Weekly Scheduling Review Checklist for Insurance
A checklist for reviewing and optimising the staff roster and work schedule for the coming week, ensuring adequate coverage and efficient labour allocation.
Aligns with ASIC regulatory requirements, General Insurance Code of Practice, and AFSL obligations. Includes audit trail provisions.
Complete Checklist
- 1Review the current week's schedule for any issues that need to be addressed
- 2Check staff availability and leave requests for the coming weekCritical
- 3Draft the roster for the coming week based on expected demandCritical
- 4Ensure all shifts comply with relevant award conditions and break requirementsCritical
- 5Balance overtime and casual hours against the labour budget
- 6Confirm cover for any known absences such as leave or training
- 7Assign shift leaders or supervisors for each shift
- 8Distribute the finalised roster to all staff members
- 9Confirm any external contractors or temporary staff bookings
- 10Review upcoming appointments, events, or claims that require additional staffing
- 11Check that new starters have been added to the roster correctly
- 12Ensure minimum staffing levels are met for all operating hours
- 13Verify that the schedule allows for required training or meeting times
- 14Save the finalised roster in the scheduling system and update any shared calendars
Frequently Asked Questions
What are the key compliance considerations for staff scheduling in Australia?
Key considerations include minimum engagement periods, maximum consecutive days worked, mandatory break periods between shifts, overtime thresholds, penalty rates for weekends and public holidays, and specific provisions for part-time and casual employees. Always refer to the applicable Modern Award or Enterprise Agreement for your industry.
How far in advance should rosters be published?
Under most Australian Modern Awards, rosters must be provided at least seven days in advance. Best practice is to publish two weeks ahead to give staff time to plan their personal commitments. Changes within seven days usually require employee agreement unless there are genuinely urgent or unforeseen circumstances.
What scheduling tools work well for small Australian businesses?
Popular options include Deputy, RosterElf, Tanda, and foundU, all of which are designed for the Australian market and include award interpretation features. For very small businesses, a shared Google Sheet or calendar can work initially. The key benefit of dedicated tools is automated compliance checking and integration with payroll systems.
Need help implementing these checks into your daily operations?
Our team can build custom checklists integrated into your daily operations workflow.