Overview
The KPI (Key Performance Indicator) report provides an overview of the status of all staff documents based on expiration dates. Staff documents that contribute to the KPI report are:
- Driver's Licence (C, LR and International)
- Car Registration
- Comprehensive Car Insurance
This article will cover:
Viewing Document Status
To view the status of a document, ensure that the document in question has been uploaded and the expiration date allocated accordingly. To learn more about how to upload documents, read Uploading Staff Documents in the ShiftCare Knowledge Base.
Once documents have been uploaded and allocated their corresponding expiry dates (if applicable), navigate to the main menu and select the Reports tab. In the drop-down that appears, select KPI.
Once you have selected KPI, the report page will open, displaying all staff documents that have been documented with their corresponding expiration dates and document status.
Document Status
There are 4 document statuses displayed on the KPI report:
N/A
Only appears if no expiry date has been set for the document.
Documents like date of birth, resumes, etc. fall into this category as these documents are without an expiry date.
Clear with document expiry date
Appears when documentation has not expired.
Soon to be expired (Orange colour)
Appears when a document is nearing its expiration date.
In this instance the period of time remaining before expiration will also be displayed.
Expired (Red colour)
Appears when a document has passed its expiry date.
The period of time in which the document has expired will also be displayed.
Printing KPI Report
To print the report, you will need to save it in PDF format. Save the file on your desktop or in any file location of your choice. Once saved, simply open the file from your desktop or saved location and print the document the same way you would any other file.
Exporting KPI Report
Export
If you wish to export the report, you can do so by clicking the grey download icon at the bottom right of the report page. When you click on this, a drop-down menu will appear with the CSV option. Click here to download the file.
Once you have selected the export icon, your page will refresh and you will receive a flag notification in ShiftCare located at the top right of the page.
Click on the notification flag and select the "KPI export complete" notification.
Download
Clicking on this notification will bring up the notification's timeline. In this timeline, there will be a Download File link. Click on this link to export the report.
When you select the link, a small file tab will appear at the bottom of your screen. The file will have the name of the report labeled on it (KPI).
Open file
To open the file, simply click on it or select the small arrow located next to the file name. This will open a menu with the option Open, click on this to open the file.
Opening the file will redirect you to an Excel Spreadsheet format of the report. You may find that some values are replaced by a hashtag (#). This is a result of the cells being too small to allow all values to be viewed. To fix this, simply enlarge the cells until all values are clearly visible.
The Excel export and ShiftCare view of the report will differ in that the red Expired status in ShiftCare (refer to below screenshot) will be replaced with an actual date of when the document expired after being exported into Excel (refer to above screenshot).
