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Elements and Performance Criteria

  1. Develop staff rosters.
  2. Present and communicate rosters.
  3. Maintain staff records.
  4. Evaluate rosters.

Required Skills

This section describes the essential skills and knowledge and their level required for this unit

The following skills must be assessed as part of this unit

organisational skills to plan rosters to meet operational needs

literacy skills to develop potentially complex roster documentation

communication skills to consult with colleagues ask questions and confirm requirements and listen understand and interpret verbal and nonverbal messages

numeracy skills to undertake planning activities involving dates times and staff ratios

The following knowledge must be assessed as part of this unit

role of rosters and their importance in controlling staff costs

factors to be considered when developing rosters including legal or industrial provisions in the relevant work context

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

overview of software programs and other technology available for roster design

indepth knowledge of operational area for which roster is being developed

Evidence Required

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria required skills and knowledge the range statement and the Assessment Guidelines for this TrainingPackage

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential

knowledge and understanding of the factors and issues affecting staff rostering

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

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

project or work activities that allow the candidate to prepare rosters for a workplace and to evaluate their cost efficiency and operational effectiveness against nominated standards project or work activities conducted over an operationally realistic period of time so that the planning evaluation and monitoring aspects of rostering staff can be assessed

preparation of multiple rosters for multiple periods to meet the staffing requirements of more than one operational situation

Context of and specific resources for assessment

Assessment must ensure

demonstration of skills in a fully operational situation project or permanent working environment including a team of people for whom rosters can be developed

use of industrycurrent rostering technology and systems

Methods of assessment

A range of assessment methods should be used to assess practical skills and knowledge The following examples are appropriate for this unit

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

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

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

review of portfolios of evidence and thirdparty workplace reports of onthejob performance by the candidate

Holistic assessment with other units relevant to the industry sector workplace and job role is recommended

Assessing employability skills

Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors How these skills are applied varies between occupations and qualifications due to the different work functions and contexts

Employability skills embedded in this unit should be assessed holistically with other relevant units that make up the skill set or qualification and in the context of the job role


Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording in the performance criteria is detailed below.

Rosters may be for:

individual department

whole organisation

specific project.

Award provisions and organisation 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.

Operational efficiency and customer service levels may be affected by:

numbers of staff

type of staff

balance of skills required

demands of different service styles or periods.

Cultural considerations may relate to:

types of work to be undertaken by individuals

dates of cultural or religious festivals

family considerations

mixing of people from different cultures.

Broader organisational policies may relate to:

compassionate leave

maternity or paternity leave

family-friendly workplace initiatives.