Employees, skills, and tasks
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      1. RosterLab Knowledge Base
      2. Employees, skills, and tasks

      Add employees and assign skills & shifts

      Add employees and assign skills & shifts

      Before you can start building your roster model, adding people to your "Employees page" is the very first step. 

      This page is where your employees are listed along with their skills and what shifts they can work. You can view detailed information by employees through the individual view.

      1. Go to the Employees page on the left sidebar. 
      2. Add employees by clicking the Add People button

      Add Employee(s)

      1. Click on Add Employee; or
      2. Click the dropdown menu and select Add Multiple employee(s)
      3. Enter how many employees you want to add and click OK
      4. Fill in the Name
      5. Select the skills and shifts this employee has/can work if it’s necessary

      Delete Employee(s)

      Be careful as deleting is not undoable.

      1. Select the employee(s) you want to delete by ticking the checkboxes
      2.  Click the delete button in the action bar 

      Employee Properties

      In the employee subsection of the employee table there are the following three fields:

      Name – This is for the name of the employee

      Skills – This is for the skills the employee has. Please note skill is not a mandatory field, and if all employees have the same skill, then it is not necessary to input that information. More information about skills can be found below.

      Shifts or Shift Groups -  This is for all the shifts an employee can work. It defaults to “all”, assuming employees can work all types of shifts or shift groups. This can be edited in the dropdown if you double-click the cell. Click here for more details. 

      Assign skills to my employees

      Skills cover the qualifications and competencies that are relevant to the roster we are creating. Common usages of skills are things such as seniority, for example, if we are concerned about an even mix of junior and senior staff in a shift.

      Once the admin users have added the skills in the skills table, you will find them under the dropdown menu under the right fields. You can select or deselect one or multiple types of skills that each employee can work on. 

      Assign shifts to my employees

      You can choose the types of shifts that an employee can work. 

       

      Check here on how to set up skills

      Check here on how to set up shifts