How to roster your staff [Video]
Setting default or normal working hours for your staff is easy. Sometimes, staff will need a day off here and there, their hours extended and/or reduced, or perhaps they need to work a day they don't usually to cover a sick staff member.
Any changes you make to a staff member's hours - from their staff profile or directly from the calendar - will be reflected in the Roster.
To find the roster, head to Setup in the main menu and choose Roster from the Administration section:
Check out the video below, or continue reading to find out more! In this guide we'll cover:
- Using the Roster.
- Normal working hours.
- Adjusting the Roster.
- Working with rotating or fortnightly roster.
- Working with split-shifts.
- Rostering your staff at multiple.
Using the Roster The roster can be viewed for a specific location, a month at a time.
- At the top of the page, you will be able to select a Location - only one can be viewed at a time.
- You can then select a Staff member, or choose All staff or Working staff only.
- You will then be required to select a Month and a Year.
- To view the roster for your particular selection, click Go.
Disclaimer You will need to click the Save roster after making any changes to a specific month or location. Switching between months/locations won't automatically save any changes made.
Normal working hours Each staff member's
Normal working hours, shown in green, are automatically loaded into the easy to use table.
You can adjust a staff member's normal working hours by clicking the Set normal hours link under their name:
Adjusting the roster If a staff member is unavailable to be booked on a particular day, or has a change in hours on a specific day/week, you can adjust that individual day in the
- Click the [tick] to quickly roster that staff off for a day.
- Click the [x] to quickly roster a staff member on. The default hours for the location will be used.
- To adjust the Start and End times, click on the current time in the table and making any changes:
Days that are different from a staff member's Normal working hours will show as orange in the Roster, so you can easily identify them:
Note: If you are updating the roster for multiple staff, or across multiple dates, make sure to click Save roster before selecting another staff member, location or month from the options.
Working with rotating or fortnightly rosters It's only possible to assign one set of
Normal working hours for a staff member. So if you have staff that work a rotating roster e.g. changes every week or fortnight, then you will need to modify those dates manually.
We recommend setting the staff member's Normal working hours to one of the fortnight's hours, then you can use the Roster to modify the hours on the alternative weeks.
Working with split-shifts At the moment, you can add one start time and one end time to each working day.
- Start time at 8:00am
- Finish time at 9:00pm
- Add Busy Time with a duration of 5 hours at 12:00pm
If your staff work split-shifts or have extended breaks during the day the best way to manage this is to roster their start time at the beginning of the first shift and the end time when their second (or last) shift finishes. Then in the period during the day that they don't work you would add Busy Time to their calendar so they are unavailable.
For example, if Jenny works from 8am to 12pm and then comes back in the afternoon to work 5pm to 9pm you would roster her accordingly:
If they work this shift routinely, you can set the busy time to recur. For more information on adding busy time you can check out our article on busy time in the 'Related articles' section below.
Rostering your staff at multiple locations If your staff work at more than one of your available locations then you can easily roster them as such. They can even be rostered on for the same days and/or hours at two (or more) locations.
When an appointment, busy time or break is added to a staff member's calendar at one location then they won't be able to be booked online at any of the other locations.
You can still double-book appointments at both locations by manually adding them to the Calendar, which will flag an alert but the appointment can still be made: