Navigating the Roster screen

The roster groupings determine how the shifts are organised into rows on the roster screen. You can group by Employee, Location, Position, or Cost Centre.

The optional secondary grouping (on the right), gives you a more powerful view of your roster, just note that you can't drag and drop shifts while using a secondary grouping.

These let you select what time period is shown on the roster. The period chosen is also used to select shifts for bulk actions, so make sure you've chosen the right period before clicking Publish or using the Tools menu.

When using the Day view, the roster will show an hourly breakdown of the shifts. For longer periods, it will show a daily view.

When viewing longer periods, use the scroll bar at the bottom of the screen to see the full roster.

Add a new shift and Copy shifts are two ways of adding shifts to your roster.

For more information, see Creating a roster and assigning shifts.

Edit sales forecast lets you add sales forecast data to your roster, which can be tracked against actuals and used to build rosters against budget.

For more information, see:

• Adding Sales Forecast data in Roster

• Building rosters based on sales forecasts

Roster filters let you view only the shifts you want to see.

You can filter shifts by various criteria including shift status, alerts, and whether the rostered employee has confirmed.

•  The Busy status shows when employees are busy at other stores.

• The Empty Groups filter shows group rows (e.g. employees) even when there are no shifts currently assigned.

• When the roster is grouped by employee, you can filter the list based on Contracted hours remaining for the period.

• Filtering by Employee Requirements shows shifts staffed by employees with any of the selected requirements.

When building a roster, we recommend enabling all filters (as in the screenshot) to give maximum visibility.

Select whether you want to colour the shifts by position, employee or location. If you select Position, the system will colour every shift with the same position in the same colour.

The Costing details display options

• Costings – Shows roster costings

• Detailed Totals – Shows total shifts, hours, and costs against the group for the whole period (in the left column) and for each day.

• Remaining Hours – Shows the number of hours remaining for the period each employee, in the left-most column. Only available when the roster view is grouped by employee.

Breakdown display options lets you display information about costing, hours and efficiency in table or graph form.

Publish publishes all shifts without alerts in this roster view. For more information, see How do I publish shifts?

The Tools dropdown includes a range of actions.

• Smart Roster: Use the Smart Roster feature to automatically roster unassigned shifts to employees - see Using Smart Roster.

• Add Standard Hours: Add the standard hours of employees who have the Add these standard hours to the roster setting turned on - see How do I add employees' standard hours to the Roster?

• Templates: Set up and use pre-configured roster configurations - see Using Roster Templates.

• Copy: Open a copy window that lets you copy shifts from one date range to another.

• Clear: Clear all shifts in your current view – see How do I remove multiple shifts?

• Unassign All: Unassigns all unpublished shifts.

• Cost: Recost/update the costings on your roster – see Calculating the cost of shifts

• Print: Open a Print wizard allowing you to print the roster - How do I print a roster?

• Export: Export the contents of the Roster to a CSV file.

Default icons

	The shift has tasks assigned
	The shift is locked
	The shift can be drag-and-dropped on the roster table
	The shift is unpublished
	The shift is available for shift swaps
	The shift has outstanding confirmation or change requests
	The shift has conflicts or errors, which may prevent it from being published

Requirement icons

A variety of icons, such the heart, show when a shift is staffed by an employee with the corresponding requirement. For more information, see Creating shift requirements.