Approving Shifts - Staff Pay

Approving Shifts - Staff Pay

This article only applies to People+ customers with the Staff Pay license switched on. Please speak to RotaMaster Support to find out more. 

Approving shifts is a method of authorising shifts for staff with a Staff Pay Group assigned to them, before the Staff Payroll is run for that period. 

Shifts are approved from the Rota > View Rota screen in RotaMaster, or from the Rota Weekly Viewer screen. 

View Rota/Rota Manager

To approve shifts from the View Rota/Rota Manager screen, go to Rota > View Rota and set the date range filter to the appropriate dates. 

Unapproved Shifts will show with an ! in the 'Approved' column. 

To Approve Shifts, click on the 'Staff Pay Functions' button, and select 'Approve Shifts'. 

Any selected shifts with a 'Confirmed Person' will be set to approved. 

Approved shifts will be shown with a green tick, as below; 

Rota Weekly Viewer 

Shifts can also be approved from the Rota Weekly Viewer screen, accessed via Rota > Rota Weekly Viewer. Select a shift(s) and click the Staff Pay button, followed by 'Approve Shifts'. 

If Approved shifts are edited from either screen, the shift will revert to being unapproved if the changes are saved; 

When running the Staff Payroll, if there are any unapproved shifts for any Rota Groups in that time period, the following alert will be shown; 

Clicking 'Yes' will create the Staff Payroll Run and include the Unapproved Shifts. Clicking No will cancel the staff payroll run.