SITXHRM00 Project Tasks Activities Teaching Team

SITXHRM002 - ROSTER STAFF – Project Tasks
Teaching Team HOSPITALITY
Student Name 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
S = Satisfactory
NS = Not Satisfactory
NA = Not Assessed
Reassessment
S = Satisfactory
NS = Not Satisfactory
NA = Not Assessed
Assessment A  Project Tasks S | NS | NA S | NS | NA
Comments and Feedback:
The Students overall result
was: □ Satisfactory □
Unsatisfactory
□ Resit Required
Student
Name
Examiner
Name
Student
Signature
Examiner
Signature
Date Date
Choice Business College Pty Ltd
ABN 28 130 302 000 | RTO 41297 | CRICOS PROVIDER CODE 03444C
V 2.0 Last updated 6 December 2017
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SITXHRM002 - ROSTER STAFF – Project Tasks
Choice Business College Pty Ltd
ABN 28 130 302 000 | RTO 41297 | CRICOS PROVIDER CODE 03444C
V 2.0 Last updated 6 December 2017
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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
25th Jan
Tuesday
26th Jan
Wednesday
27th Jan
Thursday
28th Jan
Friday
29th Jan
Saturday
30th Jan
Sunday
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
Feb 1st
Tuesday
Feb 2nd
Wednesday
Feb 3rd
Thursday
Feb 4th
Friday
Feb 5th
Saturday
Feb 6th
Sunday
Feb 7th
Allison E E E S RDO E E
Bernie E E E RDO L L L
Charles E E E E E RDO E
Donna E E L E E L RDO
Effie L L RDO RDO L L L
Choice Business College Pty Ltd
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SITXHRM002 - ROSTER STAFF – Project Tasks
Week Three
Name Monday
Feb 8th
Tuesday
Feb 9th
Wednesday
Feb 10th
Thursday
Feb 11th
Friday
Feb 12th
Saturday
Feb 13th
Sunday
Feb 14th
Allison E E E L L RDO L
Bernie E E E L S E RDO
Charles E E E S L RDO RDO
Donna E E E E L E RDO
Effie E E E E E RDO RDO
Week Four
Name Monday
Feb 15th
Tuesday
Feb 16th
Wednesday
Feb 17th
Thursday
Feb 18th
Friday
Feb 19th
Saturday
Feb 20th
Sunday
Feb 21st
Allison E E E E L RDO L
Bernie E E E E L E RDO
Charles E E E E L E RDO
Donna E E S L L RDO RDO
Effie E E E E E RDO L
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.
This roster will be communicated to the five members of staff working to it through email. Copy
of roster will be provided to work email of each staff so that they are capable of accessing it
online. Along with it, this document will be provided in cloud drive which employees are capable
of accessing by login to the cloud drive through required credentials as well.
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.
Staff will be called before start of a week and then they will be asked regarding which day they
will need week off. However, any long leave will not be provided if it has not been approved.
However, employees are allowed to take work from home and it needs to be requested while
roster is being prepared. Request for swing shift is subject to availability and only allowed after
approval as well.
Choice Business College Pty Ltd
ABN 28 130 302 000 | RTO 41297 | CRICOS PROVIDER CODE 03444C
V 2.0 Last updated 6 December 2017
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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?
Some of the typical information that are maintained and stored on employee files are some
basic information about employees for example name, address, phone number and other
contact details. Along with this, it also contains information regarding payroll, compensation
including information regarding paycheck or pay card of an employee as well.
2. What method does the enterprise apply to ensure staff records are kept up-to-date?
In order to maintain staff records up-to-date, HR software are considered. It helps in recording
employee details and also ensure that any new information that is provided to the system, it is
properly updated as well. Along with this, regular monthly data audit is performed for identifying
which data needs to be updated for ensuring that these information are kept up-to-date which is
important for the enterprise as well.
Choice Business College Pty Ltd
ABN 28 130 302 000 | RTO 41297 | CRICOS PROVIDER CODE 03444C
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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?
It contain information regarding time that an employee spend on a job assigned to that
employee. In processing of wages, this information is considered as wages are determined
according to employee time spent on a job and therefore, it is important as well.
4. Identify what methods are applied to ensure staff records and files are kept private.
 data is stored in central database
 authentication is required for accessing data
 data is encrypted
5. How does privacy legislation impact on the maintenance and storage of staff files and
personal information kept in the enterprise?
 Privacy legislation determines what information are allowed to access by employers
 Information needs to be kept private and secure
 Any breach to employee data needs to be informed to employees
 Organization has to implement proper security strategies for keeping data private and
secure
6. What methods are utilised to monitor the effectiveness of the rostering process and how
are recommendations for change and improvement acted on.
 Observing staff levels and processing of consumer services for each shift
 Analysing budget provided for wages against actual cost of wage
 Analysing staff absenteeism levels
 Analysing quantity of works that is not completed
Choice Business College Pty Ltd
ABN 28 130 302 000 | RTO 41297 | CRICOS PROVIDER CODE 03444C
V 2.0 Last updated 6 December 2017
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SITXHRM00 - ROSTER STAFF – Project Tasks
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.
In order to ensure that employee performance is according to the business requirements, it is
required to combine employee duties.
For example, in projects employees need to perform many job related duties and for this it is
need to combine those duties so that employee performance is according to project
requirements. For in a software design project, an employee might need to write code and also
test those codes, no software tester is employed for those projects. In that context, it is required
to combine employee duties for effective project execution as well. In order to do that,
employees are provided details regarding their job roles and responsibilities and sometime
trainings are also provided for helping them to combine their job duties as well.
Choice Business College Pty Ltd
ABN 28 130 302 000 | RTO 41297 | CRICOS PROVIDER CODE 03444C
V 2.0 Last updated 6 December 2017
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SITXHRM003A ROSTER STAFF – Assessment activities
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).
Choice Business College Pty Ltd
ABN 28 130 302 000 | RTO 41297 | CRICOS PROVIDER CODE 03444C
V 2.0 Last updated 6 December 2017
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SITXHRM00 - ROSTER STAFF – Project Tasks
Weekly roster
Name Shift Timing 03-01-
2020
03-02-
2020
03-03-
2020
03-04-
2020
03-05-
2020
03-06-
2020
03-07-
2020
1. Antonia
Bowen
Aftern
oon
10:30 am -
7:00 pm
WFH Week
Off
2. Gladys
Matthews
Morni
ng
Week
Off
3. Myra
Thornton
Night 10:30 am -
7:00 pm
4. Grant
Allen
Morni
ng
8:30 am -
5:00 pm
Week
Off
WFH WFH WFH WFH
5. Kelley
Patrick
Morni
ng
8:30 am -
5:00 pm
Week
Off
6. Betty
Lucas
Morni
ng
8:30 am -
5:00 pm
Week
Off
7. Brooke
Reynolds
Aftern
oon
10:30 am -
7:00 pm
Week
Off
8. Marjorie
Byrd
Aftern
oon
Week
Off
9. Beulah
Cohen
Morni
ng
8:30 am -
5:00 pm
Leave Leave Week
Off
10. Rosie
Blair
Aftern
oon
10:30 am -
7:00 pm
Week
Off
11. Patty
Elliott
Aftern
oon
10:30 am -
7:00 pm
Week
Off
12. Ira
Gibson
Aftern
oon
Week
Off
13. Don Ball Morni
ng
Week
Off
14. Denise
Vasquez
Aftern
oon
10:30 am -
7:00 pm
Week
Off
15. Seth
Garner
Aftern
oon
10:30 am -
7:00 pm
Week
Off
16. Leo
Nunez
Morni
ng
8:30 am -
5:00 pm
Week
Off
17. Terrence
Owen
Aftern
oon
Leave Leave Leave Leave Leave Leave Leave
18. Wendy
Ryan
Morni
ng
Week
Off
19. Geneva
Baker
Aftern
oon
Week
Off
20. Heather
Moreno
Aftern
oon
8:30 am -
5:00 pm
Week
Off
21.
Charlene
Young
Morni
ng
10:30 am -
7:00 pm
Week
Off
22. Felipe
Yates
Morni
ng
10:30 am -
7:00 pm
Week
Off
Choice Business College Pty Ltd
ABN 28 130 302 000 | RTO 41297 | CRICOS PROVIDER CODE 03444C
V 2.0 Last updated 6 December 2017
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SITXHRM003A ROSTER STAFF – Assessment activities
23. Herbert
Lyons
Morni
ng
10:30 am -
7:00 pm
Week
Off
Leave
24. Shelly
Lawson
Aftern
oon
Week
Off
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,
 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.
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.
Choice Business College Pty Ltd
ABN 28 130 302 000 | RTO 41297 | CRICOS PROVIDER CODE 03444C
V 2.0 Last updated 6 December 2017
11

SITXHRM00 - ROSTER STAFF – Project Tasks
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.
https://www.crownworkforcemanagement.com/solutions/workforce-scheduling-rostering/
https://www.employeerecommended.com/\
https://www.fairwork.gov.au/awards-and-agreements/awards
 Copy of the award or workplace agreement used in your enterprise.
http://www.ilo.org/dyn/travail/docs/219/Fair%20Work%20Act%202009%20-%20current%20as
%20at%20140211.pdf
 Copy of timesheet pro forma, roster request form, leave application, or any other roster
related documentation used in the workplace.
Choice Business College Pty Ltd
ABN 28 130 302 000 | RTO 41297 | CRICOS PROVIDER CODE 03444C
V 2.0 Last updated 6 December 2017
12

SITXHRM003A ROSTER STAFF – Assessment activities
Choice Business College Pty Ltd
ABN 28 130 302 000 | RTO 41297 | CRICOS PROVIDER CODE 03444C
V 2.0 Last updated 6 December 2017
13