This guide will demonstrate how to use the roster calendar page.
Menu > Payroll > Rosters > Calendar
Roster calendars are created from a roster template.
Review the Roster template guide, before proceeding.
Each roster template is identified by the name of the template.
Each roster calendar is identified by the year and week.
Select which week of the fiscal year you would like to edit.
Selecting roster calendar
The editing process for a roster calendar is exactly the same as the process for a roster template.
Once you are happy with a roster you can lock it.
Lock / Unlock roster calendar
By locking a roster calendar you disable the ability to make edits to that week's roster.
The employees will also be able to access this week's roster once it's locked.
Unlocking the roster will remove access for the employees and make the roster editable once again.
Menu > Home > Control Panel
You can also view the current day's roster on the Control Panel.
AutoRoster and Shift Bidding are two ways to assign staff to open shifts. With Shift Bidding you offer staff the option to show interest in working the selected shifts by “bidding”, while AutoRoster won’t need the staff interaction, instead it automatically takes into consideration who is available and eligible to work and suggest a roster allocation based on this information.
To open a shift for bidding, the shift must be set as Open under the Allocation area.
The Convert tool can be used to quickly convert Rostered Shifts to a specific status of Allocation.
Open shifts can be auctioned to staff for shift bidding or they can be automatically assigned to eligible staff with AutoRoster.
Auctions can be created using the Auction Tool.
Select the Date Range of Rostered Shifts to Auction.
Select an Automated auction for AutoRoster or a Staff Bidding auction for Shift Bidding.
Choose the notification options to notify staff of a roster auction if Staff Bidding has been selected.
Select the option to create the auction live now, or make the auction live at a specified date.
Simulate the Auction with your selected settings and confirm the Auction details.
Staff can be selected or deselected for the Auction within the Eligible Bids section.
Ineligible Bids can show the staff members who are locked from particpating in the Auction.
Confirm the Auction by clicking Create.
The progress of an Auction can be reviewed at anytime.
Open the Auction Review Tool to review the progress of an Auction.
Staff who have bid on an Auction can be selected to be assigned to an Auctioned Shift.
Open the Auction Assign Tool to assign staff to Auctioned Shifts.
Staff can be assigned to Auction Shifts manually or by using the (Smart Rostering System? Auto Assign? Name this, Redo this sentence please)
Microkeeper can automatically build a roster suggestion based on preset parameters. The selected parameters will impact the staff assigned to the open shifts.
Bidding Pool Priority
Selected hours before and after a staff members shift can be protected from being auto assigned
Approved Weekly Overtime
Select the number of acceptable Overtime hours in a week for staff members.
Click the switch staff button to select a specific staff member to work the selected shift
Once you have confirmed the assignment for your shifts, clickto finish the assignment process.