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Factors to Consider When Building an Employee Roster

5 min read · December 03, 2023 rosterelf developer

A well-crafted employee roster is one of the most crucial aspects of effective workforce management. Whether you're in charge of a big corporation or a small business, a carefully planned employee roster is essential. It acts as the heartbeat of operational harmony, syncing your workforce's skills and availability to meet the demands of the ever-changing business landscape. An employee roster is more than just a schedule; it's a strategic blueprint for optimising productivity, fostering employee satisfaction, and ensuring a seamless flow of operations.


Creating an effective employee schedule requires careful planning. When considering work schedules, it's essential to consider various factors such as the availability of employees, compliance with the law, ensuring workers have the necessary skills, promoting fairness, encouraging effective communication, and maintaining flexibility.


This blog post covers all these important things to ensure the workforce is managed well by considering all the factors for building the roster.


Factors to Consider in Building an Effective Employee Roster


Understanding Business Operations and Staffing Needs


To create a staff roster, it's essential to understand your business and what it needs thoroughly. This means determining your company's main functions, the teams or departments that support those functions, and the specific tasks and responsibilities within each department. To ensure that your business is adequately staffed, it's essential to understand its operations. Consider factors such as the number of customers or clients, the work volume, the tasks' complexity, and the required skill sets for each department or shift.


By doing this, you can determine the specific staffing needs for your business.


Peak Periods and Seasonal Fluctuations


Businesses often face peak periods or seasonal fluctuations in demand, which must be considered when organising employee schedules. It is crucial to ensure that the correct number of people are in the right places at the correct times.


This may require adjusting staffing levels, scheduling overtime, or hiring temporary workers to meet your business's needs.


Employee Availability and Preferences


Creating staff schedules that work well for everyone is not easy. Every employee has a unique schedule and preferences, so it's essential to consider them while making a schedule.


This involves collecting information on when each employee prefers to work and when they are available and considering if they have any other responsibilities, such as taking care of children or working another job.


By doing this, we can create schedules that work well for everyone.


Organisations can reduce absenteeism, increase productivity, and foster a more positive work environment by aligning schedules with employee preferences.


It is crucial to consider employee preferences, but it is equally important to balance them with the business's operational needs. This can be achieved by developing innovative scheduling solutions, such as split shifts, job sharing, or flexible work arrangements.


By finding a balance between employee preferences and business requirements, organisations can create schedules that are both fair and efficient.


Organisations can create fair and accommodating rosters by considering employee availability and preferences.


Labour Laws and Regulations


Compliance with labour laws and regulations is paramount for any organisation. Employee rosters, the foundation of workforce scheduling, must conform to these legal requirements to ensure equitable treatment and adherence to regulations and avoid potential liabilities.


Ensuring compliance with minimum wage, overtime pay, and break regulations is essential to responsible employee scheduling. Organisations are responsible for ensuring that their employees are compensated following the relevant laws, which include minimum wage requirements, overtime rates for work hours beyond the standard workday, and required breaks for rest and meal periods.


Organisations must comply with industry-specific regulations and general labour laws governing employee scheduling and working conditions. For example, healthcare providers must follow specific regulations regarding staffing levels, rest periods for healthcare professionals, and patient-care ratios.


Similarly, transportation companies must adhere to regulations that control driver fatigue, trip duration, and vehicle maintenance.


Open Communication Channels


Maintaining open lines of communication is important in a fast-paced environment.


Encouraging employees to express their scheduling preferences, concerns, and limitations is essential to creating a schedule that works for everyone.


To foster open communication, regular team meetings should be scheduled to discuss upcoming schedules, address concerns, and gather feedback.


Feedback mechanisms should be implemented to allow for anonymous feedback, and individual check-ins should be conducted periodically to understand team members' specific needs and challenges.


Open communication facilitates the exchange of information and creates a collaborative atmosphere that makes the workforce feel valued and heard.


Providing Visibility into Schedules


Clarity in scheduling is paramount, as employees should have a clear view of their schedules well in advance.


This lets them plan their personal lives and commitments accordingly, leading to better work-life balance and overall job satisfaction.


There are several ways to ensure schedule visibility, including advance scheduling, which aims to provide schedules well in advance, giving employees ample time to plan and make necessary adjustments.


Another essential strategy is utilising employee scheduling software that allows easy schedule access from any device.


This not only adds convenience but also reduces the likelihood of miscommunication.


Employers can also create a central platform, such as an employee portal or a shared calendar, where all team members can easily access schedules, shift changes, and essential updates.


Employers who provide their employees with clear schedule visibility demonstrate a solid commitment to their workforce's well-being, fostering trust and loyalty.


Transparent scheduling practices also empower employees to take ownership of their work schedules, leading to increased accountability and a more positive workplace culture.


Using Employee Scheduling Software


Efficient staff scheduling is crucial for the success of modern businesses.


These advanced platforms offer a wide range of features that simplify the scheduling process, making it more responsive to the needs of both employers and employees.


The features are:


Labour Cost Reduction


Labour Budgeting software that automates staff scheduling can help businesses reduce labour costs.


Overstaffing or understaffing in critical departments can result in financial losses.


With RosterElf, you can schedule the right number of employees by automatically placing in personnel data and notifying staff.


It also simplifies managing time-off requests, which can help improve productivity and reduce stress.


Time Savings


RosterElf makes creating weekly schedules a quick and easy task that takes only minutes instead of hours.


This allows managers to focus on other important tasks.


Budget Optimisation


The innovative budgeting tool helps optimise labour expenditures and save hundreds of businesses and thousands of dollars.


Automated Conflict Resolution


The system can automatically identify and resolve scheduling conflicts, which can significantly reduce the chances of errors and oversights.


Time and Attendance Tracking


Make employee timekeeping more accurate and efficient by automating the process, reducing the risk of mistakes associated with manual tracking.


Leave Management


Our company provides a system that helps manage employee leave and time-off requests.


This system makes it easy for employees to request time off and for managers to keep track of who is away and when. It helps to reduce confusion and ensure that everything runs smoothly.


Mobile Apps


The evolution of mobile rostering in the form of scheduling apps is of great help to both employers and employees.


Challenges in Building and Maintaining Employee Rosters


Managing employee rosters can be challenging. Here are some common issues:


Managing Shift Swaps and Changes


Changes in work schedules are expected in a fast-paced work environment.


Employees sometimes need to modify their schedules for personal reasons, health issues, or unforeseen events.


Efficient management of these changes is essential to keeping things running smoothly. To effectively manage shift swaps, three strategies can be implemented.


First, clear policies should be established. This includes communicating the procedures for requesting and approving changes.


Second, a centralised system, such as a digital scheduling tool, should streamline the process. This allows for efficient review and approval of requests.


Finally, an open communication culture should be fostered among employees to facilitate easy coordination for shift swaps and changes.


Dealing with Unexpected Absences


Unplanned staff absences can cause workflow disruptions and put extra pressure on the remaining team members. Although it's impossible to foresee every absence, it's crucial to have contingency plans in place to handle such situations better.


Tips for dealing with unexpected employee absences:


Train multiple employees: It's a good idea to train numerous employees to do essential tasks. If one employee is absent, others can take over and keep things running smoothly.


Keep some staff on call: Have a group of on-call staff who can fill in when needed. This makes it easier to deal with unexpected absences without causing too much disruption.


Have a backup plan: Be ready for unexpected absences by having a plan in place. This can help you quickly redistribute work and resources so that things keep moving forward.


Addressing Employee Grievances


When good-working employees are unhappy with their work schedule, it can cause problems.


This might happen if they don't like their assigned shifts, think the schedule is unfair, or if it conflicts with their personal life. Dealing with these issues quickly and effectively is vital to maintaining a positive work environment.


If you're an employer, it's crucial to have a plan for handling employee complaints. Here are some strategies to consider:


1. Establish a process for employees to raise concerns: Make sure your employees know how to bring up any issues they have with their work schedule. You should have a system to listen to and address their concerns as quickly as possible, which helps enhance employee experience in the work environment.


2. Regularly ask for feedback: Check in with your employees regularly to see how they feel about their work schedule. Ask them what they like and don't like and if there's anything you can do to make things better.


3. Offer flexible scheduling options: Try to be flexible with your employees' schedules whenever possible. This can help accommodate their needs and reduce the chance of complaints. Options like remote working or working from home can be good options in this one.



Creating an efficient employee roster that prioritizes well-being requires thoughtful and strategic planning.


This can involve considering factors such as business needs, employee availability, skill matching, work-life balance, compliance with labour laws, flexibility, and technology utilisation.


Striking a balance between these factors is beneficial not only for the employees but also for the success and sustainability of the organisation.

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Important Notice

The information contained in this article is general in nature and you should consider whether the information is appropriate to your needs. Legal and other matters referred to in this article are of a general nature only and are based on RosterElf's interpretation of laws existing at the time and should not be relied on in place of professional advice.

RosterElf is not responsible for the content of any site owned by a third party that may be linked to this article and no warranty is made by us concerning the suitability, accuracy or timeliness of the content of any site that may be linked to this article.

RosterElf disclaims all liability (except for any liability which by law cannot be excluded) for any error, inaccuracy, or omission from the information contained in this article and any loss or damage suffered by any person directly or indirectly through relying on this information.

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