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The roster template wizard lets you generate rosters for multiple clients simultaneously using their existing roster templates. This is useful when you need to create shifts in bulk across your client base for an upcoming period.

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What you’ll need

  • Roster templates already set up on each client’s profile (see Rapid rostering)
  • Only clients with roster templates appear in the wizard

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Using the roster template wizard

1

Open the wizard

Go to Operations → Roster Template Wizard.Roster template wizard menu
2

Select clients

Select the clients from the list using the tick boxes, then click Start Wizard.Select clients
Only clients with roster templates already added to their profile appear in this list.
3

Set the date range

Enter the start and end dates for the rosters to be created. Untick any shifts you want to exclude, then click Next.Date range and shift selection
4

Review and assign workers

A worker can be assigned to any shift that doesn’t already have one selected. Confirm all details and click Next.Review and assign workers
The system automatically excludes any shifts rostered to an expired agreement, so you don’t need to check for this manually.
5

Process rosters

A dialogue box displays the number of shifts to be created. Click Process Rosters to create the shifts, which then appear on each client’s roster.Process rosters confirmation

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Running into issues?

See Scheduling troubleshooting for common errors and fixes.

Rapid rostering

Create and manage roster templates for individual clients

Creating new shifts

Create shifts manually in a client roster

Timeline views

View and manage rosters across workers and clients