Roster System (Admin)

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The MBPCloud Roster System is a simplified online app designed to create, approve & manage the employee shift scheduling process. The Roster System is specially designed to fit any type of Industry and can also be used to schedule shifts for both Project based environment & Non-Project Based environments.

Roster can also handle complex shift scheduling process.

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Roster System (Admin)

  1. 1. Roster 1Roster Web based app to minimise your effort in scheduling employee shifts
  2. 2. This KnowHow Explains  Overview  Initial Set-up  Subscription 2Roster
  3. 3. Overview MBPCloud Roster is a simplified web based app designed to create, approve & manage employee shift scheduling process. This app is designed to fit ALL Industry type and can be used to schedule shifts for both:  Project based environment, and  Non-Project Based environments. Roster App can handle complex shift scheduling process such as:  scheduling shifts to any type of employees – Casual, Permanent & Contract.  scheduling any pattern of shifts – Daily, Weekly, Fortnight & Monthly.  supports both Time-based & Shift-based scheduling.  schedule shifts to multiple users at the same time. The Roster App works hand in hand with MBPCloud Timesheet App to minimise your effort in scheduling employees shifts & effective management of their timesheets. It can be accessed anywhere anytime and saves your precious time. 3Roster
  4. 4. Initial Set-up The Admin section in MBPCloud allows you to make administrative changes & manage your Roster app. Once you first login to MBPCloud www.mbpcloud.com, you will be directed to the ‘Client Business Details Form’. Complete this form to proceed further. 4Roster
  5. 5. Initial Set-up On successful completion of the Client Business Details Form, the following MBPCloud home page will be displayed. To set-up the Roster app click ‘Admin’ icon 5Roster
  6. 6. Initial Set-up You will be directed to the Admin page, as shown below. The initial Roster set-up is done by the assigned Admin, which includes: 6Roster 1. Adding Location(s) 5. Adding User(s) 2. Adding Branch(s) 6. Setting Approver(s) for Department/ Team 3. Adding Department(s) and/or Team(s) 7. Providing Roster App permission to Users 4. Adding Position(s) & setting respective Levels
  7. 7. Initial Set-up This is a hierarchy based set-up process. Therefore, the mentioned order needs to be followed during the set-up. Start the set-up process by adding location(s) – wherever your company is located. Click the ‘Location’ icon in the Admin page. 7Roster
  8. 8. Initial Set-up You will be directed to the Initial Set-up page. As mentioned, the first section to complete here is ‘Location’.  Enter Location name & click the ‘Add’ button. Gets added to the location grid.  Repeat same process to add more locations.  Once all locations have been added, click the ‘Next’ button. 8Roster Add Location Location grid
  9. 9. Initial Set-up Next section to complete is ‘Branch’.  Select a location from the location drop-down list.  Enter the Branch name & click ‘Add’ button’. Gets added to the branch grid.  Repeat same process to add more branches.  Once all Branches have been added, click the ‘Next’ button. 9Roster Add Branch Branch grid
  10. 10. Initial Set-up Next section to complete is ‘Department’.  Select a branch from the branch drop-down list.  Enter the Department name & click ‘Add’ button’. Gets added to the department grid.  Repeat same process to add more departments.  Once Departments have been added for all Branches, click the ‘Next’ button. 10Roster Add Department Department grid
  11. 11. Initial Set-up Next section to complete is ‘Position’ & ‘Levels’.  Enter the Position name, then  Select a Level from the level drop-down list for that position, and  Click the ‘Add’ button’. Gets added to the position & level grid.  Repeat same process to add more positions & levels.  Once you have added Positions & set Levels for each position, click the ‘Next’ button. 11Roster Add Position & Set Level Position & Level grid
  12. 12. Initial Set-up Important:  Hierarchy of Levels are set in ascending order, with ‘Level 1’ being the lowest.  Approvers should be assigned a level higher to that of Requesters.  For further details, please check the Information tool-tip provided. 12Roster Add Position & Set Level
  13. 13. Initial Set-up Next section to complete is ‘User’ details.  Add Users’ by completing details such as Users’ –  Name, Role, Branch, Position, Department, E-mail address and MBPCloud login password.  Once all above details have been completed, click ‘Add’ button.  Gets added to the user grid.  Once all Users belonging to each Department & Branch have been added, click ‘Next’ button. 13Roster Add User
  14. 14. Initial Set-up 14Roster Add User User grid
  15. 15. Initial Set-up Next section to complete is setting ‘Approvers’.  Select ‘roster’ from the approver drop-down list.  Select a branch from the branch drop-down list.  Select a department/team from the department/team drop-down list.  Then, assign the roster approver for the selected branch & department by choosing the approver from the manager’s email address drop-down list .  If you require 2 levels of approval, then tick the ‘Additional Approver’ check-box and set the 2nd approver by choosing the approver from the primary approver’s email address drop-down list.  Then click ‘Add’ button’. Gets added to the approver grid.  Repeat same process for assigning approvers for other branches & departments.  Once approvers for all branches & departments have been set, click ‘Next’ button. 15Roster Set Approvers
  16. 16. Initial Set-up 16Roster Set Approvers Select this check-box if 2 level of approval is required Approver grid
  17. 17. Initial Set-up Next section to complete is providing ‘Roster Permission’ to users’. You can provide roster app permission to users’ as per your requirement.  Select a staff type (permanent/contract/external) from the staff type drop-down list.  Select a staff/user role (admin/user) from the staff role drop-down list.  Select the staff/user from the staff drop-down list to assign roster permission.  From the roster module list that appears, select the modules to assign to the selected staff by ticking the respective check-boxes, and click ‘Save’ button.  Repeat same process for providing roster permission to other users.  Once roster permission have been provided all to users, click ‘Next’ button. Note: Users’ can only view/access roster modules provided to them. 17Roster Permission
  18. 18. Initial Set-up 18Roster Permission Select modules to assign to chosen staff
  19. 19. Initial Set-up Next section to complete is adding ‘Projects’. To do so, click the ‘Projects’ icon in the Admin page You will be directed to the Projects page. 19Roster Add Project Submenu Project Add New Add new projects Projects List List of all projects added
  20. 20. Initial Set-up Click submenu ‘Project Add New’ to add a project. Enter project name, select department from the drop-down selection, enter estimated hours and estimated cost to complete the project. Then click ‘Add’ button. Gets added to the Project List. Repeat process to add more projects. Once all projects have been added, click ‘Next’ button. Project List 20Roster Add Project
  21. 21. Initial Set-up You will be directed to the Tasks page Select department from the drop-down selection, project from the drop-down selection, enter task name, select task priority from the drop-down selection, and enter estimated hours & cost for the task. Then click ‘Add’ button. Gets added to the Task List. Repeat process to add more tasks. Once all tasks have been added, click ‘Next’ button. Task List 21Roster Add Task
  22. 22. Initial Set-up You will be directed to the User Task Allocation section. Select user & project from respective drop-down selection. Based on the project selected, all tasks added under that project gets listed in the ‘available task’ list box. Choose task from this list to assign to the selected user and click the forward ‘>’ button. All chosen tasks get moved to the ‘assigned task’ list. If you would like to assign a back-up user for these tasks, select user from the backup user drop-down selection. Then click ‘Submit’ button. Repeat process to assign tasks to other users. Once all tasks have been assigned to users, click ‘Next’ button. 22Roster Allocate Task to User
  23. 23. Initial Set-up 23Roster Allocate Task to User Click here to add user if not found in user drop-down list Click here to add project if not found in project drop-down list
  24. 24. Initial Set-up To define/add different shift types, go to ‘Settings’ icon in the Admin page You will be directed to the Settings page. Here, click the submenu ‘Shift’. Directs you to the Shifts section. Here, enter the shift name, shift timings and select the time zone from the drop-down selection. Then click ‘Save’ button. Gets added to your shift list. Repeat process to add more shifts. 24Roster Add Shifts
  25. 25. Initial Set-up 25Roster Add Shifts Shift List Update shift details
  26. 26. Subscription In Subscription section, Admin can perform the following actions:  View the status of all the subscriptions.  Add users to your account.  Pay pending payments .  Renew your account. Click on ‘Subscription’ icon Admin page Complete details of your subscriptions can be viewed in this section. 26Roster View invoice details
  27. 27. Subscription Using ‘Add User’ button, you can add more users to your account. ‘Add New’ button directs to ‘Add Additional User Form’. Here enter,  the additional number of users,  subscription period,  select required billing cycle, and click ‘Continue’ button. This will take you to the PayPal section for the payment. On successful completion of payment, additional users will be added to your account automatically. The current payment details can also be viewed under the subscription section. 27Roster Add more users to your account Add Additional User
  28. 28. Subscription 28Roster Add Additional User Enter no of users Select required billing cycle
  29. 29. Subscription Using ‘Renew’ button, you can renew your subscription for the product. The renew option will appear 15 days prior to expiry of your subscription period. Directs to ‘Add Additional User Form’. 29Roster Renew Account Click to renew your account Select no of months you wish to renew for
  30. 30. This completes the initial set-up process Your Staff can now start using MBPCloud Roster App 30Roster
  31. 31. THANK YOU! Roster For further information please contact T : 1300 276 266 E : support@mbpcloud.com Follow us

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