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PRODUCT COMPONENTS
RosterPro® is built on standard technology
and is completely scalable. Modular in design, the system offers
the following key options;
R-Roster
- staff interface for input of shift and absence preferences, access
to finalised rosters and all personal information
R-Manage - automated rules-based
roster production, alert mechanism for shortages, time and attendance
recording, maintenance of staff demographics, training history and
contractual information
R-Report - powerful graphical
reporting tool, examples : analysis of hours worked, staff request
satisfaction levels, sickness and absence and other data
R-Train - management of all
aspects of staff training, training resources and scheduling
R-Link - interface available
for direct transfer of time and attendance and other data to payroll
and HR systems
R-Bank - allows matching of
staff shortages with a register of temporary staff availability
R-Monitor - an alert mechanism
for automatic monitoring of user definable events such as certain
episodes of sickness and absence, staff exceeding WTD limits etc.
For a technical overview of system requirements
for RosterPro please click here
R-Roster
The R-Roster user interface allows all staff to
access the R-Manage server via an Internet browser on any computer
(where authorised to do so by the system manager). It is easy to
use, even for personnel with limited computer literacy.
Key features
This interface is often used by staff to "self
roster" i.e. to;
- View all available shifts and input preferences for future rosters
- View personal and colleague’s shift preferences
- Request planned absences
- Book availability to provide non-contracted hours cover
- Externally available to staff working outside of the NHS, at home or abroad
R-Roster is a convenient means of self-service
to information such as outstanding holidays and days in lieu, total
hours worked etc. This means many questions are answered by the
system that would otherwise require reference to a manager or supervisor.
They can also check their current position in respect of the European
Working Time Directive restrictions.
R-Roster will automatically notify individual staff
when their qualifications or their PIN numbers are due to expire.
When requesting shifts and planned absences, staff
can allocate a priority level. The R-Manage server then allocates
shifts and deals with conflicting requests on a completely fair
and equitable basis.
Once shifts have been completed, the R-Roster allows
staff to enter actual hours worked ready for electronic signature/authorisation
by the team manager. This can remove the time sheet paper process
altogether, and allow for completely automated transfer of time
and attendance data to the payroll system.

R-Manage
R-Manage module leverages the core services of
the product. It automatically develops the planned staff roster
and
then allows changes to be recorded to reflect actual hours worked
for Time & Attendance purposes.
Key features
- Maintenance of user definable working rules – skill mix,
numbers of staff by grade, contract working time limits etc
- Automatic rules based roster production
- Alert mechanism
- Collection of actual hours for Time and Attendance recording
The R-Manage repository holds all staff and roster
related information such as, training histories and contractual
details. To initially set up the system, staff information can be
easily transferred directly from any existing HR or payroll databases.
RosterPro® can generate the Planned roster
automatically in either or a combination of the following modes
:-
- Shift based rostering – where staffing levels are based
around the traditional fixed shift arrangements (early/late/nights
etc.) and staff then self roster themselves broadly around these
times
- Dynamic rostering – where staffing levels required are
assessed hour-by-hour by management and then staff are given
total
flexibility in the hours they request to work, within certain
definable guidelines.
- Group based rostering – where staff need to be rostered
together, for example Ambulance Trusts that have to schedule
staff into
groups/teams for emergency and patient transport vehicles.
Regardless of how the staff are rostered, the roster
manager can set up a number of user definable parameters such as;
- Minimum shift skill mix
- Minimum numbers of staff by grade
- Limits on contract time balance with under & overruns
- By location or enterprise wide
RosterPro® then matches these criteria against
staff requests for planned absences, contracted hours and automatically
generates the duty roster. Under normal circumstances over 90% of
staff requests are rostered automatically. Where there are shortages
and/or conflicts, the roster manager can resolve them by manually
making decisions on shift allocation.
Where the Bank and Agency module is in use the
roster manager can notify bank office staff of cover requirements
and staff can use the system to record their availability. The bank
office can then fill those shortages directly via the R-Bank module.
Integration with 3rd party Bank and Agency systems is also available.
Time sheets complete with electronic signatures
for standard hours, and for bank staff hours worked, are produced
automatically. They can be printed, or data can be transferred directly
to payroll systems electronically via R-Link. This automation removes
a huge burden on staff involved in filling out and checking timesheets,
sickness and absence forms and other paperwork.

R-Report
A powerful yet intuitive Web based reporting tool
for analysis of hours worked, staff shift request satisfaction
levels,
sickness and absence dat.
The R-Report wizard guides the user
through a series of set up and selection screens to final report
production. These results can then be stored to be used later or
amended by simply mouse clicking to select or de-select data
items.
Any applicable data can be automatically graphed using the in-built
graphics function. R-Report is a complete solution for Ad hoc
reporting
over the organisation's Intranet. In addition a range of standard
reports are available including duty roster prints which can
be
generated for 1, 4 and 6 week periods.

R-Train
This module can be implemented as an integrated
part of the RosterPro system or can operate stand-alone.
It facilitates the
set up of venues, courses, lectures, equipment and trainers and
records their associated costs. Staff are scheduled onto these
courses
and if implemented as part of the RosterPro system, the roster
is updated automatically. Training rooms can be set up to reflect
special
facilities available. All course activity can be displayed graphically
in week, month or yearly views. Catering service requirements
can
also be accommodated within the system with the facility for direct
access by the Catering Department. Analyses of courses attendances,
cancellations, qualifications gained and resource utilisation can
also be accessed.
R-Link
Many RosterPro users are now looking to leverage
their investment by interfacing directly with ESR.
ESR inbound interface
Time and attendance information including sickness and absence
can be transferred directly from RosterPro to ESR via the ESR inbound
interface. As part of this process RosterPro automatically calculates
any supplementary pay and also handles overtime and temporary staffing
pay data.
A huge amount of payroll administration can be eliminated through
implementation of this link.
ESR outbound interface
Staff demographics and new starter data can be transferred from
ESR into RosterPro via the outbound interface. This ensures that
the two systems are synchronised and avoids wasted effort through
double entry.
- Saves time spent producing and checking time sheets
- Reduces manual data entry
- Improves payroll accuracy
- Transfers sickness data automatically
Both interfaces have been tested and approved
by the NHS ESR Project Team and are available for use now.

R-Bank
Designed to work as a stand-alone system or as
part of an integrated RosterPro system, this module provides a comprehensive
temporary staffing solution. It identifies, allocates and monitors
the use of in-house or agency staffing where additional resources
are required to meet service needs. Using a Web based interface,
managers can register when and where they need extra staff. Again,
Staff can record that they are available to work extra hours via
any computer. This information is then immediately available to
the Bank Office staff who can allocate staff accordingly. A range
of staff search facilities is available to ensure appropriately
skilled staff are allocated. At any time managers are able to monitor
the status of filled and unfilled shifts and together with a range
of standard and ad hoc reports, management are able to comprehensively
analyse the utilisation and cost of temporary staff.

R-Monitor
R-Monitor is an alert mechanism for automatic monitoring
of user definable events such as
- episodes of sickness and absence
- staff exceeding WTD limits
- attribute renewals
- outstanding relief cover requests
These alerts are activated immediately the roster
manager logs on to the system, providing real time information to
enable corrective action to take place.
Technical overview of
system requirements
The minimum server specification is a dedicated
Pentium 2Ghz CPU with 1Gb RAM and 2Gb of available disk space.
Appropriate tape back up services are strongly recommended. This
server doubles as the
Web Server if
the browser-based R-Roster module is required.
The recommended server operating system is Windows
2000/2003 Server with SQL Server database Version 2000. RosterPro
will also run under Terminal Services or Citrix where a ‘thin’
Client configuration is required ideally under Windows 2003 to provide
full 16 bit colour to the Client PC’s.
PC Clients can run Windows 98, Windows XP Professional
or Windows 2000 Professional and hardware needs to be at Pentium
specification level with 256 Mb RAM minimum.
The R-Roster module requires IE or Netscape Web
browser Version 5.5 or above and is accessible from any PC connected
to the organisation’s Intranet.
HMT on-line Technical Support requires a modem
connection to carry out remote diagnostics and upgrades.

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