Difference between revisions of "Roster"
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The Roster is used to manage the availability of employees. Leave can be scheduled in the roster as can unavailability for other reasons. A business with multiple departments or cost centres can allocate an employee to a particular department at particular times. Unavailability on the roster is also shown on the Calendar and can be seen when making appointments. How to use Roster: | The Roster is used to manage the availability of employees. Leave can be scheduled in the roster as can unavailability for other reasons. A business with multiple departments or cost centres can allocate an employee to a particular department at particular times. Unavailability on the roster is also shown on the Calendar and can be seen when making appointments. How to use Roster: | ||
| − | *Select the Employee tab | + | *Select the [[Employee]] tab |
| − | *Select the Roster button. | + | *Select the [[Roster]] button. |
*Click and drag across the required dates for the required employee. | *Click and drag across the required dates for the required employee. | ||
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change back from an unavailable status). | change back from an unavailable status). | ||
| − | *Select Unavailable to make the employee unavailable for the period on the Main Calendar | + | *Select Unavailable to make the employee unavailable for the period on the [[Main Calendar]] |
*Select from the various leave types if employee is on leave | *Select from the various leave types if employee is on leave | ||
Latest revision as of 16:12, 9 March 2011
Overview
The Roster is used to manage the availability of employees. Leave can be scheduled in the roster as can unavailability for other reasons. A business with multiple departments or cost centres can allocate an employee to a particular department at particular times. Unavailability on the roster is also shown on the Calendar and can be seen when making appointments. How to use Roster:
- Select the Employee tab
- Select the Roster button.
- Click and drag across the required dates for the required employee.
Right mouse click on the highlighted dates and a selection list will pop-up. Select:
- If you have multiple departments they will be listed. Select one to allocate the employee to that department for
the selected period.
- Select Available to show the employee as available (by default the employee is available so this is used to
change back from an unavailable status).
- Select Unavailable to make the employee unavailable for the period on the Main Calendar
- Select from the various leave types if employee is on leave
Selections will be highlighted in a colour according to the key on the right of the screen.
When a day has been marked as unavailable in the roster for an employee, that particular day will be displayed blocked out in the main calendar and will not be able to have any appointments asigned to that day for the employee.
