Scheduling & Rostering

Rostering Overview

• Roster overview
• Daily vs weekly vs monthly views
• Roster account settings

Rostering Basics

• Adding shifts on your roster
• Deleting shifts
• Editing a shift

Copy Rosters and Templates

• Copy past roster
• Roster templates
• Copy all shifts on a day

Roster Filters

• Roster warnings
• Sorting the roster view
• Search staff on roster

Shift Breaks

• Standard and custom unpaid breaks
• Setting standard unpaid breaks
• Setting standard unpaid breaks in a roster

Advanced Rostering

• Adding draft shifts after publishing a roster
• View staff availability and leave on roster
• Publishing draft shifts
• Viewing shifts in the past
• Colour coding roster

Print and Share Roster

• Printing roster
• Share rosters with employees

Data and Budgeting

• Review total rostered hours by employee
• Review total shifts allocated hours by employee
• Financial summary and roster budgeting
• Set revenue forecasts in roster