Tanda makes creating powerful cost-aware rosters easy! Once you have added your staff info into Tanda and created locations & teams you can start rostering.
Go to the Current Roster page:
You can build and view your roster in a couple of different ways in Tanda - Week, Day, Staff, Shifts and Costs. Week view will show by default but to select a different view just click on that option, the other views are located in the drop down at the end of Staff:
Staff view lists each staff member on the left in alphabetical order, with their total weekly hours and each day of the week at the top of the bar:
Week view lists each shift card vertically for each day of the week. This gives you a great overview of your entire roster. In this view you can drag shift cards into any order. You can also click on the drop down arrow next to the date to sort the shifts in starting order:
Day view shows you shifts for one day at a time. This is useful if you want to make sure you have staff coverage throughout the day. You can switch between days by clicking on the relevant day at the top of the shifts.
How to create a shift
To create a shift simply click into an empty shift card and assign a Team and an Employee. If you click on the Team box first you will see a drop-down where you can choose any available Team:
Once a team has been added to a shift card only Staff that have been added to that team (on their profile) can be assigned the shift:
Alternatively you can assign Staff to the shift before adding a Team. Once you do this, only those Teams available to that Employee can be selected.
If you're rostering in Staff view you will just need to click in the empty box to create a shift card.
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. You will notice that if a staff member is a member of one team only, their team will automatically be allocated to that shift.
A quick way to copy shifts is to use keyboard shortcuts. Hover over the shift and press ctrl+c, then put your mouse over the blank shift and press ctrl+v to paste.
Another way to do this is by clicking the pencil icon in the top right corner:
Click on copy and a duplicate of that shift will be created below. You can then drag the second shift card to another day.
You can then change the times or any other information of that duplicated shift if necessary.
If you need to roster in exact break times, under the pencil icon, click Add break:
This takes you to the Day view screen i.e. Monday. Under the Break column for the shift enter the start and finish time of the break in the format below. It will then calculate the length of this break for you:
Click back to Week view and you will now see, when you hover over the break icon 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 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 Automatic break. The staff member will not be notified of break times when setting a break in this way but it will reflect in the roster costs.
Filtering the roster
Depending on how many Teams you manage and Roster for you might have a lot of shifts on the roster. If you ever want to just see shifts for specific Teams you can use the filters located in your sidebar.
Just untick the Team you don't want to see and you'll only see those shifts on the right. You can also click Shift Details to only see shifts in those roles:
For more information on how to use the roster sidebar please see this article.
Publishing The Roster
If you’re happy with the level of detail on the roster as it is now, you can click green Send to Staff button.
Note : To avoid any confusion while you build your roster, Staff will not be able to view their Roster in MyTanda Online until you send it to them: