Custom Entities | Usage In The Roster

1) Overview
2) Create rostered shifts linked to custom entities
3) View the roster grouped by custom entity type

 


๐Ÿ” RELATED ARTICLES

Custom Entities | Introduction


 

1) Overview

Custom entities are used to provide additional information to staff members on a rostered shift. A custom entity could be but is not limited to; a service, client, vehicle or funding scheme. Custom entities are designed to provide the ability to link additional information for a user against their rostered shift (e.g., information about a client).

This provides the ability to roster shifts based on the needs (settings) of each particular custom entity, including building templates that meet recurring requirements (e.g., a client that requires โ€˜service Xโ€™ for 2 hours every Monday).

Custom entities can be assigned export codes for cost centre reporting; to make it possible to see the cost of wages based on a specific custom entity (e.g., a client), which can assists in the process of building a profit and loss statement to compare, for instance, costs of wages against billable amount for a client.

 

2) Create rostered shifts linked to custom entities

Prerequisite: The custom entity has been set up to show in the roster.

We are using the custom entity "Clients" to demonstrate how to link them to a rostered shift:

  1. Open/create a roster period.
  2. Create a rostered shift (e.g. click on a square, drag a common shift, etc.).
  3. Click the Client drop down.
  4. Select the client from the drop-down list.
    sch_rstrs_crt-shft_clnt.png
  5. Click Save.

 

3) View the roster grouped by custom entity type

Prerequisite: The custom entity has been set up to show as roster view mode.

We are using the custom entity "Clients" to show how to view the roster by custom entity type:

  1. Click Client in the top right hand corner (please note the name 'Client' can be customised to suit your organisational requirements).
    step_1.png
  2. The Roster view displays Clients on the right hand side.
    step_2.png
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