Rosters Management is used to automatically insert the employees roster based on the roster patterns. In order to use this, it is mandatory to already have assigned 'Employees to Pattern Lines'. Please consider our example. All entries in the 'Employee to Pattern Line' having reference date 2017/02/11 have been manually inserted. Each employee is placed on 2017/02/11 on a no of day corresponding to his roster pattern.
Using 'Roster Management' a roster starting from 2017/02/11 until 2017/02/18 has been inserted for all employees . Roster starting date must be the date that exists in the 'Employee to Pattern Line' so the system knows on which 'no of day', the employee belongs on 2017/02/11. Roster ending date can be any date after the 2017/02/11. When the roster from 2017/02/11 until 2017/02/18 is inserted, the system automatically inserts into the 'Employee to Pattern Line' the next roster new start date for all employees which will be 2017/02/19 and based on the pattern of the employee it automatically inserts the new no of day. So the next roster to be inserted automatically must have a starting date 2017/02/19.
'Employee to Pattern Line' is a task that is only required once to set-up, then the Roster Management will do this automatically every time you insert a new roster. In the occasional case you are changing rosters, no of days will need to change to reflect new roster patterns, you can manually insert using the 'Employee to Pattern Line' the new starting date and new no of day for all the employees.
Rosters Management redirects to the Employee Rosters List View after execution.
Department/Section : Select a Department/Section from the drop-down list for which you wish to insert the roster. If no selection is made then all Departments/Sections are used.
Roster : Select a Roster from the drop-down list. If no selection is made then all rosters are used.
Employee : Select an Employee from the drop-down list for which you wish to insert roster. If no selection is made then all employees are used.
From (Date) : Starting date of the roster. Format is yyyy-mm-dd. Mandatory.
To (Date) : Ending date of the roster. Format is yyyy-mm-dd. Mandatory.
Status : Select Whether status is Published, Unpublished, Archived or Trashed.
Category : Rosters of Employees -> Default Value that can change.
Featured : Select whether Featured or not
Access : Select whether Access is Public, Special etc.
Every time you run Roster Management for the same or overlapping period (i.e if you wish to change No of Day of an Employee to follow different work schedule) the system moves to trash all same period rosters and reinserts them according to your new preferences.