You can add a new employee or an employee who had previously been a member to a roster.

Before you begin

Role required: rota_manager, rota_admin, or admin

Procedure

  1. Navigate to All > On-Call Scheduling > My Group Schedules.
  2. Open the required shift form.
  3. In the Rosters related list, click the information icon ( Information icon. ) for the roster to which you want to add a member.
  4. Click Open Record.
  5. On the Roster form, click Add in the Members related list.
  6. On the form, fill in the fields.
    Table 1. On-Call Add Member form
    FieldDescription
    From date Date on which the employee will join the roster.
    Note: The member will be active on the roster in the next rotation.
    Add after member Name of the member after whom the new member will be in the order. The order number determines where the member starts on the rotation cycle.
    Shift Name of the shift.
    Member Name of the member to add to the roster.
    Rosters Rosters affected after modifying the order of a member. This field is auto-populated by comparing the members in the rosters. If a member exists in more than one roster, both the rosters are auto-populated to avoid conflicts in schedule.
    Current roster Roster from which you navigated to the form.
  7. Click Submit.
    The instance adds the employee to the roster.
    Note: For a returning employee: The instance displays two shift member records for the same employee with different start and end validity dates.