Difference between revisions of "Creating Rosters"

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===Reassigning Staff (Shift Swap)===
===Reassigning Staff to Shifts (Shift Swap)===
When a staff member needs to be swapped after being assigned a shift or if it was completed in error, we can reassign staff members to a shift.
This can be considered a <b>shift swap</b>.
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* Left click on the employee's name for the shift you need to change.
* You'll receive a list of the staff available to take this shift.
* Click Select to pick that employee and reassign the shift.


==Advanced Rostering: Under Construction==
==Advanced Rostering: Under Construction==
[[File:Roster List.png|250px|link=Roster by List View]] [[File:Roster Grid.png |250px|link=Roster by Grid View]] [[File:Roster Templates.png |250px|link=Creating Roster Templates]]  [[File:Roster Rotation.png|250px|link=Creating Roster Rotations]]  [[File:Roster Functions.png |250px|link=Advanced Roster Functions]]
[[File:Roster List.png|250px|link=Roster by List View]] [[File:Roster Grid.png |250px|link=Roster by Grid View]] [[File:Roster Templates.png |250px|link=Creating Roster Templates]]  [[File:Roster Rotation.png|250px|link=Creating Roster Rotations]]  [[File:Roster Functions.png |250px|link=Advanced Roster Functions]]

Revision as of 01:41, 2 September 2022

Basic Roster Creation

  • Open Wageloch and sign in
  • On the roster homescreen, click Create New+ and select Blank Roster
  • The roster start date will align with your timesheet period and/or the end date of your previous roster.
  • Click Done to create your roster.
  • Once created, you will see your dates running left to right.


Adding in Shift Rows

  • To add in a shift row, click ADD+ in the bottom right.
  • Click (Select Staff) to get a list of your employees.
  • Tick the box next to whomever will be working this day.
  • Once all selected, click Done; shift rows are now added in.


Adding in Shift Bars

  • On the shift row for the employee you've selected, find your start time.
  • Left-click + hold, then drag across to the finish time.
  • If you mis-click or get the start/finish time wrong, hover over the edges of the shift to show arrows.
  • Left-click + hold, then drag to adjust the shift time.
  • Complete this for each employee you have added on the day.
  • Continue creating each day by following the steps listed above.


Reassigning Staff to Shifts (Shift Swap)

When a staff member needs to be swapped after being assigned a shift or if it was completed in error, we can reassign staff members to a shift. This can be considered a shift swap.

  • Left click on the employee's name for the shift you need to change.
  • You'll receive a list of the staff available to take this shift.
  • Click Select to pick that employee and reassign the shift.

Advanced Rostering: Under Construction

Roster List.png Roster Grid.png Roster Templates.png Roster Rotation.png Roster Functions.png