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Staff Rota Management

A quick start guide to the Staff Rota Management area within OneBoxBM.
Staff Rota Management

From within the staff rota management area you can

  • Create new staff rotas.
  • Update existing staff rotas.
  • Delete staff rotas.
Staff Rotas

Staff Rotas are split into several distinct tabs/sections.

  • Summary: View key rota details such as, from/to date, status, department/departments and running totals for employee hours/costs and sales/spend per head.
  • Details: Manage each rotas details such as from/to date, status and department/departments.
  • Targets: Set the targets and view the running totals for employee hours/costs and sales (per week/shift).
  • Schedule:
    • Create the staff schedule using the schedule builder then fine tune it within the schedule view.
    • Manage the list of rota shifts, including the targets and employee role requirements.
    • Manage employee time off, including holiday days, sick days and personal days from within the schedule view.
  • Day: View a day by day breakdown of staff targets, the employee schedule and the rota shifts.
    • Each day can be split into multiple shifts, each with it's own targets and employee job role requirements.
Permissions

Access to manage staff rotas can be controlled via the permissions editor on the admin screen.

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