If you've upgraded to the Dome, you likely manage rosters for more than one location. Your Dome lets you set up rostering for all locations in one spot.
Before you start, make sure you're logged in to the Dome, not a single salon. At Dome level, the left menu has a Dome item.
This article assumes you've already set up your operators at each location. If you haven't, see Introduction to the Dome: Navigating to Locations & Sharing Items.
To turn on Advanced Rostering for all of your locations:
- In your Dome, select the profile icon, then Settings.
- Open the Roster section, or type the setting name in the search box.
- Turn on Enable Advanced Rostering.
- Select Save at the top.
Create your Roster Types
Before you start rostering, create your Roster Types. These are what you apply to the roster, such as Annual Leave, Sick Day, Rostered On, Rostered Off or Salon Closed.
Select Admin in the left menu, then the Rostering tab. You'll see the Roster Types already there, such as Annual Leave, Away Sick, Lunch and Rostered ON. Select New in the Roster Types section to add your own.
When you create a Roster Type, you have the No Bookings Allowed and Do Not Overwrite options.
- No Bookings Allowed: use this for types like Annual Leave, Sick Day and Day Off. No bookings can be made with the operator while this type is in the roster.
- Do Not Overwrite: items with this type are kept when you clear an operator's roster into the future. The clear removes all other roster items, but not the ones marked Do Not Overwrite, such as Annual Leave.
Once your Roster Types are created in the Dome, you can also edit rosters in the child locations.
Setting up your first location
You can set up the roster for each location directly in the Dome.
- Select Roster in the left menu.
- Look at the date range and the drop-down at the top left. It shows your Dome name.
- Open the drop-down and pick one of your salon locations.
Your Dome name in the list is not a physical location. For now, set up the roster for your salon locations only.
Set opening hours for the location
To change the opening hours for the location you picked, select Opening Hours at the bottom of the page. Adjust the hours, then select Save.
Add roster items
- Select the + button next to an operator. The Roster Item Details window opens.
- Choose the Roster Type. Check it carefully. You don't want to roster someone as Annual Leave when they're working.
- Choose the Roster Rate Type. If you track wages with Advanced Rostering, this is where you set the rate. Click here for more on Roster Rates.
- Set the time and the days.
- Select Save.
The roster updates to show the new item.
When you view the roster at Dome level, items from a location appear greyed out. Grey means the item belongs to a different location. The location name shows inside each item, so you can tell where the operator is rostered.
Made a mistake or need to make changes?
To move a roster item to another day or operator, drag and drop it to the right spot.
To delete roster items, tick the operators on the left. Tick the top box to select everyone. Then select Clear at the bottom of the roster and choose the option you need.
Note: If you cleared this week's or future items and some are still there, they are probably marked Do Not Overwrite. Choose the option that includes Do Not Overwrite items, or edit the Roster Type to remove that setting.
That's the basics of Advanced Rostering at Dome level.
If you have any further questions, please send them to us through your Help & Support page. Select Submit a Request and we're here to help.