Creating a Roaster
Apply a shift plan to a department, add employees, and generate the roaster calendar.
A roaster applies a shift plan to a department from a chosen start date, generates the working day calendar, and assigns employees to it.
How to Create a Roaster
- Click Add New Roaster from the Shift Plan Details screen.
- Enter the Roaster Name.
- Select the Department Name.
- Select the Shift Plan Name from the dropdown.
- Set the Start Date.
- Click Add Employee.
- Select the employee from the dropdown in the new row.
- Repeat for each additional employee.
- Review the working days and week offs across the calendar.
- Click Save.
Roaster Form Fields
| Field | Description | Required |
|---|---|---|
| Roaster Name | Display name for the roaster | ✔ |
| Department Name | Department the roaster applies to | ✔ |
| Shift Plan Name | The shift plan the roaster is generated from | ✔ |
| Start Date | Date the roaster begins | ✔ |
Reading the Roaster Calendar
The calendar is laid out week by week from the start date, with one column per date and one row per employee.
| Marker | Meaning |
|---|---|
| P | Working day |
| WO | Week off |
Week off days are taken from the Select Week off setting on the shift plan.
Result
- The roaster is added to the Roaster Details list.
- The list shows the roaster name, start date, shift plan name, department, and status.
- Each added employee appears as a row in the roaster calendar.
- The roaster becomes visible to those employees and can be managed from Employee Roaster.
Only employees from the department selected on the roaster can be added. Create a separate roaster for each department that follows a different shift plan.