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Navigating the Roster screen

The Roster screen is where you build and review your roster. It has filters, settings, and tools to help effectively and efficiently view and build your roster.

This page is about the various views, filters, and tools available. For information about creating a roster, see Creating a roster and assigning shifts.

Check your filters When building your roster, click Roster filters (

) to make sure you can see everything you need. If in doubt, tick everything!

These options let you choose the roster period you want to view, and how the roster view is grouped. Once you've chosen your views, the Refresh Roster button (

) will update the screen based on your choices.

Primary and secondary grouping

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.

Roster period

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.

The action buttons are tools to let you edit, filter, and analyse your roster in a variety of ways.

The available buttons are Add a new shift (

), Edit sales forecast (
), Copy shifts (
), Colourisation options (
), Costing details display options (
), Breakdown display options (
), Roster filters (
), Tools (
), and Publish.

Add a new shift and Copy shifts

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

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:

Roster filters

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.

Colourisation options

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.

Costing details display options

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

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

Shift tiles show basic information at a glance, including the employee, position, and times, along with icons for extra information.

You can click on a shift tile to get more information and perform actions such as editing or publishing the shift. Shifts with the

icon can be drag and dropped around the roster table to change the assigned day, employee, location, position or cost centre (depending on the grouping chosen).

Shift icon reference

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 as

, show when a shift is staffed by an employee with the corresponding requirement. For more information, see Creating shift requirements.



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