> ## Documentation Index
> Fetch the complete documentation index at: https://support.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Rapid rostering

> How to use roster templates to quickly create shifts for a client

Roster templates let you define standard shift patterns for a client, then generate multiple shifts at once from those templates. This speeds up rostering for clients with regular, predictable schedules.

## Creating roster templates

<Steps>
  <Step title="Open roster templates">
    Go to the client profile and click the **Roster Template** tab. You can double-click an existing template to edit it, or click **New Roster Item** to create a new one.

    <img src="https://mintcdn.com/visualcare/S6cUGf21Oaq-FSnX/images/scheduling/rapid-rostering/image-1761890140101-0.png?fit=max&auto=format&n=S6cUGf21Oaq-FSnX&q=85&s=83999e7a9625077b69615f1be4e0c694" alt="Roster templates tab" width="1869" height="343" data-path="images/scheduling/rapid-rostering/image-1761890140101-0.png" />
  </Step>

  <Step title="Define the template">
    In the new roster item window, set up the shift pattern:

    | Field                      | Description                             |
    | -------------------------- | --------------------------------------- |
    | **Day of week**            | Which day the shift falls on            |
    | **Start time**             | Shift start time                        |
    | **Finish time**            | Shift finish time                       |
    | **Frequency**              | Weekly or monthly                       |
    | **Repeats**                | How often the shift repeats             |
    | **Default support worker** | Assign a worker or leave as unallocated |
    | **Category**               | Shift category                          |
    | **Agreement**              | Linked agreement                        |
    | **Service**                | Service code for the shift              |

    Once saved, the template item appears in the list.

    <img src="https://mintcdn.com/visualcare/S6cUGf21Oaq-FSnX/images/scheduling/rapid-rostering/image-1761890140101-1.png?fit=max&auto=format&n=S6cUGf21Oaq-FSnX&q=85&s=1232ebf22f7b73622a95305e9d200b27" alt="New roster template item" width="500" height="596" data-path="images/scheduling/rapid-rostering/image-1761890140101-1.png" />
  </Step>
</Steps>

## Generating shifts from templates

<Steps>
  <Step title="Select templates">
    In the roster templates list, tick the templates you want to use and click **Create Rosters**.

    <img src="https://mintcdn.com/visualcare/S6cUGf21Oaq-FSnX/images/scheduling/rapid-rostering/image-1761890140102-2.png?fit=max&auto=format&n=S6cUGf21Oaq-FSnX&q=85&s=8dd210c128609d715ac7c6469b705159" alt="Select templates" width="1869" height="339" data-path="images/scheduling/rapid-rostering/image-1761890140102-2.png" />
  </Step>

  <Step title="Set the date range">
    Enter the start and end dates for the period you want to create shifts for.

    <img src="https://mintcdn.com/visualcare/S6cUGf21Oaq-FSnX/images/scheduling/rapid-rostering/image-1761890140102-3.png?fit=max&auto=format&n=S6cUGf21Oaq-FSnX&q=85&s=53403b72ce4e01c0b7b2c45da301952e" alt="Date range" width="500" height="292" data-path="images/scheduling/rapid-rostering/image-1761890140102-3.png" />
  </Step>

  <Step title="Review and adjust">
    A list of all shifts appears in date order. From here you can make specific changes such as:

    * Changing the worker for a particular day
    * Adjusting times or services
    * Deleting a shift if the client is away on a specific date

          <img src="https://mintcdn.com/visualcare/S6cUGf21Oaq-FSnX/images/scheduling/rapid-rostering/image-1761890140102-4.png?fit=max&auto=format&n=S6cUGf21Oaq-FSnX&q=85&s=44b8ecd3aaa7bb57644c56cd68260590" alt="Review shifts" width="1890" height="392" data-path="images/scheduling/rapid-rostering/image-1761890140102-4.png" />
  </Step>

  <Step title="Confirm">
    Click **Next** to review the final list, then confirm to create the shifts in the client roster.
  </Step>
</Steps>

<Tip>For bulk creation of shifts across multiple clients using roster templates, see [Roster template wizard](/scheduling/roster-template-wizard).</Tip>

## Running into issues?

See [Scheduling troubleshooting](/troubleshooting/rostering-issues) for common errors and fixes.

## Related articles

<CardGroup cols={2}>
  <Card title="Roster template wizard" icon="wand-magic-sparkles" href="/scheduling/roster-template-wizard">
    Create rosters in bulk for multiple clients at once
  </Card>

  <Card title="Creating new shifts" icon="calendar-plus" href="/scheduling/creating-new-shifts">
    Create shifts manually in a client roster
  </Card>

  <Card title="Creating recurring shifts" icon="repeat" href="/scheduling/creating-recurring-shifts">
    Set up repeating shift patterns
  </Card>
</CardGroup>