How do I create and manage rosters?

The roster builder lets you create weekly schedules for your team. Click cells to add shifts, copy last week to save time, and check hours totals.

Steps

1. Go to the Roster tab.
2. Select the week and shop.
3. Click on a cell to add a shift — set start time, end time, and the staff member.
4. Use Copy Last Week to duplicate the previous week's roster.
5. Check the hours totals per staff member at the bottom.
6. When ready, send the roster to staff via email.

Tips

• Build rosters by Thursday or Friday so staff have the weekend to plan.
• The system detects scheduling conflicts automatically.
• The Roster tab has views for Week, Calendar, Send Roster, Time Off (leave & availability) (Professional+), and Swaps (approving shift swaps) (Professional+).