Worker Roster
TM

Tyler Moffett-Matheson

Created May 20, 2022

Worker Roster

22
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Adia

7 Steps
1

Go to Dashboard

2

Click on Bookings

Click on Bookings
3

Click on the Booking

Click on the Booking
4

Booking Overview

This screen allows you to navigate between matched and booked workers for each date and role within the booking. This is navigated using the sidebar on the right, and any workers that fall within the selected category will be displayed within the main window.

Booking Overview
5

Select Date

Navigate to the desired date. Note that the screen will default to the current shift. If there is not a shift for the current date, it will default to the next upcoming shift date.

Select Date
6

Select Pool

Drill down to your desired pool of workers by selecting the proper bucket (Matched, Booked, Roster, or Timesheet). If your booking has multiple shifts within the same date, be sure to select the proper shift time.

Matched shows all workers that can see the shift in the app. Booked shows all workers that are currently booked and set to work. Roster is a great way to see who has clocked in (and out) once a shift has started. Lastly, Timesheet is an alternative way to edit and approve timesheets.

Select Pool
7

Export Roster

When viewing the Roster bucket, you can export a document containing the list of workers by clicking the fax icon in the upper right-hand corner of the main window.

Export Roster
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