Assign team area (rostering)

This guide explains how to record the team area to the staff record, which is needed for rostered staff only.

KEY REMINDERS

  1. After committing to an action, such as clicking SAVE, a green success message appears, wait for the dark green line to fill, before proceeding. 
  2. Ellipses = ‘three dots’, usually at the end of a row. 

Note: This feature is currently limited to staff in participating departments.

A team must be assigned to the staff record for any individual who will be rostered.  This must be assigned ever time they have a new appointment or they change team.  The relevant roster manager(s) won't see the individual on their roster, if the team has not been assigned.   

Navigation path: People Management > Employees > View > Employee Search > (Locate individual) > View.

 

  1. Select the correct appointment from the appointment drop-down selection at the top of the staff record.
  2. Select the Team Area Assignments tab.
  3. If there is an existing Team Area recorded which is changing:
    1. Enter an End Date for the existing record (eg day before the new team will be assigned from)
    2. Click Save.
  4. Click Add
  5. Select the required Team Area.
  6. Enter the required Start Date, eg when they started working in that team.
  7. Leave the End Date blank.
  8. Click Save.

User guides

>System navigation, reporting and other

>Recruitment

>New appointments

>During employment

>Ending appointments