The Concept of Rostering

Rostering means that you are defining the work requirement for an employee within your business. This work requirement will consist of a start time, a proposed length of shift, position code and an event number. In some cases, for example with full-time Administration staff, a Roster will have a regular pattern that can be associated with an employee at a particular point in time.

Methods of Rostering

Based on the requirements determined by your business, Rostering can be driven by different methods.

Method	Description
Allocation	This Roster style is driven by an event or occurrence.
Edit	Shifts are entered and edited in Daily View.
Tours	A predefined pattern is determined and created.
Shift Override	A shift is an allocation of working time, usually on a daily basis. You can create unique shifts for individual employees that repeat each week.
Timeband Override	Shifts are entered as Timeband Overrides to specify start and end times and will override any Shift Override information already entered.
Combination	Combining one or more of these methods.

Rostering, Time & Attendance and Actuals

Rostering works alongside Payroll and Time & Attendance to accurately pass payments to your payroll and compare rosters with attendance.

Rostering is the process of planning shifts and work requirements.
Time & Attendance is the process of collecting employee-clocked data.
Actuals are the actual shifts worked.
A T&A period is an Actuals period.
Actuals periods use the same pay period calendar table as the payroll period.
You can only edit open Actuals periods by adding or deleting timebands.

Following is an outline of the processes involved with Rostering, Actuals and Time & Attendance.

Define your rosters.
Determine staff availability.
Use placement criteria to find the most suitable staff.
Allocate rostered staff to shifts.
Collect and process clocked data.
Edit exceptions as required.
Process Roster pay and check the payments against your wage budget before exporting the roster to Payroll.
Export Actuals to Payroll.
Process Payroll.

Topic: 12966