Lumary WFM - This article explains how to associate workers with a roster and add an availability template to show when they're available.
You can associate workers who are typically required for a particular roster to the base roster. When you associate a worker with a roster, you must also set their availability. This makes planning for roster periods more efficient as you can see the associated workers, their availability and potential scheduling conflicts when you're setting up a roster period.
Required and supported packages
Available with: Lumary WFM
Supported in: Lumary DC
Click here to find out how to get back to a base roster
- Click on the Scheduling tab in the nav bar.
If you can't see this tab, you may need to check under the More drop-down list or click on the App Launcher nine dot grid and search for scheduling.
- This will open the live Scheduling roster. The green Scheduling tag in the top part of the calendar shows that you're on the live Scheduling roster.
- Click on the Roster Mode button.
- Click on Select an existing Roster.
- In the Search Rosters... field, start typing the name of your roster.
- Click on the name of your roster when it appears on the list.
- Click on the Open Roster button.
You can also associate a worker from a roster period. This will add them to the base roster.
Workers who have been added to sessions on a roster but haven't been associated with that roster will be labelled with an exclamation mark icon.
To associate a worker to a base roster or roster period:
- Click on the Associated Workers tab.
- Scroll down to the Contact Availability Templates - Workers section.
- Click on the New button.
This will open a New Contact Availability Template popup form. The following table explains how to fill in the fields on this form. Mandatory fields are marked with an asterisk.
| Field | How to use it |
|---|---|
| * Contact | Search for the name of the worker and select it. |
| * Start Date | The first date from which to apply the availability template. |
| * Availability Template |
Use this field to search for and select an availability template for this worker. The availability template sets and shows the pattern of days and times that the worker is available. For example, your business could have a template for workers who typically work Monday to Friday, from 9am to 5pm. |
| * Roster | Sets the roster for this availability. This should auto-fill with the name of the base roster. If you're in a roster period, this will show the base roster for the roster period. |
| Worker Assignment | If you're using Lumary DC for award interpretation, you can select the worker assignment to apply to this worker for this roster. The search field shows assignments that have been created for this worker. New worker assignments should be synced from the payee's assignment record. |
- Click on the Save button.
- Repeat this process to add all of the workers you require for this roster.
- Once you've associated workers, click on the Calendar tab to go back to the calendar view. Workers you've added should now appear. You may need to refresh your browser to see newly associated workers.
Once you've added workers to your base roster or roster period, you can also add:
If you've finished setting up your base roster, you can use it to create a new roster period.