This guide covers building your library of shift templates and then rostering staff onto shifts day by day.
Before you start
- You need HR access to define shift templates and to assign the roster.
- Shift templates are scoped like other HR definitions; roster assignments inherit their scope from the employee they reference.
- Each assignment must reference a shift template or carry an ad-hoc time window.
Steps
Create a shift template
- Go to HR → Shifts and add a template. Name, Start and End are required (start and end are times). You may set Break (minutes), a Colour and a Label, and mark the template active or inactive.
[screenshot: the shift template form with start, end and break]
Assign the roster
- Open the roster grid and pick the staff member and the roster date.
- Either choose a shift template for that cell, or provide an ad-hoc window with a start and end (the end must be on or after the start). You must supply one of these — a template or an ad-hoc start. Notes are optional.
[screenshot: the roster grid with a shift assigned to a cell]
Adjust an assignment
- Clear a cell to remove an assignment, or assign a different template. The roster reads alongside attendance so you can compare scheduled shifts with actual attendance.
Result
Assigned shifts appear on the roster grid for the period, giving a clear scheduled view per staff member that pairs with recorded attendance.