Roster is a list of scheduled duties for organization users.
Create a roster
Go to Setup > Accounts > Rosters.
If this is the first roster, click Create New. Otherwise, click + Add. The CREATE ROSTER page is displayed.
Enter the following roster properties:
Property Description Roster Name Name of the roster Description A description of the roster Shifts Include Users From Organization to which the users belong for shifts. A roster can have shift users belonging to a partner or a client organization. Time Zone Roster time zone Shift Name Roster shift name Schedule Schedule class:
Start Time Schedule start time End Time Schedule end time User Groups If you want user groups to be roster members and if user groups are defined, drag the user group(s) in the Available User Groups column to the Assigned User Group column. You can also search for user groups to include. Users Users assigned to the shift. Select a user from the drop-down menu. The user list is populated with the available user information:
- User name
- User Time Zone
Click + to add more users.
The roster is created. A confirmation popup is displayed, if you have not selected any user or user group. Click Yes or No accordingly.
Click Yes to create a roster.
Search for a roster
You can use the search to find a roster by the roster name.
Advanced roster search
To search multiple rosters sharing the same criteria, use the Advanced search option.
From ADVANCED SEARCH, enter the following parameters and click Search:
- Select Client
- Roster Name
The ROSTERS page displays the search results.
Remove a roster
- Select a client from the All Clients list.
- Go to Setup > Accounts > Rosters.
- Select the roster name and click Remove, which displays a confirmation message.
- Click Yes to confirm roster removal.