How to create a roster note in the Week Roster? (v2)

This article will show you how you can create Roster Notes within the Week Roster in Alkimii People.

Roster notes enable you to communicate what is happening on any particular day. The notes can be created for a particular day of the week or for a particular department.

Navigate to Week Roster using the menu in the top left of Alkimii
You will be able to create a roster note in two locations in the week Roster
1. Clicking on the day/date along the top of the roster
2. From the "Actions" dropdown menu

Clicking on the day/date along the top of the roster

This option is ideal for adding individual roster notes that apply to a specific day, ensuring clear and focused communication for that date.

We recommend filtering by the specific departments relevant to the roster note, before selecting the day. Otherwise, the note will be applied to all departments in your site.

Clicking on the day/date along the top of the week roster In the free text field, enter your roster note and click "Post" to publish this note.
If you have selected specific departments, they will appear as tags on the roster note, ensuring the note is only visible to those departments.

You can edit or delete this note by selecting the 3 vertical dots.

From the "Actions" dropdown menu

From the dropdown menu, select "Create a Roster Note"
A pop up will appear where you can add the details for a new roster note.

Select the relevant departments from the dropdown menu or select "All deparments" to show the note across the site.
Select the date range this note is applicable to. This could be one day or mutliple days consecutively.
Enter the note within the free text field and click "Save" to publish the note.

A number will now populate beside these days in the week roster to flag that a roster note is available.

Screenshot 2024-11-18 at 14.32.11