Difference between revisions of "Creating Rosters"
From Wageloch Wiki
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===Publishing=== | ===Publishing=== | ||
To notify your staff of their rosters, you're able to Publish by email and/or to the [[Using_The_App_(Staff)|Wageloch Mobile App.]] | |||
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* After you have completed your roster, be sure to Save. | |||
* Click on the Publish button in the top right. | |||
* Enter your email address; should any staff have issues they can email you back. | |||
* So long as the employees have a shift in the roster <i>and</I> an email address on their staff card, they will appear in the list. | |||
* Click Done to send the rosters out to your staff! | |||
[[File:Publishing-roster.gif]] | |||
==Rostering: Articles: Under Construction== | ==Rostering: Articles: 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 03:00, 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.
Publishing
To notify your staff of their rosters, you're able to Publish by email and/or to the Wageloch Mobile App.
- After you have completed your roster, be sure to Save.
- Click on the Publish button in the top right.
- Enter your email address; should any staff have issues they can email you back.
- So long as the employees have a shift in the roster and an email address on their staff card, they will appear in the list.
- Click Done to send the rosters out to your staff!