Scheduling lunch in Advanced Rostering

Follow

If you are using the Advanced Rostering, you can schedule lunch the way it is outlined in this article. If you are using the Simple Rostering, click here to use the tasks feature to schedule you lunch breaks.

The only reason you would schedule lunch in the Roster, is if you want the time taken for lunch to be accounted for in the Wages Report. The Advanced Rostering allows you to track staff wages, but if you don't require this, then use the Simple Rostering instead—click here to see how to use the Simple Rostering.

Go to Roster.

Click the + next to the operator who you'd like to schedule Lunch for. On the right hand side panel choose Lunch from Roster Type drop down menu. If you haven't got lunch there, click here to learn how to create your roster types. Choose the days and the time lunch starts and finishes, and Save.

Go to back to your Appointment page, and Lunch will be blocked out for the operator on the days and time you choose. Appointments can't be made for them.

If you would prefer not to have the Lunch blocked out in the Appointments page, but still accounted for in the Roster—Go to Admin then into Rostering, Edit the Lunch Roster Type, un-tick No Bookings Allowed, and Save. Then you can use the Tasks feature to block out time in the Appointments page for Lunch - that way the Lunch can be moved around like an appointment. See the end of this article to learn how to schedule Lunch in as a Task.

You can continue adding in the operator's Rostered On time in the same way as you booked in Lunch, however pick the Rostered On Roster Type instead. Your Roster will start to take shape.

Creating Lunch as a Task.

Another way you can schedule lunch, so that it appears on your Appointment page, is to use the Tasks feature. It is a good idea to use both functions, lunch in your Roster, and lunch as a Task.

If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.

Have more questions? Submit a request
Powered by Zendesk