Manage work details
Overview
Assign or Update a Primary Roster
The Primary roster determines which roster is the employee's default roster. They will show on this roster when it is grouped by employee regardless of whether they have any shifts assigned
1. Navigate to the employee record you want to set or update the Primary Roster for.
2. Click "Work Details"
3. Click "Edit"
4. Click in the "Primary Roster" field and type the or scroll to find the roster you want to set.
5. Select the roster from the list.
6. Click "Save"
7. The "Primary Roster" is updated.
Assign Teams
Teams are functional groupings of Roles and are assigned to rosters. The Team selected when scheduling a shift determines the roles that are available to be assigned to the shift.
Team Roles are managed in settings.
1. Navigate to the employee record you want to update the teams they can work in.
2. Click "Work Details"
3. Click "Edit"
4. Click in the "Teams" field.
5. Search for and click on the Team(s) that the employee can work in.
6. Click "Save"
7. The Employee's Teams have been updated.
Manage Employee Work Roles
The Roles selected here determine what roles the employee can be assigned to on the roster and what roles they can select on timecards.
1. Navigate to the employee record you want to update the Roles for.
2. Click "Work Details"
3. Click "Edit"
4. Click this text field.
5. Search for and select the Roles you want to assign to the employee. Roles can be removed by clicking the 'x' on the card.
6. Click "Save"
7. The employee's Roles have been updated.
Manage Employee Skills
Employee's Skills are used to determine eligibility to work rostered shifts. Unlike Roles, Skills are not visible on the published roster.
1. Navigate to the employee record you want to add or remove skills for.
2. Click "Work Details"
3. Click "Edit"
4. Click in the "Skills" field and search for and select the skills that you want to add. Skills can be removed by clicking the "x" on the Skill.
5. Click "Save"
6. The employee's skills have been updated.
Enable Requesting of RDOs
How To Enable RDO Requests For Employees
Enabling "Can Request RDOs" allows the employee to request RDOs using the leave request process.
1. Navigate to the employee record you want to enable or disable requested RDOs for.
2. Click "Work Details"
3. Click "Edit"
4. Click the "Can Request RDO" field.
5. Click "Save"
