Rostering: System Setup

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. Enter the name of the shift type/task in the 'Function Name' field, and create a code for 'Function Code'.

3. Next to 'Colour', type in the name of a colour, or click the colour icon to the right to choose from a palette.

4. Tick the boxes to specify the details of the shift type/task.

5. If shift is specified as 'Teaching', an option to select a room will be displayed.

5. Type in your Payroll codes if needed.

6. Click '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 also 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, head 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'.