Shift Board Engagement Report
Open Reports > Scheduling > Shift Board Engagement to compare how workers respond to the shifts they are offered through the Shift Board.
Admins can open this report. A Manager can open it when Can access Scheduling is turned on for them. See Roles & Permissions.
Reading the Summary
The report starts with Shift Board broadcasts advertised in the last 90 days. The cards at the top show:
- Opportunities - the number of offers across all workers in the results.
- Volunteered - how many offers workers volunteered for, and the percentage of opportunities.
- Opened - how many offers workers opened in the app, and the percentage of opportunities.
- Picked Up - how many offers workers were approved for, and the percentage of opportunities.
An opportunity is one broadcast that named a worker. A recurring broadcast counts once for that worker, regardless of how many shifts it covers.
Engagement by Worker
The table has one row per worker. It opens with the workers who received the most opportunities at the top. Select a column heading to sort by another measure.
| Column | What it means |
|---|---|
| Worker | The Support Worker who was offered the broadcasts. |
| Opportunities | Broadcasts that named the worker during the selected period. |
| Opened | Offers the worker opened in the app. |
| Volunteered | Offers the worker volunteered for, including offers where somebody else was selected. |
| Declined | Offers the worker actively declined. |
| Rejected | Offers the worker volunteered for where somebody else was approved. These are also included in Volunteered. |
| Picked Up | Offers the worker was approved to work. |
| No Response | Offers the worker never opened, volunteered for or declined. |
When a worker has not responded in any way to any of at least three opportunities, a warning appears beside their Opened result. Check whether push notifications are reaching their device before treating a low open rate as disengagement.
Filtering the Report
- Advertised - choose the broadcast date range. It starts on the last 90 days, including today.
- Worker - choose one or more workers.
- Archived - includes archived broadcasts by default. Choose Exclude archived to leave them out.
- Search - find a worker by name.
Archived broadcasts stay included because unassigning a worker from a shift archives the whole broadcast. Excluding them can remove genuine past opportunities from the worker's totals.
For how offers are created, answered and approved, see the Shift Board Workflow. For the worker's view, see Shift Board - Support Worker App.