Create Roster
You can create rosters for various shift models with specific start and end dates. You can also assign users to the rosters thereby adding the users to the roster calendar.
Before you Start
To create a roster, ensure that:
You have Create/Update permission for Roster Management.
At least one shift model is created in Shift Management.
Steps
To create a roster, do the following:
Go to Admin Panel > Roster Management.
At the top-right, click Create Roster.
In Basic Details, enter the following details:
Roster Name: Enter a unique name for the roster.
Shift Model: Select a shift model. This shift model is used to configure the Default Schedule for the users of this roster.
Start Date: Enter a start date for the roster.
End Date: Enter an end date for the roster.
Click Save.
In User-Model Mapping, to add users to the roster, click +Add and do the following:
Filter by Group: Select a user group to view the users of the group.
Users: Select the users to assign the roster.
Default Schedule: Select the available days and shifts of the users.
Click Save.
Click Publish.
The roster appears in the roster calendar of Roster Management and in My Roster under My Profile of the assigned users.
Manage Rosters
In Roster Management, you can view all the rosters under Rosters on the left. You can perform the following activities to manage the rosters:
Edit a roster to update the details and add or remove users from the roster
Delete a roster
Search for a roster
View roster details
View activity logs to track updates to the rosters