Staffing and admin guide
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Editing roster
Roster cards & pay codes
8 min
selecting a filled position on roster will open up a detail menu this menu shows employees full name, rank, and certifications the option to view the employees ‘full profile’ , opening a new tab with the employee’s stationwise profile pulled up view employees personal schedule this will open up a calendar view of the employees schedule showing all assigned shifts, upcoming vacation, shift trades, and overtime example below shift information employees assigned shift pattern, start and end time the ability to edit the positions pay code(s) and detail code(s) here staffers can use the drop down menu to change the default pay code as well add any additional pay codes or detail codes steps to change current pay code select the ' shift pay code ' drop down menu after selecting the desired employee select the desired pay code changing the pay code will require a note to override, this not will carry over into the employees payroll steps to add an additional pay code click ‘+ add pay code’ create a note explaining the override select the desired pay code steps to add a detail code click ‘+ add detail code’ select the desired pay code remove a pay or detail code select the ' none ' option from the corresponding drop down menu manage shifts modify or split shift here staffers are able to force employees off by selecting the ‘employee off’ checkbox this action prompts staffers to choose a reason for the time off from a dropdown menu split a shift as many times as necessary staffers also have the ability to merge previously split shifts steps to create a split shift select ' modify or split shift ' select ‘ split ’ input all information and add as many splits as needed click ' confirm ' make sure to also click ' save ' on the roster to apply changes steps to undo a split shift select ' modify or split shift ' select ‘cancel’ to remove the employee from the off roster list and restore their position select ‘merge’ to undo any splits once all changes are made, click ' confirm ' make sure to also click ' save ' on the roster to apply changes restore an employee’s position on the staffing list if a vacancy is filled by an overtime employee, the ‘employee off’ checkbox is replaced with a ‘restore position on staffing list’ checkbox selecting this option removes the employee from the roster and returns them to the position they previously held on the staffing list force shift trade force shift trade will open the ‘force shift trade form’, staffers will be able to input all trade information navigate to the date which the extended leave will start select the ' manage shift ' drop down menu after selecting the desired employee select ' move to extended leave (off roster) ' input all required information and select ‘ submit ’ make sure to also click ' save ' on the roster to apply changes the employee will now appear on the off roster list