Once you have a roster period that works well for your team, copying it into a future period can be a quick and easy way to get your next roster started.
While Droppah can load rosters for you based on your roster plans and staff availability, some companies prefer a more hands-on approach to creating rosters, and copying rosters can be especially useful in those cases.
If your company has multiple Teams, ensure you've selected the correct Team you wish to copy a roster for. You can select the Team using the drop-down menu in the top right, or set this to All Teams if you want to copy all rosters for the period.
From the Roster view, click the plus symbol on the first day of the period you'd like to copy time into, and select Copy Last Week.
Alternatively, from the Resources view, you can select the options button and choose 'Copy Roster'.
A pop-up will appear, confirming the Team you're copying the roster for, and allowing you to specify the details of the period you wish to copy.
By default, the dates will be set to copy the previous week's time into the current week you're viewing. However, you can adjust the dates you wish to copy from, and the start date of the new roster period you'd like to copy to. The end date will default based on the other details selected.
Click Copy Roster once you're happy with the selected dates.
The rostered shifts will then appear, just as they were in the previous period.
If there are any issues copying the roster, such as staff being unavailable for a certain date, a pop-up will appear. This will show the date, Skill, employee name, and the reason the Shift could not be successfully copied.
Make sure you review these carefully, as you'll need to fill these shifts yourself, then click OK to clear the pop-up.
Once you've copied the Roster into the new period, you can make any changes as needed. See our Calendar - Resources View article for details on how to add and edit shifts to suit.
When the roster is complete, it can be Published as shown here: Publish Rosters