Now that you've setup your Locations, Teams and Staff, you're ready to create your first Roster in Tanda.
On the Dashboard, in the Setup Checklist, click Create a roster to go to the Roster for the current week or Rosters > Current Roster in the header:
Create a shift
To create a shift simply click in the Type a name field to select an employee from the list or start typing the employee's name to bring up the matching employee. Click to select the relevant employee:
- When selecting an employee, you'll notice coloured lights next to their name. This relates to their availability. Green meaning they are Available, Orange meaning they have another shift on this day or Red meaning they have a Leave or Unavailability request.
- Next to this is the Employee's Base Hourly Rate
After selecting the employee, depending on your Location/Team setup, a Team may have automatically been assigned to the employee, or you can click on the + icon to select a Team and Shift Detail:
Select Shift Detail
- Enter the start time in the first box and the end time in the second box
- For morning (am) times, just enter the time as 7 or 730
- For afternoon/pm times place a p at the end. So you would type 530p or put it in in 24 hour time 1730
- For shifts that go into the early hours of the next day, place am at the end, so you would type 130am
After entering a start and finish time, you might notice a pause icon appear next to the finish time:
This is set by default in new accounts to deduct 30 mins unpaid break for shifts 5.5 hours or longer. This can be configured in the General Settings of your account if you need to change or remove this option. Have a read of our guide on how to Configure Breaks in Settings for more information.
Staff will receive this in their Roster, reflected as Break: 30 minutes.
If you need to roster in break times, on the shift card, click on the pencil icon and select Add break:
This takes you to Day View for the day the shift is on and you can then enter in the Break column the break start and finish. You will need to place a dash, as the below format for the break to be recognised. The break total will then be updated in the column at the end:
In the left sidebar, under Roster Views click on Week (to go back to this default view) and you will now see, when you hover over the pause icon on the shift card that a time has been set. Staff will be notified of their break times when they receive their roster:
Once you've created one shift, a quick way to make another is to copy shifts. You can do this by using keyboard shortcuts - hover over the card and press ctrl+c, then put your mouse over a blank shift and press ctrl+v to paste.
Another way to do this is by clicking the pencil icon in the top right corner of the card:
Select Copy and a duplicate of that shift will be created below. You can then drag the second shift card to another day. The shift card isn't locked to the details you copied, so you can change out any information such as the employee, the shift times and the Team/Shift Detail just by clicking in the relevant area on the shift card.
Copying the Roster
You can copy individual days and the whole roster to any future roster. In Week View, click the drop-down next to the individual day and select Copy shifts between days:
Or to copy the whole roster, under Tools, click Copy between weeks.
You can also save your roster as a Template by clicking on this option to the left of Tools:
Publishing the Roster
If you’re happy with the roster and want to notify staff, you can click the green Publish Shifts button:
Note: you might want to wait until you have sent staff the Welcome to Tanda message in the next step before sending out their first roster.
This guide has introduced you to the basics of rostering, but as every business is different there's lots of tips and tricks to get the most out of Rostering in Tanda. Have a read of some of our other Roster articles in the Help Centre.
Next, we'll have a look at getting staff to clock in.
If you would like further assistance please contact Tanda Support by clicking on the blue chat icon in the bottom right corner, on 1300 859 117 or firstname.lastname@example.org