Roster Suitability

Key Points

• Roster Suitability controls how suitable a staff member is for a specific client.

• Suitability can be viewed and edited from both the roster and shift details.

• Suitability levels are:

  • Preferred

  • Acceptable

  • None

  • Disallowed

• FlowLogic automatically improves suitability based on rostering history.

• Disallowed suitability must be set manually.

• Suitability is visually represented using star ratings when rostering.

Editing Roster Suitability

Step 1 – Open Suitability

From the roster:

1. Click on the staff name or client name

2. Select the Suitability tab

   

Step 2 – Review Suitability Matches

Inside the Suitability tab:

• The left-hand side shows matches between staff and clients

  

• The right-hand side displays a legend explaining each suitability level

  

Suitability options include:

• Preferred – best match

• Acceptable – suitable but not ideal

• None – neutral

• Disallowed – should not be rostered together

Step 3 – Automatic Suitability Updates

As staff are rostered with clients:

• FlowLogic automatically builds suitability

• Repeated pairings improve suitability over time

This helps streamline rostering by highlighting good matches.

Step 4 – Manually Adjust Suitability

You can manually change suitability at any time.

• This is the only way a staff–client match becomes disallowed.

• Manual adjustments override system-generated suitability

  

Step 5 – Add Notes (Optional)

You can add notes explaining why a suitability level was chosen.

This is useful for:

• Behavioural considerations

• Client preferences

• Safety or compliance reasons

Step 6 – Save Changes

Click Update in the bottom right-hand corner to save changes.

Viewing Suitability on Shifts

Step 7 – View Suitability in Shift Details

When editing or creating a shift:

• Scroll to the staff member’s name

• You will see star icons next to each staff member

Star meanings:

• More stars = higher suitability

• Red, unfilled stars = Disallowed staff

Step 8 -Viewing Suitability When Adding Staff

When you click Add Staff:

• All staff appear in a list

• Suitability star ratings are shown beside each name

  

This helps you quickly identify the most suitable staff for the client before assigning the shift.

Why Roster Suitability Matters

Roster suitability helps you:

• Make better staffing decisions

• Respect client preferences

• Avoid inappropriate staff–client pairings

• Improve consistency and care quality

• Reduce rostering errors

Outcome

You now know how to:

✔ View and edit roster suitability
✔ Understand suitability levels and star ratings
✔ Manually adjust and document suitability
✔ Identify suitable staff when rostering shifts

Roster Suitability gives you greater confidence that the right staff are matched with the right clients, every time.