Navigating and Managing the Roster
Accessing the Roster
To access the roster, select Roster from the side menu.
Roster View and Filters
The roster includes a filter located to the left of the Options dropdown. By default, this filter is set to Staff View. Click the filter to display a dropdown menu with other roster views, which may include:
Staff View: Displays all staff members.
Participant View: Displays all participants.
Site View: Displays all sites.
Pay Calendars: If your organisation has created pay calendars, they will appear here. Selecting a pay calendar filters the roster to show only staff assigned to that pay calendar. To manage pay calendars, navigate to Finance -> Pay Calendars, see the Finance support documentation for more details.
Advanced Filtering and Date Range Configuration
Once you have select your desired roster view, you can further filter by view name. To search for multiple staff, participants, or sites (depending on your selected view), separate entries with commas and no spacing.
You can also configure the date range and choose to display the roster in one of the following formats:
Day
Week
Fortnight
Triweekly
This option is able to be selected at the top right of the roster.
Options Dropdown Features
The Options dropdown offers several powerful tools:
Shift Selection Tools: Cut, copy, paste, or delete selected shifts.
Bulk Update: Update shifts in bulk based on specified parameters.
Shift Bidding: Access shift bidding functionality.
Export Roster: Export the roster to an Excel spreadsheet.
Export Roster with Earnings (ensure pay calendar is selected): Export the roster with SCHADS earnings to an Excel spreadsheet.
Drag and Drop: Rearrange shifts via drag and drop feature.
Viewing Staff, Participant, or Site Details
The first row in the roster displays the list of staff, participants, or sites depending on the selected view:
In Participant View and Site View, you will see if either is Child Safety or NDIS.
In Staff View, you will see additional details such as:
Staff branch
Employment type
Minimum hours (configured within staff profile)
Total hours for shifts within the selected roster date range
Viewing Shift Details Quickly
To quickly view detailed information for a staff member's shifts on a specific day:
Hold the Shift key on your keyboard and hover over the shift.
This allows you to see information for multiple shifts in a day without having to click into each shift individually.
If you need further assistance, please refer to the relevant support documentation or contact your manager.