Managing Employee Rosters: A Step-by-Step Guide

Accessing the Roster

1. Open the Tools Menu:

   • Navigate to the tools menu on the right-hand side.

   • Select "Roster" from the available options.

2. View Employee Schedules:

   • Employee names are listed at the top of the screen, each with a dedicated column.

   • Dates appear along the left-hand side, with today’s date highlighted in a different color.

   • Closed business days are also color-coded (e.g., Sundays in green).

Navigating the Roster

• Scroll Through Employees:

  • Click and drag horizontally to view additional employees.

  • Use the search bar in the top left corner to locate a specific employee by name.

• View Additional Dates:

  • Drag vertically on the date column to display more dates.

  • Alternatively, select a specific date using the "Select Roster Date" option in the top right corner.

Managing Holidays and Surcharges

• Mark a Date as a Holiday:

  • Click on a date in the left-hand column to designate it as a holiday.

  • Optionally, add a surcharge by checking the designated box.

  • Public holidays are automatically labeled at the bottom of the screen.

Employee Work Hours

• Default View:

  • Displays employee work hours based on the selected week and the most recently viewed employee.

  • Updates dynamically as you navigate through the roster.

Key Takeaways

• Use the tools menu to access the roster quickly.

• Navigate employee schedules and dates effortlessly with drag-and-scroll features.

• Mark holidays and apply surcharges directly within the roster interface.

• Always check work hours based on the selected week for accurate reporting.