Roster - Staff Summary, Scheduler, & Print Modes

💻 Rostering > Staff Summary Mode

This page allows you to add and edit shifts the same as in Build Mode. But instead of grouping shifts by room, they are sorted by employee (listed on the left). In this view, you can also see staff availability (unavailable) and leave shifts in line with their work shifts.

Additional Functions:

• This page can be filtered by Rooms and/or Staff
• See total rostered hours for each employee underneath their name
• You can print or save as a PDF by using the print icon in the top right corner of the page

💻 Rostering > Scheduler Mode

The Scheduler allows you to take a closer look at each day and see how shifts and breaks overlap or where more staff might be required at certain times of the day. 

Shift Functions:

• Add shifts by dragging a staff name onto the roster
• Edit a shift by clicking on it in the roster
• Adjusting a shift allows you to add lunch break times, delete, or move it to another day of the week
• Change the stand and end time by dragging the shift left or right
• Change the room by dragging the shift up or down
• Change the start time by dragging the shift from the left edge
• Change the end time by dragging the shift from the right edge
• Change the lunch shift times using the grey shift underneath

Navigation Functions:

• Change the week you are viewing by using the date select or toggle arrows at the top of the page
• Change the day you are viewing by using the grey toggle arrows or the 'today' button to return to the current day
• Use the Day/Week toggle to extend the view to include all days of the week, then use the horizontal scroll to slide across to each day

Roster Audit Log:

The roster audit log tracks any changes to the roster for the week you are viewing. Trackable actions include:

• Adding a shift
• Editing a shift
• Removing a shift
• Publishing or Updating the roster period

💻 Rostering > Print Mode

This view of the roster gives you a printer-friendly overview of all shifts for the week.

You can also apply filters for Rooms or Staff and group by room (or no grouping).

• Press the print button in the top right corner to print the view on the screen
• Print does not include profile photos

Roster View:

Grouped by Room:

Print Preview: