Navigating the Week Roster (V2)

Efficient Week Roster Management: Navigating the Roster Screen Like a Pro

A well-structured week roster is a cornerstone of operational success. Alkimii equips you with a versatile Week Roster screen that allows you to add shifts for your employees across your departments, apply filters to streamline scheduling, include crucial roster notes, and view key analytics. This article serves as your comprehensive guide to navigating the Week Roster screen with ease, empowering you to simplify employee scheduling and tailor your roster to meet your unique operational needs.

Basic Navigation

• Navigate to the Week Roster using the menu.  
• Alkimii defaults to all departments within your access. This will give a full overview of all staff, their hours and what department they are working in. 
• Alkimii defaults to this current week. 

If you wish to view an employees staff profile on the week roster, hover over their name and click on the 3 vertical dots. Select "View Profile" from the dropdown menu.
You can view an employees personal details, emergency contact and holiday balance breakdown by also using the dropdown menu when click on the employee and select "View Summary" or just clicking on the employees name.

Filter Options

Our enhanced filter options provide powerful tools to help you quickly locate and organise information within your roster. You can filter by a range of categories including department, team members, shift types, shift roles, additional rate, and shift start and end times.

• How to use the filter options in the week roster? 

Calendar Display 

The week roster screen offers a flexible calendar display, allowing you to easily navigate between weeks using the calendar picker or arrows, with a handy ‘Today’ option for quick access. You can also customise your view with options for week, two week, or monthly displays, making it simple to manage your scheduling needs.

Analytics

The analytics tab provides detailed insights with ‘by week’ and ‘by day’ views, each broken down into key metrics such as headcounts, hours, pay percentages, sales, rooms, and productivity standards. This allows you to easily monitor and compare performance, helping you make data-driven decisions with ease.

Shift Presets 

These are pre-configured shifts that you can drag and drop into the roster for quicker roster creation. These shift times are set up on a departmental basis and usually consist of the most commonly rostered shift times.  

Actions

The actions menu gives you quick access to essential roster management tools, allowing you to create roster notes, reorder departments and employees, view overall daily sign-offs, export reports, clear unsaved shifts, and delete saved shifts. These options streamline your workflow and give you greater control over your rostering process.

Printing the Roster 

• The Print icon in the top right corner will open the system dialogue to print the roster
• Ensure you have selected the correct printer under "Destination" and that the "Layout" is set to "Landscape"
• Click the "Print" button in the bottom right to print your roster. 

Exporting the Roster 

• The Export icon in the top right corner and will allow you to download the roster in excel format. 
• If you have applied filters prior to exporting the roster, only the filtered information will be exported.