This article explains the different tools used in the roster building process. This includes copying rosters between periods, creating templates, regular hours of work, adding breaks, and publishing your rosters.

Select a link from the options below:

Copying a Roster:

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To copy a roster:

  • Select Quick Build on the roster side bar.
  • Click Copy Shifts.
  • Specify the day/s to copy from and the day/s copying to.
  • Confirm Paste Shifts and Close.

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Create a Roster Template:

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To create a template, you can start from scratch or use an existing Roster.

  1. Open to any Roster.
  2. Select Quick Build from the roster sidebar, followed by Templates.
  3. Click + New Template
  4. To start from scratch select Create a Blank Template, or to create a template from an existing roster select Create Template from Currently Visible Shifts.
  5. Specify the template name, included locations, start date, and length. This can be edited later if desired.
  6. You can edit the template by selecting > Edit Template.

Once in the Editing Template mode, you can create the shifts you would like to add to your template as you typically would when creating shifts.

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Creating Shift Patterns:

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To create a shift pattern:

  1. Select Quick Build > Roster Patterns from the roster side bar.
  2. Select Edit Patterns.
  3. Click '+ Add New Pattern'.
  4. Specify pattern details, including name, anchor date (the date the pattern comes into effect), and length.

To add an employee to a pattern:

  1. Open the relevant pattern.
  2. Click '+ Add User'.
  3. Select a user.
  4. Specify details of the employee's roster pattern, including shift details, start date, end date, and days offset. 'Days Offset' represents the day of the pattern the employee is starting on. For example, an employee starting on the second week of a two week cycle would have a day offset of 8.
  5. Confirm Save and Close.
  6. Repeat for all employees needing to be rostered on this pattern.

To apply a shift pattern:

  1. Select Roster Patterns from the roster side bar.
  2. Select + Build Shifts and select the Roster Pattern you would like to apply
  3. Build Shifts

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Roster Regular Hours of Work:

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To set Regular Hours of Work:

  1. Go to Workforce > Staff
  2. Click on a staff profile
  3. Click on the Regular Hours tab
  4. Click Set Regular Hours
  5. Input agreed hours, breaks, and teams

To apply Regular Hours to a Roster:

  1. Select Quick Build from the roster side bar
  2. Expand Regular Hours
  3. Click '+ Build Shifts'.

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Breaks:

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Depending on the length of a shift, an employee may be entitled to one or more breaks. Staff can be allocated breaks manually by entering times directly onto the shift card, or automatic breaks can be specified through settings.

Enable automatic breaks:

  1. Navigate to your user menu (circle containing your initials in the top right hand corner) and select Settings.
  2. Switch to the Breaks tab.
  3. Tick 'Enable Automatic Breaks'.
  4. Specify who the breaks will apply to, and whether or not the break is paid.
  5. Multiple rules can be created for different employee types by selecting + New and adding in the relevant rules

Manual Breaks:

To configure manual breaks:

  1. Click on the break icon (teacup) located on the relevant shift card.
  2. Select + Add Break OR click the ⋮ on the shift card followed by Edit Breaks.
  3. Enter the break start and end times

Break details will be communicated to staff when publishing the roster.

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Publishing a Roster:

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After you have crafted a roster and are ready to share with staff, it's time to publish the roster.

To publish a roster:

  1. Select the 'Review & Publish' option on the roster to be published.
  2. Review the roster date and included shifts to confirm you are publishing the desired roster, then proceed with 'Select Team & Publish'.
  3. Specify how the roster should be published. Options include the mobile app, email, and SMS. By default the Mobile App must be selected as an option.
  4. Select the staff you would like to notify. By default all staff on the roster will be selected for publishing. Tick and untick to pick specific teams or individuals.
  5. Confirm 'Publish'.

FAQs

How much does an SMS cost?
SMS charges are 3.5 cents AUD per message, which is the amount charged by our supplier. These costs can be avoided by encouraging everyone to download the app.

What if an employee doesn't have the mobile app installed?
If 'mobile app' is the only method of delivery selected and the employee does not have the app, the roster will be sent as an email instead.

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