Add a new or returning employee to a roster
You can add a new employee or an employee who had previously been a member to a roster.
Before you begin
Role required: rota_manager, rota_admin, or admin
Procedure
Navigate to All > On-Call Scheduling > My Group Schedules.
Open the required shift form.
In the Rosters related list, click the information icon (
Image omitted: icon-information.png
Information icon. \) for the roster to which you want to add a member.
Information icon. \) for the roster to which you want to add a member.
Click Open Record.
On the Roster form, click Add in the Members related list.
On the form, fill in the fields.
| Field | Description |
|---|---|
| From date | Date on which the employee will join the roster.Note: The member will be active on the roster in the next rotation. |
| Add after member | Name of the member after whom the new member will be in the order. The order number determines where the member starts on the rotation cycle. |
| Shift | Name of the shift. |
| Member | Name of the member to add to the roster. |
| Rosters | Rosters affected after modifying the order of a member. This field is auto-populated by comparing the members in the rosters. If a member exists in more than one roster, both the rosters are auto-populated to avoid conflicts in schedule. |
| Current roster | Roster from which you navigated to the form. |
Click Submit.
The instance adds the employee to the roster.
Note: For a returning employee: The instance displays two shift member records for the same employee with different start and end validity dates.
Parent Topic:Managing roster members