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Running a roster shift swap report via Payroll Classic

Available for the following Payroll plans: Employment Plus
Available for the following Payroll plan: Premium

The Shift Swapping Reporting feature allows you to view employee shift swap requests within your organisation. You can see the status of each submission, the date of the request, and any applicable work types. You can also use this feature to download an Excel file of this data or save the information in a printable PDF format.

Interactive learning

Click here for an interactive demo

Getting started

Running a shift swap report
  1. Log into your Payroll Classic platform.
  2. Click the  Reports menu.
  3. Click the Shift Swapping button.
    screengrab of 'Shift Swapping' button
  4. Select from the following fields:
    • Date range.
    • Status.
    • Location.
    • Show costs.
    • Group by.
    • From employee.
    • To Employee.
  5. Click the Run Report button.
    screengrab highlighting 'Run report' button

    Helpful Hint

    You will now see your Shift Swap report on your screen

    screengrab of Shift Swapping Report

Download data

Download the report: Excel
  1. Log into your Payroll Classic platform.
  2. Click the  Reports menu.
  3. Click the Shift Swapping button.
    screengrab highlighting 'Shift Swapping' button
  4. Select from the following fields:
    • Date range.
    • Status.
    • Location.
    • Show costs.
    • Group by.
    • From employee.
    • To Employee.
  5. Click the Run Report button.
  6. Click the Download button.
  7. Click the Excel button.
    screengrab showing 'Run report' and 'Download' buttons
Download the report: CSV
  1. Log into your Payroll Classic platform.
  2. Click the  Reports menu.
  3. Click the Shift Swapping button.
    screengrab highlighting 'Shift Swapping' button
  4. Select from the following fields:
    • Date range.
    • Status.
    • Location.
    • Show costs.
    • Group by.
    • From employee.
    • To Employee.
  5. Click the Run Report button.
  6. Click the Download button.
  7. Click the CSV button.
    screengrab highlighting 'Run report' and 'Download' buttons
Downloading the report: PDF
  1. Log into your Payroll Classic platform.
  2. Click the  Reports menu.
  3. Click the Shift Swapping button.
    screengrab highlighting 'Shift Swapping' button
  4. Select from the following fields:
    • Date range.
    • Status.
    • Location.
    • Show costs.
    • Group by.
    • From employee.
    • To Employee.
  5. Click the Run Report button.
  6. Click the Download button.
  7. Click the PDF button.
    screengrab highlighting 'Run report' and 'Download' buttons

Explore related content

  • Bulk update pay rates This Payroll Classic article will walk you through the steps you need to update pay rates for multiple employees in bulk.
  • Employee pay slip reporting This Payroll Classic article will walk you through creating a report that shows all the pay slips generated in a particular Pay Run.
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