24th April 2018

Introduction to Roster course

Service Area: Roster

Course Type: System Setup and Administration

Duration: 1 Day

Course content

This Introduction to Roster course will meet the following objectives:

  • Understand and set up all elements of the roster module.
  • Learn how to manage employee’s roles and availability options.
  • Understand and carry out roster periods and automating a roster.
  • Understand how to alter the roster to deal with manual changes required.
  • Updating Time & attendance / exporting to excel.

The course is broken down into the following areas:

  • System Basics – Terminology and the setup of Roles and Work groups.
  • Employees – How to assign a role and additional sites to an employee and how you can inform the system of their availability to work?
  • Weekly Schedules – Define the Work groups required for each day of the week.
  • Roster Periods – Define the period users wish the Roster to Automate.
  • Manual Roster – How to modify an Automatic Roster?
  • Self Service – Viewing a Roster and actions available in this application.

For more information, please contact the training team on 01908 787700 or 

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