This article is for authorised users who manage organisation-wide roster settings. These settings control roster behaviour and defaults. Changes do not automatically update every existing shift unless the relevant setting specifically states that they do.
Go to Admin
From the left navigation menu, select Admin.
At the top of the Admin area, select Configuration.
The Configuration page will open.
Open Roster Configuration
In the Configuration sidebar, select Roster.
The Roster Configuration page will open.
Use this page to review and manage organisation-wide roster settings.
Review the Roster Settings
The Roster Configuration page may include several settings.
Use these settings to manage organisation-wide roster defaults and workflows. Select the relevant setting based on what you need to change.
Available settings may include:
Default Shift Role: Sets the role automatically selected for new shifts.
Default Staff Pay Calendar: Sets the default pay calendar used for staff-related roster and payroll workflows.
Default Pay Calendar: Sets the organisation’s default pay calendar where applicable.
Shift Roles: Create and manage the roles that can be assigned to rostered shifts.
Roster Colours: Create visual colour rules for matching shifts.
Site Warnings: Configure warnings linked to roster sites.
Allowance Warnings: Configure warnings linked to shift allowances.
Pending Shift Clock Adjustments: Review or configure how clock adjustments are handled before they are finalised.
Public Holidays: Manage public holiday settings used in the roster.
Use roster configuration to manage defaults and organisation-wide behaviour.
To change an individual shift, open the shift from the roster instead. Refer to Create or Edit a Shift within Roster for individual shift changes.
Update the Relevant Setting
Select the setting you need to update.
Review the current configuration.
Make the required changes.
Select Save in the relevant section.
Before changing a setting, confirm that you selected the correct configuration area and understand whether the change applies to future shifts, existing shifts, or both.
Important Notes
Changes made in Roster Configuration usually affect future roster behaviour.
Some settings may not update shifts that have already been created, published, clocked, approved, or processed.
Some settings may affect payroll, Finance, staff availability, leave, or reporting.
Select Save in each section after making changes.
If a setting is left as None, the system may use no default value for that setting.
Public holidays only apply correctly when they are assigned to the relevant branch or organisation setup.
Use separate articles for detailed instructions on shift roles, roster colours, pay calendars, and other specific roster settings.
Only authorised users should change organisation-wide roster configuration.
Troubleshooting
I cannot see Roster under Configuration
Check that:
You are in Admin > Configuration.
Your account has permission to access organisation configuration.
You have refreshed the page.
Contact an administrator if you believe you should have access.
My changes are not saving
Check that:
You selected Save in the correct configuration section.
All required fields are complete.
You refreshed the page after saving.
A setting did not update an existing shift
Check whether the setting applies only to newly created shifts.
Some roster configuration changes do not update existing shifts automatically.
Review the related article for that setting, or open the individual shift if you need to make a one-off change.
I am not sure which setting I need
Use the setting descriptions in this article to identify the correct area.
For example:
Use Shift Roles to manage roles assigned to rostered shifts.
Use Roster Colours to manage visual colour rules.
Use Default Shift Role when new shifts should start with a selected role.
Use Public Holidays to manage public holiday settings.
Use Pending Shift Clock Adjustments for clock-adjustment workflows.