powerfully simple work management CREW AND ADMINISTRATIVE FUNCTIONS IN FEWZION

PLAN - PEOPLE Our roster tells you who is planned to be working, which process they work for, what their role is and if they are planning to be on leave. The Leave Kiosk enables the crew to request leave (for approval by a manager). Once approved the person will be planned to be unavailable in the shift plan. Roster (who’s going to do the work and will they be here?)

Manage Roster Use the roster to manage resourcing levels on each shift. Roster is by crew and by individual so that people can move crew if required. Leave can be entered through the leave console and will make a person unavailable once approved by their leader.

1. Swipe card or enter ID to login 2. Manage all your leave requests (past and present) in one place. 3. Request leave within set constraints (e.g. available leave and hours) 4. Discuss or dispute decisions, with a manager Add & Manage Leave Crew should use the leave kiosk to request and manage leave their leave requests either on site or if appropriate from home. A URL / Link to new leave requests and any messages are sent to the relevant approver for each request

Add Leave in the Roster You can add leave to the roster by dragging and dropping a bar for the period leave is required against the relevant user. Choose the type of leave Shows how many people and leave slots are available and the number of people already approved for leave for this person’s role, process & crew.

Approve leave Leave approvers can find leave for their crew at the bottom of the roster and approve or decline it. Review comments added by the requester Only managers who are leave approvers for the relevant person can approve their leave. Only approve leave where there are available slots for each day requested.

Edit users Right click in the roster area and choose “Edit User” to edit a users details This screen allows you to Edit basic user details Set user roles that people have in the system Set the processes that people have access to edit in the system.

Edit a user’s process, employer department or occupation Click the Change… link to edit a user’s details in the future. Their process, employer, department or occupation will stay the same until the date/shift you choose on the calendar.

Manning Report Right click in the roster area and choose “Summary” to review the manning summary for a day.

Set Holidays and Leave Approval Models The manage screen is used for setting up most of the core data required by Fewzion. Use the “Add Holiday” area to add holiday days to the calendar. This affects the number of people who are allowed on leave during (for example) school holiday periods. To set “Leave Approvers” and the Leave that they can approve, select the relevant person’s check box, then choose the leave types from the drop down list. An approver can be either a level 1 (probably a planner, coordinator or superintendent) or level 2 (probably a superintendent or manager) or both. At least one default must be set for each of level 1 and level 2

Set or Edit Crew Shift Patterns The simplest way to set up the roster pattern on your site is to use the setup spreadsheet, if you want to edit the patterns or add a new one then do so using the page below. Navigate to this page by choosing the “List” button under the “Crew” area on the manage page. Add or delete crews in the left column. Clicking on a row brings up the shift pattern for that crew over the period of time that their roster pattern repeats. E.g. A 5/2, Monday to Friday, days only roster - repeats every 7 days so has a pattern length of 7 days and would have Monday to Friday set as “Day” in the shift column. A 7/7, Seven on Seven off, Day/Night roster would have a pattern length of 28 days, the first 7 days might be “day shift”, second seven days “blank”, third seven days “night shift” and last seven days “blank”