During this Lunchtime Learning, we explore:
- Role Groups
- How Role Groups are used to enable your staff to work a wider variety of shifts
- How to create, edit & configure Role Groups
- How Pay Rate Patterns are used in correlation to Role Groups
- Rota Group Settings & Functionality
- Types of email notifications that are triggered when certain actions are completed in the staff web portal & how to assign, who receives these email notifications
- How you can manage your shift bookings, via both an approval & direct booking process
- Available default settings that can be configured for new Rota Groups & will then be applied to new personnel records created within that Rota Group
- Team Settings & Functionality
- Where you can display or hide the value of a shift, within different sections of the staff web portal
- How to set a maximum number of shifts, a staff member can book within a rolling x hour period
- How to set the maximum number of people that can be on leave on the same day
- How to set the minimum number of days' notice needed for a leave request
- User Defined Controls
- How User Defined Controls allow you to create & record miscellaneous information against your personnel records
- How to create a new custom field (user defined control)
- Which report can be used to view all custom fields and their contents for each member of staff (currently report 544 for People+ customers only, with plans to expand to everyone)
- Data Loading Services
- An overview of the data loading services we are able to offer, enabling automated, bulk uploading & updating of information into RotaMaster, saving time and effort
- The available services are:
- New Personnel Records
- Updating Personnel Records
- Skills
- Emergency Contacts
- For People+ Customers...
- Annual Leave Allowances
- Existing Annual Leave
- Appraisals
- Sickness
- Posts
- You can request a data loading service by contacting your account manager
- New Functionality
- Addition to the "Cannot Work With" Rule, enabling this rule to only break if the staff are working at the same Duty Station
- New Report: [848] Personnel Rota Group Access, showing which Rota Group(s) staff currently have access to
- New Report - People+ only: [849] Employee Contract Details, showing Post and Contract details for staff