E-Rostering User Guides & Videos
Overview
Optima HealthRoster Version 11: an orientation video of the HealthRoster Version 11 Orientation Presentation can be viewed on the following link: E-Rostering - HealthRoster V11 Orientation Presentation (duration: 22:03)
E-Rostering V11 QRGs & Videos
QRGs
Finalising Your Roster and Check For Completion - HealthRoster Version 11
Using "Find Person" to Assign External Staff - HealthRoster Version 11
Creating Employee Online (EOL) Accounts for use with LOOP - HealthRoster Version 11
Managing Annual Leave Entitlements - HealthRoster Version 11
How to Reset User Account Passwords - HealthRoster Version V11
How to Assign On Call and Callouts - HealthRoster Version V11 ***NEW***
Menopause Disability Related Reason Sickness absence guidance ***NEW***
Videos
"How To" Guides & Videos (provided by Allocate Software - please note not all features may be in use currently at King's)
Documentation
'How To' guide (PDF): HealthRoster Version 11 - Quick Reference Guides
'Finalisation Guidance (PDF): eRoster Finalisation for Payroll & Roster Lockdown v3
How to -
Flexible Working arrangements - Running reports
How to -
Flexible Working Arrangement Skill to Staff
Videos
Navigation
• Setting the Home Page in HealthRoster 11 (00:48)
• View Date and Calendar Control in HealthRoster 11 (01:07)
• Locking Unfilled Duties in HealthRoster 11 (01:16)
• User Menu in HealthRoster 11 (01:10)
• Navigation in HealthRoster 11 (03:14)
• Roster Screen Overview in HealthRoster 11 (02:51)
• Navigate to a Roster in HealthRoster 11 (01:18)
• Finders & Grids in HealthRoster 11 (04:08)
• Duty Panel in HealthRoster 11 (03:21)
Roster Creation
Roster Approval
• Roster Analyser: Analysing a Roster in HealthRoster 11 (04:49)
• Approve a Roster in HealthRoster 11 (01:55)
• Roster Prints in HealthRoster 11 (01:12)
Roster Maintenance
General:
• Changing Teams for a Person in HealthRoster 11 (02:59)
• Retest Rules in HealthRoster 11 (01:45)
Duties:
• Roster Filters and Show/Hide Cancelled Duties in HealthRoster 11 (02:10)
• View Vacant Duties in HealthRoster 11 (01:44)
• Drag & Drop Duties in HealthRoster 11 (02:16)
• Adjusting Duty Times in HealthRoster 11 (01:29)
• Swapping Shifts in HealthRoster 11 (00:38)
• Find Person to Fill a Duty in HealthRoster 11 (02:33)
• Send Unfilled Duties to Bank in HealthRoster 11 (02:44)
• Assign Temp Staff in HealthRoster 11 (03:22)
• Send Bank Duty to Agency in HealthRoster 11 (02:44)
• Assigning Overtime in HealthRoster 11 (02:45)
• Managing Pending Requests in HealthRoster 11 (08:37)
• Redeploy a Person in HealthRoster 11 (01:50)
• Personal Roster Print in HealthRoster 11 (03:10)
• Duty Notes in HealthRoster 11 (00:42)
Unavailabilities:
• Adding Unavailability to the Roster in HealthRoster 11 (02:28)
• Unavailability Panel in HealthRoster 11 (01:57)
• Edit Unavailability in HealthRoster 11 (01:29)
• Cancel Unavailability in HealthRoster 11 (00:37)
Finalisation
• Finalise a Roster in HealthRoster 11 (02:24)
Reports
• View Sickness Summary and Info in HealthRoster 11 (02:00)
• Unit Summary in HealthRoster 11 (02:33)
• Requested Reports in HealthRoster 11 (01:10)
• Personal Roster Print in HealthRoster 11 (03:10)
Staff Record Maintenance
• View Skills and Skill Shortfalls in HealthRoster 11 (04:01)
• Person Panel in HealthRoster 11 (01:19)
• Assigning a Skill to a Person in HealthRoster 11 (02:14)
LOOP is the personal roster interface into the main Optima ("HealthRoster") rostering system. It enables you to manage your daily work schedule, plan & request leave and book bank shifts directly from an easy-to-use mobile app.