ENHANCEMENT
Users can now upload an image to any post. Simply select the image from your computer and upload in the normal manner.
Sunday 2 November 2008
Saturday 18 October 2008
Staff Record: More fields including home phone
ENHANCEMENT
Due to popular request, more fields have been added to the staff record. These are:
- Home phone
- 4th user-defined field
- 5th user-defined field
All relevant areas have been updated.
WHAT TO DO
Where an existing rota has been using a user-defined field for home phone number, then we have transferred that data to the home phone field.
If you want to use the additional fields, go to Set Display where you can label them as required.
Due to popular request, more fields have been added to the staff record. These are:
- Home phone
- 4th user-defined field
- 5th user-defined field
All relevant areas have been updated.
WHAT TO DO
Where an existing rota has been using a user-defined field for home phone number, then we have transferred that data to the home phone field.
If you want to use the additional fields, go to Set Display where you can label them as required.
Monday 23 June 2008
Notice Board
ENHANCEMENT
A few new features have been added to the internal Notice Boards.
1) You can now specify which level 1 staff are your 'moderators'
2) These users will have the ability to lock and pin topics.
For more information read the wiki help file at:
http://www.therota.info/wiki/Notice_Board
A few new features have been added to the internal Notice Boards.
1) You can now specify which level 1 staff are your 'moderators'
2) These users will have the ability to lock and pin topics.
For more information read the wiki help file at:
http://www.therota.info/wiki/Notice_Board
Thursday 10 April 2008
Online Documents
NEW FEATURE
This feature enables the administrator to hold useful documents and forms on the rota. Staff at remote locations always have access to current version of these documents.
Examples of usage are application forms, expenses, requisitions, contracts etc.
WHAT TO DO
Choose Online Documents from the left hand menu (it's in the reports section).
Your staff can view the documents as part of the Contacts area.
For a full write up, visit our wiki manual
http://www.therota.info/wiki/Online_Documents
This feature enables the administrator to hold useful documents and forms on the rota. Staff at remote locations always have access to current version of these documents.
Examples of usage are application forms, expenses, requisitions, contracts etc.
WHAT TO DO
Choose Online Documents from the left hand menu (it's in the reports section).
Your staff can view the documents as part of the Contacts area.
For a full write up, visit our wiki manual
http://www.therota.info/wiki/Online_Documents
Saturday 22 March 2008
Programmer's to-do list
This is the programmer's current to-do list, in order of time priority.
- Form repository - store regular forms online for staff to access and download.
- Payroll Reports (NNN)
- Skill Sets - Enhance this function (OAK)
- Notify invites by SMS (MOR)
Friday 21 March 2008
Recent changes
1) Payroll summary
A new page accessible to users with access to account details. Staff can be set to an hourly rate and this report will calculate payroll amounts. Further enhancements are in the pipeline. If you would like to help us develop the payroll module, please get in touch.
2) Leave chart
Now has a feature for showing past as well as future.
3) Sign in page
You can now print for a whole week, or for all locations on one page.
A new page accessible to users with access to account details. Staff can be set to an hourly rate and this report will calculate payroll amounts. Further enhancements are in the pipeline. If you would like to help us develop the payroll module, please get in touch.
2) Leave chart
Now has a feature for showing past as well as future.
3) Sign in page
You can now print for a whole week, or for all locations on one page.
Thursday 28 February 2008
Security settings for user level 1 shift editing.
ENHANCEMENT
Previously, level 1 users could either edit all user shifts, or none of them, depending on the security settings. This has now changed, and there are a couple of important options for administrators to use.
1) Restrict the users that each level 1 user can edit. The 'Edit Own Line Staff' means that this person can only edit staff rotas for whom he is the line manager OR the person shares the same default location.
For example: A retail organisation has shops around the country, and they are largely autonomous in planning their rotas. If the shop manager has user level 1, he can edit staff in his shop if the relevant box is checked (see below). Meanwhile, the regional manager, who is line manager to several shops, also has the ability to edit the rotas of these staff.
2) Past dates: Unless this box has been checked, users will not be able to edit past dates.
NOTE FOR EXISTING USERS:
Review your level 1 user security settings to take advantage of these changes.
Previously, level 1 users could either edit all user shifts, or none of them, depending on the security settings. This has now changed, and there are a couple of important options for administrators to use.
1) Restrict the users that each level 1 user can edit. The 'Edit Own Line Staff' means that this person can only edit staff rotas for whom he is the line manager OR the person shares the same default location.
For example: A retail organisation has shops around the country, and they are largely autonomous in planning their rotas. If the shop manager has user level 1, he can edit staff in his shop if the relevant box is checked (see below). Meanwhile, the regional manager, who is line manager to several shops, also has the ability to edit the rotas of these staff.
2) Past dates: Unless this box has been checked, users will not be able to edit past dates.
NOTE FOR EXISTING USERS:
Review your level 1 user security settings to take advantage of these changes.
Wednesday 30 January 2008
Introducing user level 0
ENHANCEMENT
Some staff who use the rota might not actually appear on it! For example, somebody who handles the invoices, or perhaps the general overseer of the rota.
You can set these people as user level 0. This means they will have the same functionality as user level 1 but will NOT show in any of the pages concerning the allocation of people to the rota.
Extract from a staff record
What to do
To amend a user level, go to a staff record.
Some staff who use the rota might not actually appear on it! For example, somebody who handles the invoices, or perhaps the general overseer of the rota.
You can set these people as user level 0. This means they will have the same functionality as user level 1 but will NOT show in any of the pages concerning the allocation of people to the rota.
Extract from a staff record
What to do
To amend a user level, go to a staff record.
Monday 14 January 2008
Chart View, sorting
ENHANCEMENT
Until recently the chart view could only be sorted by Name. There is now a dropdown option enabling you to sort by Job or Location.
Until recently the chart view could only be sorted by Name. There is now a dropdown option enabling you to sort by Job or Location.
Employee Availability
REVISION
The main screen for Availability updates by casual staff has been revised and simplified.
- Fixed Day off now shows as NOT Available
- Available and Part-Available now show as I CAN work, with Part-Availables having timings with it.
- The Calendar view reflects these new terms.
There is now another way for staff to update their availability. It utilises the edit diary popup window. It's very simple to use.
WHO DOES THIS AFFECT?
Rotas with casual staff who update their availability.
Saturday 12 January 2008
Employees available for overtime
NEW FEATURE
Do you sometimes have overtime shifts to fill? Not sure who wants to do them? Now your staff can signify they are willing to work overtime on days they specify. They do this with a new item in the staff's Personal Diary Edit window.
If an employee checks the box, an entry for Part Available is created for that day, regardless of whether a shift has been given to them or not. For example, it could be a weekend day, that would otherwise be a rest day.
NOTE: This option is specifically designed for permanent staff. The availability of Casual/Contractor staff is handled separately. See other entries in this blog.
Do you sometimes have overtime shifts to fill? Not sure who wants to do them? Now your staff can signify they are willing to work overtime on days they specify. They do this with a new item in the staff's Personal Diary Edit window.
If an employee checks the box, an entry for Part Available is created for that day, regardless of whether a shift has been given to them or not. For example, it could be a weekend day, that would otherwise be a rest day.
NOTE: This option is specifically designed for permanent staff. The availability of Casual/Contractor staff is handled separately. See other entries in this blog.
Thursday 10 January 2008
Calendar - Just me!
ENHANCEMENT
To see only your own working schedule in the calendar, simply check the Just Me box.
(Unchecking it will revert to the full group calendar.)
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