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How To Create, Edit, Delete or Apply Roster Templates

Scenarios:

  1. You are using Enrolmy’s Rostering feature

  2. You want to know how to create, edit, delete and apply a roster templates.

This document assumes the following:

  • You are an active Enrolmy user

  • You have already set up tags for rostering

What Are Roster Templates

A roster template is a set of saved shifts that can be applied across the full duration of the activity. Roster Templates allow you to roster weeks or even months in advance. Once created and applied to activities, managing and communicating shifts can be sorted in a matter of clicks.

How To Create A Roster Template

You can create a roster template in two areas, within the Dashboard or Settings.

Create A Roster Template In The Dashboard

  1. Select Roster and then Dashboard

  2. Select Create Roster Template

Capture 2024-04-05 at 13.32.53 (1).png
  1. When the pop-up appears, add the roster template name

  2. Select approval period

  3. Set several staff and position(s) needed for the roster

  4. Set a start time (in 24-hour time format)

  5. Set an end time (in 24-hour time format)

  6. Select Submit

Capture 2024-04-05 at 13.34.31 (1).png

Create A Roster Template In Settings

  1. Select Roster, then Settings, then Roster Templates

  2. Choose Action and then +New Roster Template

Capture 2024-04-05 at 13.26.22 (1).png
  1. Input the roster template name

  2. Choose the approval period of this template

  3. Set several staff and position(s) needed for the roster

  4. Set a start time (in 24-hour time format)

  5. Set an end time (in 24-hour time format)

  6. Select Create or Create & Create Another to save.

Capture 2024-04-05 at 13.30.39 (1).png

How To Edit Roster Templates

  1. From the menu, select Roster and then Settings.

  2. Choose Roster Templates

Capture 2024-04-05 at 13.36.29 (1).png
  1. Scroll across the screen to view the options to Edit or Delete a template

  2. Select Edit beside the template you want to update

Capture 2024-04-05 at 13.37.34.png
  1. Make the necessary changes as needed. You should be able to:

    1. Change template name

    2. Add or reduce the number of positions required

    3. Add or reduce shifts

    4. Change start and/or end time

Capture 2024-04-05 at 13.38.52.png
  1. Select Save changes


How To Delete Roster Templates

  1. From the menu, select Roster and then Settings

  2. Choose Roster Templates

Capture 2024-04-05 at 13.36.29 (1).png
  1. Scroll across the screen to view the options to Edit or Delete a template

  2. Select Delete beside the template you want to update

Capture 2024-04-05 at 13.41.17.png
  1. Choose Confirm

Capture 2024-04-05 at 13.40.28.png

How To Apply A Roster Template

A Roster Template can be applied within the Dashboard and Activities areas. Both processes are the same.

https://vimeo.com/915400859?share=copy
  1. Select Roster from the menu, and choose Dashboard or Activities

  2. Choose Apply Template next to the activity that you wish to set up a roster for

Capture 2024-04-05 at 13.46.32 (1).png
  1. Select one of your already created roster templates from the drop-down list.

Capture 2024-04-05 at 13.55.40 (1).png
  1. Choose the approval period timeframe from the drop-down list of options then select Next

Capture 2024-04-05 at 13.57.03 (1).png
  1. Now you can assign specific staff to shifts. Select the Staff Assigned drop-down to choose the team member to assign to this shift.

If a staff member’s name is not visible in the drop-down list, this will be because this staff does not have that position tag assigned to them. To ensure a staff member can be assigned shifts, they must be tagged with position or role tags. See how to assign staff tags here.

Screen Shot 2024-04-05 at 1.58.38 PM.png
  1. Select Submit to complete assigning shifts.

  2. The roster for this activity is now in a draft state and needs to be published.

Awesome, now you know how to create, edit, delete and apply roster templates.

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