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Unable to close the rota at the location if employee with 0 hours

Justyna Zak
I want to set my portal in a way that the rotas at the location cannot be closed unless hours/ absences/ holidays are created for each employee. At the moment ​I am using "Disallow an employee to be off all week" function on global settings. Unfortunatrly this function prevents the rotas being submitted to payroll but it does not prevent from being closed at the location even if there are employees with zero hours. I did use this function in the company I was working previously, and as it was working very well I wish to implement in my current company. Can you advise me on that?  
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Justyna Zak

Thanks Gary

 

Would I be able to at least set up an alert once the rotas are being closed.?

 

 

Anonymous User

Hi @Justyna Zak​ 

 

There is an alert that can be set up when the week has been completed. To set this up go to:

 

Rota > Administration > Alert Set Up > Create New Template

 

Name the report, set the Frequency and Save.

 

After you’ve saved it, you’ll be able to Assign User or Job Titles for this alert to go out to. In Assign Events, the Week is completed option will send an alert that all seven days on the rota have been completed.

 

The Rota Status Summary Report will also provide information on which days are complete throughout a rota week. I hope that helps!

 

Best,

Gary

Fourth

Anonymous User

Hi @Justyna Zak​ ,

Thanks for your post, it’s a great question!

The system doesn’t have the functionality to prevent a rota being closed at location if there are employees without hours, holidays or absences. As mentioned the global setting will prevent a rota being submitted if this is the case however.

One option which may make it easier to manage this process, is to remove the “Closed at location” status altogether. This will ensure that the site managers would have to ensure the employee has some form of hours, holiday or absence before anything can happen after completing the days.

The “Closed at location” option can be removed by a System Administrator at your business, so I would advise speaking with the system admin to look at whether this could work for your business.

 

I hope this helps,

Gary

Fourth

Justyna Zak

Thank Gary

 

What does 'Week is completed' will alert me about?

Does it alert me if there is employee with zero hours or just that each day on the rota was completed?

 

Thanks

 

Justyna

Anonymous User

Hi @Justyna Zak​,

 

No problem! 'Week is complete' will alert a user that the rota week has been marked as complete across the entire week and for all divisions within the location. The alert will be sent regardless of the hours, holidays or absences on the rota.

 

I hope that makes sense! Let me know if you need any further information!

 

Best,

Gary

Fourth

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