Managers build a new roster to schedule staff shifts in line with workplace needs and compliance requirements. Rosters are the basis for the timesheets that connect to payroll. They are also critical for budgeting and labour planning, while ensuring coverage across all roles and locations. This guide explains how to create a new roster in the system and allocate shifts to employees.
Quick Guide
Building a New Roster
Select Roster from the column on the left.
Select whether you’d like to roster employees in their primary locations only, or in all locations.
Navigate to the right roster period by using the arrows to the right of All Location.
The roster will be pre-populated with the staff assigned to this venue.
To create a shift, click in the cell that corresponds with the employee row and date column you want to roster.
Adjust the date and time as required.
Select the desired schedule from Repeat.
Change the location and employee if required.
If the shift is higher duties for the selected employee, choose the correct level in Select Higher Classification.
Add a note for the employee about the shift duties or requirements, if desired.
Click on Save Shift.
Repeat this process until your roster is complete.