Managing past rosters in RosterElf

This article explains how to manage past rosters in RosterElf, covering how to view, edit, and add shifts. With this guide, users can maintain accurate records and make necessary adjustments, ensuring compliance and transparency.

1. Editing published past shifts

In RosterElf, published shifts in past rosters can be edited. This section details how to access and edit these shifts, ensuring accurate records and reflecting adjustments for compliance and record-keeping.

1.1 Limitations on editing past shifts

1.1.1 Shifts with clock-in-out data cannot be deleted, ensuring data accuracy.

1.1.2 Editing past published shifts does not permit changes to rostered staff.

1.1.3 Adding a shift in the past is permitted.

1.2 Steps to edit a published shift in the past

1.2.1 Access the roster view from the top menu.

1.2.2 Hover over the published shift you want to edit and click View Shifts.

1.2.3 In the pop-up menu, modify the necessary details and click Save to apply changes.

1.3 Deleting a published shift

1.3.1 If the shift has no clock-in-out data, select Delete at the bottom left of the pop-up menu.

1.3.2 Shifts with clock-in-out data cannot be deleted, maintaining accurate records.

2. Editing draft shifts in past rosters

Managers and admins can edit draft shifts in past rosters in RosterElf. This feature allows adjustments to draft shifts before they are published, improving roster accuracy and data management.

2.1 Steps to edit a draft shift in the past

2.1.1 Go to the roster view via the top menu.

2.1.2 Hover over the draft shift you want to edit and click View Shifts.

2.1.3 Modify details in the pop-up and select Mark as Published to save changes.

3. Adding shifts to past rosters

Sometimes, shifts must be added to past rosters to correct records or adjust payroll. This section explains how to add shifts to a past roster in RosterElf, ensuring accurate reporting and compliance.

3.1 Steps to add a shift to a past roster

3.1.1 Access the roster view from the top menu.

3.1.2 On the relevant day, click the + button to add a shift.

3.1.3 Enter shift details in the pop-up menu and click Mark as Published to save.

4. Adding unrostered shifts in Payroll

Efficient management of unrostered shifts is essential for accurate payroll tracking. This section explains how to add unrostered shifts in Payroll, ensuring all work hours are recorded accurately.

4.1 Steps to add unrostered shifts

4.1.1 Click on the Add shift option at the bottom left of your payroll view.

4.1.2 Enter the relevant data and click Add to Payroll.

FAQs on Managing Past Rosters in RosterElf

1. How do I edit a published past shift in RosterElf?

To edit a published shift in a past roster, access the roster view, hover over the shift, and select View Shifts. Update the necessary details in the pop-up and click Save to apply changes.

2. Can I delete a past shift with clock-in-out data in RosterElf?

No, shifts with clock-in-out data cannot be deleted to ensure accurate record-keeping. Only shifts without clock-in-out data can be deleted.

3. How do I add a shift to a past roster in RosterElf?

Go to the roster view, select the relevant day, and click the + button to add a shift. Enter the shift details in the pop-up and select Mark as Published to save it.

4. What are the benefits of editing past shifts in RosterElf?

Editing past shifts improves data accuracy, ensures compliance with regulations, and offers flexibility to make adjustments without affecting future rosters.

5. How do I manage unrostered shifts in RosterElf?

To add an unrostered shift, select Add shift at the bottom left, enter the relevant data, and click Add to Payroll. This helps ensure accurate payroll records.