SITXHRM008 Roster Staff

This unit of competency requires that you:

·         prepare staff rosters that meet diverse operational requirements across three different roster periods

o     appropriate skills mix of the team

o     modifications are incorporated where required

o     completion of rosters within commercial and staff time constraints.

Below is a guide to the skills and knowledge you must demonstrate when you are completing each activity step. We have provided a number of documents to assist you and you will find these in the student resources.

You will need access to:

·           your learning resources and other information for reference

·           rostering software

·           your Operational Policy

·           your Business Case Study Template

·           your Staff Profile Template

·           your Timesheet Template

·           your Staff Record Template

·           your Evaluation Report Template

·           space for a meeting.

During this task, you will be required to demonstrate a range of the skills and knowledge that you have developed during your course. These include:

·           developing a roster following relevant industrial agreements, other considerations and wage budgets

·           maximising operational and customer service efficiency while minimising wage costs

·           combining duties where appropriate to ensure effective use of staff

·           rostering teams with complementary skills mix to meet operational requirements

·           taking account of social and cultural considerations and broader organisational policies that affect staff rosters

·           consulting with colleagues to obtain their input into rosters

·           using roster systems and equipment to administer rosters

·           presenting rosters in required formats to ensure clarity of information according to organisational standards

·           communicating rosters to appropriate colleagues within designated timeframes

·           administering records of shift time completed by employees or contractors

·           maintaining staff rostering records according to organisational procedures

·           monitoring effectiveness of rosters in consultation with colleagues

·           identifying ways in which rosters and roster development processes may be improved and take appropriate action.

Your assessor will provide you with templates to complete each task. You will find some detailed information about providing evidence; this will include:

·           a completed Business Case Study

·           a completed Staff Roster

·           an amended Staff Roster

·           two completed Staff Timesheets

·           a completed Staff Record

·           an Evaluation Report.

You will need to complete each activity and submit the completed templates at the end of each step completed.

Once you have completed the Business Case Study, you will then need to meet with staff to discuss their availability over the next three weeks.

The assessor will divide you into groups of five (5). Each person in the group must select one of the staff positions that you identified in the Business Case Study and complete the Staff Profile Template provided. They will do this providing their own details and skills and experience.

When completing the Staff Profile Template (as you will be completing one for other students as part of their project) – make sure you are true to your own commitments and availability over the roster period. Also consider your own personal, social and cultural needs and ensure to communicate any requirements to the person preparing the roster.

Please note that this is an individual task so each person must develop their own business case.

When conducting discussions, take into consideration:

·           any staff requests for the roster including any upcoming personal commitments

·           social and cultural considerations such as working flexibly, family commitments, cultural events or ceremonies.

During the meeting with your group, ensure that you use effective communication skills including:

·           listening to staff requests

·           using active listening to confirm understanding

·           asking questions to confirm any requirements.

You are to base all wages on the pay guide for the Hospitality Industry (General) Award (you can download this from: https://www.fairwork.gov.au/pay/minimum-wages/pay-guides).

You are one of the staff members and the others in your group will also be staff members. Provide your own skills and experiences and record the other group member’s details and skills and experience.

Use the Business Case Study Template that has been provided to you to record the details provided by the other staff members as well as the Operational Policy to help identify operational requirements and the staff members’ completed profiles.

Your roster must meet the following criteria:

·           Meet operational requirements as set out in the Operational Policy.

·           Meet the business requirements as identified in the Business Case Study.

·           Have the right amount of staff with the necessary skills and mix to deliver services effectively.

·           Meet any wage and budget constraints as outlined in the Operational Policy and complying with the Hospitality Industry (General) Award, based upon the positions identified.

·           Be clear enough so that it can easily be understood by all staff.

The roster must be submitted in a suitable format to your supervisor for approval within the time allocated. This could be a PDF document, a printed report from the software, or a screenshot.

·           One member of staff is sick.

·           One casual member of staff has requested extra hours.

·           One member of staff has been called for jury duty.

The assessor will let you know which students in your group represent each staff member and provide you with further information on the messages received.

Change the roster using the staff requesting extra hours to cover for the two members of staff unavailable. Ensure that it still meets the roster criteria and the requirements of the Operational Policy.

Send an email to the supervisor explaining the changes and why they were made, include the amended roster and ask for final approval.

The roster must be developed and submitted to your supervisor for approval within the time allocated.

Draft an email to the members of staff rostered and cc to your supervisor. In the email you must clearly point out the changes made.

The roster must be communicated to staff within the timeframe allocated.

Submit the email to the assessor, including the roster saved in an appropriate format.

They must complete the Timesheets for the first week based on their actual shifts and submit this back to you.

You will be required to do the same for each of the other members in your group.

Once you have received both Timesheets, check the information received against the roster.

Take notes during the discussion and use these to write an evaluation of the roster development process, including any recommendations or actions required to improve the roster process used.

An Evaluation Report Template has been provided to assist you.