1. What are the key improvements in the Roster Calendar view?
The roster calendar view has been optimized with a new UI to ensure better usability and streamlined management of shifts. Key improvements include:
Optimized layout for both desktop and laptop screen sizes.
Shift tile size adjustments to reduce white space.
Enhanced filtering options for client, resource, and subsidiary data.
Adding unallocated shifts section to the calandar.
2. What is the "Unallocated Shifts" section?
The "Unallocated Shifts" section appears at the top of the calendar view grid and lists any shifts that do not have an assigned resource. This section can be filtered based on client, resource, or subsidiary criteria, and users can drag and drop shifts into this section for better resource allocation.
3. How can I manage unallocated shifts?
Unallocated shifts can be viewed under the "Unallocated Shifts" section. Users can drag and drop these shifts into the appropriate resources. Once a shift is allocated, it will be moved from this section and appear in the main calendar view against the allocated resource name.
4. What happens if there are no shifts assigned to a client, resource, or subsidiary?
If no shifts are assigned to a specific client, resource, or subsidiary, that user will not appear in the calendar grid view. Only shift-assigned users will be visible in the calendar.
5. How is the work week view displayed now?
The work week view has been modified with smaller shift tiles, making the calendar less cluttered. The view now displays resource and client data, with icons for data and time recurrence.
6. How do I cancel or delete a shift in the new calendar view?
To cancel or delete a shift, click the "More" option on the shift tile. You will then see options for "Shift Cancel" and "Delete". A confirmation message will appear when you click "Delete", asking you to confirm the action.
The "Shift Cancel" option will display the shift cancellation flow with additional options for "Billable to Client" and "Payable to Staff".
7. What happens when I delete a shift?
When a shift is deleted, a confirmation message will appear asking if you’re sure you want to delete the shift. Upon confirmation, the shift will be removed, and any associated payroll or client billing amendments will be considered in the cancellation process.
8. What are the new permissions added in the roster module?
A new permission, "Roster View - Shift Cancel," has been added to allow users to cancel shifts. Only users with this permission can cancel shifts from the roster calendar.
The following existing permissions have been renamed:
9. What is the process for cancelling a shift with the new permission system?
If a user has the "Roster View - Shift Cancel" permission, they can click the "Shift Cancel" button in the roster calendar. A flow will appear to confirm the cancellation with options for "Billable to Client" and "Payable to Staff." The payroll and client billing values will be adjusted according to the cancellation.
10. Will the status of shifts be updated upon cancellation or approval?
Yes, when a shift is cancelled or approved, the status will be updated in the calendar view. The updated status will reflect in both the roster calendar view and the roster approval view.
11. Will there be an audit log for activities in the roster calendar?
Yes, every action performed in the roster calendar (such as shift allocation, cancellation, or approval) will be logged in the audit report. The log will include the user who performed the action, the date and time, and the shift ID.