The following guide details how you can roster your staff as well as how to deploy your standard roster templates across your periods.
To open the roster screen, select the Payroll menu, then click the Roster option.
If you are not able to see the option for the rostering on your system, it is likely that it has yet to be enabled on your account. To do this please see our Subscription Manager guide for how you can add additional functionality to your system.
This article contains the following items;
- Roster Layout
- Rostered shifts
- Roster Publishing
The roster screen provides you will the ability to manage your staff timesheets with a view of seeing multiple employees on a per-day basis. This allows you to easily see your staff allocation for the period of days.
This screen is designed to view the shifts prior to the employee's clocking time their times, to view the actual/clocked times you can view them through the Timesheets screen
Working from the leftmost option first we have the options menu, in this, we have a location and department filter screen.
This allows you to show/hide the employees on a location and/or department basis to allow you to view only the employees relevant to your needs
Next, we have the period dates. This represents the date range for this roster as well as allows you to control the number of weeks to use within the period.
On opening the roster screen the system will use the current date in conjunction with the Rostered Start Day setting to determine the period range to load.
From there you can use the arrow buttons to move between periods and the period selector if you want to extend the range.
This dropdown provides the additional functionality for the following
- Imports - Using our Timesheet Import Specification
This section details the creation and management of shifts on the roster screen.
To add a timesheet to the roster screen, simply click the + for the employee and day.
As per the above, a shift will be added to the employee for the day.
ClockOn will use the employee's working week to determine the default shift times to use when creating rostered shifts, if these are not available it will instead use the Working Weeks as defined on their profile. If these do not exist then the system will instead use the Location Hours as defined in the Location Manager.
To edit the timesheet details, either double-click on the shift or right-click and select the Edit option, this will bring up the timesheet detail screen.
From this screen, you can modify the following
- The date of the shift
- The department that it is assigned to
- The employee that the shift is linked to
- The assigned shift - This is based on the history of shifts previously created in the system
- Directly edit the rostered times for the shift
- Change the shift type (default Timesheet, see the below leave timesheets section for more details)
- As well as whether the shift should be included in the payroll.
Using the Breaks tab you can set/see the rostered break times currently set against the shift.
The Notes tab allows you to enter General notes (visible on ClockOn GO) as well as incident notes.
To adjust a timesheet to a leave entry simply edit the shift as above and set the connection Type to Leave and Category to the type of leave that the employee is taking.
Once adjusted the colour of the shift will change on the rosters from Blue to Purple, and the type of leave will be displayed in the upper right of the shift.
You can remove a shift from the roster either by using the Right-Click Delete option
Or by editing the shift and using the Menu > Delete option
Templates provide a quick and easy way for users to bulk add a preset series of shifts to a period rather than having to manually add them individually.
To open the template screen, click the Options button and select Templates
The first step is to add a template to the list. To start this proces, Click the Add button.
Once clicked you will see a screen in which you can set the following
- The Name of the template
- The template's length (1 week, 2 weeks, 4 weeks)
- The ClockOn location that this template is linked to
Once entered click the Save button to proceed
Once saved you will see the template added to the listing on the left side of the screen, you can then select it to see its details.
With the template added to the system, you can now add shifts to it. To do this ensure that it is selected in the templates list and then click the Edit button.
This will take you to the roster screen in template mode
From here you can add the template shifts
Shift changes within the templates screen will be saved as soon as the change is applied.
Once you have finished adding or making adjustments to the template shifts, click the return to roster link
This feature allows you to make a direct copy of an existing template.
This will prompt with a screen to give the new template a name and once created you can make the relevant changes using the Edit button.
Once you have the template built and ready to go, you can apply it to your period.
To do this follow the steps below
- Open the Roster Templates screen
- Select the Template from the left listing
- Click the Apply button
- Set the start date for the template
ClockOn provides functionality for rosters to be built prior to being available to the employees, this grants the ability to plan the roster in a draft mode for future periods.
If a timesheet is not yet published, it will be visible only on the roster screen and hidden from the timesheets, payroll, and reporting components.
By default, this feature is off, and all created rosters are available to the rest of the system, however, this can be easily enabled from the System Setup screen.
Once this has been configured, you will see a new option within the Roster screen for Publish.
Shifts that have not been published yet will display in a lighter colour than the published ones.