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 a 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're 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 the following:
- Any preferred people set in your Roster Plan
- The maximum hours per week set on your staff records
- The priority selected in your Company Settings
- Stint durations and tolerances in your Rostering Settings
Droppah will prioritise filling every shift in your roster, even if it means the roster doesn't meet some preferred settings.
Once your Roster Plan has successfully loaded, Droppah will provide a summary of the roster that's been generated for you. In cases where some employees or shifts weren't able to meet all of your preferred settings, Roster Warnings will display to let you know what needs a look over.
Click Finish to proceed. Your roster will now be generated with employees automatically assigned to each Work Group in each of your shifts.
If you have an unexpected gap in your roster or need an extra set of hands for an upcoming event, you can post a job to find extra workers directly from your roster.
Click into a shift you'd like to find more workers for and click New Job to get started. For more details on this process, see Posting a Job
The Daily Summary and Daily Chart toggles allow you to view both estimated revenue and labour costs, and coverage and cost graphs for each day.
If you've set budgets for your team, the Daily Summary will show the roster cost, your expected revenue, and the labour cost percentage for each day. Learn more about setting budgets here: Teams
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 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, selecting the Kitchen Work Group for Monday's 'Morning' shift allows us to remove Chris and/or add others to Kitchen 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.
If you just need to update a particular employee's shift details, simply click their name on the appropriate shift.
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