Scheduling & Roster

Building Your First Roster

Choose a location, add draft shifts, check costs and publish with the notification options you select.

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Create and publish a weekly roster

Managers and Organisation Admins with roster access can build schedules. Set up locations, team members and their eligible shift roles first.

Build the week

  1. Open Team Roster on desktop. Select the location and week.
  2. Select an empty staff/day cell or the add-shift control. Enter the staff assignment, start and finish times, applicable roles, location, unpaid break and optional notes.
  3. Keep shifts as Draft (Unpublished) while planning. Save the shift and check for availability or overlap issues.
  4. Review Whole week · budget. Apply filters to inspect the separate Visible shifts projection for a department, role or day.
  5. Choose Publish Schedule. Select ALL Shifts or My Shifts Only, then select notification channels or Don't Notify.
  6. Check the draft count and choose Confirm & Publish.

Check what staff will see

On a phone, Roster Mobile has its own Add Shift and Publish controls. Its publication sheet offers Publish ALL Shifts or Publish My Shifts Only, then Confirm Publish. It does not offer the desktop notification-channel selection.

Drafts are hidden from staff until published. Publishing makes the selected drafts available to the assigned team members; emails and push alerts depend on the channels you choose and the recipient's notification setup.

Labour totals are planning estimates. Review uncosted shifts and pay rate settings before relying on them. Roster calendar dates use the organisation's timezone.

Related: Check filtered costs · Edit or delete shifts.