Use Labour Groups in Roster Manager

Follow this guide to create and manage Labour Groups in Roster Manager, enabling you to group and configure related shifts for a single day. Labour Groups help streamline shift setup by automatically applying shared settings to all shifts within the group - particularly useful for event management.

Labour Groups can be created and managed in Role view and Shift view, and are valid for one day only.

Part 1: Create a new Labour Group

1. In Shift view, click the three dots in the top-right corner of the shift summary tile.

2. Select Add Labour Group.

3. Enter a Labour Group Name (required).

4. (Optional) Populate fields to be used as defaults when creating shifts within this group:

   • Start and end times

   • Staff Start

   • Break details

   • Location, Department, Area

   • Event, Function

   • Shift Definition

   • Custom roster fields

   • Comments

   • Event Managers

5. Click Save.

Alternatively, in Role view:

1. Use the date selector and choose "Custom" dates to focus on a single roster date.

2. Update the "Group By" option and select Labour Group
   
   

3. In the upper left corner of the roster grid, there's now a button to add + Labour Group.  Complete the details of the labour group as per the steps above.
   
   

Your Labour Group will now appear in the grid, ready for shift creation. All new shifts added to the group will inherit the default values you configured.

Part 2: Bulk Add or Bulk Edit Shifts

1. Click the three dots on the Labour Group tile (or row, if using Role view)

2. Select Add multiple shifts or Bulk Edit shifts according to your requirement.
   
   

3. For detailed instructions on adding or editing shifts in bulk, review the article: Manage shifts in bulk in Roster Manager

    

Part 3: Edit an existing Labour Group

1. Click the three dots on the Labour Group tile (or row, if using Role view)

2. Select Edit Labour Group.

3. Update the group name or any default shift fields as needed.

4. Click Save.

Changes apply to the Labour Group’s configuration. Any existing shifts remain unchanged. New shifts will inherit the updated defaults.

Part 4: Copy a Labour Group to another date

1. Click the three dots on the Labour Group tile (or row, if using Role view)

2. Select Copy Labour Group.

3. Update the Labour Group Name if required.

4. Under Copy to, select the new date.

5. (Optional) Tick Include shifts to copy all existing shifts in the group.

6. Click Copy.

A new Labour Group will be created on the selected date, including all copied configuration and shifts (if selected). A success message will display near the top of the screen, with a helpful link to navigate to the date of the newly added group.

Part 5: Delete a Labour Group

1. In Shift view, click the three dots on the Labour Group tile (or row, if using Role view)

2. Select Delete.

3. Review the confirmation message. Deleting a Labour Group will also delete all associated shifts.

4. Click Yes to confirm.

The Labour Group and its shifts will be removed from the roster.

Next Steps

Once your Labour Group is created, you can:

• Add a single shift in Roster Manager

• Add multiple shifts in Roster Manager

When adding shifts via the + icon within a Labour Group, the group’s default values (e.g. Location, Department, Shift Type, etc.) will automatically apply to the new shifts.

Additional Information

• Labour Groups are specific to a single date and do not persist across multiple days unless manually copied.

• Labour Group fields act as defaults only. You can override them when editing or creating individual shifts.

• To display Labour Groups in Role view, set the roster to a single day and use the Group by > Labour Group option. See: Customise your shift view.

• Labour Groups are especially useful for large events, split-site rosters, or task-based planning across coordinated teams.