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 skills 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 Roster Plans > New Plan. Add a name for your plan. 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.

Then add the required skills for each shift.

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

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

You can add additional days to your plan by clicking + Days 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.