Roster employees should be allocated to
roster to
ensure that their recorded time is handled correctly within Optimum.
All employees are
available for allocation to a roster, unless they are a member of a FLEXI group (allocated on the
Maintain Employees screen).
Allocating employees
-
Select the
Allocate Employees to Rosters screen.
The available
rosters are listed on the left-hand side of the screen, in the
Rosters box.
Any employees
who are not yet allocated to a roster are displayed on the
right-hand side of the screen, in the Unallocated Employees
box.
-
Select one of
the available rosters. Any employees already allocated to this
roster are shown in the centre of the screen, in the Allocated
Employees box.
-
In the Start Date field, select the
date that the employee(s) start on the roster.
-
In the Position field, select the
position the employee(s) start on the roster.
The number of
start positions is set for each roster. You can check the number
of start positions by going to the Rosters screen. The
Days in Cycle field gives the number of start positions.
If you select
a start position that isn't valid for the roster, the record
will not save, and the employees will not be allocated.
-
In the Unallocated
Employees box, select the employee(s) that you want to
allocate to this roster, start date and start position. To
select more than one employee, hold down the CTRL key while
highlighting the employees.
-
Click the <<
button to transfer the employee(s) to the Allocated Employees
box.
-
If you need to allocate other employees to
the same roster but with different start dates or start
positions, repeat steps 3 to 6 with the new values.
-
When the employees
have been allocated as required, click Save.
The Allocated
Employees box is updated
to include their start date and start position.
