Information on the roster is independent to all other areas in AgriSmart, except Tasks. This means that information added to the Roster, will not flow through to Timesheets, Payroll, Job Costing, or Reports
Set up a roster
Simple
Example used is 11:3 for the entire season
1. Hover on Rosters > click Add/Delete Roster:
2. Select a User:
3. Change the Year if applicable:
4. If the employee’s first day on for the season is not 01/06, choose the date that corresponds to their actual first day on in the Different Start Date field:
If a Different Start Date was entered, ensure it flowed down to the Start date field. If it didn’t, refresh your screen and repeat from step 3
5. Enter the roster period:
6. Click the arrow:
7. Click Save to roster calendar
Alternating
Example used is 7:2 7:2 7:3 for the entire season
1. Hover on Rosters > click Add/Delete Roster:
2. Select a User:
3. Change the Year if applicable:
4. If the employee’s first day on for the season is not 01/06, choose the date that corresponds to their actual first day on in the Different Start Date field:
If a Different Start Date was entered, ensure it flowed down to the Start date field. If it didn’t, refresh your screen and repeat from step 3
5. Enter the first roster period:
6. Click the checkbox:
7. Click the arrow:
8. Enter the alternating roster pattern:
9. Select the checkbox in each period to confirm the roster pattern:
10. Locate the period that contains the final part of the roster pattern and click the arrow:
11. Click Save to roster calendar
Simple with change in the season
Example used is 11:3 but 6:1 over calving
1. Hover on Rosters > click Add/Delete Roster:
2. Select a User:
3. Change the Year if applicable:
4. If the employee’s first day on for the season is not 01/06, choose the date that corresponds to their actual first day on in the Different Start Date field:
If a Different Start Date was entered, ensure it flowed down to the Start date field. If it didn’t, refresh your screen and repeat from step 3
5. Enter the first roster period:
6. Click the arrow:
7. Locate the period where the roster changes:
8. Change the pattern accordingly:
9. Click the checkbox then click the arrow:
10. Untick the checkbox:
11. Locate the period where the roster changes back:
12. Change the pattern accordingly:
13. Click the checkbox then click the arrow:
14. Click Save to roster calendar
Complex
Example used is 9 weeks of 8:2/8:3, then 8 weeks of 6:1 over calving, then 5:2 for the remainder of the season
1. Hover on Rosters > click Add/Delete Roster:
2. Select a User:
3. Change the Year if applicable:
4. If the employee’s first day on for the season is not 01/06, choose the date that corresponds to their actual first day on in the Different Start Date field:
If a Different Start Date was entered, ensure it flowed down to the Start date field. If it didn’t, refresh your screen and repeat from step 3
5. Enter the first roster period:
6. Click the checkbox then click the arrow:
7. Enter the alternating roster pattern:
8. Select the checkbox in each period to confirm the roster pattern:
9. Locate the period that contains the final part of the roster pattern and click the arrow:
10. Untick the checkboxes:
11. Locate the period where the roster changes:
12. Change the pattern accordingly:
13. Click the checkbox then click the arrow:
14. Untick the checkbox:
15. Locate the period where the roster changes:
16. Change the pattern accordingly:
17. Click the checkbox then click the arrow:
18. Click Save to roster calendar
Casual
Designed for a casual holiday pay as you go employee who has no set roster and will work when required
1. Click Rosters:
2. Locate the employee:
3. Click and hold the cursor on the employee’s name, then drag and drop it onto the desired date on the calendar:
4. To add additional rostered days on, click the employee’s name on the calendar
5. Adjust the date(s) then click Update:
Delete a roster
1. Hover on Rosters > click Add/Delete Roster:
2. Select a User:
3. Change the Year if applicable:
4. Click Clear all
5. Click OK
6. Click Save to roster calendar
Roster colour
1. Hover on Setup > click on Team Manager:
2. Click on the employee’s name
3. Click the plus icon at the bottom of the General tab:
4. Update the Roster display colour:
5. Click Save