This article explains the three main rostering views in RosterElf: Daily, Weekly, and Monthly. Each view has a unique layout and functionality to help businesses manage their rosters efficiently. The Daily View provides a detailed perspective for managing daily shift coverage, while the Weekly and Monthly Views offer broader overviews. With these views, businesses can maintain proper shift coverage, control labour costs, and ensure staff meet required hours. This guide will help you understand when and how to use each view to streamline your scheduling.
1. Daily view
The Daily View offers a detailed, visual display of each day's roster. This view uses a Gantt chart style, allowing you to adjust shift start and end times visually. It’s ideal for businesses with varied shifts throughout the day, enabling clear insight into coverage gaps and budget alignment for each shift.
1.1 adjusting shifts in the daily view
Use the following steps to adjust shifts in the Daily View.
1.1.1 Select the Daily View in the roster settings.
1.1.2 Locate the shift you want to adjust on the Gantt chart.
1.1.3 Drag the vertical bars to adjust start and end times as needed.
1.1.4 Confirm the changes to save the updated shift times.
1.2 benefits of using the daily view
The Daily View offers benefits for closely managing daily shift details.
1.2.1 Allows you to see individual shifts visually.
1.2.2 Identifies coverage gaps at a glance.
1.2.3 Provides flexibility to adjust shifts for budget and staffing needs.
2. Weekly and monthly views
The Weekly and Monthly Views offer a broader perspective of the roster, allowing businesses to review overall shift coverage, manage staff hours, and prevent fatigue. These views are beneficial for seeing shift patterns over time and managing labour costs at a higher level.
2.1 viewing weekly or monthly rosters
Switch to Weekly or Monthly Views to see the complete picture of the roster.
2.1.1 Open the roster tab and select either the Weekly or Monthly View.
2.1.2 Review the schedule to check for consistent staff coverage.
2.1.3 Make adjustments as necessary to align with your labour budget and staff hours.
2.2 benefits of using weekly and monthly views
Weekly and Monthly Views provide a macro perspective on staffing.
2.2.1 Shows overall coverage for extended periods.
2.2.2 Helps manage employee hours across weeks or months.
2.2.3 Ensures a balance between budget control and adequate staffing.