How To Set Up A Staff Roster

Scenarios:

1. You are using Enrolmy’s Rostering for the first time

This document assumes the following:

• You are an active Enrolmy user

• You have activities that require staff rostering

Overview Of Staff Rostering

Step 1 - Enabling a roster for an existing activity

1. Head into the Activities tab within Enrolmy and select edit activity:

   

2. Scroll down to Staff Roster and select This activity requires a staff roster:

   

3. Save changes

Step 2 - Creation of Tags

1. Head into the Roster tab within Enrolmy → this will open another tab within your browser:

   

2. Under Settings, select Tags and choose New Tag:

3. Enter the relevant information to create a new tag:

   

Step 3 - Assigning Regions to your Venues

1. Under Sources, head into Venues and assign a region tag that you have created for the venue of your activity:

All activity venues will be populated to this area.

Step 4 - Assigning Tags to Staff

1. Under Sources, head into Staff and select the staff member you want to assign a position:

   

2. Choose Assignments and add a position:

   

You can add multiple tags if required.

Step 5 - Creation of Roster Templates

1. Head into Templates and select New Roster Template:

2. 

   Complete the relevant information required.

Step 6 - Apply Roster to Specific Activity

1. Within Activities, there will be a list of activities you have enabled rostering for. You will quickly identify which activities do not have a roster yet, have a draft status roster, or have a published roster.

2. Apply a roster against an activity:

3. 

   Select the roster template you wish to use

4. Set an approval period and click "Next" and select the staff within those positions you wish to roster.

Step 7 - Publish Roster

Once you save a roster as a draft, you can publish it directly from the Activities tab.

Publishing a roster means you are ready to communicate the schedule to the staff assigned to the activity.

1. Hover over the drop-down button beside Next

2. Click on the week you want to approve the roster for → This will take you to the Calendar tab

3. Select the arrow beside Draft

4. Choose any of the options applicable with regards to:

   1. Approval periods

   2. Staff you wish to notify

   3. Add in any custom message

5. Hit Publish

Note: Consider the Roster Health carefully before publishing a roster. Once a roster has been published, it will be directly communicated to the staff

Nice work! You now know how to create and apply roster to activities!

Last updated 08 Aug 2023