Roster - Demand-based roster (sales forecast ratios)

Create a template

1. Open the Roster via the main navigation bar in Roubler
2. Click …
3. Select Templates
4. Click Create 
5. Enter a Name, the number of Days the roster should cover, and the Location it applies to
6. Click Close

Add shifts to the template

To add demand-based shifts to the roster:

1. Click + to add a new shift to the template
2. Select a Position
3. Select a Location 
4. Toggle Demand based shift to Yes
   
5. Set the Type to Ratio
6. Enter the number of Minimum shifts and Maximum shifts - i.e. the minimum and maximum number of staff that should be rostered on for that specific shift. These fields allow users to set the thresholds for the number of shifts. The number of shifts will never surpass these thresholds. Please note that currently the maximum number of shifts that can be entered is 6. If you need to create more than 6 shifts, please repeat these steps to add a second set of shifts to the roster template.
7. In the Ratio field, enter the desired ratio per hour using the same units as the sales forecast.
8. Enter the Minimum shift length in hours
9. Enter the Minimum shift length in hours
10. Click Show Advanced to set the following:
    • Enter a Start day
    • Enter a Start time and End time within which you would like the shifts to appear
    • Enter a Break duration
    • Enter an End Type 
    • Enter any Requirements
    • Enter any Work type
    • Enter any relevant Employee notes
11. Enter a Start day from which you would like these shifts to appear
12. Enter an End day - either Same day or Next day for overnight shifts
13. Enter a Break duration for these shifts
14. Enter any relevant Employee notes
15. Click Save
16. Click Close
17. Repeat steps 1 to 13 to build out the demand-based roster template.

Example of ratios:

Scenario:

• I want a minimum of one (1) bartender rostered on
• For every additional $100 of forecast sales, I want to add one more bartender
• The total number of bartenders must never exceed five (5) bartenders.

What to enter into Roubler:

• Minimum shifts = 1
• Maximum shifts = 5
• Ratio = 100

When the roster is created:

• If the forecast sales is $100, the template would create 1 shift.
• If the forecast sales is $200. the template would create 2 shifts.
• If the forecast sales is $800, the template would create 5 shifts (the maximum number defined).