Creating Rosters

From Wageloch Wiki

Revision as of 03:00, 2 September 2022 by Cienna (talk | contribs) (→‎Publishing)

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.


Create-roster.gif

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.


Add-shift-rows.gif

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.


Adding-shift-times.gif

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.


Shift-swap.gif

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!


Publishing-roster.gif

Rostering: Articles: Under Construction

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