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Creating roster templates

1

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.

2

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.

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Generating shifts from templates

1

Select templates

In the roster templates list, tick the templates you want to use and click Create Rosters.

2

Set the date range

Enter the start and end dates for the period you want to create shifts for.

3

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

4

Confirm

Click Next to review the final list, then confirm to create the shifts in the client roster.

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Roster template wizard

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What you’ll need

• Roster templates already set up on each client’s profile (see Rapid rostering)
• Only clients with roster templates appear in the wizard

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Using the roster template wizard

1

Open the wizard

Go to Operations → Roster Template Wizard.

2

Select clients

Select the clients from the list using the tick boxes, then click Start Wizard.

Only clients with roster templates already added to their profile appear in this list.

3

Set the date range

Enter the start and end dates for the rosters to be created. Untick any shifts you want to exclude, then click Next.

4

Review and assign workers

A worker can be assigned to any shift that doesn’t already have one selected. Confirm all details and click Next.

The system automatically excludes any shifts rostered to an expired agreement, so you don’t need to check for this manually.

5

Process rosters

A dialogue box displays the number of shifts to be created. Click Process Rosters to create the shifts, which then appear on each client’s roster.

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Running into issues?

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