Roster | Roster Templates

1) What is a Roster Template
2) Why would I use a Roster Template
3) How to Create a Roster Template
4) Editing a Roster Template
5) Rename/delete a Roster Template

 


🔍 RELATED ARTICLES

Roster | Creating a Roster


 

1) What is a Roster Template

The roster template allows you to define your business roster requirements for a week or fortnight (depending on your roster period). It is designed to help users of Easy Employer save time when rostering common shifts.

 

2) Why would I use a Roster Template

The Roster Template can be used to create your roster every week / fortnight. You can create as many templates as you like and for different durations.

 

3) How to Create a Roster Template

  1. Click Scheduling on the navigation bar and select Roster templates.
    sch_rstr-temp.png
  2. Click Create roster template.
    sch_rstr-tmp_rst-tmp_crt.png
  3. Use the the drop down list in Duration to select the number of days you would like the template for (e.g. a 14 days for a fortnightly template).
    sch_rstr-tmp_rst-tmp_crt_dur.png
  4. Give the template a name.
    sch_rstr-tmp_rst-tmp_crt_nam.png
  5. Decide whether you're creating the template from scratch or based on another roster template, or an existing roster.
    sch_rstr-tmp_rst-tmp_crt-frm.png
  6. Click Create.
  7. The template will be created based on your selection above.
  8. You can now add/modify shifts to your roster template.

 

4) Editing a Roster Template

  1. Click Scheduling on the navigation bar and select Roster templates.
    sch_rstr-temp.png
  2. Select the roster template you would like to edit.
    sch_rstr-tmp_rst-tmp_edt.png
  3. Make any necessary changes to your roster template.

 

5) Rename/delete a Roster Template

  1. Click Scheduling on the navigation bar and select Roster templates.
    sch_rstr-temp.png
  2. Select rename or delete under the Actions column for the template you would like to rename or delete.
    sch_rstr-tmp_rst-tmp_rnm-del.png
  3. Follow the prompts for each action.
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