7. Rosters
By using this feature user can create a roster for all agents registered in asseto application, which will allow us to assign them to shifts. This roster will provide details on who is available (working) today and who is on leave, among other relevant information.
This module has the following features.
- New Roster
- Schedule Leave
- Bulk Upload
- 7.1. Rosters Dashboard
- 7.2. Pre-Requisites for Roster Creation
- 7.3. New Roster
- 7.4. Edit Shift
- 7.5. Schedule Leave
- 7.6. Bulk Upload
7.1. Rosters Dashboard
The timeline page will display previously created roster/shifts. It will include views for daily, monthly and weekly schedules, allowing us to track all types of agents and shifts. The roster will be utilized to manage and display information on agent availability and leave status within this time management system.
Rosters dashboard has the following features.
- Timeline Day: by default, “Timeline Day” tab is highlighted and today schedules will be displayed in the roster dashboard.
1.1. Previous and Next arrow marks: This feature is useful for navigating to previous and next dates, with the schedules for the selected dates displayed on the rosters dashboard.
1.2. Calendar: when you click on dropdown, a calendar will be displayed as shown by following screenshot.
Here, users can select a date as needed, and the schedules will be displayed based on the selected date as shown by the screenshot below .
2. Time Line Week: By clicking on the "Timeline Week" tab, the schedules for the current week will be displayed on the rosters dashboard as shown by below screenshot.
2.1. Previous and Next arrow marks: This feature is useful for navigating to previous and next weeks, with the schedules for the selected week displayed on the rosters dashboard.
2.2. Calendar: when you click on dropdown, a calendar will be display. Here, users can select a date as needed, and the schedules will be displayed based on the selected date.
3. TimeLine Month: By clicking on the "Timeline Month " tab, the schedules for the current Month will be displayed on the rosters dashboard as shown by below screenshot.
3.1. Previous and Next arrow marks: This feature is useful for navigating to previous and next month, with the schedules for the selected month displayed on the rosters dashboard.
3.2. Calendar: when you click on dropdown, a calendar will be display highlighted by current month. Here, users can select a month as needed as shown by below screenshot.
The schedules will be displayed based on the selected month as shown by below screenshot.
7.2. Pre-Requisites for Roster Creation
To create a new roaster, we must configure shift name and their corresponding timings in the settings and then onboard agent in agents module.
7.2.1. Create Shift
Settings -> Shift Roster -> Add (New Shift)
Users can configure the shifts, which will be utilized in the roster creation.
Click on “add” button to create a new shift following page will be display.
1. Provide shift name.
2. Here, “General working hours” are predefined.
3. User should specify the “Shift Start Time” and “Shift Duration”, then the “Shift End Time” will be automatically displayed based on these parameters as shown by the below screenshots.
The “save” button will only be enabled once all mandatory fields have been completed.
Click on “save”, a confirmation message “Shift successfully created” will be displayed and the newly created shift will be display in the first row of shift list.
1. Search bar: To search for a shift by its name.
2. Status: By default, shift status is enabled. User have the option to enable or disable the status as needed.
3. Edit: To edit the shift.
Note: We can’t edit shift, if the shift is already assigned to an agent.
4. Delete: To delete the shift.
7.2.2. Create Agent
Fill the all-mandatory fields then only the save button will be enabled. Here vendor details and resource group fields are non-mandatory fields.
Note: Every agent should provide an individual email id, do not match with other agent’s email id.
Note: For more details, review “2. Agents” module 2.2. Pre-Requisites for Agents Onboarding and 2.3. New Agent.
7.3. New Roster
By using this feature, we can create a new roster and assign a single shift to one or more users/agent.
Click on “save”, a confirmation message “Shift Roster created successfully” will be displayed and the system navigates to dashboard page.
The newly created shift roaster will be displayed on the roster dashboard.
7.4. Edit Shift
By using this feature user can edit/update the shift details.
Click on the shift name and then tap edit icon, system will navigate to edit roster/shift page.
Update field data as per your need.
A confirmation message “Shift Roster updated successfully” will be displayed and the system navigates to dashboard page.
7.5. Schedule Leave
This feature is helpful for supervisors, as it allows them to apply for leave both for themselves and for their agents with this asseto application.
This module has 2 features.
1. Apply agents leave
2. Apply Self-Leave
7.5.1. Apply Agents Leave
By default, “apply agents leave” option is highlighted.
Select assignee form your agents list and fill in the leave details and all mandatory fields then submit button will be enabled.
Click on submit, a confirmation message “Successfully Applied a Leave” will be displayed, and the system navigates to dashboard page.
When you click on agent timeline (medical leave) system navigate to leave details page. Here you (supervisor) can have options for ‘update leave’ and ‘cancel leave’.
Update Leave: To edit/update the agent leave details.
Click on ‘update leave’ from options. Agent leave application will be appear.
Update the data in the agent leave application.
Click on “submit” button, confirmation message “successfully updated leave” will be appear.
Cancel Leave: To cancel the agent leave request.
When the user clicks on the "Cancel Leave" option, a popup will appear. Please click "Yes" to proceed with cancelling the leave.
Confirmation message “successfully cancelled leave” message will be appeared.
7.5.2. Apply Self-leave
To apply leave for supervisor.
Fill in the leave details and mandatory fields then the save button will be enabled.
Click on submit, a confirmation message “Successfully Applied a Leave” will be displayed, and the system navigates to dashboard page.
When you click on your timeline (medical leave) system navigate to leave details page. Here you (supervisor) can have options for ‘update leave’ and ‘cancel leave’.
Note: To update or cancel a supervisor's leave, please follow the procedure outlined for updating or canceling agent leave.
7.6. Bulk Upload
Download the CSV file, complete the required fields and upload it to assign multiple shifts to multiple users simultaneously.
It has 3 sections, those are
1. Preparation: To download the bulk upload template.
2. Precheck: validation check: To check for any errors in the uploaded sheet.
3. Processing: To view the progress on the bulk upload process.
1. Preparation: click on download template button to download csv file will be available in your local pc downloads folder as shown by following screenshot.
Fill the data on the downloaded csv file for all shifts to be assigned to agents using bulk upload.
Upload the file by clicking on choose file button on the bulk upload page.
After uploading the csv file ‘Next’ button will be enabled, you can click on next button the system will navigate to validation check page.
2. Precheck/validation check: If uploaded file having any errors will be display here, user will not be able to move to next stage unless those errors are corrected, submit button enabled (as shown by below screenshot) if no errors in your csv file.
If there are no errors user can view passed count (i.e. number of scheduled shifts) submit button enabled. Click on the submit button system will navigate to next page.
Note: Click on the tooltip (icon) to check the validation status on validation/pre-check page.
3. Processing: User can view the progress of bulk upload to the application. “Scheduled shifts created successfully” confirmation message will be displayed.
Next
Click on close. added scheduled shifts through bulk upload will be displayed on the rosters page timeline list as shown by following screenshot.
