Roster Planning

Roster Planning enables department managers and nursing supervisors to create weekly and monthly shift schedules for their teams, ensuring adequate coverage...

2026-02-17 · 2 min

Manual area

People

Coverage

3 sections

Operator notes

1 implementation note

Overview

Roster Planning enables department managers and nursing supervisors to create weekly and monthly shift schedules for their teams, ensuring adequate coverage across all shifts while respecting employee preferences and labour regulations.

Planning Interface

Navigate to HR > Roster Planning:

Calendar grid view: rows are employees, columns are dates.
Drag-and-drop shift assignment: select a shift type and drop onto a cell.
Shift types: Morning (M), Evening (E), Night (N), General (G), Off (O).
Auto-fill: apply a shift pattern across a date range.
Minimum staffing indicators: the system warns if a shift falls below the required headcount.
Leave integration: approved leaves are pre-blocked on the grid.

Auto-Generation

Generate rosters automatically from roster cycles:

Select the department and date range.
Choose the applicable roster cycle template.
Click Generate to populate the calendar.
Review and adjust as needed before publishing.
Published rosters are visible to staff in their self-service portal.

Notes

Tip

Publish rosters at least 2 weeks in advance. Early visibility helps staff plan personal commitments and reduces last-minute swap requests.

Leave Balances

The Leave Balances page provides a consolidated view of leave entitlements and consumption for all employees across all configured leave types.

Roster Cycles

Roster Cycles are repeating rotation patterns that define a standard shift sequence for staff. Instead of manually assigning shifts each period, define the...