Difference between revisions of "Roster Templates"
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==Creating a Template== | ==Creating a Template== | ||
* On the Roster home screen, click the Rosters drop menu in the top right. | |||
* Select Templates. | |||
* Click Create New and select one of the following options: | |||
** Blank Roster - to start with an empty template | |||
** Template from Previous - use an existing roster to pre-fill your template. | |||
** Template from Template - use an existing template to pre-fill a new template. | |||
* For this example we'll be working with a blank roster and build it from scratch. | |||
** Note: You can create multiple roster templates, but if your roster rotates, please check our guide on [[Rotation Templates]] | |||
===Set Staff and Shifts=== | ===Set Staff and Shifts=== | ||
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===Set Staff/Shifts and Shifts with No Staff=== | ===Set Staff/Shifts and Shifts with No Staff=== | ||
==Creating a Roster== | ==Creating a Roster== | ||
==Editing/Deleting Existing Templates== | ==Editing/Deleting Existing Templates== | ||
Revision as of 07:06, 11 May 2023
Using roster templates can make your rostering life easier, whether you have staff working set days and shifts, set shifts that need to be allocated to staff, or just need to add a standard roster into the system as a guide for your timesheets!
In this article we will be covering the different methods of how roster templates can be formed:
- Set staff and shifts
- Set shift times with no staff
- Set staff/shift and set shift times.
If you get stuck or have any questions, please don't hesitate to contact Wageloch Helpdesk.
Creating a Template
- On the Roster home screen, click the Rosters drop menu in the top right.
- Select Templates.
- Click Create New and select one of the following options:
- Blank Roster - to start with an empty template
- Template from Previous - use an existing roster to pre-fill your template.
- Template from Template - use an existing template to pre-fill a new template.
- For this example we'll be working with a blank roster and build it from scratch.
- Note: You can create multiple roster templates, but if your roster rotates, please check our guide on Rotation Templates
