Scheduling a Roster

The Team Leader schedules the Roster for the User.

To schedule a Roster

• Click the ‘Add’ icon to display the Roster schedule page.
• Select the following Roster details from the dropdown menu options:

• Client/Customer
• Location
• Department/Team
• Day/Week/Fortnight/Month
• Date
• Available User(s) from the list box
• Staff Type
• Shift Type
• Start Time
• End Time
• Click forward icon ‘>’ to display all chosen Users in the Selected User list box
• Click ‘Submit’

Once submitted, the Roster is scheduled for the selected Users | Staff.

Note: To remove a Staff member from a Roster, select the User from ‘Selected User’ list box and click backward icon ‘<’.

The scheduled Roster is then listed in the ‘Roster List’.

An automatic email is sent to the Roster Manager requesting approval of the scheduled Roster