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

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
• Manage worker leave request
• Record attendance for a group appointment

Manage rosters

• Select an existing base roster
• Select an existing roster period
• Associate workers with a base roster or roster period
• Assign workers based on suitability
• How matching rule engine results are calculated
• Rostering rule checks and violations

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