This article will detail how to read and use the 3 reports: Shifts, Unmapped Shifts, and Unmapped Employees reports in the Back Office.
Please note, depending on the permissions and roles you have assigned in the Instant Back Office application, you may or may not have access to view this Report. If you believe you should have access to this report, please communicate with your organization's Instant Sponsor or Operations coordinator. If they agree you should have this permission assigned, they may be able to assign it to you, or you can reach out to firstname.lastname@example.org, CC them, and request this permission be added.
Shifts, Unmapped Shifts, and Unmapped Employees reports
This section is where one can see the details of shift data that has been recorded on our system.
1 = Search bar
You can find the specific employee you are looking for by entering their details here.
2 = Date Range
You can view shift data for a particular range of dates by highlighting the desired ones.
3 = Clock In/Out Time
This denotes the times in which the employee was recorded to have started and ended their shift.
Note: Instant receives clock in/out data from employers, we do not have the ability to change/edit this data that has been received. If an employee feels that there is a discrepancy with their shift data, please refer them to their location manager.
4 = Received Time
This is the time in which Instant received the shift data from the employer.
5 = No Instant Pay Reason
The issue which caused the employee to not receive an Instant Pay offer. There are a few possibilities:
- All Instant Pay Offers Blocked For Employee - The employer has turned off the employee’s ability to receive Instant Pay offer.
Note: If you have a scenario in which an employee is adamant that they should be able to receive Instant Pay offers, please escalate to a Tier 2 agent to investigate this. This can be due to an issue such as a duplicate profile, rehire or a genuine problem with the company’s census data.
- No Clock Out Time - An offer cannot be created without the shift completion time recorded and received.
- Job Not Eligible For Instant Pay - Within certain locations, not all jobs are eligible for Instant Pay.
- No Active And Verified Job For This Employee - Employee Is missing a job from their profile
- Hourly Rate is 0 - The employee’s wage has not been updated and an offer could not be generated.
6 = Notified At
The time in which the employee was sent a notification of an Instant Pay offer being made.
7 = Pay Taken At
The time in which the employee accepted their offer. Note: if this field is empty, this means that the employee did not accept the offer.
This report contains the information of employees who are registered at the selected location, but their profile data does not marry with the information we have been receiving through the census file sent by the employer in question - which results in them being unable to receive Instant Pay offers. This is usually due to information such as First Name, Surname or Date of Birth being incorrect.
This report shows all employees at a location who have not signed up on Instant. We receive this data so that onboarding is speedy and can happen within 1-2 business days. We see all employees in-store irrespective of whether or not they are enrolled with Instant.
This section is where one can see shift data that has been successfully received for certain employees but due to inconsistencies within their profile, we are unable to generate an Instant Pay offer for them.
Similar to the Unmapped Employee report, we also receive all shift data for all employees in-store. Therefore you will see clocking data for people who have not signed up on Instant. The most likely reason for shift data to be unmapped is that the associated Clock System ID that has been associated with the shift is not present in the relative employee’s profile, this is shown below:
If you need help diagnosing or troubleshooting an employee not receiving Instant Pays, always feel free to reach out to email@example.com. Please help us investigate more quickly by letting us know as much of the following information:
- Employee full name
- Employee date of birth
- Employee clocking ID
- Employee ID (if different from clocking ID)
- Last confirmed shift recorded in your POS clocking system