Assessor Resource

THHGLE05B
Roster staff

Assessment tool

Version 1.0
Issue Date: May 2024


Not applicable.

This unit deals with the skills and knowledge required to develop staff rosters. Depending upon the sector and enterprise, this role may be carried out by dedicated specialist staff or by operational supervisors and managers.

This unit deals with the skills and knowledge required to develop staff rosters. Depending upon the sector and enterprise, this role may be carried out by dedicated specialist staff or by operational supervisors and managers

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Prerequisites

Not applicable.


Employability Skills

Not applicable.




Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

Essential Knowledge and Skills to be Assessed

The following knowledge and skills must be assessed as part of this unit:

the role of rosters and their importance in controlling staff costs

factors to be considered when developing rosters

formats for the presentation of staff rosters and details to be included

overview of software programs available for roster design

in-depth knowledge of area of operation for which roster is being developed.

Linkages to Other Units

There is a strong link between this unit and a range of other units that may carried out by supervisors and managers in the workplace. Depending upon the industry sector and workplace, combined assessment/training may be appropriate. Examples include:

THHGLE01B Monitor work operations

THHGLE03B Develop and implement operational plans

THHGLE06B Monitor staff performance

Note: Knowledge of specific legal issues is required within this unit. This means that there is some duplication with the generic unit THHGLE20B Develop and update the legal knowledge required for business compliance. Repetition should be avoided in training and assessment.

Critical Aspects of Assessment

Evidence of the following is critical:

knowledge and understanding of the factors and issues which impact upon staff rostering

familiarity with typical formats for rosters and the key information to be included

ability to prepare staff rosters which meet wages budgets and which provide a level of staffing sufficient to ensure the delivery of high quality customer service.

Context of Assessment and Resource Implications

Assessment must ensure:

project or work activities which allow the candidate to prepare rosters for a workplace and to evaluate their cost efficiency and operational effectiveness against nominated standards

preparation of more than one roster to meet the staffing requirements of more than one operational situation.

For generic pre-employment training and assessment, a range of industry contexts must be addressed. Where the focus is sector or workplace specific, training and assessment must be tailored to meet particular needs.

Assessment Methods

Assessment methods must be chosen to ensure that rostering skills and knowledge can be practically demonstrated. Methods must include assessment of knowledge as well as assessment of practical skills.

The following examples are appropriate for this unit:

evaluation of the staffing costs and service levels at an event for which the candidate has prepared rosters

case studies to develop rosters for typical industry working periods and for different operational situations

oral or written questions to assess knowledge of specific factors which affect the design of rosters

review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate.

Key Competencies in this Unit

Key Competencies are an integral part of all workplace competencies. The table below describes those applicable to this unit. Trainers and assessors should ensure that they are addressed in training and assessment.

Level 1 = Perform Level 2 = Administer and Manage Level 3 = Design and Evaluate

Key Competencies

Collecting, Organising and Analysing Information

For example:

Reviewing award information for rostering implications (2)

Communicating Ideas and Information

For example:

Preparing and distributing a roster document for circulation to colleagues (2)

Planning and Organising Activities

For example:

Gathering information and developing a roster for an operational period which includes several days of unusually high customer demand (2)

Working with Others and in Teams

For example:

Consulting with colleagues in relation to individual rostering requests (1)

Using Mathematical Ideas and Techniques

For example:

Calculating staff costs for a given roster and comparing with wages budgets (2)

Solving Problems

For example:

Developing a roster for a period where the wages budget has just been cut by 10% (2)

Using Technology

For example:

Using rostering software (1)

Essential Knowledge and Skills to be Assessed

The following knowledge and skills must be assessed as part of this unit:

the role of rosters and their importance in controlling staff costs

factors to be considered when developing rosters

formats for the presentation of staff rosters and details to be included

overview of software programs available for roster design

in-depth knowledge of area of operation for which roster is being developed.

Linkages to Other Units

There is a strong link between this unit and a range of other units that may carried out by supervisors and managers in the workplace. Depending upon the industry sector and workplace, combined assessment/training may be appropriate. Examples include:

THHGLE01B Monitor work operations

THHGLE03B Develop and implement operational plans

THHGLE06B Monitor staff performance

Note: Knowledge of specific legal issues is required within this unit. This means that there is some duplication with the generic unit THHGLE20B Develop and update the legal knowledge required for business compliance. Repetition should be avoided in training and assessment.

Critical Aspects of Assessment

Evidence of the following is critical:

knowledge and understanding of the factors and issues which impact upon staff rostering

familiarity with typical formats for rosters and the key information to be included

ability to prepare staff rosters which meet wages budgets and which provide a level of staffing sufficient to ensure the delivery of high quality customer service.

Context of Assessment and Resource Implications

Assessment must ensure:

project or work activities which allow the candidate to prepare rosters for a workplace and to evaluate their cost efficiency and operational effectiveness against nominated standards

preparation of more than one roster to meet the staffing requirements of more than one operational situation.

For generic pre-employment training and assessment, a range of industry contexts must be addressed. Where the focus is sector or workplace specific, training and assessment must be tailored to meet particular needs.

Assessment Methods

Assessment methods must be chosen to ensure that rostering skills and knowledge can be practically demonstrated. Methods must include assessment of knowledge as well as assessment of practical skills.

The following examples are appropriate for this unit:

evaluation of the staffing costs and service levels at an event for which the candidate has prepared rosters

case studies to develop rosters for typical industry working periods and for different operational situations

oral or written questions to assess knowledge of specific factors which affect the design of rosters

review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate.

Key Competencies in this Unit

Key Competencies are an integral part of all workplace competencies. The table below describes those applicable to this unit. Trainers and assessors should ensure that they are addressed in training and assessment.

Level 1 = Perform Level 2 = Administer and Manage Level 3 = Design and Evaluate

Key Competencies

Collecting, Organising and Analysing Information

For example:

Reviewing award information for rostering implications (2)

Communicating Ideas and Information

For example:

Preparing and distributing a roster document for circulation to colleagues (2)

Planning and Organising Activities

For example:

Gathering information and developing a roster for an operational period which includes several days of unusually high customer demand (2)

Working with Others and in Teams

For example:

Consulting with colleagues in relation to individual rostering requests (1)

Using Mathematical Ideas and Techniques

For example:

Calculating staff costs for a given roster and comparing with wages budgets (2)

Solving Problems

For example:

Developing a roster for a period where the wages budget has just been cut by 10% (2)

Using Technology

For example:

Using rostering software (1)


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Not applicable.

This unit applies to all tourism and hospitality sectors. The following explanations identify how this unit may be applied in different workplaces, sectors and circumstances.

For generic pre-employment training and assessment, a range of industry contexts must be addressed. Where the focus is sector or workplace specific, training and assessment must be tailored to meet particular needs.

Rostering may be for:

an individual department

a whole enterprise

a specific project.

Award provisions and enterprise agreements may affect rostering in relation to a range of issues including:

number of hours worked in a given shift

overall number of hours allocated to different staff members

breaks between shifts

nature of duties allocated

use of permanent or casual staff.

This unit applies to all tourism and hospitality sectors. The following explanations identify how this unit may be applied in different workplaces, sectors and circumstances.

For generic pre-employment training and assessment, a range of industry contexts must be addressed. Where the focus is sector or workplace specific, training and assessment must be tailored to meet particular needs.

Rostering may be for:

an individual department

a whole enterprise

a specific project.

Award provisions and enterprise agreements may affect rostering in relation to a range of issues including:

number of hours worked in a given shift

overall number of hours allocated to different staff members

breaks between shifts

nature of duties allocated

use of permanent or casual staff.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Develop rosters in accordance with relevant award provisions, enterprise agreements and wage budgets. 
Maximise operational efficiency and customer service levels while minimising wage costs in roster development. 
Combine duties where appropriate to ensure effective use of staff. 
Utilise the available skills base appropriately to roster the most effective mix of staff and to meet different operational requirements. 
Present rosters in required formats to ensure clarity of information in accordance with enterprise standards. 
Communicate rosters to appropriate colleagues within designated timelines. 
Complete time sheets and other documentation accurately and within designated timelines. 
Update staff records accurately and maintain or store in accordance with enterprise procedures. 

Forms

Assessment Cover Sheet

THHGLE05B - Roster staff
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

THHGLE05B - Roster staff

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: