The Roster item of the Customer section 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.
The field chooser on the Roster item allows you to sort your data by the following criteria:
Identification number for the assignment.
Rate at which the customer is being billed.
The branch the customer is associated with.
Identification number for the customer.
Name of the customer.
Identification number for the employee.
Date the assignment was completed.
Indicates the attendance status for the Friday of the week worked.
Total number of hours worked by the employee during the week.
Name of the position worked by the employee.
Indicates the attendance status for the Monday of the week worked.
Name of the employee.
Identification number of the order.
Rate of pay issued to the employee.
Indicates how well the employee has been at achieving the goals of the assignment.
Indicates the attendance status for the Saturday of the week worked.
Indicates the name of the shift worked by the employee (i.e. first, second, third, etc.).
Social Security Number for the employee.
Date that the assignment began.
Indicates the attendance status for the Sunday of the week worked.
Indicates the attendance status for the Thursday of the week worked.
Indicates the attendance status for the Tuesday of the week worked.
Offers three icons that open summary items of the Employee section, Order section, and Assignment sections respectively.
Workers Compensation code.
Indicates the attendance status for the Wednesday of the week worked.
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.
The earliest date the main grid will display regarding work weeks.
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.
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.