Create named roster action
The 'Create named roster' action creates a new Roster based on an existing sequence of planned shifts from the selected Employee. Before creating a new Roster, a Supervisor can define a suitable set of planned Shifts for an Employee in the Group planner.
The 'Create named roster' action is available in the right-hand pane when an Employee ID and name is clicked on the Group planner. Clicking the action opens the following page:
The Source section is pre-populated with the selected Employee and the Start date of the current period on display in the Group planner. This section allows a Supervisor to choose the first date to copy the planned Shifts from using the Start date field along with the Week field to input the number of weeks to copy planned shifts from the Start date. For example, if you enter '4' in the Weeks field, then the planned Shifts will be copied 4 weeks after the inputted Start date.
The Destination section has a field to enter a unique Name for the new Roster and a short Description about it. Below those fields, the Date can be set on which the new Roster will be assigned to the selected Employees and a field to select what Employee(s) will receive the new named Roster. Click on the Employee field and select the Employee(s) from a drop-down list.
Note: the Employees field can be left blank in the destination section, doing so will still create the named Roster but will not assign it to any Employee. The new Roster can be assigned to any Employee using the Insert roster or Change roster actions. |
Clicking Submit creates the new Roster and assigns it to the selected Employees.
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