You are using Enrolmy’s Rostering feature
You want to know how to create, edit, and apply roster templates
This document assumes the following:
You are an active Enrolmy user
You have already set up tags for rostering
Creating Roster Templates
A roster template is a set of saved shifts that can be applied across the full duration of the activity.
Head into Templates
Select New Roster Template
Add template name
Select approval period
Set several staff and position(s) needed for the roster
Set a start time (in 24-hour time format)
Set an end time (in 24-hour time format)
Editing Roster Templates
Under Rosters, head over to Templates. This will show you all existing roster templates that have been created
Select Edit beside the template you want to update
Make the necessary changes as needed. You should be able to:
Change template name
Add or reduce the number of positions required
Add or reduce shifts
Change start and/or end time
Deleting Roster Templates
To delete existing roster templates:
Head over to the Rostering tab
Click on Delete beside the template you wish to delete
Rosters for each Activity can be approved in different periods than the Activity duration.
The approval period is how often you publish and communicate the roster schedule to staff members who have been assigned for that period.
For example, if you set up a Roster template for your holiday programme with an approval period of one week, you will have to approve and publish the roster every week. Once you approve a roster, it gets communicated to the included staff. You can set up a Default Approval Period under Settings → Approval Period. The Default Approval Period can be overridden on each activity.
Great job! You now know how to create, edit, and delete rostering templates!