HosPortal's self rostering function is very powerful - and with that comes some complexity. For that reason there is a "wizard" to help guide you through the process.
A selfrostering period on HosPortal has a number of components
- the "period" - the dates that users will be placing themselves into shifts - this can be a contiguous date range, or it is also possible selfoster only some days eg weekends, weekdays, holidays etc.
- the "window" - the period that they can choose those shifts. Whilst the window is "open" users can take shifts, and release them back for selfrostering. Once the window "closes" they can no longer release shifts
- a "quota" for each user is optional. A quota describes how many shifts a user should take over the self roster period. A quota can be specified by total shifts, total weekday or weekend shifts, or slots of (usually 12) hours, so a 24 hour shift is worth twice as much as a 12 hour shift.
- How that quota is determined for each user can be
- manual - type in a value for each person for the period
- weighted - type a weighting for each user, and then HosPortal will determine the users quota by comparing each users weighting
- bands - for each calltype, set bands using whatever criteria you like, these bands specify ho many shifts apply to a user over a time period (eg 12 months). Each user is then given a band. When you create the self roster period, you then ask HosPortal to calculate the quota based on each users band.
- Also you decide what will happen after the period closes to any users who have not met their quota
- you can do nothing
- hosportal can place the shifts "on the market" for users to take up
- hosportal can use the quota to apply any remaining shifts to users whose quota isn't complete
Have a look at the article "Creating a selfroster period" for a detailed step by step process.