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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