Guides

How to create a allocation set

This is a how to for creating a allocation set. What is a allocation set? Allocation sets are only used when creating a roster. When you create a roster, you have to choose an allocation set. An allocation set is a collection of allocation rules. It's how you describe...

How to create an allocation rule

This is a how to for creating an allocation rule. What is an allocation rule? An allocation rule is a rule that is applied against staff when a roster is generated.   When a roster is being calculated, each staff that meet that rosters criteria such as location,...

How to create roster definitions

This is a how to for creating a roster definition. What is a roster definition? A roster definition is a template that defines the basis for a roster. When this roster is created, it uses this roster definition and its included shift definitions to determine what type...

How to create shift definitions

This is a how to for creating a shift definition. What is a shift definition? A shift definition is a template that defines the basis for a shift. When a shift is created, it uses this shift definition to determine what type of staff and numbers to be allocated to...

The registration process

This is a how to for going through the registration process for a general staff user. Note there are additional steps involved with setting up an administrator which will not be covered in this article. Staff can use any email, including their personal or work email...

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