How to Add a Shift in the Roster Menu
This guide explains how to add a shift using the Roster menu in the RosterElf app. Following these steps ensures you can easily create and publish shifts for your employees. By the end of this guide, you'll know how to set up a shift, assign it to a staff member, and publish it without errors.
1. Access the roster menu
1.1 Tap the Roster menu at the bottom of your screen.
1.2 The roster defaults to today's date.
1.3 Use the < and > arrows to move to past or future rosters.
2. Add a shift
2.1 Tap the Plus (+) button in the top-right corner.
2.2 Tap Select Site and choose the work site.
2.3 Tap Select Position and choose the role.
2.4 Set Start Time and Finish Time.
2.5 Tap Select Staff to choose an employee. Perfect matches appear at the top, while unavailable staff appear under Unavailable.
2.6 Toggle Mark as Open Shift if you don't want to assign a staff member yet.
2.7 Toggle Customise Unpaid Break to add a specific unpaid break.
2.8 Toggle Repeat this Shift to copy the shift across multiple days.
2.9 Enter any Shift Notes the employee should see and choose Email, Push, or SMS under Notify Employee.
3. Publish the shift
3.1 Tap the Publish button at the bottom of the screen.
3.2 A success message confirms the shift is live.
