Roster - notes

This guide contains the following topics:

  • What are roster notes
  • How to set roster notes

What are roster notes

Roster notes can be set for each user, and this will show on the roster interface.  

Why use this feature

This feature would be used to leave notes regarding a specific user, which can be viewed by the user's manager(s)

When would this feature be used

This feature could be used when adding a new employee/user, before or after completing a roster, and so on. 

How to set roster notes

1. Click Organisation

2. Click Users

3. Click on the specific user (I clicked Joe Bloggs)

4. Click Notes

5. Click the Pencil to add/edit notes

6. Enter the note (Under Roster Notes) and click Save or Cancel to discard the note

7. This note will now be displayed on the roster. This can be turned off by using the filter button. 

 

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