Rosters: when each person is meant to work
A roster per worker (weekly or fortnightly, versioned from a date) drives workshop capacity, missed clock-on reminders, late and early flags, leave costs and overtime.
Where it is
- People → Workers → Roster — Click Set roster (or the roster) in a worker’s row
- My time → Roster — Each person sees their next four weeks
Settings for this
- People → Hours & overtime — Whether overtime is measured past the rostered day or past daily/weekly limits
- Settings → Workshop → Technicians — Without a roster, a technician’s Max Daily Hours (or custom weekly hours) set their capacity
A roster says when someone is meant to work. Set it on People → Workers: click Set roster in their row (or the roster summary), or the Roster tab of the worker.
Step by step
- Starts: the date this roster applies from.
- Repeats: Every week or Fortnightly.
- Use a Fill preset if one fits: Mon–Fri 7–3:06, Mon–Fri 8:30–5:06 or 9-day fortnight.
- For each day, tick it and set Start, Finish and the Unpaid break (min). A finish earlier than the start runs to the next day. Copy to all copies a day's times to every ticked day.
- Check Week total (a fortnight shows its weekly average).
- Press Save roster.
Versions
- Saving with a new start date starts a new version; earlier weeks keep the roster they were worked under.
- Saving with the same date replaces that version (Update roster). Days already approved keep their hours.
- Remove deletes a version.
- A fortnight keeps its rhythm: saving a change part-way through doesn't swap your RDO weeks.
What a roster drives
- Workshop capacity: scheduling follows the roster (averaged over a fortnight). Settings → Workshop → Technicians then says "Hours come from their roster".
- Clock reminders and flags: Must clock on workers are reminded after their rostered start; days show Missed, Started late, Finished early or Worked an unrostered day.
- Overtime: with "overtime is anything past the rostered day" rules, hours past the roster are overtime.
- Leave costs: a request costs the rostered hours of each day; a rostered day off costs nothing.
- People who don't clock on: their rostered days count as worked on Timesheets.
Without a roster, overtime is measured against the daily and weekly limits in the rules, and the timesheet says so.
Work terms
Each worker's Pay & overtime tab sets employment type, hourly or salary, whether they must clock on, and how overtime is treated. See Workers. The rules themselves are in Hours & overtime. Public holidays come from Trading hours and public holidays.
Changing a roster affects days not yet approved; approved days keep the hours they were approved with.