Creating/Modifying Roster

This page enables to create, modify and view the roster details and mapping details of the employee with Shift/Duty.

Select the “Create/Edit Roster” activity under the “Roster Management” business component.

The “Create/Edit Roster” page appears.

Select one of the following Radio buttons:

Create	Select this radio button to create the Roster for the employees.
Edit/View	Select this radio button to edit or view the Roster for the employees.

Enter the following fields in the “Roster Details” group box:

Roster #/Rev. #

The number identifying the Roster and the revision number of the Roster. This field is system generated.

Click the “Go” pushbutton to retrieve the Roster Details and the Employee Details.

Note: The ‘Roster #/Rev. #’ fields are enabled only in the Edit/View mode.

Description

The description of the Roster #/Rev #. Mandatory.

The system displays the following field.

Status

The status of the Roster #/Rev #.

Enter the following fields:

Effective From /To	The start date from which the Roster is effective. Mandatory.
	The end date until which the Roster is effective. Mandatory.
Category	Use the drop-down list box to specify the category of the Roster. The system lists all the ‘active’ quick codes defined under the Entity ‘Roster Management’ and Quick Code Type ‘Category’ in the “Manage Quick Code” activity of the “Common Master” business component.
User Status	Use the drop-down list box to specify the user status of the Roster. The system lists all the ‘active’ user statuses defined under the Entity ‘Roster Management’ and Quick Code Type ‘User Status’ in the “Manage Quick Code” activity of the “Common Master” business component.
Roster Level	Use the drop-down list box to select the level of the roster. The system lists the following options along with the blank value: Roster Group – Manages the roster based on the roster group. Work Center – Manages the roster for Work Centers. Span of Control – Manages the roster based on the mapped employees of supervisor. The system leaves the field blank, by default.
	In the drop-down field alongside, select the values corresponding to the option selected in the previous field. On selection of “Span of control” in the ‘Roster Level’ field, the adjacent drop-down field will be disabled.
Employee #	The code identifying the employee of the Roster #. Help facility available. Note: This field appears only if the Roster Level is selected as ‘Span of Control’.

Click the “Go” pushbutton to retrieve the search results based on the Roster Level ‘Span of Control’.

Note: The “Go” pushbutton appears only if the “Roster Level” field is selected as ‘Span of Control’.

Enter the following fields in the “Employee Details” multiline:

Employee #

The code identifying the employee mapped to the Roster Level. Mandatory.

Help facility available.

The system displays the following field:

Employee Name

The name of the employee.

Enter the following fields:

Effective From	The effective from date of the employee against the Roster #/Rev #. If it is not entered for an employee, the system automatically updates the roster effective from date to that control on saving the roster.
Effective To	The effective to date of the employee against the Roster #/Rev #. If it is not entered for an employee, the system automatically updates the roster effective to date to that control on saving the roster.
Exclude?	Use the drop-down list box to specify whether the employee is excluded from the Roster #/Rev #. The system lists the values ‘Yes’ and ‘No’ along with the blank value. Once the roster is saved, it will default with ‘No’.
Seq. #	The number identifying the sequence of the Roster.
Remarks	Any textual description against the Employee #.

The system displays the following fields:

Job Classification

The job classification of the employee recorded in HRMS component.

Shift/Duty Pattern

The shift/duty pattern applicable for the employee in the roster as defined in the “Maintain Shift/Duty Pattern & Associate Employees” activity.

Day 1 Shift/Duty

The Shift / Duty for the day 1 which could be ‘Yes’ or ‘No’ as defined in the “Applicable Shift/Duty” pop-up. If it is not defined for an employee it will display a hyperlink with ‘No’. By clicking on the hyperlink user can able to define or modify the Day 1 shift/duty of an employee. Once it is defined, it will display ‘Yes’ with a hyperlink.

Note: Any of the modified day 1 shift/duty or excluded employee from the previous revision will not possess the actual mode changes made on the respective cells.

Enter the following fields:

Roster Remarks	Any textual description of the roster #.
Cancellation Comments	Any comments pertaining to the cancellation of Roster #.

Click the “Save” pushbutton to save the entered details.

The Roster #/Rev # will be created in ‘fresh’ status, revision with blank for the selected employees along with their shift/duty patterns.

Click the “Confirm” pushbutton to confirm the roster.

On confirmation of roster, system will explode the schedule population for Review/Publish roster and create a schedule # and keeps it in ‘confirmed’ status. Also the schedule # is incremented to +1 every time the roster is getting confirmed.

Click the “Cancel” pushbutton to cancel the roster.

On creating the roster, the roster status will be in ‘Fresh’, if it is cancelled then the roster # and rev # will move to ‘cancelled’ status. Once the Roster is confirmed, on click of Cancel gives warning message " Roster schedule will be deleted Permanently. Do you want to proceed?"

Yes - Cancel and delete the records.

No - Do not cancel and close the error pop up.

When the roster is created in ‘Fresh’ status, when confirmed, the status moves to ‘confirmed’ status.

On launch of the Review/Publish roster screen the status (roster-schedule) will stay in ‘confirmed’ status. If the roster is in fresh status and click of Review publish roster link, there won’t be any schedules in roster details section. Only confirmed and published roster # can have schedules in the roster details section.

To proceed, carry out the following:

Select the “Review/Publish Roster” link to review and publish the roster.

The system displays the following fields in the “Record Statistics” group box:

Created By	The name of the user who created the Roster.
Created Date	The date on which the Roster was created.
Last Modified By	The name of the user who last modified the Roster.
Last Modified Date	The date on which the Roster was last modified.