How to: Use the Member Log (Accruals)

Modified on Fri, 25 Jul at 4:43 AM

Overview

The Member Log provides a comprehensive breakdown of an individual member’s work history, PTO accruals, overtime records, and swap activity. It is an essential tool for reviewing member activity, verifying balances, and auditing shift or swap behavior according to department policy.

Prerequisites

Admin, Officer, or Scheduler access to the Members page
Member profiles must be active with logged work or swap history
Swap tracking and PTO accruals must be configured by the department

How to Access the Member Log

1. Go to the Members Page

From the main menu, navigate to Members

2. Select a Member

Click on the member’s name to highlight their row
Click the Member Log button at the top of the page

Understanding the Tabs in the Member Log

?️ 1. Member Log Tab

This tab contains three key tables:

Worked Detail History – A log of all past detail assignments the member has worked
Summary Table – Displays the member’s current PTO accruals, including vacation, personal, sick time, etc.
Overtime Lists Table – Shows a record of all overtime shifts worked by the member

? 2. Swap Details Tab

Lists all historic swaps performed with other members
Includes date, shift type, and the counterpart member in the swap
Useful for verifying mutual swaps and past agreements

⚖️ 3. Swap Balances Tab

Displays current swap balance based on department policies
Shows how many swaps the member has remaining or has used
Helps enforce fairness and monitor swap limits

Tips & Best Practices

Use this page to verify a member’s accrual totals before approving time off
Review swap balances before approving or denying future swaps
Export logs monthly for audit or reporting purposes, if needed
Encourage members to check their own logs regularly to stay informed