Roster - Work Patterns

Overview

This feature allows you to maintain a 1 or 2-week default work pattern for each employee and use them to generate rosters.

Work Patterns can be updated together (for all staff) from the Work Patterns screen when managing rosters or from the individual staff profiles.

Setting & Updating Work Patterns

šŸ’» Payroll > Rostering > Work Patterns

  1. Select the (daily) location of each shift
  2. Enter the Start and Finish times
  3. Enter the unpaid break times (optional)
  4. Repeat for Week 2 shifts (if any)
  5. Click Update Patterns

šŸ’» Staff/HR > Manage Staff > Staff Profile > Work Patterns

  1. Select the (daily) location of each shift
  2. Enter the Start and Finish times
  3. Enter the unpaid break times (optional)
  4. Repeat for Week 2 shifts (if any)
  5. Click Update Work Pattern

Generate Roster Using Work Patterns

āš ļø You can only generate new rosters for blank roster periods!

  • If your roster period already contains shifts, click the Delete Roster button for that week (in the build tab) to clear it.

šŸ’» Payroll > Rostering > Work Patterns

  1. Scroll to the end of the page
  2. Enter the date (Monday) of the roster you want to create
  3. Select Week 1 or Week 2 Patterns
  4. Click Generate Roster

šŸ’”This will generate a Draft roster that you can edit further before publishing.

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