Creating a Roster (1 of 5) A Creating a New Roster. B Opening / Navigating to a Roster. 7 Select the From date for the roster(s) 3 4 Click on Find

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1 Creating a Roster ( of ) A Creating a New Roster master group and the View Rosters task group unit from the drop down list Click on Find correct Template number of s to be created From date for the (s) Note: The new s that will be created and details are displayed with an icon highlighting that it is / they are new Add Roster from Template shortcut Note: Rosters that already exist are clearly displayed. Click on Save B Opening / Navigating to a Roster Select Rostering master group and the View Rosters task group unit from the drop down list Click on Find calendar icon and navigate to the View Date required The will be displayed View Rosters shortcut period /number of weeks to view using the drop down ALL.0 0.0

2 Creating a Roster ( of ) C Viewing Vacancies / Unfilled Duties master group and the View Rosters task group using the unit drop down list and the calendar Show Vacancies button in the tool bar Vacant duties will be displayed at the top of the, above the bar View Rosters shortcut Click on each requirement to view vacancies within each group D Filtering Vacancies the required Click on Show Vacancies (if not already displayed) A number of filter options will be displayed above the vacancies, in the tool bar Note: The filter options available will depend upon the requirements set up in the Demand Template for the unit Use the drop down lists against one or more filters to sort the vacancies as required Click on Reset to clear all filters and return to a display of all vacancies Tick/untick Filter People Too to display only people who match the criteria of the filtered vacancies in the ALL.0 0.0

3 Creating a Roster ( of ) E Allocating Duties Manually vacant duty you wish to assign Click on Show Vacancies (if not already displayed) requirement Use the filters if required Note: You can use the Ctrl key to multi-select Hold the left mouse button and drag and drop the duty or duties to the name of the person you wish to assign them to The duty or duties will be assigned to the appropriate place in the and will be checked against rules and restrictions Note: To remove a duty assignment, click on the duty to be removed and drag back to the Vacancies area F Managing Requests Duty and day off Requests made via Employee Online will be displayed and marked with the R icon Annual Leave and Study Requests made via Employee Online will also be displayed and marked with the R icon and?, if they are waiting to be approved. To manually assign a Request, select the duty or day off from the Vacancies window and drag to the person Right click on the assigned duty or day off and select Set Requested Status from the list which appears The Request will now be marked with the R icon To cancel a Request right click on the Request and select Cancel Duty ALL.0 0.0

4 Creating a Roster ( of ) G Modifying Shift Times assigned duty to be modified Right click and select Adjust Times, or click on the Adjust Times button at the bottom of the Adjust Start and End Times as required Check Rest Times Select a Duty Change Reason from the drop down list Enter Comments if required Click on OK The duty will be displayed with a clock icon and the revised times. The tooltip will confirm the details. H Assigning and Editing Unavailability Person s name or the date on which the Unavailability episode begins Right click and select Add Unavailability from the list which appears, or click on the Add Unavailability button at the bottom of the Group and Reason from the drop down lists calendar icons and select the first and last dates of the episode, or enter the start date and the Duration (in days) Status from the drop down list Check the calculated hours by Post Click on OK To edit an Unavailability episode, click on the episode, right click and select Edit Unavailability. ALL.0 0.0

5 Creating a Roster ( of ) I Auto Rostering master group and the View Rosters task group View Rosters shortcut J Printing the Roster using the unit drop down list and the calendar purple Roster Bar, or a Team Bar (to just Auto Roster duties for that Team). Right click and select Auto Roster, or click on the action button at the bottom of the Favourite, i.e. What you want Auto Roster to do, and click on OK The Status will be clearly displayed on the Roster Bar The progress of the Auto Roster is visible in the tooltip when you hover over the Roster Bar purple Roster Bar printer icon in the toolbar print format required from the drop down list. Check the View Date and the Unit. Use the filters to select the detail you wish to include in the printed Click on Run Report ALL.0 0.0