Rostering: Quick Entry

To create a new roster or add an additional team member to an existing roster, administrators have the ability to use Quick Add within Discover. Quick Add offers administrators the ability to view their entry in a similar format to a spreadsheet and, once ready they can select to save any data onto their roster which can be viewed through the Roster Sheet or Roster Scheduler.

To use Quick Add, administrators can navigate as follows:

1. Login to your Discover account
2. Navigate using the menu to the left hand side to Staff Roster
3. You will land on the Quick Add screen, to confirm, you will see the menu across the top of the page with Quick Add being the first option.

To input a shift, administrators can create as follows:

1. Select the day/date
2. Under Staff Member, select the arrow and click on the team member you are applying this entry to
3. Under Task, select the arrow and choose the task you are wanting to assign
4. Under From add in their start time
5. Under To add in the end time for this particular task
6. Under Lunch users can enter the start time of this persons lunch eg 12 and once saved Discover will automatically assign a 30minute lunch break (12-12:30pm) Please Note: By default lunch breaks are 30 minutes but you can edit this time in your Centre Settings.
7. To add multiple tasks, administrators can select Add Row, adding as many rows as they require and repeating the above steps until the entry is completed in full.
8. Press Save. This shift can now be seen on the Roster Sheet and Roster Scheduler
   

User Examples: 

Example 1

If administrators enter a long task, for example  8:00am to 4:30pm, you can optionally input a time for lunch, say 12:00pm.  If you do this, when the roster is saved, Discover automatically creates three tasks. 

8:00am - 12:00 pm (task)

12:00 pm - 12:30 pm  (lunch)

12:30 pm - 3:00 pm (task)

By default lunch breaks are 30 minutes but you can edit this time in your Centre Settings.

Example 2

If staff members have multiple tasks through out the day, administrators are able to use the Add Row option and input multiple different tasks as follows:

7-11am Contact (Task)

11-12pm Lunch (Task)

12-1pm Meeting (Task)

1-4pm Non Contact (Task)

IMPORTANT NOTES

• Quick Add should be used for new shifts and data only and should not be used to update existing entry's on a roster. Although this functionality is possible it is highly recommended to use Roster Sheet or Roster Scheduler to update/edit their entries exclusively. If you enter a shift for a staff member with an existing entry, a warning will appear on screen, if accepted the new entry will replace any existing data. There is now way to reverse this action. 
• If you find that Discover is not letting you save the data, please double-check what you have entered. Discover will not save the incorrect tasks, staff names, or overlapping time.