Setting up an employee to use the Rota is done in the Rules tab of the Employee Form. This guide will look at:
At this stage, the employee will now show in any Rotas where they are a member of the selected Group.
Still in the Rules tab of the Employee Form, you can now make any required changes to the following settings:
You may wish to allocate the employee a Work Schedule from the drop-down menu. This will become the schedule that Focus uses whenever you choose the default option when populating the Rota from Work Schedules.
This function comes into play when manually adding times to the Rota instead of adding a Shift Rule.
Select a ‘Rota Template Rule’ from the drop-down menu. When times have been manually added to the Rota, Focus will use the Rota Template Rule to apply its rules to the employee’s clockings (ie. clocking infringements and overtime hour calculations).
Focus has taken the Rota Template Rule (Casual Standard Shift) and applied its logic to Thu & Fri.
You can see from the Timesheet;
You may wish to set a weekly hours limit, for example, if employees are restricted in the number of hours they can work each week. With ‘Show Total Hours’ enabled in Options, you can use the weekly limit to warn you of any potential working time breaches when building your Rota. The Total Hours will be highlighted red once the weekly limit has been exceeded.
Building a long term Rota can be a quick and painless process. Learn how.
If you have a budget for your daily or weekly wage spend, the Rota can help you keep within it.