To get a quick overview of how to Roster in Tanda, have a read of the Create your First Roster article. We'll go over below some tips for rostering as a Team Manager however you may want to also have a look through all our guides on Rosters if you want to delve further.
Just keep in mind, as a Team Manager some areas in the Rosters may look a little different, depending on your business' policies for what you have access to as well.
To see Rosters in Tanda, go to Rosters and then either select Browse Rosters to pick from any week, otherwise Current Roster:
Located in the top left sidebar, by default the Roster is always first viewed in Week view. You can click on Day or Staff or the arrow drop-down to select other views. Have a play around with the different views to see which one you find easiest. If your access doesn't allow you to view costs, you will only see Shifts and Hours view in the drop-down:
In the sidebar under Locations & Teams, you'll see the Teams you have access to. You can click on the filter next to each option to just view shifts with this criteria:
Copying and Templates
Tanda has some great tools for copying the roster week by week so you don't have to start from scratch.
You can copy all shifts on a day to any other day in that week or another week. Just click the drop-down arrow next to the end of that day and select Copy shifts between days:
To copy the whole roster to another week, click on Tools > Copy between weeks:
Your Admin may have setup a Template with all shifts already in it, otherwise you can save any roster as a Template. These options are located under Templates, you can either select Save this roster or by selecting a Template name at the top (for those already created) and then the arrow to either Apply or Edit:
You'll just need to keep in mind that any time you copy shifts or apply a Template, this will write over any shifts already created, so always apply Templates or Copying first and then edit or add in new shifts.
Shifts from other Teams
If you have an employee who works in more than one Team and you're not the Team Manager for all Teams, these shifts will display on the roster but will be greyed out:
This is useful for knowing if your employee is already rostered on that day. If you and the other Team Manager decide to switch where the employee is working that day, the other Team Manager will need to unassign the Team on that shift so you can then edit it:
If your business has enabled Team Managers to view Costs in Tanda, in Rosters you'll see a total Roster Cost and Hours in the top right. You can also view a breakdown by day and per staff by clicking on the Costs Roster View in the left panel:
Sending out the Roster
When you're ready to let staff know about their shifts, just click on the green Publish Shifts button in the top right: (if you can't see this button, your Admin has turned off access to this function, therefore they will need to send it out).
Depending on the option(s) you selected when Publishing, Staff will receive their Roster by Email, SMS, on the Employee App or by logging in to My Tanda.
Staff working across different Teams will receive just one message containing all their shifts:
Once you've send out the Roster, the Publish button will change to show you that all shifts for this Roster have been sent to staff:
When you add new shifts or change existing ones, the button will change back to Publish again. When you click on it you can either choose to publish just the changes or the entire roster again:
This will also show if you, say sent out the Roster by Email only but some of your staff don't have an email address on their profile, they won't have received the roster so go back in to Publish the roster again and any staff with an exclamation mark next to their name will need to be updated:
You can then just publish the new shifts, which will be the staff that didn't receive the roster the first time.
If you need any further assistance, you can check with your Manager first otherwise you can also contact Tanda Support by clicking on the blue chat icon in the bottom right corner, on 1300 859 117 or firstname.lastname@example.org