SITXHRM002 Roster staff describes the performance outcomes, skills and knowledge required to develop, administer and communicate staff rosters. It requires the ability to plan rosters according to industrial provisions, operational efficiency requirements, and within wage budgets. For you to be assessed as competent, you must successfully complete two assessment tasks: • Assessment Task 1: Knowledge questions – You must answer all questions correctly. • Assessment Task 2: Project – You must complete a project to develop a staff roster. Preparing for assessment Please read through all of the assessment tasks and related documents carefully before you get started. Ensure that you have everything that you need and seek clarification from your trainer, assessor or workplace supervisor if you have any questions.
Introduction
Welcome to the Student Assessment Tasks for SITXHRM002 Roster staff. These tasks have been designed to help you demonstrate the skills and knowledge that you have learnt during your course.
Please ensure that you read the instructions provided with these tasks carefully. You should also follow the advice provided in the Hospitality Works Student User Guide. The Student User Guide provides important information for you relating to completing assessment successfully.
Assessment for this unit
SITXHRM002 Roster staff describes the performance outcomes, skills and knowledge required to develop, administer and communicate staff rosters. It requires the ability to plan rosters according to industrial provisions, operational efficiency requirements, and within wage budgets.
For you to be assessed as competent, you must successfully complete two assessment tasks:
• Assessment Task 1: Knowledge questions – You must answer all questions correctly.
• Assessment Task 2: Project – You must complete a project to develop a staff roster.
Preparing for assessment
Please read through all of the assessment tasks and related documents carefully before you get started. Ensure that you have everything that you need and seek clarification from your trainer, assessor or workplace supervisor if you have any questions.
Supporting resources: Supporting resources include templates, journals, workbooks and portfolios which can be used to support you in providing evidence of your competence. Your assessor will provide you with these documents before you begin your assessment tasks. For this unit, the supporting resources comprise:
• Business Case Study Template (Assessment Task 2)
• Operational Policy (Assessment Task 2)
• Staff Profile Template (Assessment Task 2)
• Staff Record Template (Assessment Task 2)
• Evaluation Report Template (Assessment Task 2)
Once you have read through the assessment tasks and are satisfied that you are clear on the requirements and submission dates, complete and sign a Student Assessment Agreement. Your assessor will countersign the agreement and keep it on file. You will find a Student Assessment Agreement in Appendix B of your Hospitality Works Student User Guide or your RTO will provide you with one.
• Submitting assessments
• Assessment appeals
• Re-assessment guidelines
• Responding to written questions
Assessment Task 1: Knowledge questions
Information for students
Knowledge questions are designed to help you demonstrate the knowledge which you have acquired during the learning phase of this unit. Ensure that you:
• review the advice to students regarding answering knowledge questions in the Hospitality Works Student User Guide
• comply with the due date for assessment which your assessor will provide
• adhere with your RTO’s submission guidelines
• answer all questions completely and correctly
• submit work which is original and, where necessary, properly referenced
• submit a completed cover sheet with your work
• avoid sharing your answers with other students.
Assessment information
Information about how you should complete this assessment can be found in Appendix A of the Hospitality Works Student User Guide. Refer to the appendix for information on:
• where this task should be completed
• the maximum time allowed for completing this assessment task
• whether or not this task is open-book.
Note: You must complete and submit an assessment cover sheet with your work. A template is provided in Appendix C of the Student User Guide. However, if your RTO has provided you with an assessment cover sheet, please ensure that you use that.
Questions
1. List two sources of information that you could access to find information about the Hospitality Industry (General) Award.
2. List two further sources of information that you could access, to find out information on work agreements for the hospitality industry.
3. Why is it important to check the relevant award conditions when preparing a roster?
4. How is an enterprise agreement different from a modern award?
5. Explain how industrial agreements can affect the preparation of rosters.
6. Identify at least two factors of how each of the following award provisions will impact the rostering process.
Leave
Mandated breaks between shifts
Maximum allowed shift hours
Standard pay rates
Overtime pay rates
Penalty pay rates
7. List four impacts of contractor fees, if you had to include them in a staff roster.
8. Outline two considerations when rostering permanent or casual staff.
9. Using the table below and referring to the Hospitality Industry (General) Award 2010, (this can be found at the Fair work Australia government website www.fwc.gov.au), identify the key elements of the award.
Leave entitlement
Mandated breaks between shifts
Maximum allowed shift hours
10. Using the table below and referring to the Hospitality Industry (General) Award 2010, (this can be found at the Fair work Australia government website www.fwc.gov.au), provide the overtime payable.
Period of overtime
Overtime payable (as a percentage)
Monday to Friday: First two hours
Monday to Friday: After first two hours
Midnight Friday to midnight Sunday
A rostered day off
11. Using the table below and referring to the Hospitality Industry (General) Award 2010, (this can be found at the Fair work Australia government website www.fwc.gov.au), provide the appropriate penalty rate for each period.
Penalty rate for full-time
and part-time employees
Penalty rate for casual employees
(incl 25% loading)
Monday to Friday
Saturday
Sunday
Public holidays
12. Dixon Hospitality has an enterprise agreement with its staff, rather than following the Hospitality Award. Complete the table below for full time staff: https://www.fwc.gov.au/documents/documents/agreements/fwa/ae419117.pdf.
Name of Agreement
Leave entitlement
Hours required to work
Mandated breaks between shifts
Maximum allowed shift hours
Overtime payable
13. Using the National Employment Standards (NES), provide the maximum weekly hours for the following:
Maximum weekly hours
Full-time
Part-time
Casual
14. Provide two examples of organisational initiatives for each of the following, that could have an impact on the preparation of staff rosters.
Sociocultural-friendly
Family-friendly
15. Using the table below, identify three issues that you may come across for each leave provision listed when preparing a staff roster.
Carers
Compassionate reasons
Illness or injury
Jury service
Long service
Maternity or paternity
Rehabilitation of injured workers
Study
Recreation (holiday)
16. Why are rosters used and why are they important for controlling staff costs?
17. Provide four functions of a software program that can support the development of a roster.
18. What are two different formats used for staff rosters?
19. Identify four items that you would need to include on a roster.
20. Using the table below, summarise two different methods used to communicate a roster.
Digital/electronic
Paper based
21. Provide two advantages of rostering team members that have diverse social and cultural backgrounds, as well as skills.
22. Identify four human resource policies and procedures that could be used to find out about leave provisions and managing socio-cultural workforce issues.
23. Referring to the hospitality industry specifically, provide three examples of operational requirements that can have an impact on roster development.
24. Explain how a wage budget can impact rostering
Assessment Task 2: Project
Information for students
This project requires you to work collaboratively to build and foster business relationships and identify and develop opportunities by way of collaboration, negotiation and setting in place formal agreements.
You will need access to:
• Your learning resources and other information for reference
• Roster software
• Operational Policy
• Business case study template
• Staff profile template
• Staff record template
• Evaluation report template
• space for a meeting
Ensure that you:
• review the advice to students regarding responding to written tasks in the Hospitality Works Student User Guide
• comply with the due date for assessment which your assessor will provide
• adhere with your RTO’s submission guidelines
• answer all questions completely and correctly
• submit work which is original and, where necessary, properly referenced
• submit a completed cover sheet with your work
• avoid sharing your answers with other students.
Assessment information
Information about how you should complete this assessment can be found in Appendix A of the Hospitality Works Student User Guide. Refer to the appendix for information on:
• where this task should be completed
• how your assessment should be submitted.
Note: You must complete and submit an assessment cover sheet with your work. A template is provided in Appendix B of the Student User Guide. However, if your RTO has provided you with an assessment cover sheet, please ensure that you use that.
Activities
Complete the following activities.
1. Select a business and roster teams
You are required to prepare a three-week roster for kitchen staff using a business such as a restaurant or hotel of your choice. A Business case study template has been provided to guide you on the information required in order to complete the assessment as well as an Operational Policy to help identify operational requirements.
Once you have completed the business case study, you will then need to meet with staff to discuss their availability over the next three weeks.
The assessor will divide you into groups of 5. Each person in the group must select one of the staff positions that you identified in the business case study and complete the Staff profile template provided. They will do this providing their own details and skills and experience.
As a staff member, make sure you are true to your own commitments and availability over the roster period. Also consider your own personal, social and cultural needs and ensure to communicate any requirements to the person preparing the roster.
Please note that this is an individual task so each person must develop their own business case.
When conducting discussions, take into consideration:
• Any staff requests for the roster including any upcoming personal commitments
• Social and cultural considerations such as working flexibly, family commitments, cultural events or ceremonies.
During the meeting with your group, ensure that you use effective communication skills including:
• Listening to staff requests
• Using active listening to confirm understanding
• Asking questions to confirm any requirements
You are to base all wages on the pay guide for the Hospitality Industry (General) Award (you can download this from: https://www.fairwork.gov.au/pay/minimum-wages/pay-guides)
Submit the completed Business case study to the assessor.
2. Research and select roster software
Using the internet, research an appropriate scheduling software that you could use to create the roster. You may need to register to download the software, however, only select one that has a free trial around 30 days. The assessor must approve the selected software.
3. Create a roster
Using the software you have downloaded, create the staff roster according to the discussions held with staff (your group), information gathered for the Business case study and operational requirements outlined in the Operational policy.
Your roster must meet the following criteria:
• Meet operational requirements as set out in the Operational policy
• Meet the business requirements as identified in the Business case study
• Have the right amount of staff with the necessary skills and mix to deliver services effectively.
• Meet any wage and budget constraints as outlined in the Operational policy and complying with the Hospitality Industry (General) Award, based upon the positions identified.
• Be clear enough so that it can easily be understood by all staff.
The roster must be submitted in a suitable format to your supervisor for approval within the time allocated. This could be a PDF document, a printed report from the software, or a screenshot.
4. Roster changes
The supervisor (your assessor), will provide you with the following messages from three members of staff:
• One member of staff is sick.
• One casual member of staff has requested extra hours.
• One member of staff has been called for jury duty.
The assessor will let you know which students in your group represent each staff member and provide you with further information on the messages received.
Change the roster using the staff requesting extra hours to cover for the two members of staff unavailable. Ensure that it still meets the roster criteria and the requirements of the Operational policy
Send an email to the supervisor explaining the changes and why they were made, include the amended roster and ask for final approval.
The roster must be developed and submitted to your supervisor for approval within the time allocated.
5. Communicating the roster
The supervisor has approved the roster.
Draft an email to the members of staff rostered and cc to your supervisor. In the email you must clearly point out the changes made.
The roster must be communicated to staff within the timeframe allocated.
Submit the email to the assessor, including the roster saved in an appropriate format.
6. Maintaining records
As part of your role you are to record time sheets completed by staff.
Provide two members of staff (2 students in your role play group) with a timesheet.
They must complete the timesheet for the first week based on their actual shifts and submit this back to you.
Once you have received the timesheet, check the information received against the roster.
You are to then maintain the staff records by completing the Staff record template.
Enter the required information indicated by the prompts. Ensure that you accurately record all the information to ensure that the member of staff is paid the right amount of money for the hours worked.
Submit the completed Staff record and timesheet to the assessor.
7. Feedback and evaluation
Meet with your group and discuss the effectiveness of the roster development process. Discuss what worked and what didn’t work.
Take notes during the discussion and use these to write an evaluation of the roster development process, including any recommendations or actions required to improve the roster process used.
Use the Evaluation report template to guide your response.
Submit the evaluation report to the assessor.
8. Submit documents to your assessor.
Finalise the following documents and submit to your assessor for marking:
• Business case study
• Operational Policy
• Staff roster
• Amended staff roster
• Staff record
• Evaluation report