SITXHRM002 - ROSTER STAFF – Project Tasks

Teaching Team HOSPITALITY

Student Name CHIRAG GIRDHER Student No.

Teacher Semester/Year

Program Name and Code SIT50416 – DIPLOMA OF HOSPITALITY MANAGEMENT

Unit Name and Code SITXHRM002 – ROSTER STAFF

Assessment Description ASSESSMENT A – PROJECT TASKS

INSTRUCTIONS TO CANDIDATES

This assessment is made up of case study scenarios, interview, document processing and short answer questions.

 The questions are divided into tasks according to the elements within the unit of competence. There are four tasks in this
unit.
 You are required to provide a response to all the tasks and questions in each section.
 You may source information to answer the questions from the learner guide, multimedia or paper-based resource for this
unit.

There may be variations to these Instructions to Candidates for specific examinations. Your Supervisor will explain any specific
requirements

Result Reassessment
S = Satisfactory S = Satisfactory
NS = Not Satisfactory NS = Not Satisfactory
NA = Not Assessed NA = Not Assessed

Assessment A  Project Tasks S | NS | NA S | NS | NA

Comments and Feedback:

The Students
was:
overall result
□ Satisfactory □ □ Resit Required
Unsatisfactory

Student CHIRAG GIRDHER Examiner

Name Name
Student Examiner
CHIRAG GIRDHER
Signature Signature
Date Date

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 SITXHRM002 - ROSTER STAFF – Project Tasks

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 SITXHRM002 - ROSTER STAFF – Project Tasks

PROJECT TASK 1

This assessment relates to elements 1 and 2 from this unit:

1. Develop staff rosters.

2. Present and communicate rosters.

This assessment addresses the following required skills and knowledge:

Skills
 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 non-verbal messages.
 Numeracy skills to undertake planning activities involving dates, times and staff ratios.

Knowledge
 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.

Case study: Develop a roster

Scenario
You manage a department of five full-time employees of equal seniority and ability, and each is
on the same hourly rate of pay. The names of your staff are Allison, Bernie, Charles, Donna and
Effie.

The following requests have been made to receive specific days off over the next roster period,
all of which you hope to accommodate if possible.

Allison: Requests all Saturdays off in February.

Bernie: Requests to be rostered off or on late shifts on Saturdays so he can watch his son
play cricket.
Charles: Requests the 13th to 16th February off (4 days) to attend his sister’s interstate
wedding.
Donna: Cannot work Sundays on the 7th, 14th and 21st February as her husband is overseas
on work and she has nobody to look after her young children.
Effie: Requests Saturday 6th and Sunday 7th off to attend a Greek cultural festival.

The enterprise requires two staff members for the early shift (0700 to 1530) and two staff
members for the late shift (1500 to 2330) from Monday to Friday and only one staff member per
shift on the weekends. A third staff member is required for a ‘swing shift’ (0900 to 1730) on
Fridays as it is typically the busiest day of the week.

1. On the next page you will find the completed first week of a four-week roster. You are
required to complete the roster for the next three weeks using the blank roster grids.

The rostering guidelines are as follows:

 No early shift directly after a late shift except in response to a request for a particular day off.

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 SITXHRM00 - ROSTER STAFF – Project Tasks

 Avoid late finishes and early starts around a single day off.
 Staff are to have two consecutive days off each week unless there is a particular request for
time off.
 Staff are not to work more than 10 days in a row
 To be fair to all staff, try to roster each staff member on an equal number of early and late
shifts throughout the course of the four-week roster.

To assist you with this task, follow these steps:

(i) Use a pencil for this task, as you will need to continually adjust the roster until it all fits
together, as per the guidelines.
(ii) Pencil in all staff requests first.
(iii) Commence with the first employee and looking at the first week of the roster, continue
through to the next weeks paying attention to the times of their shifts and requested days
or shifts off.
(iv) Continue in the same way with each of the other employees making sure that the
enterprise requirements concerning the number of staff to be on duty at any one time are
followed.
(v) Remember that staff requests are just that, requests. The staff are employed on the
condition that they will be rostered according to the needs of the enterprise. However,
accommodating as many requests as possible will assist in keeping a harmonious
workplace.

Four week roster

Key E = Early (0700-1530)
L = Late (1500-2300)
S = Swing Shift (0900-1730)
RDO = Rostered Day Off

Week One
Name Monday Tuesday Wednesday Thursday Friday Saturday Sunday
25th Jan 26th Jan 27th Jan 28th Jan 29th Jan 30th Jan 31st Jan
Allison E E E E E RDO RDO
Bernie RDO RDO E E E E E
Charles L L RDO RDO L L L
Donna E E L L L RDO RDO
Effie L L L L S RDO RDO

Week Two
Name Monday Tuesday Wednesday Thursday Friday Saturday Sunday
Feb 1st Feb 2nd Feb 3rd Feb 4th Feb 5th Feb 6th Feb 7th
Allison
Bernie
Charles
Donna
Effie

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 SITXHRM002 - ROSTER STAFF – Project Tasks

Week Three
Name Monday Tuesday Wednesday Thursday Friday Saturday Sunday
Feb 8th Feb 9th Feb 10th Feb 11th Feb 12th Feb 13th Feb 14th
Allison
Bernie
Charles
Donna
Effie

Week Four
Name Monday Tuesday Wednesday Thursday Friday Saturday Sunday
Feb 15th Feb 16th Feb 17th Feb 18th Feb 19th Feb 20th Feb 21st
Allison
Bernie
Charles
Donna
Effie

2. Once completed, describe how you would notify or communicate the roster to the five
members of staff working to it. Include all methods you would apply.

3. As the manager in this scenario, suggest how you would consult with your staff to ensure
you receive their input and requests when preparing rosters.

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 SITXHRM00 - ROSTER STAFF – Project Tasks

PROJECT TASK 2

This assessment relates to elements 1, 3 and 4 from this unit:

1. Develop staff rosters.

3. Maintain staff records.
4. Evaluate rosters

This assessment addresses the following required skills and knowledge:

Skills
 Organisational skills to plan rosters to meet operational needs.

Knowledge
 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.

Industry interview
Organise to interview the enterprise owner, manager, supervisor, human resource manager or
payroll administrator in your establishment and document their response to the following
questions. (If not currently working, organise to conduct an interview at a local hospitality or
tourism venue.)

1. In general terms, what employee records and documentation is typically maintained and
stored on employee files?

2. What method does the enterprise apply to ensure staff records are kept up-to-date?

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 SITXHRM002 - ROSTER STAFF – Project Tasks

3. Identify what information is held on the timesheet, clock card or employee log book and
how is this information used to assist in the processing of wages?

4. Identify what methods are applied to ensure staff records and files are kept private.

5. How does privacy legislation impact on the maintenance and storage of staff files and
personal information kept in the enterprise?

6. What methods are utilised to monitor the effectiveness of the rostering process and how
are recommendations for change and improvement acted on.

7. Identify if the enterprise combines employee duties to ensure effective use of staff, and if
so, list some examples of how and where this is done.

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ABN 28 130 302 000 | RTO 41297 | CRICOS PROVIDER CODE 03444C
V 2.0 Last updated 6 December 2017
 SITXHRM00 - ROSTER STAFF – Project Tasks

PROJECT TASK 3

This assessment relates to elements 1, 2, 3 and 4 from this unit:

1. Develop staff rosters.

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

This assessment addresses the following required skills and knowledge:

Skills
 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 non-verbal messages.
 Numeracy skills to undertake planning activities involving dates, times and staff ratios.

Knowledge
 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.
 In-depth knowledge of operational area for which roster is being developed.

Create an industry roster

Please complete either Part 1 or Part 2 of this activity and submit a copy of the finished product
to your trainer/assessor as evidence of your rostering abilities.

Part 1 (In the workplace)

For this assessment activity, you are required to organise with the manager and the person
responsible for drawing up the rosters at your workplace to work with them to plan and draw up
a roster for an entire roster cycle (weekly, fortnightly or monthly).

Part 2 (At a hospitality/tourism venue)

For this assessment activity, you are asked to organise with the enterprise owner, manager,
supervisor or rostering department at a local hospitality or tourism venue to see if you can work
with the person responsible for drawing up the rosters to plan and draw up a roster for an entire
roster cycle (weekly, fortnightly or monthly).

For Part 1 or Part 2, you are encouraged to be involved in all steps in the process including:

 Consulting with staff about availability and preferences (or observe the consultation process),
 Development of a roster that maximises operational efficiency and customer service levels,
combines duties where appropriate, effectively uses the available skills base, takes account
of cultural considerations and broader organisational policies, and fits within the guidelines of
the award or workplace agreement currently in place,

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 SITXHRM003A ROSTER STAFF – Assessment activities

 Clearly presenting the roster to all staff needing information from it in the required format and
within designated timeframes,
 Monitoring the effectiveness of the roster in consultation with colleagues (staff and
management) and identify ways in which the roster and roster development processes may
be improved.

Present a copy of the completed roster and any supporting documentation to your
trainer/assessor.

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Choice Business College Pty Ltd
ABN 28 130 302 000 | RTO 41297 | CRICOS PROVIDER CODE 03444C
V 2.0 Last updated 6 December 2017
 SITXHRM00 - ROSTER STAFF – Project Tasks

PROJECT TASK 4

This assessment relates to elements 1, 2, 3 and 4 from this unit:

1. Develop staff rosters.

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

This assessment addresses the following required knowledge:

Knowledge
 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.
 In-depth knowledge of operational area for which roster is being developed.

Portfolio
Put together a portfolio of useful resources, industry contacts and information. Your portfolio will
be viewed by your assessor but should be retained by you for future reference. Below are some
suggestions of the types of information you might like to include.

 List of useful websites relating to rosters, rostering, pay scales, awards and certified
agreements.
 Copy of the award or workplace agreement used in your enterprise.
 Specialist roster software providers’ brochures and flyers.
 Relevant newspaper and magazine clippings relating to rosters and rostering.
 Samples of standard, customised and general rosters prepared by you or others in the
workplace.
 Copy of timesheet pro forma, roster request form, leave application, or any other roster
related documentation used in the workplace.
 Any other useful resources related to rostering.

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Choice Business College Pty Ltd
ABN 28 130 302 000 | RTO 41297 | CRICOS PROVIDER CODE 03444C
V 2.0 Last updated 6 December 2017