Introduction to NetRoster Training Course TR-011.006

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Introduction to NetRoster Training Course TR-011.006

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Site shift rates can be over-ridden by staff shift rates. Sites - Other ... Staff shift rates over-ride site shift rates. Staff - Absence ... – PowerPoint PPT presentation

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Title: Introduction to NetRoster Training Course TR-011.006

1
Introduction to NetRosterTraining
CourseTR-011.006

Central Support Line
0871 288 2101

2
Overview

NetRoster is a web based application. It can be
accessed from any PC with an Internet connection
online.netroster.biz/your company name

3
The NetRoster Hierachy

Employers Your company and your sub-contractors
Regions Geographic splits, e.g. UK, North and
South
Clients Your customers
Staff Guards
Sites Client sites

You can only appoint staff to sites that are in
the same region
4
Logging on

A license is used for each active member of staff
in NetRoster
When licensing reaches 90 the licensing message
will turn red and wed advise you to contact us
and purchase more licenses

5
Part 1

Setting up NetRoster

6
Setting Up NetRoster

Employers
Regions
Clients
Sites
Staff

7
Employers

Your company details have been entered into
NetRoster

8
Regions

What are your geographic splits?
Rememberyou can only appoint staff to sites that
are in the same region

9
Clients
10
Sites

Compulsory fields
Site Name
Client
Region

11
Sites - Financial

Enter the hourly charge rates for the site
Note
Site shift rates can be over-ridden by staff
shift rates

12
Sites - Other

Enter the site contract start and end dates

13
Sites Shift Templates

A shift template needs to be created for every
shift you provide at the site
Call Freq how often staff need to call in
during the shift
Type shift type (contracted regular shift and
Adhoc one offs)
Use the Duplicate button to create additional
shifts

14
Sites Shift Templates

Enter the hourly charge rates for the site
Note
Site shift rates can be over-ridden by staff
shift rates

15
Sites Shift Templates

Enter the hourly charge rates for the site
Note
Site shift rates can be over-ridden by staff
shift rates

16
Staff

Compulsory fields
First Name
Surname
Region
Employer

17
Staff - Business

Payroll number can be overwritten on Business
screen but not on Personal screen
Important
Enter a date in Date Joined as this is used to
determine what staff are available for shifts

18
Staff - Financial

Bank Details are not compulsory they are not
used by NetRoster
Note
Staff shift rates over-ride site shift rates

19
Staff - Absence

Use the key to select the type of absence you
want to record and then click on the day that you
wish to apply the absence

20
Staff Banned Sites
21
Part 2

Using NetRoster

22
Rosters - Creating

To create rosters select the Shifts button and
then click on the Roster button
Enter the site name or site number and the week
commencing date
NetRoster will calculate the number of shifts
that havent been rostered yet (outstanding
shifts)
Click on the gtgt button

23
Rosters - Creating

The shift created in the site shift templates
will be listed for the week selected. Now assign
a staff member to a shift

Click on the (Y/N) checkbox for the shift you
want to assign staff and click on Find
Staff Select the member of staff by clicking on
the button Select the shifts you want to
roster and click on the Roster button
24
Rosters - Changing

To change rosters enter the site name and the
week commencing date and set Outst Only to No
NetRoster will calculate the number of shifts
that have been rostered

Click on the gtgt button to access the
shifts Click on the Shifts Rostered link
25
Rosters - Changing

To change the member of staff rostered click on
the button
To cancel the shift click on the Canc checkbox
To save the change click on the Save Y/N checkbox
and click on the Save button

26
Rosters - Verifying

To verify rosters select the Shifts button and
then click on the Verify button
Enter the site name or site number and the week
commencing date
NetRoster will calculate the number of shifts
that havent been verified (outstanding shifts)
Click on the gtgt button

27
Rosters - Verifying

Check the shift details and make any necessary
changes.
Click on the Vfd box and then on the Save box

28
The Control Desk

From the Control Desk you can
Manage clocking on, clocking off and check calls
Amend shift times
Create new shifts
Assign or re-assign staff to shifts
Cancel shifts
Re-instate calls

29
The Control Desk

Select the shifts you want to view within a date
range and select Outstanding Calls
Important
Its recommended that you limit the calls
selected to 1 days worth of calls listing too
many calls at a time may impact performance.
The Control Desk lists all clocking on, clocking
off and check calls due
Hover over Site or Staff name to view telephone
numbers
Colour codes
Black call not due
Orange call overdue by lt10 mins
Red call overdue by gt10 mins
Green call made

30
The Control Desk

To confirm that a call has been made simply
double click the Call Due button it will turn
green
To re-instate a call, select it and select
Reinstate Call from the options dropdown. Click
on the button below and confirm that you want to
re-instate the call
Note
If the screen has refreshed, made calls will not
appear on the Outstanding Calls list to
reinstate the call you will have to go to the
Made Calls List

31
AutoCall

Guards can use AutoCall to clock on and off and
to make check calls this significantly reduces
the number of telephone calls that the Control
Desk has to answer
AutoCall will not permit the Guard to call either
15 minutes before or 15 minutes after the call
is due if the Guard attempts to use AutoCall
outside the permitted time ranges AutoCall will
divert the call back to the Control Desk
Times can be changed
When the screen refreshes, calls made with
AutoCall will automatically move into the Made
calls list and reference the callers telephone
number
The control screen refreshes every 10 minutes