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Calendar - Resources View

Calendar - Resources View

Updated over a month ago

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The Resource View in Droppah's Calendar allows you to view and manage the rostered shifts and time entries for each employee, as well as any days each employee is unavailable for the week.

Time entries that have been worked will show as solid colour entries, while rostered shifts that haven't yet been worked (either by clocking out or by generating time from the shift) will remain unfilled.

Rostered shifts will show a purple tick if they've been published.

If your staff aren't able to work on certain days - either due to their weekly availability or because they've requested time off - the days will be blocked out in the calendar.

See more information on how to record availability for your staff here.

If a staff member is rostered on across multiple teams and a specific team is selected in the top right of the screen, shifts for all other teams will show as greyed out. These shifts can only be edited if you have access to that team and have selected it at the top right of the screen.

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Staff members can be pinned so they'll always show at the top of the list. Click on the icon next to an employee's name to pin them.

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Pinned staff will show for all team managers and administrators, and can be un-pinned by clicking the icon again.

Adding Shifts

You can add a shift to a person by clicking on the day you wish to add a shift to.

The person's existing Work Groups will display first, followed by all others available. Adding a shift using a new Work Group for the person will add it to their record for future rostering.

You can also click on an existing shift if you wish to add another shift for the same person on the same day. Once you've clicked on the day, click + Shift on the left-hand side of the pop-up. You'll be prompted to pick the Shift you wish to add, and then the Work Group that should be assigned to the Shift.

Once selected, you'll be able to edit the start time, end time and break duration if desired. Click Save.

Editing Shifts

You can click on a shift to view and edit the details for the shift. Only shifts for teams that you have access to will be editable, and you'll need to have the team the shift belongs to selected in the top right in order to edit it.

You can edit any of the details for the shift and click Save, or click Delete Shift if you wish to remove the shift.

Alternatively, you can drag and drop a shift if you need to move it to someone else, or hold Ctrl/Cmd and drag a shift to copy it.

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It's important to ensure you Publish your rosters after making any changes - you'll see a red indicator for any details that have been edited after the roster was originally published.

Daily View

For finer visibility and control over all the shifts on a particular day, simply click on the date to navigate to the Daily View.

Within the daily view, you can see a more detailed view of your roster plus an hourly breakdown of your total labour costs and rostered employee numbers, along with hourly revenue information if you're using our Lightspeed Integration. You can learn more about the figures displayed at the top of the screen here: Revenue & Labour Costs

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Within this view, click and drag the start or end of any shift to shorten or extend it as required. This can be done for shifts that have already been worked, as well as shifts in the future. If you adjust a shift that hasn't been worked yet, you'll need to Publish the roster again to save the changes.

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Generate Time from Shifts

If your employees haven't clocked in for previous shifts, you can turn the shift into worked time with just a couple of clicks.

When you click on a shift that falls in the past, you'll have the option to click Generate Time from Shift in the top right corner.

After clicking Generate Time from Shift you can change the start time, end time, or break duration as needed. Click Save to save the time entry.

If you wish to turn all unworked shifts for a week into time entries you can do so from the Timesheet View.

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