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Accessing the Schedule Board SIL Template

The schedule board SIL roster is accessed through the By Group schedule view.

Updating the SIL Rostered Employee

Updating an employees rostered SIL shifts will be undertaken through the Schedule Board. To roster a staff member of a SIL service observe the following steps.

1. Click the Schedule Board icon.

   

2. Set the date range on the schedule board to correspond with the SIL service period that is to be amended.

   

3. Click the By Group schedule view to display a listing of SIL services.

4. Input the details of the SIL service into the search field, if required, to filter down the list of SIL services displayed within the schedule board.
   

   

5. Click the SIL Roster icon to present the weekly SIL template.

   

6. Click the UNLOCK button to open the SIL Template for editing.

   

7. Edits to the weekly template include:
   Depending on the duration of SIL Services that have been added onto the schedule board you have the option to assign changes to one or more SIL service weeks. To apply individual changes to your organisations weekly SIL services, utilise the date range to move through individual SIL weekly services.

   

   Removing one or more rostered services for the week from an employee.
Adding one of more rostered services for the week to an employee.
Assign a new employee and roster SIL services.
Remove an existing employee from the weekly SIL roster
Reassign rostered SIL service to for one or more days another employee
Marking one or more SIL services unassigned
Placing one or more SIL services as being on offer (published)
   

8. Ensure all changes made to the template are saved by clicking the SAVE button.

9. Relock the SIL template by clicking the LOCK button.

10. Click the CLOSE button to exit back to the Schedule Board.

Removing one or more rostered services for the week from an employee

To remove or more rostered services for the SIL week for an employee observe the following steps :Refer to steps 1 - 6 10 in the topic Updating the SIL Rostered Employee. Select the cell listing the employee’s rostered period that is to be removed, as denoted by the YES that is to be removed and click the keyboard delete key.

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For any additional rostered periods that need to be removed either repeat as listed above or highlight the period that will be unrostered and drag you mouse out across consecutively rostered periods, as shown below

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Adding one of more rostered services for the week to an employee

To assign additional rostered services for the SIL week for an employee observe steps 1 - 10 in the topic Updating the SIL Rostered Employee. To roster a period click into the period and select YES from the drop down down list.

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 Assign a new employee and roster SIL services

To assign additional rostered services for the SIL week for an employee observe steps 1 - 10 in the topic Updating the SIL Rostered Employee.

1. With the template unlocked click the ADD STAFF button.
   

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2. Click the days that are being rostered into the SIL template.

3. Select from the Start Time field the commencement time of roster.

4. Select from the End Time field the cessation time of the roster.

5. Search for and select the staff that are to be assigned into the roster.

6. Click the SELECT Button to update the SIL template with the rostered staff as shown in the above. The employees rostered periods will be denoted with the YES.

 Remove an existing employee from the weekly SIL roster

To remove an existing employee from the SIL roster for one or more days observe steps 1 - 10 in the topic Updating the SIL Rostered Employee. Ensure you remove the employees rostered periods by selecting the cell listing the employee’s rostered period, as denoted by the YES and click the keyboard delete key.

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For the remaining rostered periods that need to be removed highlight the period that has been unrostered and drag you mouse out across consecutively rostered periods, as shown below

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Ensure you click the SAVE button to refresh the SIL Roster, you will observe the employee has been removed on refresh of the SIL Shift.

 Reassign rostered SIL service to for one or more days another employee

To reassign an existing SIL service to another employee observe steps 1 - 10 in the topic Updating the SIL Rostered Employee. Within the client column click in to present a drop down list from which you can make the appropriate EMPLOYEE NAME selection. Ensure you click the SAVE button to refresh the SIL Roster.

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 Marking one or more SIL services unassigned

To reassign an existing SIL service to another employee observe steps 1 - 10 in the topic Updating the SIL Rostered Employee. Within the client column click in to present a drop down list and select the UNASSIGNED value. Ensure you click the SAVE button to refresh the SIL Roster.

 Placing one or more SIL services as being on offer (published)

  To reassign an existing SIL service to another employee observe steps 1 - 10 in the topic Updating the SIL Rostered Employee. Within the client column click in to present a drop down list and select the ON OFFER value.

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Ensure you click the SAVE button to refresh the SIL Roster.

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