How do I roster my crew?

1. First, add the people who work for you. Press Add someone on the band under Your crew on this tab. Or press Add somebody in Company admin under People.
2. Both open the same form. It asks for their name, trade role, how they are engaged, suburb, pay grade and the address a site login goes to. A person must be on that list before you can roster them.
3. Every other screen reads that one list. The persons responsible on a safe work method statement come from it. So do the people who still have to sign on to it at the gate, and who can sign a certificate. A person you add once is on the job everywhere.
4. To add a whole crew at once, press Upload a list, beside Add someone under Your crew. Or press Import a list beside Add somebody in Company admin.
5. Download the template and fill it in from your spreadsheet. Before it saves anything, you see who it adds and which lines it could not read.
6. It adds people one at a time, the same way the form does. If it refuses a line, it tells you which line, and how many people it already added.
7. Put people on days on This week, where the tab opens. Every job you run is in the one grid.
8. Each job has its own colour, shown as a stripe down the left of every day somebody is on it. You can read a week across six jobs at a glance. Every card also prints the job number, so the week is clear to somebody who cannot tell the colours apart.
9. The same person can be on more than one job in a week. If somebody is booked on two jobs at the same time, the grid shows a clash.
10. A split day is not a clash. A morning on one job and an afternoon on another is a normal week, and the grid leaves it alone.
11. Nothing reaches your crew until you press Send to the crew, on the band beside the week. Until then, you can change the week as much as you like.
12. The button counts the changes waiting to go. A day nobody was told about has a dashed edge and a dot. A day you take somebody off stays on the grid, with its job number struck through, until you send it. If you change your mind first, nothing happens.
13. Additions and removals go together on that one press, and that is the point of it. Taking Dave off Thursday and putting Sam on is two changes.
14. If the removal went alone, Dave would hear he is not working while nobody heard who is. One press sends both. The roster your crew reads is always a whole week somebody decided, not a half-finished one.
15. A change to the HOURS on a day the crew already has reaches them at once. Adding or removing a day does not. So if you are still working out the times of a shift, add it new rather than correct it in place.
16. A job keeps the same colour everywhere it appears, not only on the roster. The claim run across every job, the cashflow table on Reports, the quoting book and Procurement across every job all use the same stripe.
17. So the job your foreman knows as the teal one on This week is the teal one when you chase what you are owed. YourCA works out the colour from your job numbers, so a new job never changes the colour of the jobs you already have.
18. Press any day, and it opens beside the grid. It shows the hours, with the total worked out as you type, and which job. It also shows their task that day, who else is on that job that day, and anything their tickets say.
19. To move them, change the job there. Nothing is written until you press Save. The one exception is moving the job, which is one choice and happens when you press it.
20. A job the day already has is not offered. Putting somebody on it twice would replace the entry already there and overwrite its hours.
21. To put somebody on a day, press the day itself, or Add someone to a day above the week. Both open in the same place, so the grid does not jump while you fill it in.
22. On a phone, only the day is offered. Pressing it already fills in who and when. The band press would open the same panel with empty boxes, and use a row of a week that is already small on a phone.
23. Write their task for the day either way. After you send the roster, the person reads it on their own week beside the job and the hours. A gate code or what to bring reaches them without a phone call.
24. If you run many jobs and the list is long, open it and type. It narrows on the job number or the name.
25. To split a day between two jobs, make two entries in the one cell. Press the plus that appears on a cell somebody is already on. Choose the second job. Give the hours.
26. Both entries need their hours. An entry with no hours means the whole day, and two of those on one date is a double booking, not a split.
27. If you take them off one job, the other stays, and the panel says which it does. Off the day, under the cell, takes them off both.
28. A person you engage rather than employ has a small Contractor mark beside their role on the grid. Set how each person is engaged on their row under Your crew, beside their trade role.
29. This changes nothing about how you roster them. It shows because their insurance and their tickets are their own, not your business’s. Only the person who does the rostering sees it.
30. At the top of each day, the grid shows how many hours it has and how many people are on it. You can see whether Thursday is covered without counting cells.
31. On one job, it shows that job's hours and how many people are on it. When the two figures are different, it also shows how many are working across every job.
32. Under that is a thin bar divided by job, in the job colours. A day that is all one job and a day split four ways have different shapes at a glance.
33. Beside each person are the hours rostered for them that week. That is what was planned, not what was clocked.
34. For a week with nobody rostered yet, the grid offers to copy last week, with the hours, the role on the day and the note.
35. It never changes a day you already set. If you press it twice, it does not copy twice, so it is safe to press again if your connection dropped. It does not bring back a person who left. It does not mark work the builder directed last week as directed again.
36. Record their tickets on their row under Your crew, the section beside This week on the band. Press More at the end of their row. Everything about that person opens under it: their details, their tickets and Archive them, which takes them off the crew.
37. Enter the expiry date from the card. A ticket that runs out around that week then shows once beside that person on the roster.
38. It shows once, not on every day they work, because five days rostered is still one ticket. Open any of their days, and the panel gives the whole sentence with the date.
39. Those dates are the person's own document. Only the person who does the rostering sees them, not everybody on the tab. A week that does not show them says so.
40. The week also compares what you rostered with what was actually clocked. It marks only the days where the two disagree.
41. Set the hours on a day so that the check has something to compare. A day with no hours says so. It does not pretend that it matched.
42. A person with a site login sees their own week on their phone. It shows the days you SENT them for the coming week, the job, its address, their start time and their task.
43. A day you have not sent is not there at all, and they cannot clock on to it. Seeing a day there does not give them the job early. They can clock on to it, read its drawings and sign its inspection points on the day itself, not before.
44. Changing the roster is a separate permission. The owner, the office and a project manager can put somebody on a job or take them off.
45. A foreman can read the week but cannot change it, and neither can a field worker. Neither of them sees anybody's ticket expiry dates. The server refuses these actions. They are not only hidden on screen.
46. Their role decides which of these a person gets. Set it in Company admin under People.
47. If a foreman should also decide who is on tomorrow, make them a project manager. That is one change, and it applies on every device they sign in on.