Feature Summary
HosPortal provides two main ways for users to participate in building on-call rosters, one of which is Preference-based self-rostering.
When to Use This
Use Preference-based self-rostering when administrator judgment is required, and the roster administrator needs to keep control while accessing user preferences.
Use Preference-based self-rostering when there are relatively few users compared to the number of shifts, and each user will be allocated many shifts.
Use Preference-based self-rostering when you need to consider each user’s personal circumstances while building the roster.
Step-by-Step Instructions
Preference-based self-rostering
During the selection window, have users express preferences for the shifts they would prefer to do.
Users can pick days that other users have already picked.
Users can pick more or fewer shifts than they are required to participate in.
HosPortal gathers preferences and presents them to the roster administrator in a draft.
The roster administrator makes final selections, allocates users to shifts that no one has selected, and publishes the final roster.
Related Settings or Dependencies
Selection window: Users submit preferences during this period.
Quota (minimum number of shifts): Each user must pick their quota during the selection window.
Auto-fill options: Used with quotas to help ensure a fair allocation of shifts and to manage to ensure everyone fills their quota.