Roster is a list of users with their schedule of duties in an organization.

Creating rosters

To create a roster:

  1. Go to Setup > Accounts > Rosters.
  2. Click + Add.
  3. From CREATE ROSTER, provide details for the following parameters and click Create:
    • Name: Name of the roster.
    • Description: Details of the roster.
    • Shifts Include Users From: Organization that the users of shift belong to.
      A roster can have shift users belong to only a partner organization or only a specific client organization.
    • Time Zone: Time zone defined for that roster.
    • Shift Name: Name of the shift.
    • Schedule: One of the following schedule:
      • One-time
      • Recurring
    • Start and End Time: Start and end date and time for the schedule.
    • User Groups: User groups assigned to the shift.
    • Users: Users assigned to the shift.

Managing rosters

You can use the search to find a roster by the roster name. For searching multiple rosters sharing the same criteria, use Advanced option.

You can filter your search results using the advanced search.

To search using more options:

  1. Click Advanced.
  2. From ADVANCED SEARCH window, provide details for the following parameters and click Search:
    • Select Client
    • Roster Name ROSTERS page displays the search results.

Removing rosters

To delete a roster:

  1. Select a client from the All Clients list.
  2. Go to Setup > Accounts > Rosters.
  3. Select the roster name and click Remove.
    The screen displays a confirmation message.
  4. Click Yes on the confirmation message.