There are a few steps involved in creating a roster, these are designed to make it as flexible and as quick as possible.
| 1 | 2 | 3 | 4 |
| Roster Template | Roster Calendar | SMS Calendar Roster | Generate Timesheet Data |
| Roster Employee Console | |||
| Template | Calendar | Timesheet | |
The data flows through the model from left to right.
1 - The first step is to create a template.
| For a full break down on the functionality of the roster templates, view the Roster templates guide. |
2 - Once you are happy with your template you can save it to the desired week of the financial year.
| Changes can still be made and the roster can be locked when it's ready to be viewed by the employees. |
3 - The employee can view their roster a few different ways:
4 - There are many ways to create timesheet data - we recommend reviewing the Clock on/off guide to consider your options.
| One of these options is to generate your timesheet data from your roster (used when an employee is not required to clock their hours). A timesheet to roster comparison page helps identify inconsistencies in your timesheet data. |
This is a brief explanation of the roster process, we recommend reviewing all pages under the rostering guide for a better understanding of this process.
