Roster Plans

The Roster Plans tab in the sidebar allows you to create plans for each of your rosters. Plans outline the requirements for each day of your upcoming roster, including the number of shifts and relevant Work Groups needed.

You might have plans that differ depending on the season, or to manage one off events. Alternatively, if your plan is fairly regular you may just have a single plan.

To make a new Roster Plan, go to the Roster Plans tab and click New Plan. Add a name for your plan, then select the Team it should be available to. If your company has multiple Teams you can choose whether the roster plan is only for a certain team, or if it should be available to all teams. 

Click + Shifts on Day 1 to add any shifts that apply for that day. The day of the week that the roster should start on can be adjusted below the day number.

Then add the required Work Groups for each shift.

You can change the number of staff members required for each Work Group in a shift by using the + and - buttons, or you can click on a Work Group within a shift to edit how many people are required and add your preferred people for that Work Group/shift.

If you don't add any Work Groups to a shift, the shift will be blank when you load the Roster Plan. You can then add Work Groups and people as required.

You can add additional days to your plan by clicking + New day and selecting either New Day to create a new day from scratch, or Copy Day to copy one of the days you've already setup in the plan. 

Once you're happy with your plan, click Save.