Roster Your First Week

This is step 5 of Quick Start. It puts your first week of shifts on the Roster Calendar and publishes it to your staff.

By the end of this step you'll have:

1. Added a week of shifts.
2. Locked the week and notified your staff.

Before you roster your first week

Finish Add Your Staff first. The Roster Calendar shows a row for each Location, or a row for each Role at the Location if you roster by Role.

Add shifts on the Roster Calendar

Navigate to Menu > Rosters > Roster Calendar.

1. Choose the week's first day in the date box at the top, with 1 Week beside it, or move to the week with the arrows.
2. Choose a view under the bar. These steps use By Employee, where each employee has a row with a column for each day. List and By Location work too; see Roster Calendar.
3. Hover over the day in the employee's row, then click +. The Add shift window opens.
4. Check the Location / Role, then enter the Start and End times, for example "17:00" and "21:00".
5. Click Add shift.

A shift that ends after midnight goes on the day it starts, for example "18:00" to "04:00" on Friday. To move a shift to another day, drag it there.

Faster ways to fill a roster

Once you're comfortable with the Roster Calendar, you can fill weeks faster:

• Save a standard week as a template and clone it into any week. See Roster Templates.
• Add shifts in a list under each Location or Role, clone a week forward, or import a roster from a spreadsheet. See Roster Calendar.
• Repeat a roster that rotates over several weeks. See Roster Cycles.

Lock the week and notify your staff

Staff can't see a week on the Employee Console until it's locked.

1. On the Roster Calendar, with the week showing, click Lock. The Lock this week window opens.
2. Click Confirm. The Send Roster Notifications window opens.
3. Under Select Notification Types:, tick Microkeeper App, Email or both.
4. Choose All Rostered Staff.
5. Click Send, then Back to Rosters.

To change a locked week, click Unlock and Confirm, make your changes, then lock it again.

Check your first week is rostered

A padlock shows before the week number at the top, and the button reads Unlock. Total Hours Rostered in the budget box at the bottom matches the hours you expect. Your staff can now see their shifts on the Employee Console.

Next step: record and approve timesheets

Continue with Record and Approve Timesheets to choose how your staff clock on and approve the hours they work.

First week roster troubleshooting