Humanforce has a rostering function called Base Rosters, which are a special type of roster that can be used as a ‘container’ for an employee’s actual shifts for a day. The idea is an employee is assigned to a Base Roster which shows the hours and times they are expected to work, but can then be assigned to multiple or smaller shifts throughout the day. For example, contracted time and base roster is 07:00 to 15:00, during this time the employee has 2 shifts. The manager can clearly see when the employee has a gap to assign another shift or alternatively leave blank and hours will automatically cost to employee's default cost centre.
This feature is specific to Employee Rostering in Humanforce Web, meaning that it is not available in the Back Office or Department rostering.
Note: If using Base Rosters, do not make changes to rosters using Department
Rostering as this can cause issues.
Enabling Base Rosters
To turn on the Base Roster functionality, go to Admin > System Settings. On the Roster/Roster Templates tab, tick to Enable Base Roster Functionality.
In the Access Levels, you can also enable the Base Roster Templates permissions.
Creating Base Rosters
When the Base Roster functionality is enabled, Managers will get an additional option when trying to create a shift.
Clicking Add/Edit base roster will allow the Manager to create a Base Roster with the basic shift details.
Once the Base Roster is created, a visual indication of that Roster will appear for the Employee as long as you have the button selected for Display base roster.
If standard rosters are created as well, those shifts will be shown within the Base Roster and will give an indication of where the gaps are in that shift.
This is also visible from the Gantt Chart view.
You can drag shifts into and out of the unassigned area in Gantt Chart view, but the Base Roster gives the advantage of clearly showing where the gaps are. Additionally, there are extra filtering options that come along with Base Rosters: With Gaps and With No Gaps. As the names suggest, this will filter the Employees shown down to those who have a Base Roster with some gaps or no gaps respectively.
The Base Rosters functionality also provides Base Roster Templates, which allow sets of Base Rosters to be defined over various numbers of weeks for Employees. These can then be imported via Employee Rostering and built upon as with other templates.
Other Details
- Base Rosters cannot be published, so employees will not see them when checking their Rosters
- Base Rosters will be references when an employee is clocking in, so even if there are no ‘standard’ rosters for an employee on a given day, they will still be shown the Start and End times for any Base Roster on that day
- If an employee has both Base Rosters and standard rosters on one day, they will effectively be shown as multiple rostered shifts when an employee attempts to clock in
- For example, if an employee has a Base Roster from 9am-5pm and a standard roster from 11am-2pm, the employee would be shown that they can clock in for a shift from 9am-11am
- Employees who are assigned to a Base Roster will be treated as rostered, meaning that they will be excluded by the ‘Overlapping’ filter in the employee selection of Event Planner
- Base Rosters are not visible in Event Planner, as per any other shifts which are created through Employee Rostering