Staff Roles/Skills

Last updated by Andrew Treadwell on October 03, 2019 09:45

Note: You can choose to call these items either roles or skills. They are the same thing.

Understanding Roles/Skills

Roles/skills are the cornerstone of all shift and timesheet management within StaffSavvy. A role/skill is a group of staff who are all interchangeable for a particular job or task. For example, you might have Bar Staff as a role/skill. Everyone who is assigned to that role/skill are considered equal and interchangeable. If they are not then they need to be split out into smaller roles/skills. Senior Bar Staff and Junior Bar Staff for example. You can have any number of roles/skills; the key is that everyone assigned to that role/skill is interchangeable with everyone else.

Roles/Skills are used for creating roles automatically (e.g. fill this shift with anyone that has the role Senior Bar Staff) and also for swapping shifts (e.g. only staff who is assigned to the same role/skill will be able to take the shift).

Pay Rates and Roles/Skill

Each role/skill has a default pay element. This is the hourly rate the staff member will be paid when working a shift as this role/skill.

If the staff member should be paid a different rate of pay then you can override the default wage when managing their roles/skills. In the example below, Adam is being paid a special rate whenever he works a cloakroom shift.

You can also configure automatic changes in rates based on factors such as time or age. See more in wages.

Role Requirements

There is the option to stipulate requirements to work on a role/skill. The requirements mean staff must have all of the requirements completed to be able to be scheduled for shifts with that role/skill.

Be warned that changes to the requirements are applied instantly. This might prevent some staff from working until the requirements are met. It is advisable to have the requirements completed before adding the requirements to the role/skill.

You can set the mode to be “Requested, not required” and this will warn staff to complete the items listed but will still allow access to shifts.

Requirement Options

Training Stage Requirements

With this requirement, staff must have complete the required training.

The expiry settings on the training stage will ensure staff keep their training requirements active to have access to the role.

Document Requirements

Document requirements mean staff much have supplied documents uploaded to the site to be active on this role.

You can create any number of document types and place requirements on the documents such as requiring management verification.

On the document type, you can also stipulate an expiry date is needed. This therefore requires managers to confirm the document expiry when it is uploaded.

The site will automatically ask for a replacement document once the document expiry date approaches.

Exam Requirements

This allows you to specify exams that staff assigned to the role must complete to work in the role.

You can also specify an expiry period that staff must retake the exam. This allows you to ensure staff repeatingly take this exam at regular intervals.

Staff Point of View

Staff will be informed via email if the requirements change on their roles/skills. A warning is also displayed on their dashboard and my shifts pages if the staff member’s requirements are missing or are due to expire.