New Centre Configuration Checklist

This checklist identifies the items to configure / double check in preparation for a centre first going live:

Configuration Views

• Are the settings on Configuration - Defaults correct?
• Are the rooms listed on Configuration - Areas correctly?
• Are the ‘Quota’ values correct for the rooms?
• If there are “SISO Export Names” and “Roster Expert Names” do they match the values in the source systems?
• Are any additional activities required on the Configuration-Activities view?

Staff Views

Before checking the imports, go to the Roster - Roster view and set the Date for the first day of the roster

Click each cloud button to import Payroll, Leave, Planned Attendance and SISO

Staff-Payroll

• Are the staff listed in Staff Payroll expected?
• Are the Role, Employment Type and Qualifications correct
  Note: These things should be corrected in your Payroll system so they're picked up correctly next time
• Are the contracted hours correct?

Staff-Leave

• Does the leave imported match the payroll system?

Staff - Work Preferences

• Are peoples non-working days set to “Off”
• If there are known people that work open and close, enter them in.
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Staff - Staff Areas

• Are the rooms people can work in set correctly?
• Is there at least one person per room that can be listed as Float?
• If people should work most of the time in a specific room, is “prefer first area” set?

Staff - Shift Lengths

• Are the people that don’t work ‘standard’ shift lengths set up?
• Does anyone need fixed start times?

Staff - Availability

• Are people's non-availability times entered?

Note: Only enter times where people cannot work.

Roster Views

Staff - Other Duties

• Enter any programming and study times that are known

Done!

You’ve now checked / confirmed the values required to ensure the first roster generation will run as smooth as possible.