Departments & Roles

Why use Departments?

• Colour coded rosters to ensure the correct staff and coverage
• Better shift allocation for effective roster forecasting
• Staff will know where in the company they'll be working each shift.
• Ability to run reports and filter by specific departments
• Useful for running reports based on departments for specific wage costings.
  

Enabling Departments

• Click on Settings and select General from the menu
• Enable the Use Departments function.
• Done to save.
• Click on Settings and Select Departments from the menu.
  

Creating and Assigning Staff to Departments

Once you've enabled departments, you can now create them! You're able to make as many as you want, and we can also enable the ability to use them with job codes, tracking categories or classes (speak to Helpdesk for further assistance)

• Click Create
• Give the department a name and assign it a colour; this will appear in the rosters and timesheets.
• Continue to create as many departments as required.

• Once your departments are created, you can now assign staff.
• There should be a list of staff and a series of tick boxes for the departments you've created.
• Tick your employees into their respective departments; if they can work across multiple, tick them!
• Once complete, click Done to save.

Your rosters and timesheets will now be colour coded!

Why use Roles?

• Ability to forecast what job or role someone is completing on a day (with or without Departments)
• Assists with job costing reports for specific roles or projects
• Staff can see on roster what job they'll be completing on that shift

How to Create and Use Roles

• Click Settings and select Roles from the menu
• Click Create
• Give the role a name and assign a color
• Done to create
• Repeat for however many roles you require.

Difference between System Role and User Role

A system role is created in the award Wageloch manually programs into the system for you, based on information you have provided to us.
When assigned to a shift, a system role will change how an employee is paid. This could be a leave type (Annual, Personal, LWOP, etc.) or an alternative role that attracts a different rate of pay (Higher Duties, Supervisor, etc.).

A user role can be created by you, or anyone within your company who has access to Wageloch for rostering.
User roles do not change how an employee pays, but is rather a visual indicator in the roster or timesheet for a specific job or role that is/was completed on the shift.