Roster - exporting and printing a roster

This article includes the following topics:

  • Exporting a roster to .csv
  • Exporting a roster to PDF
  • Printing a roster

What is a file export

File exports are used to take information that exist in a program and make the information available on different platforms such as PDF or .csv. 

Why is this important

This could be used to view the roster in a different format or used to send the roster to employees that do not have access to a computer.

How to export a roster to CSV

The roster can be exported two ways:

Exporting the CSV through Import / export

1. Click on Organisation

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2. Click on Import / Export

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3. Click on Export Roster

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4. Choose a Roster Period

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5. Click on Choose Groups

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6. Select Groups to Export

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7. Select whether to Export Unassigned Shifts and/or Apply Hide End Time Rule by ticking/unticking the checkboxes

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8. Click on Export

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9. The file will be exported or shown directly in the browser.

 

Exporting the CSV through the roster

1. Click Rosters

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2. Click Open a Roster

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3. Click on the Roster name

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4. Choose sites for rosters if there are more than one site

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5. Click on the cog at the top left corner of the screen and select the Export option

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6. Select CSV export

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7. Check or uncheck the options you want or do not want on the exported roster and click Export

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8. The file will be exported or shown directly in the browser.

 

Exporting a roster to PDF

1. Click Rosters

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2. Click Open a Roster

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3. Click on the Roster name

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4. Choose sites for rosters if there are more than one site

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5. Click on the cog in the top right corner of the screen. Select Print

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6. Check or uncheck the options you want or do not want on the exported roster. Click Print to continue.

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7. Select the page orientation and click Submit

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8. The print page popup will appear. 

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9. Select the option listed Save as PDF

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10. Click Save to save the roster to PDF

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Printing a roster

1. Follow the PDF steps 1 - 8 listed above.

2. Select the correct printer and click print

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