Rosters and scheduling

Set up and publish a roster

• Introduction to rostering and scheduling
• 1. Create a base roster
• 2. Create a new roster period
• 3. Validate a roster period and check violations
• 4. Publish a roster period to the live schedule
• Manage an on-call roster

Create and modify sessions/shifts

• Introduction to sessions and shifts
• Create a session
• Create a shift
• Assign existing sessions to a shift
• Modify sessions and shifts with right-click actions
• Modify workers

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Manage changes on the live schedule

• Record when a worker calls in sick and find a replacement
• Cancel a rostered session (client or worker cancels)
• Send and review offers from the live schedule
• Manage worker leave requests
• Record attendance for a group appointment
• Complete a session/shift on desktop on behalf of a mobile user

Manage rosters

• View an existing base roster
• Clone a base roster
• Manage draft base rosters
• View an existing roster period
• Associate workers with a base roster or roster period
• Criteria for assigning workers

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On-call support

• Log an on-call disturbance
• Complete an on-call session on desktop

Reports and dashboards

• Rostered hours report extract