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Roster Configuration Overview

Learn what Roster Configuration controls and where to manage roster defaults, colours, warnings, clock rules, and public holidays.

Written by Windolyn Cortes

Go to Admin

From the left sidebar, click Admin.

At the top of the Admin page, click Configuration.

Open Roster Configuration

In the Configuration sidebar, click Roster.

The Roster configuration page will open.

Review the Roster Settings

The Roster Configuration page includes several sections.

Available sections may include:

  • Default Shift Role

  • Default Staff Pay Calendar

  • Default Roster Pay Calendar

  • Shift Roles

  • Roster Colours

  • Site View Hours

  • Allowance Warnings

  • Pending Shift Clock Adjustments

  • Public Holidays

Use each section to control how roster information behaves across the platform.

Important Notes

  • Changes made here can affect future roster behaviour.

  • Some settings may affect payroll, finance, and reporting.

  • Click Save in each section after making changes.

  • If a setting is left as None, the system may use no default value for that area.

  • Public holidays only apply correctly when they are assigned to the relevant branch.

Troubleshooting

If you cannot see Roster under Configuration:

  • Confirm that you are in Admin > Configuration.

  • Ask an administrator to check your role permissions.

  • Refresh the page and try again.

If changes are not saving:

  • Make sure you clicked Save in the correct section.

  • Check that all required fields are complete.

  • Refresh the page and try again.

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