N.B - You only have access to roster templates that match your user permissions. Managers with restricted access (i.e. employee or location access) will be able to view a roster template as long as they have permission to view the employee's/locations within the template. See this article for more information.
When applying a roster template from the Rostering page, click on 'Roster actions' > 'Roster templates' > here you will see a list of all roster templates > you will need to tick the checkbox to the left of the template you would like to apply > then click 'Apply'.
You can also edit, duplicate and delete your templates from here:
You will then be asked from what date to apply the roster template. You can apply this roster as far in advance as required. FYI, the start day of your roster is dictated by the settings on the Payroll Settings -> Details page. E.g if the 'Work Week' has been configured to Thurs-Wed, the start day of your roster will be Thursday:
When applying the shift(s), if a shift cannot be created for an employee (because, for example, they are unavailable or have already been assigned a shift for that day) you have the option to:
- Create an unassigned shift
- Don't create a shift
Unassigned shifts will appear on the bottom row of each location's roster:
To assign these to specific employees, you can simply drag the shift to an employee, or click on the shift to bring up the normal 'Create shift' box that lets you select:
- Start/End time
- Work Type
If you have created a role or general placeholder for a number of shifts, you can assign these in the following ways:
- Click and hold to drag the shift to an employee
- Click on the shift itself to assign the individual shift to an employee
- Click on the 'Select an employee' or role placeholder name to assign all of the shifts to a single employee:
The coloured stripe on the left hand side of the shift tile corresponds to the role colour as indicated in the legend on the left menu panel:
This allows you to clearly identify what role needs to be filled and what employees have the capability when it comes to assigning the shift or row of shifts.
Now that the template is in the roster, you are able to delete shifts or create further shifts as needed. Changes that you make to shifts, after you have applied the roster template, will not affect the roster template.
If you have any comments or queries please let us know via firstname.lastname@example.org