You may check in today's Roster by going thru your Dashboard.
In here, it displays all shifts for the current day and organised by what Area the shift belongs to along with the time of the shift. It manages and provides an overview on all of the activities on a given day, week or month for each Staff assigned to under their respective Areas.
Note! You may also read on Dashboard for more info about this.
If you wish to check Rosters for a specific Area, you can do it by going through these steps:
1. Go to Areas in the Left-Hand Menu.
2. Select from the drop-down, the Area you wish to pull your Rosters from.
3. You will then be brought to your selected Area's roster calendar page where you can see all activities/shifts added in for all Staff in that Area.
Tip: If you hover your mouse over to a specific shift, you can see its details: Date, Time of Shift, Location Addres, Staff assigned, Clients, and more info under Descriptions.
On the right-hand side of this page, you can see viewing options that you can change- Month, Week, Day, or a Specific Date. Just click on which one you'd like to choose, and it will change to that view type. If you wish to add new shift in this area, you can also do it by clicking on the 'Add Shift' here on top left.
There are two ways to view a Staff member’s roster, the first is to use the Dashboard which will show every Staff member’s roster. To drill down further to view an individual’s roster follow these steps:
- In the left-hand menu click on Staff
- Click on List to view all of the Staff members then choose the individual you wish to view
To view roster for a specific Client, go to Clients' list in the Left-Hand menu. In the clients' list page select and click on Client you'd like to view the roster.
Once Client's info page is open, you have an option to check (a) Shifts Breakdown or (b) Calendar page for the Client's Roster.
(a) Click Shifts Breakdown to open the page, and select preferred Date Range, then Enter. You'll then see list of shifts under that Client within the set time period, together with some more information.
(b) If you like to view it's Roster in Calendar form, choose Calendar in the Left. You can again change the viewing option, by clicking on the appropriate buttons on the left side of the page. To view more details of the shift, just hover your mouse over that specific shift and you'll see the rest of the details. You can also click on the shift to open the Shift's detail page for more added info.