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Rosters: Make a roster
This article covers: Make a roster.
Before you start
- Access. You need access to Time & Attendance > Shift Rosters. If you do not see it in the menu, ask your administrator for the role that covers this area.
- These lists must already have entries, because the window picks from them: departments (add one); locations (add one).
Steps
Open Time & Attendance > Shift Rosters.
Select Make a roster.
In the window Roster fill in the fields below.
| Field | What it means and what to enter |
|---|---|
| Name | The name people see for the record. |
| Code (empty: made for you; cannot be changed later) | A short, unique code that identifies the record. For example: RS-202610-01. |
| Description | Free text for your own notes. |
| Kind | Choose one: Daily, Weekly, Monthly, Custom period, Rotational. |
| Made for | Choose one: A department, A team, A location, Chosen people. |
| Department | Choose from the list. |
| Team | Choose from the list. |
| Location | Choose from the list. |
| Employee codes (separated by commas or spaces) | Type the employee codes (separated by commas or spaces). |
| First day | Pick a date. |
| Last day | Pick a date. |
| A published schedule to start with | Choose from the list. |
| Compliance profile | Choose from the list. |
| Days lock | Choose one: When attendance is finalized, After payroll is processed, When the period is over, By hand only. |
| People accept the roster | Choose one: Yes, No. |
| Notice a change needs, in days (empty: the organization's setting) | Type the notice a change needs, in days (empty: the organization's setting). |
| Weekly off rule | Choose one: No rule, Fixed weekdays off, A number of days off a week, any days, At least a number of days off a week, Days off in a row, Alternate weekends. |
| Weekdays off (1 Monday to 7 Sunday) | For example: 6,7. |
| Days off a week (at least) | Type the days off a week (at least). |
| Days off in a row (at least) | Type the days off in a row (at least). |
| Breaking the rule is | Choose one: A warning, Not allowed (blocks publishing). |
| Why (kept in the history) | Say why. The text is kept with the record and shown to whoever reads or approves it. |
- Select Save the roster.
The window closes and the table shows the result.
If something does not work
- The button "Make a roster" is missing. You do not have the permission, or the page is not in your menu. See Access above.
- A list in the window is empty. The records it picks from do not exist yet. Add them first: Departments, Locations.
- The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.