Get familiar with your team roster to see an overview of you and your teams’ daily, weekly, or monthly work schedule at a glance. Here, you will learn about the following:
Navigating the Roster Page
Types of Roster Views
Navigating the Roster page
Clock on the hotspots below to familiarise yourself with the main Roster page.
Shifts
Shifts with a green checkmark have been filled.
Shifts with a red exclamation mark need to be filled.To fill the Shift, click into the Shift Instance from the Roster.
Filters
Filter by Department – Search for and select the Departments you wish to display on the Roster Calendar.
Filter by Location – Search for and select the Locations you wish to display on the Roster Calendar.
Types of Roster Views
Customise how you would like the Roster to be displayed. You and your employees can set a Default Roster View as your desired option by going to My Settingsand specifying your Default Roster Viewunder Other Preferences.
To toggle between these views from the Roster page, click on theFilter button and select the button for which view you would like.
Staff View
Employees are displayed horizontally on the calendar. Access this view by selecting the Filter button from the Roster Calendar and choosing ‘Staff‘ under the dropdown menu.
Shift View
Shifts are displayed horizontally on the calendar. Access this view by selecting the Filter button from the Roster Calendar and choosing ‘Shift – Horizontal‘ or ‘Shift – Vertical‘ under the dropdown menu.
Role View
Employee Roles are displayed horizontally on the calendar. Access this view by selecting the Filter button from the Roster Calendar and choosing ‘Role‘ under the dropdown menu.
Staff - Location Roster View
Filter Employees by Location from the Roster Calendar. Access this view by selecting the Filter button from the Roster Calendar and choosing ‘Staff – Location‘ under the dropdown menu.
Fortnightly View
Filter Employees by Location from the Roster Calendar. Access this by selecting “FORTNIGHT“ button at the top right hand corner of the Roster Calendar.