Daily Roster Information

Purpose

1. To explain the Daily Roster version of the Scheduling Module. 
   

---

How do I know if I have Daily Roster?

1. On the Shift Board, can you see the Off Roster section, or do have the ability to see Events on the Shift Board?
   
1. If you do not see the Off Roster section, or the ability to see events, You have the Daily Roster.
   

1. When you Right Click a User on the Shift Board do you see the ability to send a Shift Reminder?
   
1. If you do not, you have the Daily Roster.
   

1. If you are still not sure, reach out to your Client Success Manager and they can inform you if you are using the Daily Roster. 

---

Permissions for the Daily Roster

1. Permissions are located within the Scheduling Bucket under Roles. 
   

Scheduling - Access Scheduling	User can see the Scheduling Module
Scheduling - Access Setup	User can update and modify the system settings for the entire scheduling module.
Scheduling - Access Shift Board	User can access the shift board
Scheduling - Access Time Card	User can access time cards
Scheduling - Shift Board - Add / Edit	User can add and edit personnel into the shift board
Scheduling - Shift Board -Add Snap Assignment	User can add Snap Assignment to Shift Board
Scheduling - Shift Board - Add Extra Vacancy	User can add a vacancy to an assignment on the shift board.
Scheduling - Shift Board - Delete	User can delete a single instance on the shift board
Scheduling - Shift Board - Delete All Occurrences	User can delete every occurance on the shift board
Scheduling - Shift Board - Edit Notes	User can edit the notes section of the shift board
Scheduling - Time Off - Approve / Deny	User can approve or deny time off for all users
Scheduling - Time Off - Edit	User can edit time off for any and all users within the system
Schduling - Time Off - Edit/Delete Any	User can edit or delete any time off
Scheduling - Time Off - Self Approve	User can approve their own time off.
Scheduling - View Time Off Deputy Section	User can view the time off portion of the scheduling deputy.

---

Information Related to Daily Roster

Sub-modules you can access:

1. Daily Roster allows departments to place users on the Shift Board so that they pull appropriately into Fire and EMS reports. 
   

1. The Daily Roster does not allow access to:
   
1. Dashboard.
   
2. My Shifts.
   
3. Call Shifts.
4. Messaging.
   
5. Time Off.
   
6. Shift Trades. 
7. System Log. 
   

---

Shift Board

1. On the Shift Board you have the ability to utilize the following features:
   

Shift Board Overviews

1. Shift Board Overview: 30 Day View
   
2. Shift Board Overview: 7 Day View
   
3. Shift Board Overview: Three Day View
   
4. Shift Board Overview: Single Day
   

Placing Individuals

1. Placing Individuals on a Single Day
   
2. Placing Individuals On Rotation
   
3. Placing Individuals on Leave from the Shift Board
   

Additional Related Items

1. Adding Holdover Hours
   
2. Printing the Shift Board
   
3. Setting up and Deploying Snap Assignments
   
4. Roster Count
   
5. Adding Notes to Assignments
   
6. Swapping Users on the Shift Board
   
7. Setting up Recurring Kelly Days
   
8. Changing a Users Rotation

---

Setup

1. All the normal Setup Settings will appear within this section, however a majority do not apply to the Daily Roster.
   
2. The following settings do apply to Daily Roster:
   

Settings:

1. Setup-System and Clock Settings
   
2. FLSA Cycles
   
3. Maximum Consecutive Hours
   
4. Shift Board Settings
   
1. You CANNOT USE THE FOLLOWING SETTINGS IN THIS SECTION:
   
1. Signing Up for Vacancies.
   
2. Validating Assignments. 

Assignments:

1. Adding New Assignment
   
2. Setting up Boards

Qualifiers:

1. Setting up Qualifiers

Groups:

1. Setting up Groups

Rotations:

1. Setting up Rotations
   

Project Code:

1. Setting up Project Codes
   

Work Types:

1. Setting up Work Types
   

Time Off Types:

1. Setting up Time Off Types
   

FLSA Rules:

1. Managing FLSA Rules

• Related Articles

• Activities: Activities Log - Daily View tab Overview

  Purpose To give an overview of the Daily View within the Activities Log. Video Directions 1. Navigate to Activities then select on Activities Log. 2. Click on Daily View tab. 3. Advance through prior days or upcoming days by clicking on the arrows. ...

• Submitting Off Roster Requests

  Purpose This article will provide you with information on how to submit Off Roster requests. Off Roster requests can be submitted when an individual is given overtime or the department is tracking time for extracurricular activities that are not ...

• Daily Log Entries

  Purpose In the Activities Module you can create Daily Log entries for items not covered on your staffing schedule, official training, or activities. The Daily Log will create time stamped, recorded, and searchable records. Related Articles Daily Log ...

• Adding Individuals to Off Roster

  Purpose To explain how to add individuals to Off Roster. NOTE: Off Roster individuals cannot be moved to the shift board. This is a way to track employees that may be coming in for class, or activities like gear inspections. Video Direction 1. Click ...

• Roster Count

  Purpose To explain how the Roster Count feature works on the Shift Board. Video Directions 1. Click on Scheduling> Shift Board. 2. Hover over More Options and click Roster Count. 3. Here you can see the Roster Count. The hours of the day are listed ...