shift assigned via the auto-assign feature.
confirm
Shift confirmed by the assigned employee.
copy
Shift created via the copy previous action.
create
Shift created.
created-from-repeating-series
Shift created in a repeating series (the first shift in the series will NOT have this reason code attached to the saved event).
delete
Shift deleted (not via clear schedule or delete bulk).
delete-bulk
Shift deleted via the edit-multiple feature.
delete-clear
Shift deleted via the clear schedule dialog.
deleted-assigned-user
When a user is deleted, the user taking the action chooses whether to delete future shifts, or move them to open. This code will is recorded in either scenario.
drop-accept
Shift reassigned when an employee accepts a drop request. This code will also be recorded for a “find replacement” action (the version of a drop that is initiated by a supervisor, manager, or admin on behalf of the shift’s user.)
edit
Shift edited by a supervisor, manager, admin. This also includes manual reassignment.
edit-bulk
Shift edited by a supervisor, manager, admin via the edit-multiple feature.
openshift-approve
OpenShift approved by a supervisor, manager, admin.
openshift-approve-partial
Overlapping OpenShift approved by a supervisor, manager, admin and time was trimmed from the OpenShift.
overwrite-conflicts-delete
Shift deleted due to overwriting conflicts when applying a schedule template or copying from a previous week.
publish
Shift published via the published.
release
Shift released by the assigned employee.
repeating-delete
Shift in a repeating series is deleted as a result of changing the repeating pattern to no longer include this shift.
split
Shift is split in two. The code is recorded for the original shift and the newly split shift.
swap-accept
Shift swapped when an employee accepted a swap request. This code is recorded for both swapped shifts when the users change as the result of a swap.
take
OpenShift taken by a user (any role). This can occur for a shift taken from multiple instances, or a single shift.
take-partial
An overlapping OpenShift taken by a user (any role) and time was trimmed from the OpenShift.
unassign-bulk
Shift unassigned. Note: this action currently is only triggered from the annotation dialog.
unpublish
Shift unpublished.
updated-from-repeating-series
Shift is updated in a repeating series (the original shift being updated will NOT have this reason code attached to the saved event, but all future shifts in the series will).
user-removed-from-schedule
When a user is removed from a schedule, all their future shifts are converted to OpenShifts this code is recorded.
Reason Code Description
assign OpenShift assigned to a user by a supervisor, manager, or admin. This can occur for a single or multiple instance OpenShift.
Note: This is not recorded for a shift that is manually assigned from one user to another. In that case, the reason code is edit.
assign-auto Shift assigned via the auto-assign feature.
confirm Shift confirmed by the assigned employee.
copy Shift created via the copy previous action.
create Shift created.
created-from-repeating-series Shift created in a repeating series (the first shift in the series will NOT have this reason code attached to the saved event).
delete Shift deleted (not via clear schedule or delete bulk).
delete-bulk Shift deleted via the edit-multiple feature.
delete-clear Shift deleted via the clear schedule dialog.
deleted-assigned-user When a user is deleted, the user taking the action chooses whether to delete future shifts, or move them to open. This code will is recorded in either scenario.
drop-accept Shift reassigned when an employee accepts a drop request. This code will also be recorded for a “find replacement” action (the version of a drop that is initiated by a supervisor, manager, or admin on behalf of the shift’s user.)
edit Shift edited by a supervisor, manager, admin. This also includes manual reassignment.
edit-bulk Shift edited by a supervisor, manager, admin via the edit-multiple feature.
openshift-approve OpenShift approved by a supervisor, manager, admin.
openshift-approve-partial Overlapping OpenShift approved by a supervisor, manager, admin and time was trimmed from the OpenShift.
overwrite-conflicts-delete Shift deleted due to overwriting conflicts when applying a schedule template or copying from a previous week.
publish Shift published via the published.
release Shift released by the assigned employee.
repeating-delete Shift in a repeating series is deleted as a result of changing the repeating pattern to no longer include this shift.
split Shift is split in two. The code is recorded for the original shift and the newly split shift.
swap-accept Shift swapped when an employee accepted a swap request. This code is recorded for both swapped shifts when the users change as the result of a swap.
take OpenShift taken by a user (any role). This can occur for a shift taken from multiple instances, or a single shift.
take-partial An overlapping OpenShift taken by a user (any role) and time was trimmed from the OpenShift.
unassign-bulk Shift unassigned. Note: this action currently is only triggered from the annotation dialog.
unpublish Shift unpublished.
updated-from-repeating-series Shift is updated in a repeating series (the original shift being updated will NOT have this reason code attached to the saved event, but all future shifts in the series will).
user-removed-from-schedule When a user is removed from a schedule, all their future shifts are converted to OpenShifts this code is recorded.

Example scenarios

Check out Shift History Report Example Scenarios for more information about detailed report scenarios.

Updated on August 9, 2022

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