Rostering in Definitiv features a way to allow customers to define a default rostering mode, which determines how the roster calendar view is displayed when opening a roster.
Rostering Modes
The rostering modes available to choose from are:
Employee then Role: Displays the Roster by Employee in the first column and shifts by Role. This is the Default mode a roster is displayed in.
Role then Employee: Displays the Roster by Role in the first column and then shifts assigned to Employees
The difference between each mode
The main differences between each mode are described below. The Default mode is applied when viewing a roster in Day, Week, Fortnight, Month, or Custom calendar periods.
Employee then Role Mode
When a roster is configured with a rostering mode of ‘Role then Employee’, Employees are shown in the first column, and each shift is labelled with the Role assigned to the shift.
Role then Employee Mode
When a roster is configured with a rostering mode of ‘Role then Employee’, roles are shown in the first column, and each shift is labelled with the name of the employee to whom the shift has been assigned.
Switching Between Modes
To switch between the different modes while viewing a Roster, but not change the default rostering mode, click the Header Cell above the first employee to switch between both Rostering Modes.
How to configure this feature
This feature can be configured when creating a roster or by editing an existing roster in the Roster Options Panel.
Create a Roster
Navigate to Employees, Team Roster, Rostering [NEW]
Click Add New Roster +
Give the Roster a Name.
Under Rostering Mode, select your preferred mode.
Configure the remainder of the roster as required.
Click Create Roster.
Editing a Roster
Navigate to Employees, Team Roster, Rostering [NEW]
Click Edit on an existing roster.
Click the Options button.
Under Rostering Mode, select your preferred mode.
Click Save Changes.