Customization

Locations

Locations with Custom Rostering System (CRS) can be pre-set at an Organisational Level and associated to Work Patterns for CRS Compliance as well as rotas within CRS Rostering.

To View and create Locations for the Organisation, perform the following:

• Click on the Home Drop Down menu on the top left hand-side of the screen
• Click Settings, then Click Organisation

• This will present the following screen

• Click Locations on the top left hand side of the screen

• This will present the following screen

To Create a New Location, perform the following: 

• Click Create New on the top right hand side of the screen

• This will present the following screen

• Type a Name for this New Location
• Type a Location Code
• Click Update

Standard Duties

Standard Duties with Custom Rostering System (CRS) can be pre-set at an Organisational Level and associated to Work Patterns for CRS Compliance as well as rotas within CRS Rostering. 

• Click on the Home Drop Down menu on the top left hand-side of the screen
• Click Settings, then click Organisation

• The will present the following screen.

• Click Standard Duties on the left hand side of the screen.
• Amendments to the standard working days for the organisation can be made here.
• Select the type of day required by clicking the relevant radio button.

• Amendments to the start and end times for each Day can be made here
• Either click into the Start or End time Field and Type the desired Start or End time, Or use the time Icon to add the desired Start or End time 

Stock duties

Stock Duties within Custom Rostering System (CRS) are be pre-set at an Organisational Level. 

Stock Duties can be applied to Work Patterns to provide standardisation across your Organisation. 

Click here to view System Colours, System Icons & System Duties guides

To View and create Stock Duties for the Organisation, perform the following

• Click on the Home Drop Down menu on the top left hand-side of the screen
• Click Settings, then Click Organisation

• This will present the following screen. 

•  Click Stock Duties on the Left hand side of the screen. 

• This will present the following screen.

• To create a New Stock Duty, perform the following
• Click Create New on the top right hand side of the screen

• This will present the following screen.

• Type a Name for this New Stock Duty.
• Select a Colour from the colour grid option.
• Select an Image (Icon) from the icon grid option.
• Click Update.

System Duties

System Duties within Custom Rostering System (CRS) can be pre-set at an Organisational Level and associated to Work Patterns for CRS Compliance as well as rotas within CRS Rostering. 

Click here to access Stock duties, System Colours, System Icons Guides

• Click on the Home Drop Down menu on the top left hand-side of the screen
• Click Settings, then Click Organisation

• This will present the following screen. 
  
   

• Click System Duties on the left hand side of the screen.
• This will present the following screen.
  
   

• Select the pen Icon on the right hand side of each System Duty. 
  
   

• This will present the following screen. 

• Update the Name of the System Duty by typing a new name into the Name field.
• Select a Colour from the grid shown

• To update the System Duty icon, perform the following,
• Select an Image from the options.
  
   

• Click Update to save

System Colours -Draft as do not want trust staff to access this section

System Colours within Custom Rostering System (CRS) can be pre-set at an Organisational Level and associated to Work Patterns for CRS Compliance as well as rotas within CRS Rostering. 

Click to view System Duties, System Icons, Stock duties & Standard Duties Guides

TABLE OF CONTENTS

Create New System Colour

Edit System Colour

Delete System Colour

Create System Colours

• Click on the Home Drop Down menu on the top left hand-side of the screen
• Click Settings, then click Organisation

• This will present the following screen
• Select System Colours on the left hand side of the screen

• To Create a new Colour, perform the following
• Click Create New
• This will present the following screen. 

• Type the Name of this new colour.
• Type the specific Colour Value associated to this colour
• Click Update to save

Editing System Colours

 

• Click on the pen icon to the right hand side of the screen

• This will present the following screen
• Type an updated Name and Value as required
• Click Update to save
  
   

Deleting System Colours

• Select the colour to be deleted
• Click the delete icon on the right hand side of the screen
  

• The confirmation message below will appear
• Click Delete to delete this colour

Contract Types

TABLE OF CONTENTS

• Introduction
• Contract Types
• Details Tab
• Leave and Absence Tab
• Exception Reports Tab

Introduction

The Custom Rostering System (CRS) requires a number of pre-requites to be configured before you can begin building work patterns, Rotas, and Rosters.

These do not need to be completed in a specific order and can be amended at any time. The areas that can be configured include:

• Organisation specific information
• Contract types (this guide)
• Specialities
• Locations
• Competencies
• Grades

Contract Types

Contract types define the contract defaults, rates periods, compliance rulesets, and other attributes.

To configure Contract Types do the following:

• Click on the Home drop down menu on the top left of the window.
• Click on Settings, and the Staff Properties

• In the Staff Properties window click on Contract Types

• Click on the Create New button in the top right.

• This will present the following screen

Details Tab

• Under the Details tab, type a Contract Name.
• In the Rules Names box select ruleset to associate with the contract type.

• In the Default Weekly Contracted Hours box, enter the number of hours required.
• In Work Pattern Type, select either:
  • Pattern - This is a fixed work pattern (typical for Jnr Doctors).
  • Preference - This is a preferential work pattern (typical for Nurses).
• In Rate Period, choose either Doctor or Nurse as required.
• Click Update to save your changes.

Leave and Absence Tab

• Click on the Leave and Absence tab.
• In Leave Units, select if you want leave to be calculates in hours or days.

• In Default Annual Leave Entitlement and Study Leave Entitlement, enter the default values for the contract.

• Under Absence Types, tick the options you would like to be available.
  • Staff will only be able to request the leave types that have been selected.

Exception Reports Tab

• Click on the Exception Reports tab.
• In the Exception Types drop down choose from the following options:
  • Education
  • Hours and Rest
  • Both (includes "education" and "Hours and Rest")
  • None

• If Hours and Rest, Education, or Both are selected, you can then choose the Exception Report outcomes as required.

• Click update to save your changes.

System Icons – Draft as not to be viewed by Trust

System Icons are assigned when setting up system duties, in order to identify the Duty without the need to refer to the colour or text used when creating individual duties.  From these screens you can edit or delete System icons within your organisation settings.

Click to View System Duties, System Colours & Stock duties Guides

• Click on the Home dropdown screen on the top left hand side of the screen  
• From the dropdown menu, select Settings
• From the Settings menu, click Organisation

•  This will present the following screen

• From the list select System icons
• This will present the following screen 

• A list of all icons and their codes will be displayed
• To find a specific icon, use the filtering options
• Type an Icon name into the filter
• Any matches will be displayed

Creating New Icons

• To create a new icon, perform the following:
• Click on Create New
• This will present the following screen

• Type in the new Name of an icon
• Add the Value of the new icon
• Click Update to save
• You will be returned to the system icon page
• The new icon will be displayed on the System Icon page

  Editing System Icons 

• Click on the pen icon to the right hand side of the screen

• This will present the following screen
• Edit Name and Value as required
• Click Update to save

Deleting Icons

• To delete an icon
• Click on the bin/delete icon in line with the icon name and value 
  
   

• This will present the following screen
• Click Delete to remove icon
• Or click Cancel to return to return to the System Icons screen  

Salaries

CRS allows for salaries and associated information for staff covered by the national medical and dental terms and conditions of service in England. 

Salary Period

Create a Salary Period

• Click on Home and select Settings.
• Select Salaries.

• This will present the following screen
• Click Create New

• The Add a New Salary Period pop up will display

• Salary Period Name - Type a Salary Period Name.
• Start date - Select a Start Date for the Salary Period
• End Date - Select an End Date for the Salary Period
• Click Update to Save

Editing a Salary Period 

• Click the Pen Icon to the right hand side of the screen

• The Edit Salary Period pop up will display 

• Edit The Salary Period Name (if required)
• Edit the Start Date (if required)
• Edit the End Date (if required)
• Click Update to save

Deleting a Salary Period

• Click the delete icon to the right hand side of the screen

• The Delete Salary period pop-up will display
• Click Delete

Nodal Points

Staff shall be paid a basic salary at a nodal pay point linked to the grade

• Click on the Home dropdown menu on the top left hand-side of the screen
• Select Settings
• Select Salaries

• This will present the following screen

• Select Nodal Points 

• This will present the following screen

• Click Create New
  

• Type a Name for the Nodal Point Name
• Click Update to create

Editing a Nodal Point

• Click the Pen Icon to the right hand side of the screen

• Edit the Name of the Nodal Point (if required)

• Click Update to save

Deleting a Nodal Point

• Click on Delete Icon on the right hand side of the screen

• The Delete Nodal Point pop-up will display

• Click Confirm to Delete

Salaries for Nodal Points

• Click on the Home dropdown menu on the top left hand-side of the screen
• Select Settings
• Select Salaries

• This will present the following screen

• Click Salaries for Nodal Points

• This will present the following screen

• Click Create New

• The Add a Salary for Nodal point pop-up will display
• Select the Nodal Point for the salary period from the dropdown list of options
• Add the Salary amount for Salary Period and Nodal Point
• Click Update to create

Editing Salaries for Nodal Point

• Click the Pen Icon to the right hand side of the screen

• The edit Salary for Nodal Point pop up will display

• Edit the Salary Period (if required)
• Edit the Nodal Point (if required)
• Edit the Salary (if required
• Click Update to save

Deleting Salary for Nodal Point

• Click on the Delete Icon to the right hand side of the screen

• The Delete Salary for Nodal Point

• Click Delete

Grades to Nodal Points

Grades are defined in contracts and can be linked to nodal points to determine salary values for a particular salary period

 

•  Click on the Home dropdown menu on the top left hand-side of the screen
• Select Settings
• Select Salaries

• This will present the following screen

• Select Grade to Nodal Points Relationships

• This will present the following screen

• Click Create New

• Select a Grade from the dropdown list of options

• Select a Nodal Point from the dropdown list of options

• Click Update to save

Edit Grade to Nodal Point Relationships

• Click the Pen Icon to the right hand side of the screen

• The Edit Grade to Nodal Point Relationship pop up will display

• Edit the Grade (if required)
• Edit the Nodal Point (if required)
• Click Update to save

Delete Grade to Nodal Point Relationships

• Click on the Delete Icon to the right hand side of the screen

• The Delete Grade to Nodal Point Relationship pop up will display

• Click Delete