Rostering Training (Roster Manager) - Agenda

Purpose

This session will train users on utilising Humanforce's Roster Manager and Template Manager functionality for effective employee scheduling and rostering.

Objective

• Learn how to create and manage rosters in Roster Manager
• Practice assigning shifts, applying filters/grouping, and using roster actions
• Understand Template Manager for creating reusable shift templates

Key Participants

• System Administrators and Payroll Officers responsible for training new managers
• Team Leaders, Operational Managers, and Rostering Managers/Teams

Prerequisites

• Access to Humanforce with proper permissions
• Understanding of organisational rostering processes/requirements
• Configured Location, Department, and Role structures
• Attendees should have their own laptop and stable internet for hands-on practice

These sessions are ideally delivered as a hands-on session to practice the activities you will be undertaking in Humanforce. For you to get the most out of these remote training sessions Humanforce makes the following recommendations.

1. Ensure you know your Humanforce log-in details, and have tested them prior to the session
2. Ensure you have a stable internet connection
3. Take yourself away from your desk/phone to limit distractions
4. Gather in a room together with a tv/projector to share the trainers screen, and have your own laptops to follow along with. Otherwise, have at least two screens available

The agenda below is our standard and covers all necessary topics for your Managers to get started with Humanforce. Please contact your consultant if you'd like to discuss other options.

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