What’s the Deal? 5 Reports You Need from Your Automated Scheduling Software

Automated scheduling is great for day-to-day operations for you and your team. We’ve definitely made those points before! But we would be remiss if we didn’t discuss the importance of automated scheduling reports. These reports help make sure your department is operating as efficiently as possible and everyone in your team is fulfilling their contractual obligations. Here are a few reports we think will help you get the most out of your automated scheduling application:

Assignment Reports

Assignment reports are essential because they help show you assignment breakdowns based on a variety of characteristics. You can see assignments by role, number of assignments done by each staff member, assignments by date, and much more. Having a clear picture of your assignments makes it easier to determine what roles are over or understaffed, which allows you to save money and more evenly distribute workloads.

Equity Scores

Since many employees have their own contractual obligations, you need to ensure everyone is working the required shifts each week and that the scheduling of roles and shifts is done in a way where everyone can fulfil their requirements. Reviewing equity reports lets you ensure scheduling is being done correctly. What’s more, equity reports give you necessary insights to determine if you need to make manual changes to a schedule due to unforeseen circumstances.

Staff Requests

Understanding and tracking all of your staff’s time off requests is difficult, no matter the size of your organization. This is why it’s important for your automated scheduling application to provide robust staff request tracking, including the time and date of submission, customizable request types, partial and full-day off requests. With these features you can easily see who requested time, and when it was submitted, reducing conflict and ensuring that all requests are recorded.


Another form of equity, a points system requires employees to cumulate a set number of shift points for a scheduling period – where different shifts carry a different number of points. If you use this system, a points report lets you understand which employees are ahead or behind in regards to meeting their points requirements.

Schedule Audits

Simple but essential, a scheduling audit report lets you see where there are understaffed or overstaffed assignments or roles in your daily schedule. The audit report helps you decide if manual changes are required, or if you have to reach out to your scheduling application company to reconfigure your custom scheduling algorithm to permanently solve the issue.

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Momentum is a fast, automated, and accurate medical staff and physician scheduling software for healthcare organizations and specialties of all sizes.