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RosterCoster: add and edit staff details

STEP 1: Navigate to Staff Details

This section assumes you have navigated to the Staff Details page.

STEP 2: Add or edit a Staff Member

To Edit an existing staff member, click on the Blue number next to their name in the Staff Details page, then follow the instructions below for adding a staff member to make any changes required.

To add a new staff member, click on the 'Add' Icon under the functions header:

In either case, after a few seconds, your screen should look like the following, though details will exist if you are editing:

As a minimum you MUST add a Code, First and Last Names, User Name, Award and Award Grade.

Rule of thumb for creating a code is Last Name followed by a comma, followed by First Name
Rule of thumb for creating a User Name is first Letter of the First Name followed by first 3 letters of the Last Name, followed by the day and month of the Birth Date. e.g John Does, born on 06/05/1964 would have a username of jdoe0605
Select an Award, wait for the page to refresh then select an Award Grade

Click the Save Icon at the top of the page. If the Staff Member already exists you will not be able to Save.

In some cases the Staff Member will already work at another organisation, and you won't have permission to view his details, nor will you be able to add the user. In this instance contact support via the help menu or email info@rostercoster.com with the details

STEP 3: Set the Membership for a Staff Member

After you click on the Save Icon, the page will refresh and a new range of Icons will show, and a memberships section will appear to the right.

Click on the Membership Icon:

A popup will appear containing a Membership Heirarchy of check boxes. (Right click on a parent node to see autofill options).

Click on the check boxes to assign the staff member to their house or setting then click OK.

The membership you assigned will now appear at the right.

STEP 4: Set the Password for a Staff Member

If you need to return to the Edit page for a Staff Member, navigate to the Group Management > Staff Details Menu then click on the Blue ID number next to the Staff Members Name:

Once you are in the edit page for the relevant Staff Member, Click on the set password Icon:

and enter the New Users password in each box then Save.

DO NOT use the User Options > Set Password menu at the very top of the page, this is where you change YOUR OWN password, not the users password!

Use the Management Groups > Staff Details menu to return to the Staff Details Page

STEP 5: Set the Permissions for a Staff Member

Use the Management Groups > Staff Details menu to open the Staff Details Page.

Tick the relevant permission for the Staff Member then click the Save Icon

The following permissions are not relevant to this application at the moment: Time View All, Time Approver, Time Admin, Resource Booking and Resource Booking Admin. Selecting them will have no effect.

Different Menu items and page access are available to different permission types.

DON'T FORGET TO CLICK SAVE AT THE TOP OF THE PAGE AFTER CHANGING PERMISSIONS, YOU MAY NEED TO SCROLL BACK TO THE TOP.

Permissions outline:

There are six Permission in use:

Roster View: Allows users a Read Only View of Availability and All Roster pages.

Roster Supervisor: Allows access to add, edit and other functions of shift management, when combined with Roster View.

Time Self: Allows access to the program itself as well as to the Users own roster sheet

Staff Admin: Allows access to the Staff Details page to add and edit Staff Information and permissions.

Roster Admin: Allows access, in combination with Roster View, to all pages and reports other than Staff Details, with permissions to override Supervisor decisions and warnings, including unlocking shifts previously locked by supervisors, or locking shifts so that supervisors can't change them.

Not Rostered: Prevents the Staff Member from showing in the Rosters

User Types outline:

The five examples above show the five most common types of Login Access. Any combination of permissions is allowed.

Basic User: Maurice Allans has only Time Self checked. Maurice can only Login to his own roster and add Available and Unavailable Time Segments. (All users must have Time Self ticked to be able to access the program.)
Roster Supervisor: Dave Anando also has Roster Supervisor and Roster View checked. Roster View allows Dave to see the main Roster Pages, while Roster Supervisor allows him to Add or Modify any unlocked shifts he has permission to see.

Roster Admin: Emma Anerty has Roster Admin checked, in conjunction with Roster View, giving her priority access to all pages in the application other than Staff Details, as well as override permissions outlined above. It is common for Admin Staff to have the Not Rostered Permission checked as well so that they don't show up in every roster page.

Staff Admin: Patrick Arms has Staff Admin checked, allowing him access to Staff Details, as well as Time Self to access the program itself and Not Rostered as he does not work rostered shifts.
Roster View: Carmel Bahim has Roster View checked, allowing her Read Only access the main roster pages.

Roster Admin: Emma Anerty has Roster Admin checked, in conjunction with Roster View, giving her priority access to all pages in the application other than Staff Details, as well as override permissions outlined above. It is common for Admin Staff to have the Not Rostered Permission checked as well so that they don't show up in every roster page.

Add and Edit staff Details

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