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Manage - Plan

Roster Planning

Image 1

To Create New Rostering Plan

Step 1: Firstly, click the [+ Add New] button at the bottom-left corner of the page, as shown in Image 1.

Step 2: You will be redirected to the page, as shown in Image 2.You may select how you want the roster to be scheduled, and click [+ Add Employee] to add employees to the roster.

Step 3: Once done, click [Save] to save your changes, or click [Publish/Unpublish] to publish/unpublish your changes.

Step 4: To download the report, go to Report Options, at the bottom of the page, as can be seen in image 1, and select the Format, View, Plan Period and Status.

Step 5: Once done, click [Download] to download your customized report.

Image 2