MY 9.1: How to configure a Roster?

How to configure a Roster?

1. On the left sidebar menu, click “Roster”.
2. Click "Roster Lite".
3. Click to filter by Department or Role or search for an employee by name.
4. Click to select the location from the drop down list.
5. Click to toggle between Week or Month calendar view.
6. Click on the arrows to view the Roster for the previous or upcoming weeks, or click on the  icon to select the week you wish to view.
7. Click on the 'Action' button to select a action to perform on the Roster from the drop down list.
8. Click to export the Roster to Excel.
9. Click on any date to add a shift for an employee.
10. Click on the  icon to view a timestamp and log of who has made changes to this roster.
11. Select if the Day Type selected is a Rest day or Off day.
12. Select the Shift from the drop down list.
13. Select the Location from the drop down list.
14. Once done, click Save.
15. To delete a shift, click on the shift.
16. Click Delete to remove this shift from the roster.
17. Click OK to confirm.

'Action' Button:

• Assign Shift(s)
• Assign Off Day(s)
• Assign Rest Day(s)
• Remove roster schedule
• Copy roster schedule
• Bulk roster

Assign Shift(s)

1. Select a shift from the drop down list.
2. Click on any date to assign the selected shift to.
3. Once done, click Save.

Assign Off Day(s)

1. Click on any date to assign Off Days to.
2. Once done, click Save.

Assign Rest Day(s)

1. Click on any date to assign Rest Days to.
2. Once done, click Save.

Remove roster schedule

1. Click on any date to remove the scheduled shifts.
2. Once done, click Save.

Copy roster schedule

1. Select the week's schedule to copy from.
2. Select the week to paste the copied scheduled to.
3. Turn the toggle on to copy Off Day(s) as well.
4. Turn the toggle on to copy Rest Day(s) as well.
5. Turn the toggle on to overwrite any exisiting shift(s) with the copied schedule.
6. Once done, click Save.

Bulk roster

1. Select a shift from the drop down list.
2. Select the start date for the Roster.
3. Select the end date for the Roster.
4. Select the Location from the drop down list.
5. Once done, click Next Step to proceed to select which employees to apply the Roster to.
6. Search for an employee by using the Search Bar.
7. Filter between selected / non-selected employees.
8. Select the Department from the drop down list.
9. Select the Role from the drop down list.
10. Select the Location from the drop down list.
11. Click to select all employees.
12. Click to select individual employees.
13. Once done, click Apply.
14. Choose to update empty / non-assigned schedule slots, or overwrite all existing roster schedules.
15. Once done, click Confirm.
16. Click Confirm to apply the bulk roster.