Module 3: Roster, leave, time and attendance, business intelligence
Welcome to your Roubler implementation Module 3.
In this module, we will talk you through your roster, time and attendance and leave features.
3.1: Roster
| Read the support document | |
| 3.1.1 Understanding and navigating the roster | Understanding and navigating the roster |
| 3.1.2 Build a roster from scratch | I think we need a support document for this |
| 3.1.3 Copy and pasting an existing roster |
I think we need a support document - also need to mention that this will keep employees + shifts together |
| 3.1.4 Build a roster based on your team's standard hours |
Build a roster based on your team's standard hours works in week view only |
| 3.1.5 Create and use roster templates |
Create a regular roster template |
| 3.1.6 Roster functions | Understanding and navigating the roster |
| 3.1.7 Additional options | Understanding and navigating the roster |
| 3.1.8 Shift tiles | Understanding and navigating the roster |
| 3.1.9 Flag colours | Understanding and navigating the roster |
| Convert shift to leave | Roster - Convert a shift to leave |
| Public holiday not worked |
Management settings - company settings - Workflows - Public holidays not worked (this was covered in Module 1 don't need to reiterate but could mention we set this up already) Advanced roster settings - when creating a shift you can add a work type "public holiday not worked" |
| Temporarily vary standard hours | Roster - Request approval from an employee to work a shift outside of standard hours |
3.4 Business intelligence
| Read the support document | |
| Roster costing/business intelligence graphs |
Business Intelligence - Overview Business intelligence - Integrating your point of sale system with Roubler |
3.2: Leave
| Read the support document | |
| Overview | No support doc yet |
| Add leave request | How do I lodge leave requests on an employee's behalf? |
| Approve/decline leave | How do I review, reject or approve leave applications? |
3.3: Time and attendance
| Read the support document | |
| Overview | No Support doc yet |
| Review/edit/approve/authorise/commit | Time and attendance - Review, edit, approve, authorise, commit and submit timesheets for payroll |
| Add ad-hoc timesheets | How do I process an 'Ad hoc' Pay Run I think this is the right article |
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