Roster - Understanding and navigating the roster

The roster includes user-friendly tools and templates to make building rosters and assigning shifts quick and easy. It also provides visual indicators of roster costings, efficiencies and compliance, enabling informed decision making around who to roster on.

Navigating to the roster

1. Open Roubler
2. Click Roster in the main navigation bar

Building a roster

There are many ways to build a roster in Roubler, depending on your business needs. You can:

• Build a roster from scratch
• Copy and paste an existing roster
• Build a roster based on your team's standard hours
• Create and use a roster template:
  • Create a regular roster template
  • Create a demand-based roster template
  • Create a template from an existing roster

Assign shifts within a roster

There are several ways to assign shifts to employees in Roubler:

• Assign shifts manually
• Assign shifts automatically using the smart roster feature.

Roster functions

The following functions are available within the roster (from left to right):

Filter/button	Function	Details
	Group	Click and select an option to group the roster by employee, location, position or cost centre
	View	Click and select an option to view the roster by day, week, fortnight or month.
	Date range selector	Select the date range to display in the roster
	Sales forecast	Click to enter or import sales forecast and actuals data
	Add shift	Click to add a new shift
	Copy	Click to copy shifts
	Colour options	Click to colour code the roster by position, employee or location. This effectively provides a second level of filtering in addition to the group, view and date range filters above.
	Display costing and detailed totals	Click to show costing or detailed totals in the roster
	Cost/hours/forecast breakdowns	Click to show breakdowns of cost, hours, efficiency etc for the roster period, in graph and/or table format. Note: costings are only available to those with the appropriate access level.
	Filter	Click to filter shifts that are unassigned, published, unpublished, leave, with alerts, without alerts, busy, empty groups, or any combination of the above. For effective rostering, we recommend ticking all the boxes.
	Additional options	Click to access additional tools and functionality that is built into the roster feature. See additional options section below for details.
	Publish	Click to publish all shifts without alerts in the roster view. Bear in mind, every possible shift will be published - depending on what is visible within that view.

Additional options

Shift tiles

The design of the shift tiles provides as much information about a shift as possible, at a glance.

Indicator	Details
	Indicates shifts that can be dragged and dropped
	Different coloured flags are displayed on the tiles to make it easy to understand the status of each shift. For details, see the flag colours section below.
Padlock

Flag colours