Customising Roster Settings in RosterElf

This article explains how to customise roster settings in RosterElf, providing Admin-level users with the tools to adjust various features for a more personalised scheduling experience. These customisations allow you to adapt the roster to fit your organisation’s unique needs, enhancing overall efficiency. This guide covers key settings, including Shift Swaps, Open Shifts, Employee Roster View, Daily View Time Sensitivity, Publishing Warnings, and Unpaid Breaks. By managing these options, you can ensure the scheduling process runs smoothly, offering your team flexibility and accuracy.

1. Accessing Roster Settings

In this section, you’ll learn how to access the Roster settings area within RosterElf, which allows Admin users to modify scheduling settings to align with organisational requirements. Follow these steps to reach the settings menu where you can enable or disable features like shift swaps and adjust time sensitivity.

1.1 Navigating to Roster Settings

1.1.1 Go to the Settings tab in the main menu at the top of your screen.

1.1.2 Select Roster to access all available roster customisation options.

2. Configuring Shift Swaps and Open Shifts

This section details how to enable and adjust Shift Swaps and Open Shifts. These settings offer flexibility by allowing employees to exchange shifts and managers to fill unassigned shifts, making your scheduling more adaptable.

2.1 Shift Swaps

2.1.1 Enable or disable the Shift Swaps option as needed.

2.1.2 Set a cut-off time for shift swaps to limit when swaps can be requested before a shift starts.

2.2 Open Shifts

2.2.1 Enable or disable the Open Shifts option.

2.2.2 Define a cut-off time to control when employees can apply for Open Shifts before they start.

3. Setting Employee Roster View Permissions

In this section, you’ll learn how to manage employee access to the roster. You can choose to allow all employees to view a complete, read-only version of the roster or restrict them to see only their assigned shifts.

3.1 Enabling or Disabling View-Only Mode

3.1.1 Enable View-Only Mode to allow employees to see the entire roster.

3.1.2 Disable View-Only Mode to restrict visibility to each employee’s allocated shifts only.

4. Adjusting Daily View Time Sensitivity

The Daily View Time Sensitivity setting allows you to fine-tune shift start and end times using a sliding bar for small adjustments. This feature enhances scheduling precision by letting you manage shifts down to the minute.

4.1 Using Time Sensitivity Slider

4.1.1 Use the sliding bar to increase or decrease time increments as needed.

4.1.2 Adjust shifts by dragging and dropping them within the schedule for optimal accuracy.

5. Enabling Publishing Warnings

Learn how to use Publishing Warnings to alert you to potential conflicts or errors before finalising and publishing the roster. This feature helps avoid scheduling issues by prompting you to review any inconsistencies, improving accuracy and clarity in the roster.

5.1 Activating Publishing Warnings

5.1.1 Go to the Roster Settings section.

5.1.2 Toggle on Show Warnings When Publishing to activate alerts for conflicts.

6. Configuring Unpaid Breaks

The Unpaid Breaks feature allows you to allocate unpaid break times based on the length of each shift, making it easy to ensure employees receive adequate breaks. Customising unpaid breaks helps you manage break times effectively according to each shift’s length.

6.1 Setting Unpaid Breaks by Shift Length

6.1.1 Go to the Unpaid Breaks tab in Roster settings.

6.1.2 Adjust break times based on the shift length. For example:

• Shifts of 5-6 hours: 30-minute unpaid break
• Shifts of 7-8 hours: 60-minute unpaid break
• Shifts of 10-11 hours: 60-minute unpaid break

FAQs on Customising Roster Settings in RosterElf

1. How do I enable shift swaps in RosterElf?
Go to Roster settings and turn on Shift Swaps. Set a cut-off time to restrict when employees can request a swap before a shift starts.

2. Can I control which shifts employees see on the roster?
Yes, in Roster settings, choose between allowing employees to view only their shifts or the complete roster. Enable View-Only Mode for full access, or disable it to limit to assigned shifts.

3. What is the purpose of the Open Shifts feature?
The Open Shifts feature allows managers to post unfilled shifts for employees to apply for, adding flexibility to cover shifts when needed.

4. How can I adjust shift start and end times more precisely?
Use the Daily View Time Sensitivity setting’s sliding bar to adjust shift timing increments for precision.

5. Where can I find roster settings in RosterElf?
Access Roster settings under the Settings tab in the main menu, then select Roster. Here, you can customise Shift Swaps, Open Shifts, Employee Roster View, Daily View Time Sensitivity, Publishing Warnings, and Unpaid Breaks.