Overview

Roster groups allow you to combine your rosters into groups that can be used to streamline generating jobs each week.

Organising rosters into groups allows you to:

• Create a rotating group of rosters.
• Group school & urban rosters per depot.
• Group rosters for school term shifts vs school holiday shifts.
• Group rosters into full-time vs part-time based on the working hours of the shifts.

Prerequisites

• Set up Rosters (required).

Creating roster groups

1. Navigate to Operations → Configuration → Roster Groups.

2. Click ➕ in the header to create a new roster group.

3. Enter a unique roster group name.

4. State whether or not the roster group will rotate.

   ❕Note: When setting up a rotating roster, ensure that the start date aligns with the first day of your working week. For instance, if your workweek runs from Tuesday to Monday, the roster should begin on a Tuesday.

5. Click + Add Roster and choose a roster from the dropdown list to add to the group. ❕Note: A roster can only be included in one roster group, rosters that appear greyed out are already part of another group & cannot be added again. ❕Note: For rotating roster groups, the order of the rosters shown dictates the way staff members will step through the rotation each week. Use the up and down arrows 🔼 🔽 to reorder the rosters to suit the rotation.

6. Once you have added all required rosters to the group, click Submit.

In This Topic

Related Topics

• Rosters

Viewing roster groups

1. Navigate to Operations → Configuration → Roster Groups

2. Find the roster group you want to view using the search tool 🔍

3. Click on the name of the roster group to open the Manage Roster Group page.

   

Editing roster groups

1. From the Manage Roster Group page, click the edit icon ✏️ in the header.

2. Make the required changes including editing the roster group name, or adding or removing rosters.

   ❕Note: If changing the roster group name, the new name must be unique. ❕Note: Editing a roster group won’t affect jobs that have already been generated from the roster group. The next time jobs are generated and you choose to add from a roster group, these changes will take effect.

3. To save the changes, click Submit.

Deleting roster groups

1. From the Manage Roster Group page, select Delete Roster Group from the Triple Dot Menu.
2. On the confirmation page, click Delete ❕Note: Deleting a roster group will not effect any jobs previously generated using the group.

Rotating roster groups

Rotating roster groups allow rosters to be grouped together and have staff automatically cycle through a different roster line each week.

Drivers allocated to a roster that is part of a rotating roster group will move down one step to a new roster line at the start of each new week that gets generated. Drivers will continue to rotate through all rosters in the roster group as each new week is generated.

The example above will take three weeks to complete one rotation.

The example above will take five weeks to complete one rotation and will restart on week 6.

Setting up a rotating roster group for the first time