Daily Roster: Roster Status
The Daily Roster "Status" column has been updated so you can create custom Status options and renamed the column to "Roster Status".
A Roster Status can be displayed as a Status Pill or Text Only in the column. Roster Statuses will be displayed as a status pill by default.
The default Roster Status options are: "Rostered," "On Time," "Late, With Call," "Late, No Call," "VTO," "Called Out, Excused," "Called Out, Not Excused," "No Show, No Call." You will see a pop-up with different options based on the Roster Status you pick.
- Rostered and Late, With Call, will have no pop-up when selected.
- On Time: You can state a reason for the status change and create an associate Kudo.
- Late, No Call: You can state a reason for the status change, create an associate Issue, create a counseling form, and replace with a standby.
- VTO: You can state a reason for the status change, create an associate Issue, create a counseling form, and replace with a standby.
- Called Out, Excused, Called Out, Not Excused, No Show, No Call: You can state a reason for the status change, create an associate Issue, create a counseling form, and replace with a standby.
An Associate Roster Status Change Log has been added to the Daily Roster. From there you can see all the changes to a DA's Roster Status. This option can be found at the bottom of the DA's action menu (3 dots).
The Roster Status options can be customized directly from the Daily Roster. Click on any Roster Status box to reveal the dropdown options. Click on the last option to + Add New Associate Roster Status.
That will open a panel on the right side of the page where you can edit your Roster Status options. Your customization options are explained in detail in this article.
Related Articles
Daily Roster Custom Importer
Introducing the Custom Spreadsheet Importer, a game-changing new feature that will save you and your staff valuable time with morning operations! With the custom importer, you can easily import Associates, Routes, Staging, Vehicles, Parking Spaces, ...Daily Roster: How and WHY to use it
Daily Rostering: Let's take a look! Use Hera's Daily Roster to roster each Associate for any given day, then let Hera broadcast the day's roster to your rostered Associates via SMS and email. These messages are sent once you click the send button, or ...Daily Roster: Notes And Standup Announcement Update
The Standup Announcements box and Note boxes on Daily Rostering have been updated. Note Boxes Update The Manager Daily Notes has been changed to Today's Fleet Notes and the Dispatcher's Daily Notes have been changed to Today's General Notes. Previous ...Issues Importing Your Custom Spreadsheet?
We built the custom importer to read different kinds of custom files, but some uniformity is still necessary. If your custom spreadsheet has several sheets on it you have to export just the sheet you need. You can find all the sheets on your file at ...Managing Amazon Roster: Uploading, Filtering, Deleting, and Re-uploading
Click on the Column of the day to upload. In this case, it would be Column H for Friday, 1/26 EXCEL: Google Sheets: Click on Sort & Filter EXCEL: Google Sheets: Click on Filter EXCEL: Google Sheets: See the next step Click the New Filter for Column H ...