Rotageek uses ‘Tasks’ and ‘Skills’ to help employees Schedule.
Skills:
Skills are an OR on Rotageek, meaning if you have a task with more than one skill attached, the employee will only need to have one of them to be scheduled. A skill is something that an employee would normally need to be trained on or skilled in.
In Retail, a skill may be 'Tills' due to needing to be till trained to be able to operate the till.
In a healthcare setting, a skill may be the type of band like Band 6.
Skills are an or on Rotageek, meaning if you have two skills attached to a task when setting it up, the employee only needs to have one of the skills, not both.
If you are an admin on the system, you can add new skills or edit existing ones within the Admin Console.
You need to name your skill, create an external id (which is normally a 1:1 mapping, or an ID used for API use) and choose which location(s) to assign the skill to. You can also choose a colour which will only be referenced on the admin console.
Once you hit save, the skill will be added onto the system and you will be able to apply this to users on the People Page or via an integration.
Tasks:
Tasks are used on Rotageek on the Scheduler to say what the employee is doing on the shift they're being scheduled for. These can be skilled or unskilled.
In Retail, you may have the task of 'Tills' with the skill 'Tills' attached to it. You may also have a task of 'Fitting Rooms' which is unskilled.
In a healthcare setting, you could have the Task of 'Band 6' with the skill 'Band 6' attached to it. You could also have a task of Clinic which is unskilled.
Tasks can also be passive. This means the passive task is being worked in the background but isn't an active task shown on the Scheduler.
An example of a passive task is 'First Aid Trained'. Someone could be working an active task of 'Tills' but have the passive task of First Aid.
If you are an admin on the system, you can add new tasks or edit existing ones within the Admin Console.
You need to name your task, create an external id (which is normally a 1:1 mapping, or an ID used for API use) and choose which location(s) to assign the task to. You need to choose a colour which will be displayed on the dashboard, scheduler and the employee mobile app.
If the task has a skill needed to be worked, assign the skill(s) to the task.
You can also choose if the skill is passive, if you would like to exclude it from the dashboard or if it is out of contract. (Out of contract will exclude any tasks that are 'out of contract' when converting journals to leave.) and
Once you have saved, your tasks will be eligible to be scheduled on the Scheduler. If they are skill based, they will only show for the employees who have the skill assigned to them on the people page.