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:

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

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

User Examples: 

Example 1

To enter a long task, for example  8:00am to 4:30pm, you can optionally input a time for lunch, say 12:00pm.  When Saved, Discover will automatically create three tasks: 

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

12:00 pm - 12:30 pm  (lunch)

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

Example 2

If staff members have several tasks throughout the day, multiple different tasks can be input 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.