Introduction
From the Definitiv version 3.10 release, we have enhanced our Rostering [NEW] module by adding the ability to filter and calculate the costs of a roster by defined pay items.
This enhancement allows Rostering Managers to easily gauge the cost of rosters based on specific pay items.
Configuration
Configuring a roster to calculate by defined Pay Items can be done when creating a Roster or by editing an existing Roster's options.
Creating a Roster
Click the [Add New Roster +] button to open the Create a New Roster panel.
Enter a Name(required) for your roster.
Enter the Start Date of your roster.
Define the roster period, e.g., Week(default), Fortnight, Month, or Days.
If the roster period is Days, you must enter a value into the How many days? field to define the length of the roster period.
Add a Description(optional).
Under Costs, select Define Pay Items.
Add all of the pay items that you require to calculate your Roster.
Configure the roster Options if required.
Click the [Save Changes] button to create your roster.
Editing an existing roster
To edit an existing roster in Definitiv, go to Employees, Team Roster, Rostering [NEW] and:
Use the search input or filters - See Searching and Filtering rosters - to locate the roster you want to edit.
Click the [Edit] button to open the roster you want to edit.
Click the [Options] button.
Filtering by Defined Pay Items
The following section provides background on how filtering works in Rostering and also how to use filtering to calculate cost by Defined Pay Items.
Filtering - General
The Filters panel in the roster can be accessed by clicking on the [Filters] button in the toolbar of any existing roster.
Filtering Groups & Shift Attributes
Filtering is separated into the following groups:
By Shift Start Time
By Shift Type
By Issue Type
By Costing Type
Each option under each filtering group is an attribute of a shift. When filters are applied, we first look at which options are selected under each group to determine which groups are required, and then which options are required. This forms the filtering criteria.
Example: As a Rostering Manager, I want to filter the roster by Shift Start time for all shifts starting in the AM AND by Shift Type for all Draft OR Pending Shifts.
The “Only show filtered?” toggle
The toggle in the filtering panel modifies the view of the roster period in the following ways when filter attributes are selected.
The toggle is Off
Shifts - Shifts that do not match the filtering criteria are shown in a faded state but remain in the roster period view.
Daily & Roster Period Totals - Costs ($), Total Rostered Employees, Total Rostered Hours, and Total Roster Break Hours include all shifts, including shifts that do not match the filtering criteria.
The toggle is On
Shifts - Shifts that do not match the filtering criteria are removed from the roster period view.
Daily & Roster Period Totals - Costs ($), Total Rostered Employees, Total Rostered Hours, and Total Roster Break Hours include only visible shifts.
When the toggle is On, a warning message is displayed at the top of the Roster Period view.