Resolve shift alerts in Template Manager

Follow this guide to identify, understand, and resolve shift alerts in Template Manager. Shift alerts help you address scheduling issues before using the template to generate or import a live roster.

Alerts must be configured and active in your system to enable this functionality. See Configure roster alerts in Clock-in Settings.

Part 1: Recognise alert indicators on shifts

Shift alerts appear directly on the template as coloured tiles, helping you quickly identify errors or warnings.

1. Look for visual indicators on the shift tile:
   • Red background with a red alert icon indicates a shift error. These shifts will not import into a roster until resolved.
   • Yellow background with a yellow alert icon indicates a shift warning. These shifts are valid and will import, but should be reviewed.
2. Hover over an alert icon to view a short explanation of the issue.
3. Use these indicators to identify shifts that require attention before the template can be used.

Part 2: Use the Alerts panel to review all issues

The Alerts panel provides a consolidated list of all current alerts within your visible template view.

1. In the top-right corner of the Template Editor, click the alert icon .
   • A red badge on the icon indicates that the template contains active alerts.
2. If no alerts appear, check your filters to ensure all shifts are visible.
   • Try selecting Reset Roster Filters to ensure all shifts are shown.
3. In the Alerts panel:
   • Use the filter dropdown to narrow the list by alert type (e.g. Working Hours, Qualifications).
   • Click the arrow next to each alert to expand and view more details.
4. Click the alert message to jump directly to the affected shift.

Part 3: Review and resolve alerts on individual shifts

1. Double-click the shift tile, or click the three dots and select Edit shift.
2. In the Edit Shift window, review the alert message in the header.
3. Make any necessary changes to resolve the alert:
   • Adjust shift time or duration
   • Reassign or unassign an employee
   • Update the role, location, or department
4. Click Save.

Once resolved:

• Error shifts will no longer appear red and are valid for import.
• Warning shifts remain valid but may still show the yellow indicator if the advisory condition persists.

Next steps

Now that your alerts are resolved, you may wish to:

• Assign and manage shifts in Template Manager
• Generate a live roster from a template
• Manage shifts in bulk in Template Manager

Additional information

• Shift errors must be resolved before the template can be used to generate or import a live roster.
• Shift warnings do not block the process but highlight potential issues.
• If you expect to see alerts but none are visible, clear or adjust filters to review the full template.
• To resolve qualification-related alerts, you may need to add or update the employee’s qualification. See Add a qualification to an employee.