Master Data - Roster

What is Roster?

Roster defines the working schedules of the staff. You would define the working time and rest day with the location in the roster so the system could define shift time for timesheet, leave application and leave entry.

What can be defined in Roster?

Roster Code: a shortcode to represent a roster

Roster Name: full name of the roster

Roster Type:  define the type of the roster. Once the roster is created, it cannot be changed.

• Daily - you will be assigned shifts on daily basis. Good for the irregular roster (e.g. Shop)
• Weekly - the scheduled shifts will repeat themselves week by week. Good for the regular roster (e.g. Office).

Default Timesheet Period Start Day: define the start date of the Timesheet each month, for example, if you input 21, then the timesheet period would be started from 21st this month to 20th next month.

Is attendance recorded?: define whether the attendance records would be recorded in the timesheet. If enabled, employee actual in/out time will be recorded in the timesheet. If disabled, no timesheet will be shown in ESS(Employee Self-Services) and no attendance could be recorded 

Is limited to defined shift?: define whether Roster Manager can create a new shift if needed. If enabled, no shifts could be created when Roster Manager managing roster in ESS, only existing shifts in Backstage can be used for this roster.

Is timesheet filled by staff?: defines whether staff can input their working time in the timesheet in ESS. If enabled, employees can fill in their in/out time in the timesheet in ESS.

Is approval required: define whether the timesheet needs approval in ESS. lf enabled, the timesheet will remain ''pending'' until it is approved by approver.

Can approver update timesheet: define whether approver can update the time and remark on the timesheet if approval is needed.

Enable ESS Punching?: define whether the staff are allowed to punch in ESS to record their working time. Details you can take a look at this page: Activate ESS Punch in/out function

Enable Location check?: define whether the system would check IP address of the device if ESS punching is allowed. If enabled, please go to Master Data-> Location->MAC Addresses and input the IP address you enable the staff to punch. Both external IP and internal IP can be used.

Enable Geolocation?: define whether the system would record the latitude and longitude of the location when the staff punch through ESS. If enabled, there would be a pop-up screen ask for permission of location checking before the staff 1st punch.

Publish changes to timesheet?: define whether any changes in the Roster, e.g shift time would be updated the created timesheet simultaneously

Default Shift: define the time to be used if no shift is assigned in the day for the leave time of leave entry and leave application as leave application and leave entry can not be processed if no shift is defined that day.

Set As Template: define this Roster is the template for the roster created by importing. If enabled, the above settings of the roster created by importing would be the same as this Roster.

Holiday group: define the holiday schedule of the roster, e.g Statutory, Bank holiday or holiday of other places.

Remark: add your own comments.

 What's Next?

• Assign roster to staff in Placement profile