Available for the following plans: Employment Plus
Available for the following Payroll plan: Premium
Available for the following User Access levels: Manager, Admin
Creating or viewing a roster can be done using a day, week, or fortnight format. This provides the user with the flexibility to allocate and/or view shifts from different perspectives and personal preference. You can use the View Warnings feature to see any triggered roster alerts. You will need to make sure you have first setup your roster warnings
Types of views
Day view is a great way to see detail in the coverage of shifts for employees and locations for a given day. When opening the roster, click on the Day button located in the top right corner to see your organisation's daily shifts.
Whether you are in day, week, or fortnightly view, if you want to look at today's shifts, you can simply click on Today located on the top left side, as follows.
Viewing shifts in a week view is a great way to get a snapshot of what the work week is going to look like for a specific employee, location, and your business. When you first navigate to the Rostering page, the weekly view will appear by default. If you are in a different view and want to change back to weekly, click on the Week button in the top right corner of the page.
Whether you are in day, week, or fortnightly view, if you want to look at today's shifts, you can simply click on Today, located on the top left side, as follows:
Viewing shifts in a fortnightly view is beneficial if you run a fortnightly pay period and want to analyse shift costs and employee allocations accordingly. To view shifts in fortnight view, click on the Fortnight button in the top right corner of the page.
Whether you are in day, week, or fortnightly view, if you want to look at today's shifts, you can simply click on Today located on the top left side, as follows:
Calendar Shortcuts
In the roster screen, you will notice a calendar in the left corner.
You can use the calendar to easily navigate to a date in the future or the past, whether you are in a day, week, or fortnight view. When you go to the rostering screen, the calendar view will always default to the current month.
You can then click on the year to open up the option of seeing other years. Using the calendar, you can easily navigate to whatever date you want, whether a year in advance or six months ago.
View roster warnings
- Log into your Payroll Classic platform.
- Click the Roster menu.
- Click the Actions button.
- Click the Roster Warnings button
Helpful Hint
You will now see any triggered roster warnings on your screen.