The setup spreadsheet has been created to make the initial loading of your account information easier.
Click here to download the setup spreadsheet.
Once complete, please email to contact@rosterplus.com.au. We will upload it into your account and give you a call to walk you through the creation of your first roster. We hope this is the last spreadsheet you will ever need for your rostering!
For help filling out the fields please refer to the text below:
Staff details
| Field name | Description |
|---|---|
| Name | The name of your staff will be used in your roster building tables and drop down list. Try and keep it as short as possible, ideally their first name and last initial. Each staff name must be unique. This is the only mandatory field. |
| Mobile | If you want the system to send notifications to your staff’s mobile phone via SMS please enter your staff’s mobile phone number as a 10-digit Australian number starting with 04. We recommend using mobile as a contact preference since staff are likely to carry their phone around all the time. |
| If you want the system to send notifications to your staff’s email account. While email is a great notification method it does rely on your staff logging onto a computer. Light email users might miss important notifications like last minute shift changes. | |
| Base rate | The normal about of money (per hour) you pay this staff. Through your Company Settings you are able to increase this by a certain % on particular days of the week. The base rate will be used while calculating costs as you build your rosters. |
| Notes | You can use the notes field to hold extra information on your staff. For example you might hold a list of their qualifications, additional contact methods, general marks on their work quality and so on. Your staff never gets to see the notes you have written on them or other staff. |
Areas & Roles
Areas and roles should be added to your account to make building rosters more manageable and intelligent. Say you were a restaurant and one of your chefs calls in sick. With correctly setup areas and roles, the system will be able to suggest other staff in your company who are ‘chefs’ and are not already working or on holiday.
Here is a practical example how a restaurant might split up their areas and roles, this should help you work out how you will set yours up: Two areas, ‘Dining’ and Bar’. Within ‘dining’ they have the roles ‘chef’, ‘dish washer’ and ‘waiter’. Within ‘bar’ they have ‘glassy’ and ‘tender’. Each of their staff is assigned to one or more of the roles based on their abilities.