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.
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.