Gain a better understanding of the layout of your new roster builder
Rostering > Work on Roster
Welcome to our new roster builder! While it’s a bit different than what you’re used to, hopefully a lot of will be extremely familiar and easy to pick up along the way. The same overall table structure hasn’t changed, nor have the staff/role views, notes or what’s displayed/available. What will be immediately apparent though, is just how much snappier and smarter the whole thing is.
Let’s dig in!
The roster builder has a menu banner along the top where you primarily change the roster and view or access other menu/settings options.
Below this it features the full roster itself, with staff/roles filling the rows and the days filling across the columns.
All of the cells in the roster are context sensitive, so clicking an empty cell will allow you to create a new shift or note, whereas selecting an existing shift will display information about it. Similarly, selecting a staff or day will display a summary of information for that record. De-selecting everything will show a summary for the whole roster.
The roster name and date range is displayed along the top, along with two arrows which can be used to go contextually through the previous and next ‘similar’ rosters, based on locations and dates of the current roster.
Role and Staff
Under the roster name, you will see either ‘Role’ or ‘Staff’ displayed depending on the current view. Clicking that allows you to flick between the two views.
Role view will display the roster by role, split into a section per location, with each role in your account taking a row and displaying all shifts for that period which are aligned to that role.
Staff view will display the roster by staff, with each one taking up a row of the roster and displaying their shifts for that period. Only staff who have been allowed to work roles in the locations covered by the roster will be displayed here. If any staff are missing from this list, go into their profile and enable them to work the roles at the locations covered by that roster.
Roster and Day
Similar to the above Role and Staff views, your roster may be set to ‘Roster’ or ‘Day’ ranges, which will determine the period of time that is displayed in your view.
Roster will display the entire date range of the roster for you to scroll through and view as a whole, with each column representing a day.
Day will limit your view to a single day so that you can focus entirely on what’s required for those 24 hours, with each column representing one of those hours. Small arrows will appear in the top right corner of the roster which will assist you in quickly moving from day to day while in this view.
Shift and Summary
When in Roster view, you’ll have ‘Shift’ and ‘Summary’ options in the middle of the roster banner, allowing you to switch between the two roles as required.
Shifts is the primary view, allowing the usual use of creating and altering shifts and seeing how these are assigned specifically.
Summary view provides an overview of all the shifts in the roster, giving you a number of the shifts per role on each day, how many are assigned or still require staff, which have errors, etc, so that you can take a quick look there to determine issues and then drill down further in Shifts view to resolve any concerns.
When you click an empty section of the roster, a small ‘+’ icon will appear in the top-right corner, which will open the ‘Create’ panel, allowing you to Create a shift or note where you’ve selected.
Tip: Alternatively, you can simply double-click on that empty section to open the Create panel as well.
The information panel on the right-hand side is open by default, but if you ever close it to make more room for viewing the roster itself, the small ‘i’ icon in the top-right corner will open it back up again. This panel is extremely helpful for viewing information throughout, whether that’s a summary of the roster as a whole, or for a staff, day, shift or instance of leave.
Roster summary – When nothing is selected, the panel will display a summary of the roster as a whole, calculating the total number of hours rostered and the total cost of those hours. Adding or deleting shifts will adjust these figures in real time. If you set a budget for a roster, Ento also shows the difference between the budgeted cost and the actual cost (as a percentage).
This final menu allows you to export/print the roster, or perform bulk actions on the shifts within it, such as copying, reassigning and deleting.