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 and 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 in the Droppah sidebar, 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.
Optimise For - You can leave the Optimise For sliders at their default settings for a balanced roster, or you can change them to suit your preferences. Drag a slider further to the right to increase its priority. The available priorities are:
- Cost - How affordable the roster is. When Cost is set as a high priority, Droppah will attempt to optimise your roster for the lowest labour cost.
- Experience - How much experience your employees have with their skills. When Experience is set as a high priority, Droppah will attempt to utilise employees who have more hours of experince at a particular skill.
- Rating - How well rated your employees are for their skills. When Rating is set as a high priority, Droppah will attempt to roster on employees who have a higher skill rating applied to the skill they're being rostered for.
Once you’re happy with the roster settings, click the green Roster button.
Droppah will begin loading and then optimising your roster, to find the best employee matches for each skill in your shifts, based on your preferred employees and selected priorities.
Once the green loading bar has completed and your roster is optimised, click Load Roster. Note: You can click Load sooner if you wish to manually populate the roster, but waiting until filling and optimisation is complete allows Droppah to find the optimal roster solution for you.
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 skill 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 right 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 skill 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 Front of House skill for Friday's 'Opening - Late' shift allows us to remove John and/or add others to Front of House for that shift:
You can also add additional skills to the shift, or click the pencil icon to edit John's shift times.
Alternatively, to edit the start or end time for employees 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