Creating a roster using a template in SaucedIt allows you to apply a pre-built schedule to a new roster period. This saves time, reduces manual entry and ensures shift patterns remain consistent across teams or locations. Once the template is applied, you can make adjustments to reflect changes in staffing or operational needs. This guide explains how to create a roster using a template.
Quick Guide
Creating a Roster Using a Template
From the Dashboard, click on Roster in the left-hand column.
Under Rostering, choose to view by day, week, or fortnight.
Ensure the correct period is selected.
Toggle through roster periods using the arrows to the right of All Location.
Select the locations you wish to view.
Click the three dots in the top right corner.
Choose Roster Templates from the dropdown menu.
If you know the name of the template, search for it in the box.
Alternatively, scroll to find the correct template.
Tick the box to the left of the chosen template.
Click Apply.
Click the calendar icon.
Enter the date for the roster to begin.
Click Apply again.
Navigate to the correct roster period.
The template shifts are now added.
Edit days, times, and staff as required, then publish when ready.