Rosters can be personalized to display information the way you like. There are various filtering options that make this possible. This article will outline how to configure your roster view, choose the stats you wish to display, and use roster reports to assist in deciding how you roster.
Select from the below option:
Located at the top of your roster are several filtering options to customize the way you view your roster. The filters give you the ability to set a roster view period of weekly, fortnightly, 4-weekly, monthly, or customize your own.
There's also the option to group by the team, stack shift cards, hide and display information, and more. It's recommended to test options to see what you like best.
You're also able to change the order your employees are shown by clicking the following button in the top left of your roster. This order can only be changed in staff view and will not be able to be changed in daily rosters.
Altering the display of your primary roster stats is a great way to customize your roster. From the sidebar located on the left of your roster, click on the roster stats, and select your preferred statistics from the drop-downs.
Utilise wage calculations before publishing a roster to make proactive, informed decisions on who to roster on and when.
To view the cost breakdown of a roster:
From the roster, switch to the Stats Report function:
When reporting on a roster, there are multiple filters that can be utilized to craft a report reflective of business goals:
Stat: determines the key metric you would like to analyze. Options include shift count, shift costs, average hourly rate, roster hours, wage as a % of revenue, sales per labor hour, and predicted sales. The option selected determines what appears in the graph. All stats will be displayed in the table beneath the graph.
Time Grouping: determines the time increments along the X-axis in the graph and as rows on the table. Options include by date, week, and by day of the week. The duration of the report should be specified in the time and duration fields, located above the time grouping filter.
Second Grouping: permits data to be group in addition to time-based increments. Options include grouping data by employee, team, or location. 'None' can be selected in no further grouping is required.
Aggregate allows data to be displayed as a sum or an average.
The filter: enables a specific point of data to be isolated. This field could be used to report on a particular employee, as an example.
Once filtered to the desired output, data can be downloaded as a CSV by clicking the 'Download as CSV button at the bottom of the report.
Roster On Costs:
If you want to view on-costs such as payroll tax and superannuation in your roster cost, you can do this by configuring on-costs.
Go to the drop-down next to your initials in the top right-hand corner, then select the Settings icon.
Navigator to the tab titled On-cost Config.
Name the configuration. This is important if you want to set up multiple on-costs for different costs, and possibly different rates for different locations such as payroll tax.
Select the staff that the on-cost applies to. Some employee classifications may not apply to the on-costs and this is where you can filter them out.
Select the locations that the cost applies to. This is particularly useful for payroll tax where businesses are setting different rates for operations in different states.
Enter the percentage rate that applies. If you were looking to apply 14.25%, you would enter 14.25
Viewing on the Roster
To view the total cost of your roster including on costs, navigate to Time & Attendance > Rosters across the top toolbar and select Current Roster.
Use the arrow in the stats display in the top left-hand corner to select which stats you want to display
You can choose any combination of three stats to display.
How can I change my Roster Start Day?
How can I change my Roster Start Day?
You can alter the start day of your roster by heading to settings which are found by hovering over Settings > All Settings. Select View all roster settings, and click 'Show Advanced Settings'.
important: This setting can take up to an hour to process, and it is recommended to not make any changes whilst this change is occurring. The field displayed will only update the start day once the process has completed the update.