A roster is a list of scheduled duties for organization users.
Create a Roster
Follow these steps to create a roster:
Navigate to Setup > Account. The Account Details page is displayed.
Click the Users and Permissions tile on the Account Details page. The Permission Sets page is displayed.
Click the ROSTERS tile.
Click +ADD. The Roster Details page is displayed.
Provide the following information in the fields:
Property Description Roster Name Name of the roster Time Zone Roster time zone Description A description of the roster
Click +ADD under SHIFTS. A slide-out appears.
Provide the following information to add Shift details:
Property Description Shift Name Roster shift name Schedule Details Select the required schedule recurrence:
Start Time Select Start date and time in hours and minutes. End Time Select End date and time in hours and minutes. Users Users assigned to the shift.
- Select a user(s) from the Users dropdown.
Groups If you want the user groups to be roster members and if user groups are defined:
- Select a user group(s) from the Groups dropdown.
Click Done. The Shift is created and displayed.
- Click Save. The roster is created and displayed in the list, on the Rosters page.
You can perform the following actions after creating a roster:
|Search||To search for a roster:|
|View and Edit||To view the details of a roster, click the roster name.|
To edit a roster:
|Remove||To remove a roster:|
You can view the number of rosters on the Users and Permissions tile on the ACCOUNT DETAILS page.