A quick introduction to the RosterLab platform. Find out more.
Welcome to the RosterLab App! In this guide, we will walk you through how our app works when you are just getting started. Let’s dive right in.
Here are some questions you might ask and what each page does in our app:
Employees
On this page, you can set up a list of employees who are currently working on the roster. Once you have added your employees, you can input their details such as their skills and available shifts after you set them up.
For AI users, you can also set up employees’ access through the table so the staff requests will be considered when generating the rosters.
- How to add/remove employees
- Manage employee accesses
- How to view all the relevant information by a single employee?
Skills & Tasks
You can set up all the types of skills and tasks that your staff can work on. Once the skills and tasks are created, they will automatically show up in all the dropdowns where they are needed.
- Create and assign skills to my employees
- Create tasks - where and when to use tasks
- How to set up multiple-task combinations within minutes?
Shift & Shift Group
This page is where the details for the shift types that can be worked are listed. Shift groups are sets of shifts that you may need to describe rules, fixed shift allocations and preferences.
- How to create shifts for my roster?
- What is shift group and how do I use it?
Rules
Our AI-powered natural language rules engine can capture almost any complex scheduling rules, such as hours of work, union restraints, skill mix balancing, and more. You can also apply different rules to individual employees.
- Customize your rules
- Example scenarios of which rules to use
- What happens if I want to flex my “must” rules with one exception?
- Can't find the rules you want?
Staffing numbers
Staffing numbers are where the demands for staffing number requirements for the roster are entered. You can capture the required headcounts by time windows, shifts, tasks, or skills.
- Set my ideal staffing numbers or demand
- Recurring demands vs. date specific demands
- Examples of staffing numbers
History
In history, the last roster can be entered to ensure a smooth start to every roster.
- How do I take history into account when generating my next roster using AI?
Fixed Shifts & preferences
Fixed shifts [AI users only] are for shifts and shift groups that must be assigned, such as recurring contracted shifts or annual leave.
Staff preferences can be entered here so the AI can give as much as possible to each employee the shifts that they want. Admin can set the importance of each preference, where AI will optimize the roster around it. Different importance levels indicate to the AI what to prioritize when generating.
The difference between fixed shifts & preferences is that fixed shifts are guaranteed to be considered when generating the rosters, whereas preferences are optimized by AI based on other requirements and criticality.
- Fixed shifts and leave explained
- What are my preferences and how do I use them?
- Approval system for fixed shifts and leave
- Approval system for staff preferences
- Overview vs. recurring patterns for requests
- Synchronizing requests from employees into the admin view
AI Generate & Solutions
When you have all the correct details entered, click here and our AI will know to begin generating a schedule.
Solved schedules are viewed here. Solution analysis graphs are also available for admin users to understand the quality of the roster and make amendments where it’s needed.
- Simulate your schedules - Not getting the results that I want
- Can I do manual edits and changes after deciding to adopt an AI solution?
- Understand your solutions
My Roster Page
The AI-generated solution can be sent to this page for further manual adjustments. You can also customize the page for more visually clear views on statistics, broken rules, or colour coding.
One special thing that we do is re-roster. This will allow you to select a part of the roster for re-generation with minimum changes while keeping the rest of the roster unchanged.
- How do the time periods work on my roster page?
- What does the colour system mean on my roster page?
- Can I colour-code my shifts so it is easy to review the roster?
- Export my final roster into Excel or printing formats
- What is Re-roster and how does that work?
- Show shifts & skills counts stats on the “my roster” page
- How to publish the selected roster to all employees
- Others (expand view)
Time and Attendance
- Enter & verify the timesheet for payroll
General Features
- Sharing roster
- Employees’ access from the scheduler’s perspective
- Accessing location settings & general guidance
- Notifications
- Download rosters
- Adjust columns
- Export data
Employee Accounts
We have a separate interface for employees to input their requests, view published shifts, and share & sync their work schedules into their personal calendars.
· Requests page [Admin]
· Employee app [Employees]