Plan a shift roster

The roster lets you plan who works which shift on which day, a month at a time, per department. Use it for rotating shifts or when weekly offs differ from person to person.

Before you start

• You need manage access to attendance.
• Create your shifts first — see Create and edit shifts.
• Employees must belong to a department.

Open the roster

1. Go to Time & Attendance → Roster ( open Roster).
2. Choose the Department.
3. Use the arrows to move to the month you want to plan.

Weekend columns are shaded. Each cell shows the shift code, OFF, or nothing.

Set one day

1. Click a cell.
2. Pick a shift and click Save, or click OFF to make it a day off, or Clear to remove the entry.

Fill a month quickly

• Bulk: choose a shift and click Assign to All Working Days to fill every working day for the department.
• Copy Previous Month repeats last month's pattern.
• Clear All empties the month for the department.

Rotate shifts

1. In the Rotate: bar, pick up to three shifts in order (Shift 1, + shift 2, + shift 3).
2. Choose every week or every day.
3. Keep stagger employees ticked if you want people to start the rotation at different points, so not everyone is on the same shift.
4. Click Apply rotation to working days.

Roster-based weekly offs

Tick the box next to an employee's name to enable the roster for them. For these employees the organisation's weekly off days don't apply: they work every day that is not rostered OFF.

How the roster is used

• A roster entry wins over the employee's shift assignment for that date.
• A roster OFF day is treated as a weekly off. Work done on it counts as overtime.
• Days without a roster entry fall back to the employee's assigned shift or the default shift.