Roster Guide

Home

Home - Takes you back to Roster Home page.

My Shifts - ListThe "My Shifts" section allows you to view your booked shifts within a specific time range. Here's how you can use this feature:

    Viewing Your Booked Shifts:

• Select the time range you want to view.
• Your scheduled shifts within that range will be displayed.

 

     Viewing Available Extra Shifts:

• To see additional available shifts, tick the "Show Available Extra Shifts" option.
• This will display any extra shifts that are available for booking within the selected time range.

This feature helps you keep track of theyour logged in usersupcoming shifts
 and explore any extra opportunities that may be available during your selected period.

 

My Direct Reports - Shows directDirect reportsReports and Pending Transfer Requests 

My Absences - The "My Absences" section provides a overall view of your leave and allows you to changemanage theiryour workingtime hoursoff andeffectively. Department/Manager
After selecting the holiday year you wish to view, you would see these options:

        My AbsencesAbsence -Summary: SummaryAn overview of myyour current holiday year, including total leave entitlement and remaining balance. You              could also check your standard working hours,hours whatto ensure accurate tracking of leave and absences.

        My Absence Details: Check your review a summary of the absences Iyou have taken.booked/taken so far, including annual leave, sick              Alsodays, and any other types of leave.

         Yearly Breakdown: Review a summary of the absences you have taken so far, including annual leave, sick days, and any other                 types of leave.

         Request an Absence: Submit a request anfor absence.time off directly through the system. Choose the type of absence (e.g., annual leave,               sick leave), and select the dates you wish to request.

Team Absences - TheThis managersection approvesallows sees,you createsto andsee approvesyour requeststeam members' absences.

Time Sheet - This section allows you to see your time sheet.

Roster Summary - Who is assigned to shifts on a differentyour 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