Roster Home

Overview

Updated 06/25/2021

 

The Main Menu > Roster page displays employee availability for a customer. The page is most frequently used to record absences or late arrivals at an assignment. 

 

 

Though users have the ability to record a variety of statuses in the days of the week columns, every status change is recorded to the employee record - which may create a lot of data "noise." Therefore, it's recommended to limit recording to only the most important status changes. 

 

 

 

Field Chooser

 

 

 

The field chooser on the Roster item allows you to sort your data by the following criteria:

 

Field	Description
Assignment ID	Identification number for the assignment.
Bill Rate	Rate at which the customer is being billed.
Branch	The branch the customer is associated with.
Customer ID	Identification number for the customer.
Customer Name	Name of the customer.
Employee ID	Identification number for the employee.
End Date	Date the assignment was completed.
Friday	Indicates the attendance status for the Friday of the week worked.
Hours	Total number of hours worked by the employee during the week.
Job Title	Name of the position worked by the employee.
Monday	Indicates the attendance status for the Monday of the week worked.
Name	Name of the employee.
Order ID	Identification number of the order.
Pay Rate	Rate of pay issued to the employee.
Performance	Indicates how well the employee has been at achieving the goals of the assignment.
Saturday	Indicates the attendance status for the Saturday of the week worked.
Shift Name	Indicates the name of the shift worked by the employee (i.e. first, second, third, etc.).
SSN	Social Security Number for the employee.
Start Date	Date that the assignment began.
Sunday	Indicates the attendance status for the Sunday of the week worked.
Thursday	Indicates the attendance status for the Thursday of the week worked.
Tuesday	Indicates the attendance status for the Tuesday of the week worked.
View	Offers three icons that open summary items of the Employee section, Order section, and Assignment sections respectively.
Wc Code	Workers Compensation code.
Wednesday	Indicates the attendance status for the Wednesday of the week worked.
Week	Displays the ending date for the week worked.

Double clicking on any row will open the Assignment Schedule Roster wizard. Visit the Assignment Schedule Roster help page for more information. 

Search Option Tab

Customer Roster items can be filtered, printed, and exported through an Options Tab near the far-right of the main pane.

 

Date Range

 

Field	Description
StartDate	The earliest date the main grid will display regarding work weeks.
EndDate	The latest date the main grid will display regarding work weeks.
By Assignment Branch	Checking the By Assignment Branch box gives you the option to filter results by a specific branch.
Active as of Date	Checking the Active as of Date allows filters the search to display only entities that have been active since a specified point in time.

Print

Field	Description
Preview Before Printing	Checking this box prompts a preview of the page once Print Search Results has been clicked.
Fit width to pages	Determines the width of the printed grid.
Print Work History	Sends the work history results to the computer's default printer.
Export to Excel	Prompts the computer to open the search results in Microsoft Excel.

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