Staff Roster Templates

Staff Roster Templates provide an easy way to automatically generate future staff roster hours, providing availability for bookings that require staff.

You can create your templates, then choose how many weeks in the future to create rosters for. At the start of each week, the system will automatically fill that many weeks in advance. You can also adjust your rostered hours after they have been automated.

To manage your Staff Roster Templates, open the Settings menu in the top navigation and click the Account link.

Then click Staff Roster Templates in the left side menu.

Creating Staff Roster Templates

If you have existing staff roster hours, you can create templates automatically from a specific week by clicking the Create From Roster button at the top.

Alternatively, you can generate new templates for a staff member by clicking Bulk Staff Roster Templates.

Create From Roster

• From Date – choose a week with existing roster hours to create templates from.
• Staff – choose the staff members to create roster templates for.

Note: Any existing staff roster templates will be removed when creating templates from the roster.

Bulk Staff Roster Templates

• Staff – choose the staff member to create roster templates for.
• Area – choose the areas the staff member will be working in.
• Days – choose the days of the week the staff member will be working.
• Start Time – choose the shift start time.
• End Time – choose the shift end time.

Enabling Staff Roster Automation

Once you have setup your roster templates, you can enable staff roster automation by toggling the Staff Roster Auto Enable switch in the settings panel below the roster templates. You will also need to set the Staff Roster Auto Weeks setting, to determine the number of weeks in advance to roster, then click the green Save button.