Create a Roster

Create a Roster to set a high level of employee grouping. As an example, you would create a roster per site/store/business/location etc.

Requirements

• Rostering Enabled
• Existing employees
• Existing Groups
  • Allows for secondary grouping withing the roster

Creating the roster

1. Click on Settings
2. Click on Rosters
   
3. Click on Add Roster
4. Name it Accordingly.
   For this example, we will name this Site 1
   
5. Set the First day of Roster (Displays a rotating 7 day cycle)
   
6. Click Next
7. Assign Employees
   • Method 1: Assign Individually
     • Click on the Green Add button per employee
       
   • Method 2: Bulk Assign
     
     • Click on the checkbox to the left of each employee name
       
     • Click on the Green Bulk Action button
       
     • Click Add
       
8. Click Next
9. Click Save
10. Repeat steps 3 - 9 for each roster you require.

You have now successfully created your first roster.