Apply a Roster Template using Quick Assign Template

Step-by-step guide

  1. Select  Operations >  Roster. The Online Roster screen is displayed in a new window.

  2. Click Expand [] for the required base location and department.

  3. Right-click the start date for the selected personnel you wish to apply the template from in the Calendar pane.

  4. Select the Apply Template option from the right-click roster menu.

  5. Select the required template you wish to apply.

  6. Select the applicable apply template option.

    Option

    Description

    Entire Template

    Apply the selected template to the selected user and all subsequent users below the current user.

    Row 1, Row 2, etc.

    Apply only the first row of the selected template to the selected user.

  7. The Advanced Rostering Tool Step 2 (Define Selection) is displayed.

  8. A preview of the roster is displayed in the Preview pane.

  9. Click  to apply the template. The selected template is applied to the selected personnel.

  10. Alternatively if the template requires looping click . The Advanced Rostering Tool Step 3 (Setup Repeat Rules) is displayed
  11. Select the applicable copy option from the Copy current selection to radio buttons.


    Option

    Description

    Themselves

    Copy the defined template period from Step 2 to the current user for the next period.

    Next User

    Copy the current user’s defined template period from Step 2 to the next user in the roster for the next period. This option is used in rolling rosters.

    Previous User

    Copy the current user’s defined template period from Step 2 to the previous user in the roster for the next period. This option is used in rolling rosters.

  12. Select the number of times the template must be applied to the selected personnel in the Loop drop-down list.



  13. Click . The selected template is applied to the selected personnel.



Rostering Module Guide: