Navigating the rostering page of your account

The Rostering → Rosters page lists all the rosters within your account. If you have come to the page the dashboard link, and it was showing a number, the list will have been pre-filtered to show only rosters ‘submitted for publish’. This can be expanded to show all rosters using the Search  button.

To create a new roster, click the Create new button at the top of the page.

Below you will find a breakdown of all the fields within the Rostering → Roster area of your account.

Field NameExampleDescription
Create fromIf you would like to create the roster 'from scratch' or 'based on a previous %roster%'. If you create it based on a previous %roster% (recommended), all the shifts and notes will be copied to the new date range.
NameSt KildaA name given to your %roster% to easily identify it in drop-down lists within your account.
Start date*2014-02-01The first day the %roster% period covers. The %roster% dates can't overlap other %rosters% with the same areas (more on areas below).
End date*2014-02-08The last day the %roster% period covers. The %roster% dates can't overlap other %rosters% with the same areas (more on areas below).
Areas*St KildaSelect the areas your %roster% covers. If you have different managers for different areas of your business (or you are one of those managers) we suggest selecting a single area.
Budget1200.00The total budget for each area on the %roster%. You can chose to set a single budget that will be evenly distributed across each day of the %roster% period OR set individual budgets for each day.

* Mandatory   1 Enterprise Only

When editing a published roster it important to note you can’t change its start or end dates.

Was this article helpful?

Navigating the rostering page of your account
2.22 of 9 votes