Setting-up Checklist
Use this checklist to ensure you’ve performed the most essential tasks before you create your first roster using Daitum.
Set up
◻ Make a copy of the roster and rename it with the new roster date. Click on 
and select (Model Browser then -> Select the Roster to copy and Right-click to duplicate and then right click to rename)
◻ Open the new roster. (Double-click the new roster)
Roster
◻ Set the date for the first Monday for the week to be generated (Roster → Roster)
Attendance
◻ Review Planned Attendance numbers (Attendance → Planned Attendance)
Data
◻ Run all data imports (Main Menu Toolbar → Click any/all clouds showing (Payroll, Leave, Planned Attendance, SISO etc)
◻ Remove staff from the Roster layout who aren’t working at the centre. (Staff → Roster Order)
◻ Review Payroll for new starters and add any staff not yet on the Roster Order (Staff → Roster Order)
◻ Run The Update Roster Layout process (Data Menu → Update Roster Layout)
Staff
◻ Check all staff member details are current and accurate (Staff → Payroll)
◻ Set regular working and non-working days for staff (Staff → Work Preferences)
◻ Set Responsible Persons on the roster (Staff → Work Preferences or Roster → Roster)
◻ Assign staff to preferred areas (Staff → Staff Areas)
◻ Set shift-lengths for any staff working unusual shifts e.g. Chef (Staff → Shift Lengths)
◻ Set a fixed start time for staff who must start at the same time each day e.g. Chef or Centre Manager (Staff → Shift Lengths, Preferred Start Time field). Note: Any Earliest Start times in Staff → Availability will be disregarded for any staff who have a Preferred Start Time entered.
◻ Set staff availability for any staff with availability limitations (Staff → Availability)
Roster
◻ Enter any programming, ISS or study time for staff (Roster → Other Duties)
◻ Return to the Roster (Roster → Roster) and Generate the initial Roster (Click Daitum Logo on the toolbar)
◻ Review the Rostered Hours column on the far right for red entries (Roster → Roster)
(Here is a PDF version for you to print)