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  3. Personnel Records (RotaMaster Core)

Personnel Rota Settings

Each staff member's Personnel Record holds a number of Rota Settings that are used elsewhere in the system, including in the Allocation Wizard.

The settings are stored under Personnel/People+ > Personnel Manager > find a Personnel Record and Double Click on the record.

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This will open the Personnel Record. Navigate to Rota > Rota Settings, as seen below;

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The settings highlighted above are used in various areas of the system, including the Allocation Wizard.

  • Contracted Weekly Hours - this person's contracted weekly hours
  • Target Earnings - a weekly earnings target for this person
  • Maximum Shifts Per Allocation - the maximum shifts this person should be allocated during any given Allocation Wizard period

Also in this area is 'Weighting', which can be set to between 0 and 1 (0.1, 0.2 etc). This affects the priority that is assigned to this staff member during Allocation Wizard runs. 1 is the highest priority and 0 is the lowest.

Other settings in this area include Minimum Spacing - see here for details.