Roster Plans

A roster plan is a reusable template of shifts. Most people build a week, but a plan can be any length: a couple of days, a fortnight, or a four-on four-off rotation.

A plan holds shifts, grouped by work group, across as many days as you need. Each shift either has a person on it, or it's left empty for you to fill later.
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That means a plan can be as locked in or as loose as suits you. Put your regulars on the shifts they always work, leave the rest empty, and sort out who's covering them when you load your plan.

Roster plans live under Manage in the sidebar. You might keep one plan for a standard week, plus others for busy seasons or one-off events.

Click New Plan, give it a name, and choose the team it's for. If you've got more than one team, you can make the plan available to a single team or to all of them.

Set up your days - Use the dropdown under day 1 to set which day of the week it is. Add more days with + New day, either fresh or by copying a day you've already built.
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Add a work group - Click + Work group on a day and pick the group you're rostering for. This adds a card to that day.
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Add shifts to it - Click the + inside a work group card. Choose a preset shift or set your own times, set the break, and pick who's working it. Leave it as an empty shift if you don't know yet.

Need three people on the same shift? Add it once, then use Duplicate Shift from the (⋯) menu on the shift.

As you build, each day shows its shift count and hours, and the header shows the totals for the whole plan.

Click Save when you're done.

Go to the Roster view for the week you want to roster. Paste Plan… is always in the options menu. You might also see suggested options from Droppah, including Paste plan next to the search bar.

The days need to be empty. A plan only pastes onto days with no shifts on them. If any day your plan covers already has a shift, the paste won't go ahead.

Pick your plan. Shifts with a person on them arrive assigned. Empty shifts arrive empty, ready for you to fill yourself or hand to Fill empty shifts.

Droppah shows a summary of what landed: shifts created, empty shifts, hours and roster cost.

If anyone on your plan couldn't be rostered, they're listed underneath with the date, the shift and the reason, like being unavailable that day or no longer on the team. Those shifts are still created, just empty, so your week is never quietly short.

Pasting also stamps the plan with the date you last used it, so you can see at a glance which of your plans are actually in use.

Built a week you'd happily run again? Save it as a plan and paste it next time.

Once the week is published you'll see Save as plan next to the search bar, and Save Roster as Plan… is in the options menu as long as you have single team selected.

It's the easiest way to create a plan without building one from scratch. Roster a week the way you like it, save it, and paste it from then on.