Roster System (User)

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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 (User)

  1. 1. Roster Web based app designed to minimise your effort in scheduling employee shifts Roster 1
  2. 2. This KnowHow Explains  Overview  Process Flow  Roster Schedule & Approval Roster 2
  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. Roster 3
  4. 4. Process Flow Overview Team Leader Schedules Shift Roster Manager Approves/Declines Schedule Staff Accepts/Declines Schedule Roster 4
  5. 5. Process Flow Roster Re-schedule a) If Manager requires a re-schedule Team Leader Schedules Shift Manager Declines Team Leader Re-schedules Shift Manager Approves Staff Accepts/Declines Schedule Roster 5
  6. 6. Process Flow Roster Re-schedule b) If Staff requires a re-schedule Team Leader Schedules Shift Manager Approves Staff Declines Team Leader Re-schedules Shift Manager Approves Staff Accepts Roster 6
  7. 7. Roster Schedule & Approval Once you have logged into MBPCloud www.mbpcloud.com click the ‘Roster’ app icon You will be directed to the below page. Submenu  Welcome - Brief overview about Roster app.  Roster Add New - Schedule new roster.  KnowHow Admin - Steps to be followed for Roster set-up.  Roster List - Track status of your scheduled shifts .  KnowHow Staff - Steps to be followed for Roster schedule & approval.  Roster Report - Generate reports of your roster. Roster 7
  8. 8. Roster Schedule & Approval Schedule Roster Projects & Tasks are assigned to users’ by the Admin. You can schedule both,  Task based projects, and  Non-task based projects. To schedule a roster got to ‘Roster Add New’ submenu. You are directed to the Roster Schedule page. Roster 8
  9. 9. Roster Schedule & Approval Schedule Roster Team Leader complete schedule details such as:  location, department/team, project, task (if applicable), cycle, period and shift.  Assign the roster to users by selecting user from the ‘Available User’ list box and then clicking the forward button ‘>’. All chosen users gets shifted under the ‘Selected User’ list box.  Then click ‘Submit’ button. The roster gets scheduled to the chosen user(s). To remove a user from the scheduled roster, select user from the ‘Selected User’ list box and click the backward button ‘<‘. Add tasks if not in list Add projects if not in list Roster 9
  10. 10. Roster Schedule & Approval Schedule Roster Automatically, the scheduled roster gets listed in the ‘Roster List’, with the current status. Then an automated email is triggered to the Roster Manager requesting approval of the schedules roster. Roster 10
  11. 11. Roster Schedule & Approval Roster Approval click here in email directs to the Roster List. Roster Manager can either approve the roster through , View roster details Approve roster  ‘Approve’ button available in the Roster List, or  first review roster details from the roster details page & then approve/decline the roster. ‘View’ button directs to the roster details page. Approve/Decline roster through respective buttons provided in this page. To raise a question regarding the roster:  enter your query in the text box,  select user from the user drop-down list to raise question to,  then click the ‘Ask Question’ button. The question will be sent to the selected user via email. Roster 11
  12. 12. Roster Schedule & Approval Roster Approval Enter query here Decline roster Select user to raise query Click to send query entered Approve roster Roster 12
  13. 13. Roster Schedule & Approval Roster Approval If the roster is declined by the Roster Manager, then an automated email is triggered to the Team Leader notifying about the approval response. Team Leader then amends the roster details and sends it back to the manager for approval. Once approved by Roster Manager,  The approved status gets auto-updated in the Request List,  Team Leader receives a notification email on the approval response. Roster 13
  14. 14. Roster Schedule & Approval Roster Approval Then the roster is auto-sent to the User/Staff for acceptance. click here in email directs to the Roster List. Accept roster Roster 14
  15. 15. Roster Schedule & Approval Roster Approval If you require any changes to be made to the scheduled roster, then click ‘Decline’ button in the roster details page. The ‘Roster Change Request’ section appears. Enter the changes you require to be made to the roster here, and click ‘Submit’ button. Enter roster change request here Click to submit roster change request Roster 15
  16. 16. Roster Schedule & Approval Roster Approval Once the change request is submitted, an email is triggered to the Team Leader. Team Leader updates roster through ‘Edit’ option in the Roster List. Update roster schedule Roster 16
  17. 17. Roster Schedule & Approval Roster Approval ‘Edit ‘directs to the Roster Re-schedule page. Once the roster has been amended, click ‘Update’ button. Click to update re-scheduled details Roster 17
  18. 18. Roster Schedule & Approval Roster Approval Once roster re-schedule updated, Roster Manager receives request email for approval. Once the re-scheduled roster has been approved by the manager, Team Leader receives an approval response email. Roster 18
  19. 19. Roster Schedule & Approval Roster Approval Then the re-scheduled roster is send to the User/Staff. click here in email directs to the Roster List, through which User/Staff accepts the re-scheduled roster. Roster 19
  20. 20. Process Ends Roster 20
  21. 21. THANK YOU! For further information please contact T : 1300 276 266 E : support@mbpcloud.com Follow us Roster

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