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Rostering - Actions: How to create & apply Rosters Template

How to create & apply Rosters Template

Create Roster Template

The introduction of roster templates allows businesses to create a roster template or a library of roster templates that will allow you to:

  • Plan your resourcing requirements for certain events and/or projects in advance without affecting the standard roster;
  • Build the basis of the roster specific to the roles required and then assign staff at a later stage;
  • Cater for all different rostering scenarios applicable across the year in one location or all locations within a business;
  • Apply any template to the roster on multiple occasions and from any specific date.

To create roster template, Go to roster template 


Then click on add button on create rostering template


Then it will redirect you to create template. First select the location and create template name, and add the resources one by one and then create the shifts for the whole week. Then your template will be saved

 


Apply Shifts

Select the location for the rostering


Go to roster template in roster action


Check on the roster template and click apply


Finally click on the Apply on the confirmation message


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