Workforce reports
Open Workforce capacity and the Out-of-office report to read utilization, demand vs supply, and who is away: before you over-promise staffing.
Outcome
You open `/reports/workforce` and `/reports/workforce/out-of-office`, set a date range, read Total resources / Utilization / Shifts / Out of office KPIs plus At-risk days and Top busy resources, and know when to soft-continue to Finance and setup reports.
Who it's for
Planner / manager
Prerequisites
- Reports view permissions (company/team/all) for Workforce capacity
- Out-of-office report requires out-of-office view permission as shipped: otherwise that card/route stays hidden
- Soft-continue in from Operations reports when you just finished ops family walks
Steps
- From Reports, Open Workforce capacity (or go to `/reports/workforce`). Set Date range (Last 7/30/90 Days, This Month, Last Month, or Custom). Soft-continue in from Operations reports when coverage or exceptions already pointed at staffing risk.
- Read the KPI cards: Total resources (Active in system), Utilization (scheduled hours vs capacity as shown), Shifts (In selected period), and Out of office (Approved requests in period). Scroll Demand vs supply, then At-risk days (Date, Demand, Supply, Shortage) and Top busy resources. Empty states such as No resources found or No shifts found for the selected period are normal on thin staging: change the range or soft-link People masterdata if the catalog is empty.
- Return to Reports and Open Out-of-office report (`/reports/workforce/out-of-office`). Set Date range (this report often defaults toward a custom or period view as shipped). Review the summary by resource and by reason for the period: vacation, sick, training, and other reasons as your company records them. Planners see company-wide rows; narrower roles may see less as shipped.
- Use the two reports together: capacity minus approved OOO is closer to real availability before you assign shifts. Soft-link Managing time off (`out-of-office`) for planner CRUD on absences, and Availability and time off from the portal (`resource-portal-availability-ooo`) when people request OOO themselves. Soft-link Shifts board and views (`planning-board-and-views`) when you need to rebalance after seeing At-risk days.
- Soft continue: Finance and setup reports: Invoicing & collections, Freelance margin, and Setup health. Soft-link Reports hub anytime you need Favorites or a new shared date range.