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
Head into the Activities tab within Enrolmy and select edit activity:
Scroll down to Staff Roster and select This activity requires a staff roster:
Step 2 - Creation of Tags
Head into the Roster tab within Enrolmy → this will open another tab within your browser:
Under Settings, select Tags and choose New Tag:
Enter the relevant information to create a new tag:
Step 3 - Assigning Regions to your Venues
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
Under Sources, head into Staff and select the staff member you want to assign a position:
Choose Assignments and add a position:
You can add multiple tags if required.
Step 5 - Creation of Roster Templates
Head into Templates and select New Roster Template:
Complete the relevant information required.
Step 6 - Apply Roster to Specific Activity
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.
Apply a roster against an activity:
Select the roster template you wish to use
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.
Hover over the drop-down button beside Next
Click on the week you want to approve the roster for → This will take you to the Calendar tab
Select the arrow beside Draft
Choose any of the options applicable with regards to:
Staff you wish to notify
Add in any custom message
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!