Rostering: System Setup

Whenyour service in Discover is setup it will come with a selection of predetermined Shift Types and Tasks that you can choose between. However, you are able to add additional Shift Types and Tasks if required.

Adding Shift Types/Tasks

To set up shift types/tasks for your roster, navigate to Centre Settings > Roster.

    1. Select 'Create New' at the bottom left of the screen.

    2. Within Function Name enter a Shift Type / Task name. 

    3. Within Function Code enter a chosen code. 

    4. Within Background Colour, choose your desired colour for this task. 

    5. Within Text Colour, ensure that a colour code has been chosen. 

    6. Specify if the Task being created Is Teaching and if it Is Paid or not. For example, you could         create a Shift Type that is not teaching but is still paid. 

    7. Use the Task Boxes to specify the details of the task being created. 

    8. Add Payroll Codes if required. 

    9. Select 'Save'. 

Please Note: Creating shift types that are room-specific can be an easy way of tracking tasks and staff assigned to a specific room. 

For example, create a task labelled "Room Name - Contact", or "Room Name - Float" then assign the relevant room.

You can run Reports > Staff report > Weekly Staff Roster Detail > Select room to see teachers allocated to the task linked to the room.

Grouping Staff

The Roster sheet allows you to group staff (for example, by room). To add a staff member to a group, navigate to Staff in the main menu.

1. Select your staff member.

2. Under Staff Details scroll to Roster Settings.

3. Type in the name of a group you would like to create or have created previously

4. Scroll to the bottom of the page and click 'Save'.

Roster Preferences and View

Navigate to Centre Settings > Centre Details tab > Roster Settings.

Roster Granularity: Changes the time intervals on the Roster Sheet and Scheduler.*

Lunch Interval: Presets the Lunch Task to a specific duration.

Break Interval: Presets the Break Task to a specific duration.

ECE 50% Ratio Warning: Changes the ratio warnings on the Roster Sheet and Scheduler.

Roster Locking Grace Period: Discover will automatically lock the Roster after the number of business days selected here.

Send Automated Roster Emails: If ticked, Discover will send automated shift emails to staff, nightly.

Include URL for staff to confirm/modify their hours: If ticked, Roster emails will include a link for staff to confirm or modify their hours.

Shared Capacity on by default: If ticked, the Roster will automatically apply regulation 44a, allowing spare Teaching capacity for under 2's to be shared over total capacity.

Stop Updates Last Task Only: If ticked, when 'Stopping' a task/shift on the Tablet, only the last task started will be stopped.

*15 minutes is recommended.