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Once a roster has been created, edit individual shifts, single items in a series, or entire series. This page also covers leave management, and other roster tools.

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Editing a recurring roster

Right-click on a recurring roster item to see the available options:
Right-click menu on recurring shift
Edit series form

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Editing a one-off or single item in a series

Double-click on the item and change the details. A message at the top of the screen confirms you’re editing a single roster item.
Editing single roster item

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Editing an entire series

Left-click on one of the roster items in the series and select Edit Series.
Edit series option
A message at the top of the screen confirms “You are editing the entire roster series”.
Editing entire series message

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Managing leave and cancellations

To enter leave or a cancellation for a client, select the Leave button at the top left of the roster. Select a date range or multiple individual items at once. Alternatively, right-click on a shift or series to add leave directly.
Leave button
1

Select shifts

Select the date range to highlight tick boxes, or select items individually, then click Next.
Select shifts for leave
2

Configure leave settings

Select the type of leave or cancellation and configure the relevant charge and pay settings, then click Save.
Leave settings
3

Review leave

Right-click on a shift to see the leave type and to remove leave from the shift or series if needed.
Review leave

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Leave charge and pay options

The client is not charged but the worker is paid.
  • Select Leave Type and Leave Code
  • Reduce Cancellation Charge % to 0%
  • Leave Pay Hours as is (defaults to full shift pay hours, or enter reduced hours as per your policies) No charge, pay worker
Neither the client nor the worker is paid.
  • Set Leave Code to No Code to make sure the leave is not sent to timesheets for invoicing or payroll No charge, no pay
Both the client is charged and the worker is paid.
  • Select Leave Type and Leave Code
  • Set Cancellation Charge % to 100% (or a reduced percentage as per your arrangement)
  • Leave Pay Hours as is (defaults to full shift pay hours, or enter reduced hours as per your policies) Charge client, pay worker
The client is charged but the worker is not paid.
  • Select Leave Code and set Cancellation Charge % to 100% (or a reduced percentage)
  • Update Pay Hours to zero (or enter reduced hours as per your policies) Charge client, no pay

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Deleting shifts and rosters

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Delete shifts from a date

Select Delete Roster then Delete shifts from date to remove all shifts from a specific date.
Delete shifts from date

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Recover deleted shifts

Go to Deleted Shifts in the top left corner of the roster and select shifts to reinstate.
Recover deleted shifts
Deleting a roster removes it permanently. Use the Complete function instead if the client has simply ceased services.

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Running into issues?

See Scheduling troubleshooting for common errors and fixes.

Creating new shifts

Set up a client roster and create individual shifts

Creating recurring shifts

Set up repeating shift patterns and split shifts

Budget information while rostering

View budget details while working in the roster

Conflict management

Identify and resolve shift conflicts