Roster editor

navigating the page select the 'battalion' drop down menu and select the desired battalion to view and edit to filter by shift, use the 'all teams' dropdown menu to display only specific shifts by default, the view displays all teams on a single page each employee card features a colored bar on the left, which corresponds to the color assigned to their shift pattern—visually indicating the shift each employee belongs to if staffers accidentally navigate to the staffing view while browsing, they can return to the original view by clicking the icon shown below stations create new station select '+ add station' in the lower right hand corner note this can only be done from the default view and not the staffing view enter station name, address, and any station level requirements station level requirements are included in staffing stats on the roster if the requirements are not met a red '!' will appear indicating certain requirements have not been met select 'save' edit station select the ' ' is the upper right hand corner of the station name click 'edit station' here staffers can change name, address, and station lever requirements remove station select the ' ' is the upper right hand corner of the station name click 'remove station' read the warning pop up click ‘confirm’ apparatuses put apparatus on reserve select ' ' in the upper right hand corner of the apparatus click 'put on reserve' read the pop up warning select 'confirm' create an apparatus select ' ' in the upper right hand corner of the station click 'add apparatus' enter name, if for shift lead, and any apparatus level requirements click 'save' add a position to an apparatus select ' ' in the upper right hand corner of the apparatus click 'add position' select any rank and certification requirements for employees to fill the position note leaving the rank blank will exclude this position from being included in the hiring engine select 'advance settings' staffers can create non shift positions by toggling 'full shift' to 'partial duration' custom start and end times can then be entered 'ignore vacancy notifications for this position' when toggled on, this position will not be included in the vacancy count on the dashboard 'disable shift trading for this position' when toggled on, this position will not be eligible for employees to request shift trades select 'save' add an extra person this will bring the staffer to the staffing view where they can then staff in the 'excess capacity' slot these are positions that go beyond the usual staffing for the apparatus move an apparatus select ' ' in the upper right hand corner of the station click 'move apparatus' using the drop down select the station to move the apparatus to click 'save' delete an apparatus select ' ' in the upper right hand corner of the apparatus click 'remove apparatus' read the pop up warning select 'confirm' edit positions on apparatus select the ' ' in the upper right hand corner of the position click 'edit position' change information as needed click 'save' remove positions on apparatus select the ' ' in the upper right hand corner of the position click 'remove position' read the pop up window click 'confirm' staffing from roster editor selecting a position in the roster editor will open the staffing view here staffer can fill vacant or filled positions, as well as edit existing placements removing employees from positions will remove their shift pattern this triggers the system to have them unstaffed, meaning all future vacation and overtime will be removed from their calendars if the employee is moving positions and maintaining their shift pattern simply add them to the new position the system will warn staffers that they will be moved from their previous assignment and allow them to never be read as having no shift pattern assign positions select the desired position to be filled click 'show eligible personel' to open a list of all employees capable of filling the position the employee list includes employee name, rank, certifications, and current shift assignment scroll through the list or use the search bar to locate a specific employee select the up arrow on the left side of the desired employees name this opens the 'new assignment form' and assign shift pattern start and end times if the position is a full shift assignment inputting seperate start and end times will create vacancies on roster for the unstaffed portions of the shift assignment start date optional assignment end date default pay and detail codes fill in all information and select 'confirm' a pop up warning window may appear, please read this carefully click 'confirm' edit positions search for the employee in the left side panel by scrolling or using the search bar select the desired employees name, opening a view showing all their currently assigned positions select the pencil icon under the actions column to edit the employee the only editable item in the optional end date selecting a date here will auto remove this person from the selected position on the chosen date staffers can then add these removed employees to other positions starting on future dates if the employee is moving positions on the roster immediately and maintaining their current shift pattern, do not remove them for their current position simply add them to the desired position and select 'confirm' when the system warns you this will remove them from their previous position removing employees from positions will remove their shift pattern this triggers are system to have them unstaffed meaning all future vacation and overtime will be removed from their calendars make desired changes and select 'confirm' remove positions search for the employee in the left side panel by scrolling or using the search bar select the desired employees name, opening a view showing all their currently assigned positions select the circle icon in the actions column to remove read the warning hit 'confirm' add a position search for the employee in the left side panel by scrolling or using the search bar select the desired employees name, opening a view showing all their currently assigned positions below this is the department overview using the drop downs located to the right, battalion and station, select the desired locations once selected, locate the desired position staffers can check to see who is currently assigned to these position by selecting the arrow located to the left of the rank once the position is located, select the 'staff here' button to open the new assignment window this opens the 'new assignment form' and assign shift pattern start and end times if the position is a full shift assignment, inputting seperate start and end times will create vacancies on roster for the unstaffed portions of the shift assignment start date optional assignment end date default pay and detail codes fill in all information and select 'confirm' a pop up warning window may appear, please read this carefully click 'confirm' move to extended leave (off roster) to move an employee to an extended leave position, please follow the below steps open personnel patterns in the the shift planning tool use the search bar to select the desired employee select 'extended sick leave' in the upper right corner fill in all the required information and submit a new assignment will appear above their existing assignment taking priority confirm all information publish staffing pattern staffing patterns is where all shift and non shift patterns are created in order to be staffed on the roster employees are required to have a staffing pattern once staffing patterns are changed they will go into affect immediately even without publishing create a staffing pattern select the ' + create pattern' create an easy to read staffing pattern name assign a color this color will be used throughout the dashboard to indicate pattern assigned pattern length and start date example for a 24 on 48 off pattern, the pattern length is 3 days for a non shift 5 day a week pattern the pattern is is 7 days long once pattern length is input, a chart with that number of days appears with a calendar underneath this is where staffers can indicate what days are 'on' days and which are 'off' days review the calendar, ensure all days are marked correctly click "save" edit a pattern select a pattern pattern name and color are able to edit immediately to edit the rest of the pattern information, staffers will need to acknowledge the warning by clicking 'edit' once all information is changed select 'save' managing user positions' priority when a user is assigned to multiple positions in the shift planning tool the each position is assigned a priority number these priority numbers determine what position the system takes into consideration first when building the roster positions with the priority number are taken into consideration first a shift with the priority number 1 would be considered before a position with a priority number of 2 to change the priority of an assignment navigate to the assignment in the shift planning tool select the edit icon next to the employees name select the edit icon next to the priority number this opens up the pattern priority for every position the employee currently has in the shift planning tool staffers can drag and drop the position into order using the icon under the 'priority' column under schedule configuration 'pause all other assignments' when toggled on this will tell the system to only staff the employee on for that position, ignoring any other positions saved in the system 'full shift' when toggled on the system will only staff the selected position on roster for that work day but on days when the position is not active the user is available to work other scheduled positions once the priority has been adjusted be sure to select 'save' and 'publish' all change to make active