Contents

1.94 Rostering Manual Introduction Rostering Overview The Concept of Rostering What is a Roster? What are Actuals? Rostering Terminology Glossary Roster Periods Roster Period What Happens when a Roster Period is Opened? Opening a Roster Auto-placement Roster Status Employee Rostering What is Employee Rostering? Details tab Availability tab Tours tab Shift Overrides tab Timeband Overrides tab Results tab Shifts What is a Shift? Shifts - Details tab Shift Timebands - Details Shift Timebands - Areas Shift Timebands - Activities Shift Timebands - Rates Shift Timebands - Effective Dates Shift Timebands - Advanced Shifts - Costing tab Shifts - Group tab Shift Codes Creating a Shift Shift Groups Shift Groups - Costing Tours What is a Tour? Tours - Duration Tours - Shifts Tour Shifts - Details Tour Shifts - Areas Tour Shifts - Activities Tour Shifts - Rates Defining a Roster Tour Adding a Roster Tour Creating a Roster Tour Availability What is Availability? Availability Groups Availability Groups - Cycles Availability Groups - Overrides Availability Group Cycles Availability Cycles Availability Days Placement Criteria What are Placement Criteria? Basic Criteria Static tab Dynamic tab Competencies tab Qualifications tab Requirements What is a Requirement? Requirements Details Requirements Areas Requirements Activities Requirements Costing Requirement Timeband Overrides Details tab Areas tab Activities tab Rates tab Requirement Competency Overrides Details tab Requirement Qualification Overrides Requirement Tours What is a Requirement Tour? Requirement Tour Details Requirement Tour Areas Requirement Tour Costing Requirement Tour Activities Requirement Tour Requirements Requirement Tour Requirements Details Requirement Tour Requirements - Areas Requirement Tour Requirements - Activities Allocations Allocations Overview What is an Allocation? Build Allocations when opening roster Build Allocations for stand alone Requirements Process to Create an Allocation Allocations - Phase 1 Allocations - Phase 2 Create Allocation Suggestions Maintain Allocations Allocation Suggestions Processing suggestions for each allocation Suggested Employees Auto-placement Using Allocation View Editing an Allocation/Requirement Record Inserting an Allocation/Requirement Record Deleting Requirements Breaks Absolute Breaks Clock Breaks Relative Breaks Daily View Opening Daily View Introduction to Daily View Navigation Toolbar Drill Down Toolbar Search Toolbar Editing the Roster in Daily View Inserting a Timeband Editing an Existing Timeband Allowances - T&A/RS (i) Allowances - T&A/RS(ii) Reapply Open Roster Customising Daily View for Rostering Display Clock Results Toolbars Add Toolbar and Remove Toolbar Button Add Toolbar Buttons Save Layout Daily View Drill Down View Resize Areas Generate Grid Report Close Drill Down Customise Daily View Data Sort Employees by Department Group Data Filters Customise Employee View The Customise Toolbar Customise Drill Down Customise Column Extensions Customising Forms Customising the 'Actuals: Inserting a Shift' Form Customise Totals Import Roster Timebands Process Roster Pay Process Roster Pay - Details Process Roster Pay - Advanced Filter Options Awards - Performance Setting (TA/RS) Close Roster Reset Roster Export Roster to Job Costing Export Roster to Payroll Rebuild Roster Accumulators Confirm Roster