Loading Rosters with Droppah

From the Roster View in the Calendar screen, you can create rosters for each of your teams. 

Click the + button on the first day of the roster period. If you have All Teams selected, you will have the option to Load Roster Plan and Copy Last Week. 

If you have any particular Team selected, you will also be able to add blank Shifts directly to the roster. Click Add Shift and select the required Shifts.

When you are ready to load the roster, select Load Roster Plan. 

A popup window will allow you to pick the appropriate settings for the roster.

Team - If you already had a Team selected from the drop-down menu at the top of the screen, this will be set for you and uneditable. Otherwise, if you had All Teams selected, you'll be able to pick which Team you'd like to load a roster for - you'll only be able to choose for Teams which don't already have a roster loaded for the selected period.

Plan - Choose which Roster Plan should be used to form the basis of the roster.

Start - The date the roster should start from. This will default to the date you clicked the + on, and the End date will automatically generate as the last day of your selected roster plan. 

Once you’re happy with the roster settings, click the purple Roster button. 

Droppah will begin loading and then optimising your roster, to find the best employee matches for each Work Group in your shifts, based on your preferred employees and the priority selected in your Company Settings. 

Once your Roster Plan has successfully loaded, Droppah will provide a summary of the roster that's been generated for you. 

Click Finish to proceed. Your roster will now be generated with employees automatically assigned to each Work Group in each of your shifts.

The Staff Coverage and Cost Estimate toggles allow you to view coverage and cost graphs for each day. 

Click on a graph for a particular day to see more detail. Here you can hover your mouse or tap on a particular hour of the day to see total staff rostered and hourly cost for that period. You can also click Compare Dates in the bottom left to choose another date to compare to.

You can make different changes and alterations to your roster depending on which Calendar View you're in. To add or remove staff from a shift, ensure you're in the Roster View and click on the appropriate Work Group in the shift you want to make changes to. You can click the x on a rostered person to remove them from the shift, or click the + on an available person to add them to the shift. In this example, clicking on the Back of House Work Group for Monday's 'Morning' shift allows us to remove Dwight and/or add others to Back of House for that shift:

You can also add additional Work Groups to the shift, or click the pencil icon to edit the employee's shift start, end and break times. 

Alternatively, to edit additional details for shifts or add one-off shifts, navigate to the Resource View. Learn more here: Calendar - Resource View

When you're happy with your completed roster, it's important to publish your roster. You can see how to publish rosters with Droppah here: Publish Rosters