Roster Settings Part 1 - Staff Categories & Roles
This guide will cover how to configure categories and roles for your staff members. Roles are useful to distinguish between different jobs the same staff member may work. For example, one staff member might complete 3 care assistant shifts and 3 kitchen shifts in a week.
1
In the Administration of Care Control Windows, open the Staff Records tool, which can be found under the Common Options and Staff Area tabs.
2
Navigate to the staff member you wish to amend. Then, select the Roles tab.
Here, a list of roles associated with the staff member will be displayed. This includes their Primary Role as well as all Other Roles.
Press Add Role to create a new one.
3
A blank form will open. Begin by selecting a Category and Role for the staff member. You can use an existing combination from the drop-down lists, or type in new ones.
If you wish to make this role their Primary Role, tick the associated box. Then, enter a Start Date.
The right hand side of the window covers the Contract & Holiday Settings for this role. The options are explained below:
- Zero Hours – tick this if the role is part of a zero hours contract, or enter the….
- Initial Hours – the contract hours per week for the role.
- Population Method – how the role is populated on the rota. This can be done Manually or based upon the Processed Template.
- Calculation Method – how the total amount of holiday is calculated for this role.
- Cover Hours Treatment – whether or not holiday will be accrued on covered shifts for this role.
4
After saving your role you can View it from the staff record.
This will open the role summary window. From here, you can amend the role details and contract.
