Creating a roster

Creating a Loaded Roster

Creating your roster in Loaded Reports is very simple, and the best thing is once you’ve done it the first time, you can just edit that existing roster for the next week instead of starting again!

When you start editing a Roster, the following page will load. This is a blank roster which you add your shifts to.

To add a shift to the roster click on the staff member’s time slot box (make sure its in the correct day). In the pop up window, enter the shift start and finish time, their role (ie ‘kitchen hand’, defult set in POS) and click OK. You have now created a shift in Loaded!

If a staff member is working more than one shift in a day, click on ‘New’ and a second shift will be added to the roster under their name.

As you create your roster you will see your ‘Total Cost’, ‘Staffing Ratio’ and ‘Total Hours’ start to add up at the bottom of your screen. The staffing ratio is related to your sales budget entered into Loaded. You can also see your total hours, wage cost, and staffing ratio per day in the title menu of each day (as above).

Filtering Staff departments
You can ‘filter’ the roster to see shifts from certain staff departments. For example you might want your head chef to keep an eye on how much he is spending in Kitchen Hand wages. Select the ‘Filter’ function at the top left and tick the boxes you wish to view in your filtered roster. This will change your totals at the bottom of the roster, meaning you could for example see how much your kitchen staff are costing you as a % of total sales. 

Full Screen
To see more of your roster on screen click the full screen mode.

Copy Roster
Once you have completed one roster, you can use it as a template for your next roster. In the new week, select ‘Copy Roster’ and select the previous week from the pop up calendar. This will copy all the shifts from the previous week and put them into the current week. You can then edit your shifts to suit, as well as add or delete complete shifts.