To create a shift card, go to Rosters > Current Roster:

Then click in the Type a name box:

1. Select a Staff Member

When you click to Type a name, a list of staff members will be displayed. Simply click on the staff member you would like to create a shift for. If the staff member you’re looking to create a shift for is the first name, you can hit enter on the keyboard:

2. Add a Team/Shift Detail

The next step to creating a shift is to specify a team. Using Teams on the Roster enables you to let staff know which area they are working in that shift, as well as being able to report on the Costs of those Teams:

To specify a team for a shift, click on the plus icon on the shift card to see a list of teams the staff member can be allocated to. Select the relevant team for that shift. If a staff member is a member of one team only, their team will automatically be allocated to that shift.

If you have Shift Details allocated to Teams, you can assign this by clicking the plus icon below the Team:

3. Enter Times

The final step is to specify when the shift starts and ends in the respective boxes above their name:

  • For morning (am) times, just enter the time. Example: 7 or 730
  • For afternoon/pm times place ‘pm’ at the end. Example: 530pm
  • For shifts that finish in the early hours of the next day, place ‘am’ at the end. Example: 1am

4. Allocate Break Times (optional)

If you need to roster in exact break times, under the pencil icon, click Add break:

This takes you to the Day view screen i.e. Monday. Under the Break column for the shift enter the start and finish time of the break in the format below. It will then calculate the length of this break for you:

Click back to Week view and you will now see, when you hover over the break icon that a time has been set. Staff will be notified of their break times when they receive their roster:

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