Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 7 Current »

 Administrators
 Basic


You can view the Shift Roster for a month or for selected dates. You can see which team members of a Workgroup are in which Shift and the total number of hours a team member is working on a particular Shift.

To view Roster:

  1. Select Admin > Advanced > Productivity > Shift Management.
  2. On the SHIFT MANAGEMENT page, click ROSTER on the ACTIONS panel.
  3. On the SHIFT ROSTER page, select the Tenant, Workgroup, Period, and Shift. For more information about fields and icons on the SHIFT ROSTER page, see Field Description.

    SHIFT ROSTER page
    Figure: SHIFT ROSTER page
  4. Click SEARCH. A table listing team members, the Shift allocated to the team members, and the total number of working hours is displayed.

Field Description

The following table describes the fields on the SHIFT ROSTER page:

Field

Description

DETAILS

Workgroup

Lists the configured Workgroups/Sub Workgroups. Select a Workgroups/Sub Workgroups

from the list to view the Shift Roster.

Period

Select period from the list to view the Shift Roster.

  • Custom: Select this option to select custom dates to view the Shift Roster. The fields to select the custom start and end dates id displayed if you select this option (as shown in the above screen shot).
  • This Month: Select this option to view the Shift Roster for the current month.

Shift

Select the Shift from the drop-down list to view the Shift Roster.

  • All: Select All to view the Shift Roster for all shifts.
  • On Call: Select On call to view the Shift Roster for On Call shifts.
  • Others: Select Others to view the Shift Roster for shifts except the On Call shifts.

Table Fields

Team Member

Displays a list of all the team members for the selected Workgroup.

Total Hours

Displays the total number of working hours based on the dates selected for the Analyst.

Date Columns

The number for date columns will vary based on the dates/month selected. The column is highlighted with the selected Shift Color Code and the Shift Number.

Shift List

Displays all the configured Shifts (Shift Color Code and the Shift Number).

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the SHIFT ROSTER page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the configured Shift Masters for the selected Tenant.


Figure: SHIFT MANAGEMENT page: List of shifts

  • To edit a Shift Master, click the configured Shift Name. Make appropriate changes and click SUBMIT.
  • To display the inactive Shift Masters, click the Include Inactive check box.

Note:

When the configured Shift Masters are displayed under the LIST table, the ADD NEW, ALLOCATE, and ROSTER actions are displayed on the ACTIONS panel.

  • Click ADD NEW to configure a new Shift Master. For information about configuring Shifts, see Configuring Shifts.
  • Click ALLOCATE to allocate period and Workgroup to a Shift. For information about allocating Shifts, see Allocating Shifts.
  • Click ROSTER to view Shift Rosters as described in this topic.

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export the record displayed on this page to a Microsoft Excel sheet.

PRINT

Click PRINT to print the record displayed on this page.



  • No labels