Roster - creating, editing and deleting roster shifts

This guide contains the following information:

  • How to create a roster shift
  • How to edit a roster shift
  • How to delete a roster shift

What are roster shifts

Roster shifts are shifts that are assigned to employees and provide information regarding the employees tasks for a specific date.

Why is this important

Ensuring employees understand what is required of them for a shift is the purpose of the roster. Changes may need to be made to a roster as an organisation's requirements change.

To create a roster shift

After opening a roster period the following instructions will help users create, edit and delete a roster shift.

1. Click in the cell to create the shift manually.

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2. Drag a common shift from the common shifts bar.

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3. Copy a shift from another employee by clicking and dragging a shift, hold down ctrl button then let go of the mouse button.

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To edit a roster shift

1. Click the shift and the radial menu will show.

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2. Click the Manage Shift button

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3. Adjust the roster shift settings.

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Deleting roster shifts

Roster shifts can be deleted 2 ways

1. Click and drag the shift into the bin that appears on the right hand side.

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The bin will gain a blue shadow and give the appearance of having items in it, to signify that if released in that location, the shift will be deleted.

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2. Click the shift and the radial menus will show. Click the delete button.

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