05 Rostering
The path to the roster
Which steps are done once, which each season and which every month – an overview with links.
- For
- Planner
Set up once
- Create shifts – working shifts, absences such as leave and sick leave, placeholders for requests.
- Create working positions – sectors, supervisor, standby, briefing, break.
Each season or traffic period
- Draw the position plan – which position must be staffed when.
- Have Rostify calculate the optimal pattern from it – or define the shift pattern by hand.
Every month
- Wait for requests. Staff enter their requests until the deadline; the status is Open.
- Decide the leave requests before you plan.
- Run the autoplan, check the preview and apply it.
- Finish the monthly roster by hand. The daily demand below the grid shows what is missing.
- Check the rules – red hatching, yellow hatching, weekly hours, balance.
- Print
ISTas a check, then publish.
After the end of the month
- Go through the checklists Swap, Sick and Time and tick off the entries.
- Archive the previous month and print the time accounts.