> ## 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 template wizard

> How to use the roster template wizard to create rosters for multiple clients at once

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.

## What you'll need

* Roster templates already set up on each client's profile (see [Rapid rostering](/scheduling/rapid-rostering))
* Only clients with roster templates appear in the wizard

## Using the roster template wizard

<Steps>
  <Step title="Open the wizard">
    Go to **Operations** → **Roster Template Wizard**.

    <img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/roster-template-wizard/image-1761890138385-0.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=1da28aa9dbeced7acadbc9150933c141" alt="Roster template wizard menu" width="1259" height="757" data-path="images/scheduling/roster-template-wizard/image-1761890138385-0.png" />
  </Step>

  <Step title="Select clients">
    Select the clients from the list using the tick boxes, then click **Start Wizard**.

    <img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/roster-template-wizard/image-1761890138386-1.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=a3617237c4d1bb1171a3bc5f4b78e9eb" alt="Select clients" width="1866" height="903" data-path="images/scheduling/roster-template-wizard/image-1761890138386-1.png" />

    <Note>Only clients with roster templates already added to their profile appear in this list.</Note>
  </Step>

  <Step title="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**.

    <img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/roster-template-wizard/image-1761890138386-2.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=a54f0d2aa4d1860ae1a8e10264477556" alt="Date range and shift selection" width="1893" height="936" data-path="images/scheduling/roster-template-wizard/image-1761890138386-2.png" />
  </Step>

  <Step title="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**.

    <img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/roster-template-wizard/image-1761890138387-3.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=1f655363758a78e4c9bd75aa7ad9eff7" alt="Review and assign workers" width="1905" height="900" data-path="images/scheduling/roster-template-wizard/image-1761890138387-3.png" />

    <Tip>The system automatically excludes any shifts rostered to an expired agreement, so you don't need to check for this manually.</Tip>
  </Step>

  <Step title="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.

    <img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/roster-template-wizard/image-1761890138387-4.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=b0886485e9f8f26f5b3fdbc077b8e8cc" alt="Process rosters confirmation" width="852" height="270" data-path="images/scheduling/roster-template-wizard/image-1761890138387-4.png" />
  </Step>
</Steps>

## Running into issues?

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

## Related articles

<CardGroup cols={2}>
  <Card title="Rapid rostering" icon="bolt" href="/scheduling/rapid-rostering">
    Create and manage roster templates for individual clients
  </Card>

  <Card title="Creating new shifts" icon="calendar-plus" href="/scheduling/creating-new-shifts">
    Create shifts manually in a client roster
  </Card>

  <Card title="Timeline views" icon="timeline" href="/scheduling/timeline-views">
    View and manage rosters across workers and clients
  </Card>
</CardGroup>