To make your first roster for the current week in Tanda, go to Rosters > Current Roster:
If you need to create your roster for a different week, just click the forward arrow next to the dates at the top, or the calendar.
Your current Roster will first open in Week view, which is the default view. Other views are accessed in the sidebar on left. You can read more about the sidebar in this article.
How to create a shift
To create a shift in this view simply click in the Type a name field to select an employee from the list or start typing 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
When entering times, remember:
- For morning (am) times, just enter the time. eg. 7 or 730
- For afternoon/pm times place a p at the end. So you would type 530p or put it in in 24hour time 1730
- For shifts that go into the early hours of the next day, place am at the end . So you would type 130am
The start time will be entered in the first box and the finish time in the second box:
You can then continue to add other staff and set their shift times.
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 this day and you can then enter in the Break column the break start and finish. You will need to place a dash (as the format below) 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 back to Week View and you will now see, when you hover over the break icon on the shift card that a time has been set. Staff will be notified of their break times when they receive their roster:
Alternatively, if your staff don’t take set break times, but need to have a portion of their shift taken out for an unpaid break, you can set this in the General Settings menu. Have a read of our guide on how to Configure Breaks in Settings for more information.
Once you have configured these automatic breaks in settings, when you hover over the pause/break icon, you will see this is now reflected as an Automatic break and staff will receive this in their Roster, reflected as Break: 30 minutes.
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.
When you're ready to let staff know about their shifts, just click on the green Publish Shifts button in the top right:
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.
Now that you've got the basics, check out our other Rosters articles to get the most out of Tanda.
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