Feature Updates

New Feature: Weekly Roster ‘Requirements’

September, 2018

goRoster users can now set ‘Requirements’ for their weekly rosters.

Requirements allow you to set the number of employees that need to be assigned to a particular role on any given day so that you can check to make sure you have your roles covered. This feature is one way to help design your roster to ensure you  maintain a high quality level of service and compliance in your chosen industry.

Create some Roles (if you haven’t already)

To use requirements, you first need to make sure you have created ‘Roles’ for your roster.

Here is a handy article showing you how to set up roles if you haven’t already Creating Roles

Requirements + Roles

Using Requirements in your Weekly Roster

Once you have your roles set up you can then enter requirements for the roster in the current week. In the Roster Designer > Menu 

To get started, click on the field that corresponds to the day you would like to set it for and click ‘up’ or ‘down’ to adjust the number of required roles.

Enter the Requirements

New! Requirements Indicators

When you have everything set up a ‘REQs’ indicator will display in the Roster Designer above the date in the roster. Green indicates you have assigned the correct number of employees for that role and date while Red indicates that you need to add more. If you need to add more employees to a role you can click on the indicator to edit the settings for your week.

Requirements Indicators

Who can use Requirements?

This new feature is now available to all goRoster users, including those on a free 30-day trial.

Not using goRoster yet at your business? Sign up today for a no obligation free trial.

Improved Qualification Reminders

May, 2018

As from today goRoster can support multiple email recipients for qualification reminders.

To set up multiple recipients, click settings>account settings and enter as many addresses as you like;

Once you’ve entered your recipients, simply revisit your qualifications (found under settings>qualifications) and select where you’d like the reminders to be sent;

If you need more help using qualifications or have any other questions, please email our help desk or contact us via your dashboard help and support panel.

Adding a blank row

April, 2018

goRoster users can now add blank employee rows to their rosters. This feature gives you the flexibility to create a roster template without having to assign employees.

Just click on the blue ‘Add a row’ button in the roster designer page to create a blank row.

The row will appear as ‘Unassigned.’

You can instantly start adding shifts and roles as normal by clicking on the cells you want to fill.

Once you’re happy with the roster, simply drag an employee’s name from the right-hand side of the screen to the ‘Unassigned’ row to apply the shifts to that person.

You can copy your roster template to future weeks too. Just click the ‘Copy Roster’ in the drop-down menu at the top right of the screen, choose which week you want to copy to, and confirm by pushing the ‘Copy Week’ button. This tool makes it really easy to plan your rosters well in advance!

You still have the option of adding employees to your roster before assigning shifts to them. Just click on the name of the employee you want to add to your roster on the right-hand side of your screen. Then assign shifts and roles as normal.

This new ‘Add a row’ feature is now available to all goRoster users, including those on a free 30-day trial.

 

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