Roster View and Functionality

Use the Roster to review scheduled shifts across staff members, participants and sites.

The Roster provides tools for changing the displayed period, filtering records, reviewing shift information, selecting multiple shifts, moving shifts and exporting roster data.

You need permission to access the Roster.

Additional permissions may be required to:

The Roster may open with filters already applied based on the page or record you accessed it from.

Use the filter at the top left of the Roster to choose which records are displayed.

Depending on the selected roster view, you may be able to filter by:

To apply a filter:

When several records are selected, the filter may display one selected name followed by a summary such as 2 more.

Clear the selected records to return to the complete roster list.

The roster summary appears above or beside the roster rows.

It may show:

Use the summary to confirm that the roster matches the selected filters, date range, and view.

Rostered-hour totals use the same shared calculation logic as supported Timesheet and wallboard views.

Use the date selector at the top of the Roster to move between roster periods.

The displayed period depends on the selected calendar display.

Check the date range again before creating, editing, moving or selecting shifts.

Use the view dropdown to organise shifts by different records.

Available views may include:

Use:

Changing the view may also change which filter options are available.

Use the calendar display controls to choose how much roster information is shown.

Available displays may include:

The selected display is highlighted.

Changing the calendar display updates the date range and roster grid.

The Roster displays an empty-state message when the selected filters or period do not contain matching shifts.

If no shifts are displayed:

The empty-state message may explain that no shifts match the current selection.

Each shift appears as a card in the roster grid under the relevant date and row.

A shift card may show:

Select a shift card to open the available shift details or actions.

When a shift includes a sleepover, the shift card may show the recorded sleepover window.

Review the displayed sleepover start and end times when checking the shift.

A compliance warning appears when the shift ends before the required eight-hour sleepover window has been completed.

A roster cell or shift card may display leave information such as:

Review the leave information before assigning or changing a shift.

Weekend Annual Leave for eligible contracted full-time and part-time staff may use the applicable weekend worked rate.

An overnight shift crosses from one calendar day into the next.

When reviewing an overnight shift:

Overnight shifts may contribute information to both affected days.

This is particularly important when reviewing:

Select Options at the top of the Roster to access additional roster tools.

Available options may include:

Some options may only appear when you have the required permissions.

Before selecting multiple shifts, confirm that the correct filters, date range and roster view are active.

To select shifts:

The roster may show a message such as:

2 Shifts Selected

Select Clear selection when you no longer need the selected shifts.

The Bulk Select option may help you select several shifts that match a common period or condition.

The available bulk-selection options depend on your permissions and organisation configuration.

Where enabled, Drag & Drop allows shifts to be moved within the Roster.

After moving a shift, confirm:

Select Pending Shifts from the Options menu to review shifts or clock adjustments that require action.

The pending-shift page may provide additional information about:

Pending clock-adjustment rows use the staff member’s pay-calendar timezone where available.

Refer to the pending-shift documentation for the complete review and approval workflow.

Use the Options menu to export roster information.

Available options may include:

Use Export when you need roster information outside Diversity Sync’d.

Use Export Clock Events when you need clock-event information for payroll, reporting or review.

Before exporting:

The exported information reflects the active roster selection and available export settings.

The Save as Template option may allow you to save the current roster setup for later use.

Templates can reduce manual work when similar roster patterns are used regularly.

To apply a saved roster template:

After loading a template, review:

Do not publish templated shifts until the current roster information has been confirmed.

If shifts still cannot be selected, confirm that your role has the required permissions.

Some roster tools are restricted by permissions or organisation configuration.

Contact an administrator to confirm whether your role should have access.