Roster Guide

Home
My Shifts - List of the logged in users shifts
My Direct Reports - Shows direct reports and allows you to change their working hours and Department/Manager
My Absences - Summary of my current holiday year, working hours, what absences I have taken.  Also request an absence.
Team Absences - The manager approves sees, creates and approves requests
Roster Summary - Who is assigned to shifts on a different Ward

Management
Ward Management - A home page for a Ward Manager linking to all the screens for their ward
    Bulk Edit Shifts - Request Shift Cover Urgently (Currently not used)
    Bulk Send to Agency - Send many shifts to Agency to request cover
    Unfilled Shifts - A list of shifts which need covering
    Manage Individual Shifts - An index page of all shifts in the Ward
    Agency Change Requests - Don't worry about this
    Shift Disputes - Where the Agency has disputed the hours that the worker has done

    User Management - Index Of All People in the database
    Blocked Users - User Management filtered to only blocked users
   
    Roster Summary – As above
    Set Staffing Requirements - Where the Ward Manager confirms how many staff they need given    the number of patients expected on that day
    Set One to One Requirements - As above but where the requirement is for One to One Patient care 

    Today’s Register - Confirm who was late or did not attend
    Yesterday’s Register - As above
    Approvals - Confirm the shift was completed and can be paid for
    Day Shift - Agency Register - Confirm which agency staff were late, did not attend and who can be  paid                                                                                                                                                                        Night Shift – Agency Register – As above

Manage Shifts - Shift index again
Unfilled Shifts - As above
Approve Shifts - As above
Short Notice Shifts - Shifts which are unfilled and soon
Agency Timesheet Completion - Which Agency Timesheets need approving
Working Time Summary - Warns where someone is doing too many hours
Rostering Tools - Link to angular site where you do new rostering periods
Contract Hours Variance - A report which shows where someone has too few or too many hours against their record, we have 3 options here:

·       Too Few: Employees who have worked less than they should and haven’t booked for holidays

·       None: where contracted hours = worked hours OR worked hours < contracted hours but they used the difference for holidays

·       Too Many: Worked hours > Contracted hours

Safer Staffing
Report - An overview of the levels of staffing in the hospital and whether it is safe
Agency Change Requests - Don't worry about this
Manage Establishment - Set the required number of nurses of each type on each ward based on the number of patients
Manage Shift Templates - A list of possible shift times

Payroll
Payroll - Be careful in here.  This generates payroll files by connecting relevant shifts to the new file.
Previous Files - A list of files previously generated on the Payroll page.
Rates - How much different levels of staff are paid for a different type of shift.  Usually updated once a year
Rate Overrides - Link between a person and a special Pay Group
Rate Time of Week Overrides - Change the standard rate for a day to a specially defined rate (Rarely used)
Bank Holidays - A list of Bank Holidays so the system knows when Bank Holiday rates apply
Generate Agency Payroll Files - Create a payroll file for Agency Shifts
Agency Payroll File Index - Shows previous Agency Payroll Files
Accounts
Agency Approvals - Summary of Confirmed Agency Shifts which have been notified to the Agency

Admin
Admin
   Send Candidate Notifications - Don't press this
   Rates - As above
   Bank Holidays - As above
   Locations - List of places that can be rostered
          Edit - Change the Rates that apply on this ward
          Manage Assignments - Manage the sub groupings on this roster
   RITEQ Person Mappings - Don't need this
   Manage Daily Working Patterns - Possible variations of hours worked on a given day
   Manage Weekly Working Patterns - Pick a Daily working pattern for each day of the week to give someone’s whole working week
   Manage Person Department Mapping - A list of People who have been assigned as managing a whole department.  This means they can approve timesheets and annual leave for everyone in that department.
   Manage Employee Manager Mapping - A list of People who have been assigned as managing a particular person.  This means they can approve timesheets and annual leave for that individual.
   Manage Departments - Departments are synched with Civica.  Manage directorate, and settings for cost centre (which effects timesheet payroll).
   Manage Absence Types - Main Reasons for Absence
   Manage Absence Sub Types - Specific Reasons for Absence
   Staffing Location Person Mapping - Allows an admin to Confirm a person’s change of Manager without the new manager confirming it
New User Requests - List of Pending new Accounts requested by an Agency
All Users - Every account in the system - Options allow you to change Leave Entitlement, Blocking, Working Pattern, View Shifts, etc....
Blocked Users - Same as above but only showing users who are blocked
Agency Staff - Allows you to access the Staff List for each agency
Agency Staff Accounts - Agency accounts have a 3 month (?) expiry.  This allows someone to extend them.  Mandy does this at the moment.  Also allows the speciality for the Agency Workers to be set
Holiday Allowance Calculator - Allow HR to calculate a joiners annual leave allowance for the remainder of the year