Staffing and admin guide
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Editing roster
Off roster list
6 min
in the tool bar, located at the top of the screen, staffers can select the icon shown below to access the ‘off roster’ list staffers can filter through the ‘off roster’ list using the options located at the top of the list all, shift trades, time offs, extended leave, and holiday note if an employee was recently moved ‘off roster,’ staffers may need to save changes and refresh for the name to appear to cancel or modify an employee's time off navigate to roster and open the 'off roster' list locate the employees name in the off roster list select ' ' to the right of the employees name this may require the user to side scroll to the right if canceling a shift trade, a form will appear asking how to handle the owed hours staffers can either undo the traded hours or leave the balance as is click ‘submit’ to complete the process select 'cancel' to remove the time off or 'modify or split' to modify the request review the changes window and click ‘ confirm ’ if canceled, the employee will be restored to their previous position on the roster note after restoring, ensure this does not create an overlapping position if the vacancy had been filled from the staffing list, staffers may need to manually restore the replacement employee to their original position on the list if modified, the employee timecard and personal calendar will be automatically updated to reflect changes to manage apt requests select the 'off roster' icon at the top of the screen navigate over to the 'additional paid time' section add new additional paid time request select the blue '+ add additional paid time' butoon select the employee(s) who will be included in the entry hit done to open the apt form fill out all pertinent information users may need to select the additional paid time type to generate the form hit 'submit' edit existing apts select the ' ' to the the right of the users name choose to edit or delete the entry choosing to edit will reopen the apt form and allow staffers to make manual adjustments