Temporary Vs Base Roster
Not sure what the difference between the two different types of roster? Let’s delve into it further here.
Pointa has two practical roster types:
Base roster: the normal ongoing roster.
Temporary roster: a roster for a specific date range.
Base Roster
Use a base roster for the staff member’s normal ongoing working pattern.
To create a base roster:
Select Add Roster.
Make sure Temporary Roster is not selected.
Set the Effective start date.
Select Show on Appointment Book if the staff member should appear on the appointment book.
Select each working day.
Adjust the start and finish times for each day.
If the staff member should be available for online bookings, select Show online for the relevant days.
Add notes if required.
Select Save.
If this is the staff member’s first roster, Pointa treats it as a base roster by default.
A new base roster becomes the active ongoing roster from its effective date. If a later base roster is added, it takes over from the older base roster from that later effective date.
Temporary Roster
Use a temporary roster for a fixed period, such as casual shifts, short-term roster changes, temporary hour changes, or leave.
To create a temporary roster:
Select Add Roster.
Select Temporary Roster.
Set the effective start and finish dates.
Select the working days for that temporary period.
Adjust start and finish times as needed.
Select Show online for days that should be available online.
Add notes if useful.
Select Save.
A temporary roster applies only for its effective date range. During that period, it takes priority over the normal base roster.
Pointa checks for conflicting rosters. If a new roster overlaps an existing temporary roster or conflicts with another roster for the same staff member, Pointa may prevent it from being saved.