You are here: Preceda Modules > Time > Rostering > Primary Rosters

Primary Rosters

A Primary Roster defines specific dates an employee is expected to work, and specific times of the day the employee is expected to punch in and out for the shifts, and possible meals.

Prerequisites

Rules and Guidelines

Field Information

ClosedWeekly Roster Selection

This window provides the possibility to view a Roster for a group of employees, via the Roster Code and display each employee's shift times for each day within any selected week.

The Display Week Starting Date will default to today's date.

 

ClosedShifts

There can be up to 9 instances of a shift for each employee for a any given day. Access to these shifts is through the Shift numbers 1 to 9 displayed under the Display Week Starting date.

ClosedWeekly Roster Details

This section displays the following:

 The Weekly Total column shows the total hours rostered for the employee for the week:

 

Weekly Roster Details - Drill-down window

ClosedStored Rosters

Up to 6 Rosters can be displayed. The Stored Roster holds the Begin Shift, Begin Meal, End Meal, and End Shift fields that have been saved as a Stored Roster.

These saved rosters can be loaded for any day by highlighting the day to be changed and selecting the button that corresponds to the required Stored Roster.

ClosedDay and Date

This displays the dates of the rosters, beginning with the date entered in the Display Week Starting field . 

ClosedShift/Transfer

This displays the employee's shift/transfer code.

ClosedBegin Shift

The time of day the employee is expected to start work.

ClosedBegin Meal

The time of day the employee is expected to start a meal break.

ClosedEnd Meal

The time of day the employee is expected to end a meal break.

ClosedEnd Shift

The time of day the employee is expected to stop work.

ClosedDaily Rule

A Daily Rule Profile to be assigned when an employee punches in on this shift for this day.

ClosedTime Code

A Time Code to assign for pay purposes.

  • A Time Code is entered only if overriding the regular Time Code setup in the Pay Period Rules profile.
  • The Time Code entered in this field is used for all regular hours worked.
  • If the employee works overtime hours, the system uses the Time Code setup in the Pay Period or Daily Rules profiles.
ClosedRoll Roster

Indicate if the standard Roll Roster setting for the employee is to be overridden.

Code Description
Y Roll only the Primary Roster forward
N Don't roll any Primary Roster information forward
T Roll Roster transfers in addition to the Primary Roster
  • A shift longer than 24 hours cannot be specified.

 

ClosedCopy Primary Roster

This option allows a single shift within a Primary Roster to be copied forward to any number of future dates for one employee or for a selection of employees who are assigned to the same roster code.

ClosedCopy Roster From

The Copy Roster From fields display the values of the Roster, ID Number, Date Begin Shift, Begin Meal, End Meal and End Shift fields for the roster being copied.

 

ClosedCopy Roster Forward __ Days

The number of days to copy this roster forward. The date specified as the beginning date is included in the number of days that is copied forward. If 365 days was set to copy forward, that will translate to the start date plus 364 more days,

ClosedEvery __ Days

The number of days forward that the roster will be copied, after which the system looks to the Skip Days field to determine how many days will be skipped before copying begins again,

ClosedSkip Days

The number of days to skip between copying cycles.

Example

 To create a year of rosters where Mondays through Fridays are rostered and all weekends are un rostered then starting with the first Monday of the year:-

  • enter 365 in Copy Roster Forward Days
  • enter 5 in Every  Days
  • Enter 2 in Skip  Days

The system copies the roster forward for 365 days in groups of 5 days skipping 2 days in between.

When copying a roster forward, the system first looks at the Every Days field and then the Skip Day field.

 

ClosedOptional Selections

The following selections are optional

These fields will let you copy the selected Roster Code to:-

  • An individual employee or a block of employees by Shift, Pay Period Rule, Level Codes 1 to 7, or any combination of these fields can be selected.
  • If a combination of fields are selected, an employee must meet the criteria setup for all of the selection fields, before the rosters will be copied for that employee.
  • If these fields are left blank the system copies the rosters to all employees assigned to the selected roster code. The system will not copy the rosters to employees who are not assigned to the selected roster code.

 

Select Run Process.

 

Transfers

Drill down on the shift line to setup transfer fields that an employee's time can be attributed to any of the 7 level fields when they punch in on a Primary Roster.

ClosedTransfer Employee Time for Whole of Shift

The times for the Begin Shift, Begin Meal, End Meal and End Shift are displayed and cannot be changed

 

ClosedTransfer for Part of a Shift Day
ClosedTransfer Time

The start time for each transfer.

  • The system will assume that the end time is the start time of the next transfer, or if no transfer is entered, the end time for the shift.

 

ClosedShift

The shift that the employee is to be changed. This is the shift number 1 through 9.

ClosedLevel Codes and Time User Codes

The level codes that the employee is to be transferred.

 

 

 

 

 

 

 

 

Was This Page Helpful?

Please complete the form below to give us feedback. If you need any assistance with this functionality, please contact Preceda Support.

How to Navigate Preceda

 

 

 

Version 15.3.01 Preceda Knowledge Base

2018 Ascender HCM. All rights reserved.

For feedback and comments, please contact your Systems Administrator or Account Manager. 

Getting Started  
About the Knowledge Base