Roster - About roster templates

Roster templates make it easier for managers to build rosters quickly and easily. It enables them to populate a blank roster with relevant shifts.

For example, if the company is running a bar they might know that on public holidays they generally need two chefs, six-bar staff, five waiters etc.

When the Manager is rostering staff for that day, they would then be able to select the “Public holiday template”. This would set up the unassigned shifts for each of the chefs, bar staff etc. in the appropriate locations. Users can then start assigning people (or potentially smart roster) to those shifts, or optionally add/remove them.

Create a new template

There are several ways to create new templates:

• Create a regular roster template
• Create a demand-based roster template
• Create a template based on an existing roster

Where to find existing templates

1. Open the Roster
2. Click …
3. Select Templates

Edit an existing template

1. Open the Roster
2. Click …
3. Select Templates
4. Click on the template you would like to edit
5. Click Edit
6. Amend template as necessary. Changes will be auto-saved.

Copy an existing template

1. Open the Roster
2. Click …
3. Select Templates
4. Click on the template you would like to copy
5. Click Copy
6. A new template will appear, with the original name plus "(Copy") in the template name.

Apply a template

1. Open the Roster
2. Click …
3. Select Templates
4. Click on the template you would like to apply
5. Click Apply and enter a Start date
   or drag and drop the template to the correct day or date and enter a Cost centre.
6. The shifts in the template will appear in your roster.

Delete a template

• Open the Roster
• Click …
• Select Templates
• Click Delete
• Click Delete again to delete the template.