Build a Roster

Before You Start

Add the shifts you run as shift templates.

1. 1

   Go to ConsoleAttendanceRosters and choose the site.

2. 2
   On Planner, choose a Week, a Fortnight or four weeks, and move through time with the arrows.
3. 3

   Drag a template from Drag in: onto a person's day. Drag a shift to move it to another day or person, or drag its edges to change its times.

4. 4
   Select a shift to change its times or break, add a note for the person, or remove it.
5. 5
   When it's ready, select Publish.

Every change saves as a draft as you go. Only the people who plan the roster see drafts until you publish.

Good to Know

• Hold Alt (Option on a Mac) while you drag to copy a shift, or tick copying above the roster.
• Find someone narrows a long list by name or employee number.
• Shifts carry warnings, such as On leave or the Labour Act's rest rules. Warnings never stop you, except two shifts at once.
• Undo and Redo take back your last changes. Discard changes takes the roster back to what staff can see.
• On a phone, the roster becomes a list for one day at a time.

If Something Goes Wrong

• "Rosters come with Growth, Pro and Enterprise". Your plan doesn't include rosters. Upgrade in ConsoleSettingsBilling.
• You can open the roster but not change it. Your role can't manage shifts, corrections and leave at that site.
• Someone isn't on the roster. They don't work at this site or aren't on attendance. Check their page in People.