The employee table displays your assigned shifts and available employees. The filter options you apply will determine exactly which shifts and employees are shown. If you filter to a particular department you will only see shifts assigned to that department and employees who are allocated to be able to work there.
The employee list displays the employee’s name, employee code and the hours and cost of their currently displayed shifts.
The search function at the top of the employee list can be used to return only particular employees based on name or employee code. To do this click on the word “search”, enter a name or code and then press enter on your keyboard. When finished click the icon in the search field to return to viewing all employees.
To the right of the employee list a cell is shown for each employee and day, this is where shifts can be created or assigned from the unassigned shift block.
These cells may be shaded or have their top left corner coloured to inform you of the employee’s availability.
|
Cell Effect |
Explanation |
|---|---|
 |
Unavailable for all or part of the day. |
 |
Preferred for all or part of the day. |
 |
Mixed unavailable and preferred during the day. |
 |
Available for all or part of the day.* |
 |
Requested leave on this day. |
 |
Approved leave on this day. |
*Only displayed if employees are considered unavailable by default.
Hovering over these colours will provide more details of the status and times.
Within the employee block you can click and drag an existing shift into another cell in order to create a copy of it.
Shift Cells
Assigned shifts will appear as populated cells against the employee for the day on which they start. The information display against the shifts will vary based on the page setting you select, to learn more about page setting check our article on the employee rostering function bar.
In addition a shift may display one or more status icon as follows:
|
Icon |
Explanation |
|---|---|
|
|
Confirmed status of the shift. |
|
|
Published status of the shift. |
 |
A roster warning applies to this shift, hover over for more details. These icons are display after using the check alerts function as described above. |
 |
The employee has more than one shift for this day, click the icon to view all shifts. |
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Shift Editing
In order to create or edit shifts for an employee, double click on their cell or shift for that
day. You will then be given a screen where you can edit existing shifts for that day or add
new ones.
The top of this screen will provide the total hours and labour costs of all shift the
employee has on that day.
Below this any existing shifts will be displayed allowing you to modify their attributes in
the details section as required. If any changes are made a Save button will appear
allowing you to confirm your changes.
To add a new shift click the Create Shift button. This will display another set of shift
details for you to update. Initially these will be automatically populated based on the
employee’s default details. Once the details are correct, click the Add button to
create the shift.
When you have finished editing shifts for the employee for that day click the X button in
the top right corner of the screen to return to the employee block.
There is no need to save while working on your roster as all your changes are automatically
saved as you make them.