Scheduling & rostering
Create, edit & manage rosters efficiently with shift scheduling tools, warnings, forecasts & automated staff rostering features.
34 articles
All scheduling & rostering articles
Adding draft shifts after publishing a roster
Learn how to add draft shifts to a roster that has already been published and notify staff of the new shifts. Get comprehensive information and guidance.
Adding shifts on your roster
Learn how to add new shifts to your roster by selecting staff, times, positions, and sites for accurate scheduling.
Colour coding roster
Learn how to use color coding on your roster to visually organize shifts by position, site, or other criteria.
Copy all shifts on a day
Learn how to copy all shifts from one day to another to quickly replicate schedules and save time.
Copy past roster
Learn how to copy a past roster to a new week to quickly create schedules based on previous patterns.
Daily vs weekly vs monthly views
Explore the different roster view options (daily, weekly, and monthly) to manage schedules at various time scales.
Deleting shifts
Learn how to delete shifts from your roster when they are no longer needed or were added by mistake.
Editing a shift
Learn how to edit existing shifts to update times, staff assignments, positions, or other shift details.
Enable and manage shift notes for staff in RosterElf
Learn how to enable and manage shift notes to allow staff to add important information and comments to their shifts.
Financial summary and roster budgeting
Learn how to use the financial summary to track labor costs and manage your roster budget in real-time.
How to add a leave position in RosterElf
Learn how to create and manage a leave position in RosterElf to track staff absences and leave on the roster.
How to bulk remove roster shifts before archiving staff
Learn how to remove multiple shifts in bulk before archiving staff members to clean up the roster.
How to create and publish multiple shifts in RosterElf
Learn how to create and publish multiple shifts at once to efficiently schedule staff across different times and positions.
How to enable and create open shifts in a roster
Learn how to enable and create open shifts that any available staff member can pick up to fill scheduling gaps.
How to manage warnings on the roster page
Learn how to identify, understand, and resolve warnings that appear on your roster for compliance and scheduling issues.
Managing and editing past rosters
Learn how to view, edit, and manage past rosters for corrections, reporting, or historical reference.
Manually adjust shift hours in RosterElf payroll
Learn how to manually adjust shift hours in payroll when corrections are needed before processing wages.
Printing roster
Learn how to print your roster for display, distribution, or record-keeping purposes.
Publishing draft shifts
Learn how to publish draft shifts to notify staff of their schedules and make the roster official.
Review total rostered hours by employee
Learn how to review the total hours rostered for each employee to ensure proper scheduling and budget management.
Review total shifts allocated hours by employee
Learn how to review total shift hours allocated to each employee for workload balancing and planning.
Roster account settings
Learn how to configure roster account settings to customize scheduling preferences, notifications, and display options.
Roster overview
Learn how to navigate RosterElf roster views, filter by staff, position or site, manage shifts, and track labour costs with the financial summary.
Roster templates
Learn how to create and use roster templates to quickly build recurring schedules and save time on repetitive rostering.
Roster warnings
Understand the different types of roster warnings and how to resolve them to ensure compliance and accurate scheduling.
Search staff on roster
Learn how to quickly search and find specific staff members on the roster for efficient schedule management.
Set revenue forecasts in roster
Learn how to set revenue forecasts in your roster to compare actual labor costs against expected income.
Set staff maximum weekly hours
Learn how to set maximum weekly hours for staff members to ensure compliance with working time regulations.
Setting standard unpaid breaks
Learn how to set standard unpaid breaks for shifts to ensure breaks are automatically included when scheduling.
Setting standard unpaid breaks in a roster
Learn how to configure standard unpaid breaks within roster settings for consistent break management across all shifts.
Share rosters with employees
Learn how to share published rosters with employees via email, SMS, or the mobile app to keep everyone informed.
Sorting the roster view
Learn how to sort the roster view by staff name, position, or site to organize your schedule efficiently.
Standard and custom unpaid breaks
Understand the difference between standard and custom unpaid breaks and how to use each type in your rosters.
View staff availability and leave on roster
Learn how to view staff availability and approved leave directly on the roster to avoid scheduling conflicts.
Explore related guides
Getting Started
Step-by-step guidance to set up your RosterElf account and begin using essential features.
My shifts
This section allows all users to view their upcoming shifts, track past work hours, and access important shift details.
Open & shift swaps
How to help shift changes between staff, approve or decline swap requests, and ensure smooth rostering.
Time & attendance
Set up and use RosterElf's time clock to track employee attendance and work hours.
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