Custom Entities | Use Clients In The Roster

1) Overview
2) Create rostered shifts linked to clients
3) View the roster grouped by clients



Custom Entities | General Information


1) Overview

The client functionality gives us the ability to link a user that has a rostered shift; against a client that the business charges.

This allows us to roster to a client requirements; including building templates that meet recurring client requirements (e.g. client requires โ€˜service Xโ€™ for 2 hours every Monday).

There is an export code for cost centre reporting; so you can see the cost of wages for a client. This assists in the process of building a profit and loss statement to compare costs of wages against billable amount for a client.


2) Create rostered shifts linked to Clients

  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.
  5. Click Save.


3) View the roster grouped by Clients

Prerequisite: Have an existing roster already opened.

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