Employee Self-Service - manage staff rosters: record attributes

4. Record attributes against a person 

A. Assign attribute to a person on a long-term basis:

For example, record that an individual will be a first aider every time they work for two years. 

1. Navigate to Workforce Management Dashboard > Roster Details.
2. If you manage multiple teams, select the required one.
3. Extend column to make a note of the relevant individual's appointment ID and job title.
4. Click on the person and select Person Attributes.
5. Click 'Add'.
6. Select the Appointment (see step 3).
7. Select the required Attribute from the list.
8. Enter the required Start Date.
9. Enter the required End Date (if it's indefinite, leave blank). 
10. Click Save.

B. Assign attribute to a person for one shift only:

For example, record that an individual will be a key holder next Wednesday only.

1. Navigate to Workforce Management Dashboard > Roster Details.
2. If you manage multiple teams, select the required one.
3. Navigate to the required Week and select Apply.
4. Hover your cursor over the relevant shift (for the required person) and select Change Roster.
5. Select the required Attribute from the list.
6. Click Save.

C. Update the Roster view to include attributes:

If it would be helpful to see the attributes on the roster, follow steps below:

1. Navigate to Workforce Management Dashboard > Roster Details.
2. If you manage multiple teams, select the required one.
3. Navigate to the required Week and select Apply.
4. Click the Filter option (see below).

5. Ensure the Roster Roll Up toggle is ON.
6. From the 'Extra Display Item*' list, select Attributes.

NB: you can only choose one display item on the roster in addition to the shift start and end time. 

7. Click Apply.