There are two types of rosters - service rosters and staff rosters.
Activate the service roster from the Reservations and Bookings form. Click Hospitality, then Reservations and Bookings, then Service Rosters.
The following form activates:
The times the service is for display in the top panel. As well as the day of the week the roster is for. Those are there to make it easier to select staff based on the days and times they are available for. Those times are included on the staff selection list. As long as you entered them when setting up the staff profiles.
To create a new roster click New Roster. The form will look like the following:
Select the service from the selection list,
or enter the code of the service.
The date defaults to the current day. You can create rosters as far in the future as you like. If you wish to provide specific instructions you can include notes. Those print with the roster. When editing a roster the only field active is Notes.
The details section will appear. This section allows you to select staff to be included on the relevant roster. The form will now look like the following:
When adding details you must enter the staff member's id and then their start and finish times. The times must be in the 24 hour clock format.
Once a number of staff have been added to the roster you may print the roster.
You can edit staff details from the rosters form - click Staff.
To clear old rosters click Clear old rosters. Select the date to clear to.
If you wish to check that a staff member hasn't been over committed, or for that matter, under committed, click the Review button.
A form activates that allows you to check for days and times the staff member selected in the details list has been rostered on.
The form appears as follows:
If you change the dates click the Refresh button to redraw the list.
To print a roster click the Print button. Select the dates to include. The roster is printed by staff member. That means all the times they are on within the selected period are grouped together. You can print rosters for each staff member - for their own use. And you can print one for all staff. That can be displayed where it can be checked by staff - or you.
The above examples are of staff being rostered on by service. You can also create daily rosters rather than service rosters. In that case use the Staff Rosters option from the POS functions form. When you select that function the forms behave in exactly the same manner but are for days rather than services.
The Staff Roster maintenance form is as follows:
The only the difference between this form and the service roster is that this form doesn't include services.