How to manage briefing rosters in Connecteam

This page assumes you are already familiar with how to add and manage briefing details in Odyssey, and are now ready to synch your Guide rosters (shifts) to Odsssey's Advanced Rostering tool, Connecteam.

=

Setting up the briefing details in Odyssey

• In Odyssey | Main Menu | Tour |
• Because your company has the Connecteam advanced module, there will be a button beside the

In Connecteam

• This briefing shifthas now been pushed to the Connecteam Roster.  It is currently unpublished, so that the Depot Manager can review and confirm his rostering schedule.  This process is known as Publishing.

• Also note the pink field on the calendar, where a Guide (Freddy) has marked himself as unavailable on that day.

If you are happy to confirm these shifts, either:

• click on each shift individually, and select Publish

• or click the Publish button, on the top right hand side of the screen to Publish all
• when a shift is Published, the team member automatically has their calendar updated in their Connecteam app

If the Roster needs adjustment

In our example,

• Freddy's previously assigned briefing shifts now clash with the days we want him to be guiding
• Murph's previously assigned briefing shift and bag run now clash with the days we want him to be guiding

• Simply drag and drop those briefings and bag runs that had been assigned to those Guides, to another team member

• Once you are happy with the new rostering schedule, either Publish individual records, or click the Publish button at the top right