Adding a new shift to a roster allows managers to tailor an existing roster to meet changing operational needs. This includes setting start and finish times, assigning an employee and linking the shift to the correct location. Shifts can be created to gaps, ensure adequate staffing and keep payroll and scheduling accurate. This guide explains how to add a new shift to a roster.
Quick Guide
Adding a New Shift to a Roster
From the Dashboard, click on Roster in the left-hand column.
Underneath Rostering, choose to view day, week, or fortnight.
Ensure you have the correct period selected.
You can toggle through rosters by clicking the arrows to the right of All Location.
Select the locations you wish to view.
Draft shifts are grey. Published shifts are your custom colours set for each role.
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.
If you want to finalise the shift and notify the employee now, click Publish and then Save Shift. The shift addition is now complete.
If you want to view the roster as a whole before publishing, leave the Publish box blank, and instead click Save Shift.