Roster - the roster template

 

This article includes the following topics:

  • Creating a Roster Template
  • Editing a Roster Template
  • Renaming a Roster Template
  • Deleting a Roster Template

Related articles:

Roster video - shows you how to import a template into a roster

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 easyemployer save time when rostering common shifts.

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.

How to Create a Roster Template

1. Click the 'Rosters' tab at the top of the screen

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2. Click on  'Create Roster Template'

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3. Next to ‘Duration’ select the duration using the drop down list for the number of days you would like the template for (e.g. a weekly template would be 7 days)

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4. Next to ‘Roster Template Name’ choose a name for this template 

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5. Create from:

  • You can create a roster template based on another roster template, an existing roster or blank

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6. Click 'Create'

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7. The template will be created based on your selection above

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8. You can now add shifts to your roster template.

 

Editing a Roster Template

1. Click the 'Rosters' tab at the top of the screen

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2. Click on  'Open a Roster Template'

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3. Click the template you would like to edit

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4. Make any necessary changes to your roster template

 

Renaming a Roster Template

1. Click the 'Rosters' tab at the top of the screen

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 2. Click on  'Open a Roster Template'

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3. Click 'rename' under 'Actions'  next to the template you would like to rename

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4. Enter a new name and click 'Ok.'

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Deleting a Roster Template

1. Click the 'Rosters' tab at the top of the screen

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2. Click on  'Open a Roster Template'

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3. Click 'delete' under 'Actions'  next to the template you would like to delete.

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