Access Staff Rosters
- From the homepage, navigate to Staff Planner from the main menu.
- Navigate to Rosters.
- To create a roster, click the Create New button.
Create a New Roster
- Click the Create New button.
- A form will appear requesting roster details.
- Fill in all required information:
-
- Date
- Site
- Staff
- Start Time
- End Time
- If the roster is recurring, enable the Repeat option.
- Select the days the roster should repeat and optionally set an End Date.
- Click Save to create the roster in draft status.
Publish a Roster
- Once the roster is created, click the Publish button.
- Confirm your action in the pop-up prompt to make the roster active.
Managing Staff Rosters
| Action | How to Do It |
|---|---|
| Edit Roster | Click the Edit icon next to the roster |
| Delete Roster | Click the Delete icon and confirm the action |
| Publish Roster | Click Publish and confirm |
| View Rosters | Use filters to view rosters by date, site, or staff |