Setup a Sign-On/Sign-Off List

Sign-On/Sign-Off lists use one of the following sets of list statuses On-Call/Off-Call, Ask-On/Ask-Off, Preferred/Non-Preferred, or In-Barrel/Non-Barrel. Setting up a Sign-On/Sign-Off list allows employees to easily be managed and moved between the On Call and Off Call lists. Some companies allow employees to call Inbound and move themselves from Preferred to Non-Preferred status and vice versa.

Note: Sign-On/Sign-Off lists are usually used with Workgroups.

Workgroup

A roster that is manually built by the ARCOS user by adding employees based on some criteria of the company, union agreement, or user. The user can add and remove employees from the roster whenever necessary. The callout order of the roster may be based on overtime, seniority, or a manual ordering by the user. The primary classification of the employee does not matter and the list is not auto-populated in a workgroup unless SuperClass Configuration is used.

Note: Rosters that use the Rotate sort option cannot be configured as a Sign-On/Sign-Off list.

To Create a Sign-On and Sign-Off List

1. Click the Roster List Ordering button on the List Mnt tab. The Roster List Ordering page displays.

   

2. Enable the Primary Class list that will be used - OR - Create a New Workgroup

Create a new Workgroup.

3. Click the chain link next to the list you just created. The Roster List Edit Chain page displays.

4. Click the edit link next to the first list in the chain. The fields will become editable.

   

5. Select Preferred from the List Status dropdown.

   

Note: Your company may have a different name for this status like On-Call, Ask-On, or In-Barrel.

6. Click the Submit button.

7. Click the Add Sequence button to include Off-Call portion of the list. A second sequence will be added to the chain and will default to the original list.

8. Select Non-Preferred from the List Status dropdown.

   

Note: Your company may have a different name for this status like Off-Call, Ask-Off, or Non-Barrel.

Note: Depending on your company's rules you may want to setup a Chain Delay, Pop-up Notification between chains, or determine if the sequence must be exhausted before the list is considered exhausted.

Chain Delay

A set time in minutes between sequences within a list. If a list contains two sequences, a delay can be setup in between those sequences to give employees on the first list time to call the inbound system and respond before the second sequence is called.

Note: The Chain Delay will not occur if the previous sequence did not attempt to contact any employees on the list.

9. Click the Submit button. The list now has two sequences, one Preferred and one Non-Preferred.

   

10. Click the Roster List Ordering button on the List Mnt tab. The Roster List Ordering page displays.

    

11. Click the admin link. The Roster List Admin page displays both sequences.

    

12. Click on the first sequence.

13. Set Sort and Callout Options for the list.

14. Set the Resequence Options for the list.

Resequence Options

When a list is sorted by overtime hours, the roster uses the previous pay period's hours or the previous week's hours. Which of the case may be, the Resequence Options are used to determine when new hours will be applied to the list and when the list resort the employees who are on it. Resequence Options consist of four parts Base Date, Period, NumRosters, and Cascade.

Resequence Options

• BaseDate: First effective date the roster will use hours from. (Note: This must be a date in the past.) When the effective date (determined by the Base Date) and time for loaded O/T hours arrives, rosters are updated and sorted according to the new hours.

Note: The Base Date must be in the following format: mm/dd/yyyy hh:mm (24-hour time).

• Period: The length, in days, until the next resequence. This tells ARCOS how often you want the list to resort and apply new hours.

Note: This value is expressed in days, so for example, 2 weeks would be entered as 14 (days). A fraction of a day may also be used; the only fraction of a day settings that are available are 1/2 (half a day), 1/3 (third of a day), and 1/4 (quarter of a day).

• NumRosters: Displays how many future roster periods should be maintained, including the current one.

Note: This field can accommodate an integer between 2 and 52. Decimals and fractions are not allowed.

Note: When creating a Sign-On/Sign-Off list this field determines the number of list going forward employees can be pre-assigned to an On or Off list status.

• Cascade: Determines whether or not the changes made in the current roster are carried forward into future list. (If checked any changes made to the current list will carry over to the next list.)

Note: If Cascade is unchecked when a list resequence, all employees will be removed from the future list.

• ExSortPref: When enabled, changes in Sort Preferences do not cascade to future lists.

Example 1: If hours worked from Monday, April 25, 2011 07:00 - Monday, May 9, 2011 07:00 are supposed to be used to sort list for 2 weeks with the first day the list will use the hours being Monday, May 9, 2011 07:00, the Resequence Options should be set to:

1. • BaseDate: 04/25/2011 07:00

   • Period: 14

   • NumRosters: 2 (Unless roster will be used for Sign-on list or an On-call list, then you may want to be able to see more list at a time.)

   • Cascade: Should be checked if employee changes will carry forward to future lists.

Example 2: If hours worked from Monday, April 25, 2011 00:00 - Monday, May 2, 2011 00:00 are supposed to be used to sort list for 2 weeks with the first day the list will use the hours being Monday, May 2, 2011 00:00, the Resequence Options should be set to:

1. • BaseDate: 04/25/2011 00:00

   • Period: 7

   • NumRosters: 2 (Unless roster will be used for Sign-on list or an On-call list, then you may want to be able to see more list at a time.)

   • Cascade: Should be checked if employee changes will carry forward to future lists.

Note: If list is not suppose to resequence, remove the Base Date and/or NumRosters value.

Note: The Resequence Options will need to be exactly the same for the Non-Preferred list. All other options may be different.

15. Click Save Changes.

16. Repeat steps 10-15 for the second sequence (the Non-Preferred list) this time.

17. Click the Roster List Ordering button on the List Mnt tab. The Roster List Ordering page displays. If using a Primary Class list skip steps 18-22.

    

18. Click the maint link for the list. The Roster List Maintenance page displays.

    

19. Click on the first sequence. The Roster List Maintenance page for the first sequence displays.

20. Click Add Employees. The list of employees in the current location display.

21. Click the Add? checkbox to the right of all employees you want to be available on the Sign-On/Sign-Off list.

22. Click Save. The Roster List Maintenance page, for the first sequence, displays all selected employees.

To Set an Employees' Sign-On/Sign-Off Status

1. Click the Roster List Ordering button on the List Mnt tab. The Roster List Ordering page displays.

   

2. Click the signon link for the list. The Roster List Timeline page displays.

   

3. Click the Sign On button. A table with all employees on the Preferred and Non-Preferred sequences displays.

Note: The Call Orders button displays a list of all employees on the Preferred and Non-Preferred sequence in alphabetical order. The employees' call orders are listed for the assigned time slot. If the call order has an asterisk (*) next to it, it means the employee is on the Preferred list for that week and is On-Call. Click here to view an example of the Call Orders page.

4. Uncheck the checkbox for the employee and the time slot he will be considered Off-Call.

5. Check the checkbox for the employee and the time slot he will be considered On-Call.

6. Click Submit

   View of a completed example

   

Note: To update an employee's On-Call/Off-Call status to be the same on all lists check the Update All Employee Rosters? checkbox before saving. (This will only update lists with the same resequence options.

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*Note: ARCOS documentation is a living document. For inconsistencies or missing features, contact ARCOS Support. Not all companies have all items in the Online Help.