Way back in 2014 we launched our first version of rostering. It probably would have been more accurate to call it a “beta” as the original version was designed to gauge feedback on a payroll product that had integrated rostering, timesheets and awards. The overwhelming feedback that we received was that rostering was absolutely something people wanted, but the version that came with KeyPay wasn’t quite what people were looking for. Over time we added additional features like budgets and shift costing, but as the feedback continued we could sense that if we wanted to get serious about meeting the needs of our users, we’d have to go back to the drawing board and rethink nearly everything about rostering in KeyPay.
So that’s what we did and today we’re excited to announce that we’re re-launching rostering in KeyPay. Nearly everything has changed in this major update so keep reading to find out what’s new, what’s changed and what’s coming up next.
Pretty much everything is new, has been changed or improved in the new version of rostering. Here’s a summary of the best bits
All new design
The first thing you’ll notice is that we’ve redesigned the roster from the ground up. This is more than just a new lick of paint on top of the old rostering, this is a complete revamp that not only improves the visual styling, but makes rostering more intuitive and easier to use.
Key design improvements include
- Simpler interface reduces clutter and makes it easier to visualise the roster
- Consolidated view makes it easy to simultaneously see the shifts assigned to both employees and locations
- Improved navigation and filtering gives you complete control over your roster
Simpler shift management
Creating, editing and updating shifts have gotten a makeover. Clicking on a tile in the shift grid brings up the shift editor which you can use to quickly create shifts. We’ve also made it easy to duplicate a shift by allowing you to select multiple employees for a single shift. Clicking on an existing shift will allow you to view the details of the shift in the shift panel, and the costs tab will give you a full break down of the shift costs.
Other notable improvements for shift management include
- Dragging and dropping shifts in week view to change the day or employee a shift is assigned to
- Drag the start or end of a shift to adjust the start or end time of a shift in day view
- Shift duration is now always displayed on the shift and headers
Focus on your employees
One brand new feature is the new employee panel. Click on any employee’s name on the roster grid to open the panel and you’ll have instant access to key employee details.
There are three new tabs in the employee panel which display the employee’s:
- Work summary
- Availability (including leave and unavailability)
- Basic details, including rate of pay.
Don’t blow your budget
Budgets has had a complete overhaul and has a few new tricks to help you keep your costs under control. You can still set your budgets for a location, but you can also allow a budget to be shared across sub locations to give you complete flexibility when managing your wage costs.
In addition, we’ve added the handy budget overview panel so you can combine your budget with the real time shift costing to get a quick overview of your wage costs or drill down into the details to identify potential problems with your roster.
Copy with control
Copying shifts has been given some much needed TLC and you’re now able to copy shifts across a day, week, fortnight and even a custom date range. You can also copy them to ANY DATE so you have the power to create rosters like never before.
Rolling out Roles
Roles are a completely new feature that allows you to colour code shifts based on the role being used for the shift. For now, you can create, edit and assign roles to shifts, but we’ve got big plans for roles in the not too distant future, so watch this space.
This release of rostering has been a lot of hard work and is a great first step, but we’ve already got some great new features that we’ll be working hard on delivering in the coming months. Some of the key features will be:
- Multi shift editing for a single employee
- Editing unavailability from the employee panel
- Role enhancements
How do I get it?
The new version of rostering is available to all KeyPay users on the plus plan. If you already use rostering, you’ll automatically be upgraded to the new version. If you’re not on the plus plan or not using rostering, why not take some time to try out the new version.
You can find out more about the new version of rostering on the knowledge base or via firstname.lastname@example.org
As always, we’d love to hear what you think of the new version of rostering in the comments section or via email@example.com