This quick start guide helps you get started and create your first roster in PowerRoster. It provides a high-level overview of the steps involved, from creating a roster through to publishing it.
What is a Roster?
A Roster is a structured schedule or timetable used to manage and allocate resources, such as Frontline Workers, to specific shifts or positions over a defined period. It outlines who is responsible for what and when, ensuring that all necessary positions are filled and work requirements are met efficiently.
A Roster typically represents a logical grouping of staffing needs, such as a team, department, location, or project. Businesses can manage as many rosters as needed, with appropriate security measures in place to control the management of these rosters.
PowerRoster streamlines operations by offering clear visibility into resource availability, workload distribution, and constraints. Its components are structured into several key constructs, including the following:
Roster Position
Roster positions represent a logical grouping of resource requirements based on persona (skills/characteristics), working patterns, date range, and role within a particular roster. A roster consists of a collection of roster positions that represent the roles within the roster that need to be filled.Roster Persona
A roster persona is a standard construct of PowerRoster, allowing for the definition of the characteristics, skills, endorsements, roles/categories combination that represent the persona/grouping. This is then used to filter resources when looking for frontline workers to be part of a roster/task.Roster Pattern
A roster pattern defines the recurring shift structure within a roster, determining the type, start time, and end time of shifts. It helps streamline scheduling by automating shift creation based on predefined patterns.Roster Period
Roster period refers to a defined timeframe within a roster that is used to organise and manage scheduling. Each roster period represents a block of time, such as a week, month, or other custom duration, during which specific shifts, patterns, and allocations are applied.Bookable Resources
Bookable resources represent an individual person, vehicle, asset, or facility that can be used for rostering or scheduling.Availabilities
Availability allows frontline workers to request and manage leave, with approvals recorded against the Work Hours Calendar. It ensures accurate tracking of resource availability, facilitating better scheduling and planning on the roster. Leaves are reflected on the roster calendar and can be actioned appropriately by managers.Demand Forecasting
The demand forecasting functionality within a roster visually represents the variance between required resource levels and scheduled resources, enabling effective workforce planning.Compliance
Compliance within PowerRoster is used to configure rules and constraints to create custom fatigue management plans, manage overtime or apply the rules to specific contractual rules, industry-specific requirements and regulations, or local labour laws. Compliance rules can be used against rosters to verify that no rules are breached, or breaches can be fixed if they occur.Shifts
A shift is an individual time slot on any particular day on a roster. Shifts are created so that resources can be allocated to them to perform a task.
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