Manage a single shift in Roster Manager

Follow this guide to create, update, and manage a single shift directly from the Roster Manager grid.

Whether you're planning ahead or making last-minute changes, you can quickly add, edit, assign, confirm, publish, or delete a shift using simple in-grid actions.

Part 1: Add a single shift

1. Locate the required employee or role row in the roster grid.

2. Click the + icon in the relevant cell for the shift day.

3. A shift detail window will appear.

4. Fill out the required fields, including:

   • Location, Department, Role, Area, Event, Function

   • Shift Type (only non-leave types are visible and vary by the assigned employee’s award)

   • Period, Shift Definition

   • Non-attended Status

   • Employee

   • Start Date

   • Start and End Time

   • Break Length and Start Time (options for unpaid and paid breaks)

   • Custom Roster Fields

   • Comments (visible to employees)

5. Click Save.

The new shift will now appear in the roster grid.

Part 2: Duplicate a shift

1. Left-click and hold on the shift you wish to duplicate.

2. Drag the shift to the cell where you want to place the copy.

3. Release the mouse button to drop the shift.

The selected shift is now duplicated in the new location.

Part 3: Edit a shift

1. Locate the shift in the roster grid.

2. Either double-click the shift tile, or click the three dots icon and select Edit shift.

3. Update any necessary fields:

   • Location, Department, Role, Area, Event, Function

   • Shift Type

   • Period, Shift Definition

   • Non-attended Status

   • Employee

   • Start Date, Start and End Time

   • Break settings

   • Custom Roster Fields

   • Comments

   • Manager Comment (only visible in Roster Manager)

4. Click Save.

The shift will be updated immediately in the shift tile.

Add a manager comment

1. In the Edit shift window, go to the Manager Comments tab.

2. Enter your comment (max. 200 characters).

3. Click Add Note.

Comments are time-stamped and display the manager's name when added.

Part 4: Assign or unassign a shift

Unassign a shift

1. 1. Click the three dots on the shift tile.

   2. Select Unassign.

Assign a shift

Option 1: Use Fill Shift window

1. 1. Click the three dots on the shift tile.

   2. Select Fill Shift.

   3. In the Fill Shift window, go to the Assign tab.

   4. Use filters or search to find the employee.

   5. Select the radio button next to their name.

   6. Click Assign.

Option 2: Assign from Add/Edit Shift window

1. 1. In the Employee field, click the down arrow for quick search.
   2. Select the employee.
   3. Click Save.

Or

1. 1. Click Advanced Search to launch the Fill Shift window.

   2. Proceed as per steps above and click Assign.

   3. Click Save.

The shift will now show as assigned to the selected employee.

Part 5: Confirm or unconfirm a shift

1. Click the three dots on the shift tile.

2. Select Confirm or Unconfirm, depending on the shift’s current status.

A green tick icon will appear once the shift is confirmed.

Part 6: Publish or unpublish a shift

1. Click the three dots on the shift tile.

2. Select  Publish or Unpublish, depending on the shift’s current status.

Published shifts become visible to eligible employees according to their access level.

Part 7: Delete a shift

1. Click the three dots on the shift tile.

2. Select Delete.

3. Confirm deletion when prompted.

The shift will be permanently removed from the roster.

Next steps

Once you’ve created or updated a shift, you may want to:

• Request shift confirmation

• Offer or reassign a shift

Additional information

• The availability of shift actions depends on your access level permissions.

• Shift tiles include visual indicators and tooltips to help you quickly identify shift status (e.g. confirmed, published, warnings).