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Daily Rostering window of an employee

    CONTENTS

    Introduction

    To view and manage one employee's daily rostering information, open the Browse Employees window (BrowseEmps.jpg), select the employee and click on the Daily Shift Rostering link.

     

    DailyRosteringLink.jpg

     

    You can also access an employee's daily shift rostering information from their daily hours screen.

     

    RLinkFromDH.jpg

     

    The List View

    When opening an employee's daily shift rostering you have the option to view the rostering entries as a list for a specified period.

     

    EmpDRList.jpg

     

    You can Add, Change and Remove rostering entries using the respective buttons.

    Use the Send To button to print the information for the selected period or to export it to a file.


    The Calendar View

    In the calendar view you can see the employee daily shift rostering entries for a period of 12 months.

     

    EmpDRCalendar.jpg

     

    The colour key for the daily shift can be seen on the right of the calendar and you can deselect / select specific daily shifts to include in your view.

    There are also four buttons in the bottom right corner of the window:

    RefreshButton.jpg  -  refreshes the calendar

    ScrollButtons.jpg  -  allows you to change the 12 month period you are viewing

    PrintButton.jpg  - prints the calendar to your default printer


    Additional viewing options

    By default only rostering entries are shown on the calendar.  There are three additional viewing options available:

    Show Default

    If selected, this option will show the daily shifts the employee is expected to work according to what has been configured in his/her payroll shift.

     

    EmpDRDef.jpg

     

    Show Worked

    This option will display the daily shifts used prior to today as well as any rostering entries made.

     

    EmpDRSWorked.jpg

     

    If no hours were calculated on a day because of a processing error or absenteeism, the day day will be displayed with a white background and black text. See 16 September 2011 above as an example.


    Show Variations

    Show Variations will display all the days where an employee worked a shift other than his/her expected shift. 

     

    EmpDRSVar.jpg

     

    Managing Rostering Entries

    From the List View

    Use the Add, Change and Remove buttons to manage daily rostering entries.

    Adding or changing an entry will open the Update Employee Daily Roster window.  When adding a roster, first select the employee and the date.  To select or change a shift click on the ShiftLookup.jpg next to New Shift.

     

    UpdateEmpRoster.jpg

     

    Click on Ok to save the entry.

    To remove an entry, select the entry in the lsit and click on the remove button.  The entry will be permanently deleted from TNA.

    From the Calendar View

    To change an employee's expected shift by adding a new daily shift roster, right-click on the day you want to change.  A drop-down menu will open showing the descriptions of the available daily shifts as well as additional options (Add, Change, Remove, etc.).

     

    EmpDRAddCal.jpg

     

    Simply highlight and click on the new shift.  

    You can also click on Add.  It will open the Update Employee Daily Roster Window and you can change the rostering details as shown in the Managing Rostering Entries, From the List View section above.

    To remove a rostering entry from the calendar, right-click on the cell with the entry you want to remove and click on the Remove or Automatic option.

    You can use the Copy and Paste options to copy the rostering entry from one cell to another.

     

    Custom Times

    When adding or changing a rostering entry you can override the expected start and end time of a shift by entering custom times.  Tick the Enter Custom Times box and enter the new starting and ending times.  (Start Time 2 and End Time 2 are only visible if Split Shifts are enabled.)

     

    Custom Times.jpg

     

    TNA will use the processing rules of the base shift and will attempt to morph it according to the new start and end times.

    If the Split Shifts feature has been enabled you can split a shift by adding two starting and ending times.

     

    SplitCustomTimes.jpg

     

    TNA will attempt to split the shift during processing.

     

    Permalink:  http://tinyurl.com/qbkfmmg

    Page last modified 15:28, 1 Nov 2011 by Careen CS Time/TNA Documents > User Module > Daily Shift Rostering > Rostering your employees > Daily Rostering window of an employee

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