The Roster Process


There are a few steps involved in creating a roster, these are designed to make it as flexible and as quick as possible.




Data flow model


1234
Roster
  Template  

Roster
  Calendar  

SMS
  Calendar  
Roster

Generate
 Timesheet 
Data

Roster
  Employee  
Console

TemplateCalendarTimesheet


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:

  • SMS the roster to the employee
  • Viewed online via the employee console, you can send a push notification straight to the employee's phone
  • PDF download for printing

  • 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.