The Client Functionality - Managing your roster

This article includes the following topics:

  • How to create a rostered shift linked to a client
  • How to view the roster grouped by client

What is the Client Functionality

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 reoccurring client requirements (e.g. client requires ‘service X’ 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.

How to create a rostered shift linked to a client

1. Click on Rosters

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2. Click on Create new roster

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3. Click on Create

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4. Create a rostered shift (e.g. click on a square, drag a common shift, etc.)

5. Click the Client drop down. Here we can select the client to link the rostered shift to

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How to view the roster grouped by client

Prerequisite: Have an existing roster already opened.

1. Click on "Client" in the top right hand corner (please note the name 'client' can be customised to suit your organisational requirements

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2. Our 'clients' are grouped on the right hand side

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