> ## Documentation Index
> Fetch the complete documentation index at: https://help.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Roster invitations

> How to send and manage roster invitations to workers for unallocated shifts

Roster invitations let you send shift offers to multiple workers at once. Workers receive a notification on the Vworker app and can accept or decline. Depending on your settings, shifts are either assigned automatically to the first responder or held for manual approval.

## Setting up roster invitations

Before sending invitations, configure your settings under **Settings** → **Roster Invitation**.

<img src="https://mintcdn.com/visualcare/S6cUGf21Oaq-FSnX/images/scheduling/roster-invitations/image-1761890138244-0.png?fit=max&auto=format&n=S6cUGf21Oaq-FSnX&q=85&s=f9f2166527676ae36b9dd846e96a070b" alt="Roster invitation settings" width="699" height="71" data-path="images/scheduling/roster-invitations/image-1761890138244-0.png" />

| Setting                                            | Options                                                                                                                                                           |
| -------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Roster invitation default accepted status**      | **Approval Required** - shifts need manual assignment after acceptance. **Assign Directly** - the shift is automatically assigned to the first worker who accepts |
| **Send push notification to successful invitee**   | Tick to send a notification and customise the message                                                                                                             |
| **Send push notification to unsuccessful invitee** | Tick to send a notification and customise the message                                                                                                             |

<img src="https://mintcdn.com/visualcare/S6cUGf21Oaq-FSnX/images/scheduling/roster-invitations/image-1761890138245-1.png?fit=max&auto=format&n=S6cUGf21Oaq-FSnX&q=85&s=c66adc5d82f66398f3ce04c385fc49cc" alt="Invitation notification settings" width="590" height="423" data-path="images/scheduling/roster-invitations/image-1761890138245-1.png" />

### Email notifications

Set up the email address that receives notifications when shifts are accepted under **Settings** → **Company Information** → **General**.

<img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/roster-invitations/image-1761890138251-14.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=102837c418cae7d6b759b0a0954e4ef0" alt="Email notification settings" width="765" height="211" data-path="images/scheduling/roster-invitations/image-1761890138251-14.png" />

## Creating an invitation

<Steps>
  <Step title="Create an unallocated roster">
    First, create a roster with no worker assigned. This allows the shift to flow through to the invitations area.

    <img src="https://mintcdn.com/visualcare/S6cUGf21Oaq-FSnX/images/scheduling/roster-invitations/image-1761890138245-2.png?fit=max&auto=format&n=S6cUGf21Oaq-FSnX&q=85&s=403c7e60232dcb708e2cb11350ba9071" alt="Unallocated roster" width="771" height="375" data-path="images/scheduling/roster-invitations/image-1761890138245-2.png" />
  </Step>

  <Step title="Start a new invitation">
    Go to **Operations** → **Roster Invitations** and click **Create New Invitation**.

    <img src="https://mintcdn.com/visualcare/S6cUGf21Oaq-FSnX/images/scheduling/roster-invitations/image-1761890138245-3.png?fit=max&auto=format&n=S6cUGf21Oaq-FSnX&q=85&s=2862683d3b96aa4b2128c715fefb1951" alt="Create new invitation" width="588" height="165" data-path="images/scheduling/roster-invitations/image-1761890138245-3.png" />
  </Step>

  <Step title="Add roster items">
    Click **Add Roster Item** and use the filters to find the shifts you want to include. Select the items and click **Add**.

    <img src="https://mintcdn.com/visualcare/S6cUGf21Oaq-FSnX/images/scheduling/roster-invitations/image-1761890138245-4.png?fit=max&auto=format&n=S6cUGf21Oaq-FSnX&q=85&s=42ee55be0f2b0ae83e35cd940231a333" alt="Add roster items" width="368" height="174" data-path="images/scheduling/roster-invitations/image-1761890138245-4.png" />

    <img src="https://mintcdn.com/visualcare/S6cUGf21Oaq-FSnX/images/scheduling/roster-invitations/image-1761890138245-5.png?fit=max&auto=format&n=S6cUGf21Oaq-FSnX&q=85&s=331364b2114b5f1879d3d9bc8edf2833" alt="Select roster items" width="856" height="199" data-path="images/scheduling/roster-invitations/image-1761890138245-5.png" />

    <Note>Only unallocated shifts appear in this list. Shifts you've already included in a previous invitation are excluded.</Note>
  </Step>

  <Step title="Add workers">
    Click **Add Workers** and select workers from the list using the tick boxes. Scroll to the bottom and click **Add**.

    <img src="https://mintcdn.com/visualcare/S6cUGf21Oaq-FSnX/images/scheduling/roster-invitations/image-1761890138246-6.png?fit=max&auto=format&n=S6cUGf21Oaq-FSnX&q=85&s=32e9b117df9e9ab2e5ad455b436ba592" alt="Add workers" width="455" height="167" data-path="images/scheduling/roster-invitations/image-1761890138246-6.png" />
  </Step>

  <Step title="Send invitations">
    Select the roster items you want to send and click **Send Invites**.

    <img src="https://mintcdn.com/visualcare/S6cUGf21Oaq-FSnX/images/scheduling/roster-invitations/image-1761890138246-7.png?fit=max&auto=format&n=S6cUGf21Oaq-FSnX&q=85&s=e12d3c5041728bd6077d8ceeb208d991" alt="Send invites" width="674" height="318" data-path="images/scheduling/roster-invitations/image-1761890138246-7.png" />

    A window appears where you can customise the notification message. Workers receive a notification on their phone letting them know a new shift is available.

    <img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/roster-invitations/image-1761890138247-8.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=640ba8903fef52bbb196b208d34d36e5" alt="Customise notification" width="438" height="219" data-path="images/scheduling/roster-invitations/image-1761890138247-8.png" />
  </Step>
</Steps>

## Managing invitations

### Viewing responses

Go to **Operations** → **Roster Invitations** to view the list of invitations. You can filter by date and see high-level information including roster items included and number of workers invited.

<img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/roster-invitations/image-1761890138248-10.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=27ab8df4b6fb545348f75647a1669a24" alt="Invitation list" width="872" height="270" data-path="images/scheduling/roster-invitations/image-1761890138248-10.png" />

Click **Edit** to open an invitation. The top section shows roster items and who has responded. Click **View** to see individual responses.

<img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/roster-invitations/image-1761890138248-11.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=bab523e9747fef52d0cda4de13a2a7d1" alt="View responses" width="875" height="207" data-path="images/scheduling/roster-invitations/image-1761890138248-11.png" />

<Tip>Use the column chooser to add or remove columns from the invitation view.</Tip>

### Manually assigning a shift

If your settings are set to **Approval Required**, click **Assign** to assign the shift to your preferred worker.

<img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/roster-invitations/image-1761890138249-12.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=e500c1515d1d310f257a6b4dbd015bd4" alt="Assign shift" width="779" height="293" data-path="images/scheduling/roster-invitations/image-1761890138249-12.png" />

### Unassigning or deleting a shift

If you need to remove a shift or reassign it, click the **Action** button and select your option.

<img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/roster-invitations/image-1761890138247-9.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=e769ae8b35c60da6962450a2adc2c3f8" alt="Action menu" width="671" height="225" data-path="images/scheduling/roster-invitations/image-1761890138247-9.png" />

## Worker experience on Vworker

The invitation process from the worker's perspective:

1. The worker receives a notification that a shift invitation is available
2. They open **Invitations** in the Vworker app and view the shift details
3. They click **Accept** and can add comments about the shift
4. The invitation shows as **Pending** until assigned by office staff, then changes to **Accepted**

<img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/roster-invitations/image-1761890138250-13.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=cc953be085680988dd6a4aa378e69ecb" alt="Vworker invitation flow" width="709" height="569" data-path="images/scheduling/roster-invitations/image-1761890138250-13.png" />

## Location roster invitations

You can send roster invitations for shifts within a location roster. To do this:

<Steps>
  <Step title="Create an unallocated worker profile">
    Create a worker profile as an "Unallocated" worker type. You might name this worker "Open Shift" or "Unallocated Worker".

    <img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/roster-invitations/image-1761890138251-15.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=028ed4ce615dd84f377d00cc92e8fd6e" alt="Unallocated worker profile" width="396" height="268" data-path="images/scheduling/roster-invitations/image-1761890138251-15.png" />
  </Step>

  <Step title="Create the location shift">
    Create a worker shift in the location roster and assign it to the unallocated worker. This allows the shift to flow through to the invitations area.

    <img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/roster-invitations/image-1761890138251-16.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=e328b757561e1a00aa5a9fcb9c847ea1" alt="Location shift for invitation" width="859" height="345" data-path="images/scheduling/roster-invitations/image-1761890138251-16.png" />
  </Step>

  <Step title="Send the invitation">
    Click **Add New Invitation** and select **Add Roster Items**. The location shifts assigned to the unallocated worker appear in the list. Follow the same steps as above to send invitations.

    These shifts display the location name and appear in the unallocated KPI on the home page, highlighted in yellow.

    <img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/roster-invitations/image-1761890138252-17.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=2d26ed7fa31db53d254ee10e44bf46c4" alt="Location invitation on dashboard" width="740" height="273" data-path="images/scheduling/roster-invitations/image-1761890138252-17.png" />
  </Step>
</Steps>

## Running into issues?

See [Scheduling troubleshooting](/troubleshooting/rostering-issues) for common errors and fixes.

## Related articles

<CardGroup cols={2}>
  <Card title="Unallocated shifts" icon="circle-exclamation" href="/scheduling/unallocated-shifts">
    Find and manage shifts without assigned workers
  </Card>

  <Card title="Group activity rostering" icon="users" href="/scheduling/group-activity-rostering">
    Set up and manage location rosters
  </Card>

  <Card title="Worker select button" icon="user-check" href="/scheduling/worker-select-button">
    Filter and find the right worker for a shift
  </Card>

  <Card title="Rostering configuration" icon="gear" href="/scheduling/rostering-configuration">
    Configure invitation settings and other rostering options
  </Card>
</CardGroup>
