How to create Team Rosters

This guide will show you how to amend your Team rosters and scheduled days.

How to set a roster for a week

How to set a custom day off

How to set up a Team Members Roster 

To set a team members working hours so that the system displays their working hours and marks them off on days they are not working we need to use the Roster screen. 

To roster a team member you either need to click on top of a team member's column and choose Schedule > Roster or go to:

Menu > Settings > Team Members > Team Members  then click onto the team member you wish to roster and click Roster on the left

You then need to enter the team members working hours. Start off with stating how many weeks make up a team member roster. So if a team member works the same days each week, that's a 1 week roster, if they work different hours this week to next week a 2 week roster.

You can set a team member to have up to an 8 Week pattern 

Once you have stated how many weeks are in the team member's roster click .

Then with the 'Effective Date' showing when your 'Week 1' starts you can move down the days and set if the team member works on that day or doesnt by using the 'Working' toggle. Then setting the Arrive and Depart times and if you are part of a multi site salon group, the salon they do those hours in.

Once you have entered Week 1 hours, scroll down and set their Week 2 and so forth.

Once completed scroll to the top and click to apply these working hours for the foreseeable future on a rolling basis.

If you set them wrong, correct the hours or change the Effective Date re to correct their rostered hours.

Once completed a roster a message will appear.

How to set up Team Members Custom Days.

If you need to modify a team member's hours for one particular day you all you need to do is click their name on top of their column and choose Schedule > Today

Then if they are/ are not working you can alter this with the 'Working' toggle and then set the start time and end time hours for that particular day.

You can also use the 'Salon' pulldown to alter the salon in which they are doing those hours for a multi-site salon group.

If you want to add a day note, you can add it to the Notes section. 

If you need any help setting up rosters please call us on 01892 280 123 or email help@saloniq.com