Create New Roster

Prerequisites

Before creating your first roster in a new PowerRoster installation, your administrator will need to create some basic data for your organisation. For more details refer to Installation Guide.

Workforce Planners will require a basic understanding of Bookable Resources, and the attributes that can be associated with them. For more details, please refer to the most up-to-date information available via Microsoft Learn Set-up bookable resources

1. Navigate to PowerRoster App > Rosters.

   

2. Select +New.

   

3. Fill in the required fields and Save.

   Field	Description
   *Name	Enter an appropriate Name for the Roster. Example, Nursing Roster
   Account	Select Account from the lookup if needed. When adding an Account to a Roster, the Bookable Resource filter will automatically apply any Resource Preferences associated with the Account.
   *Start Date	Enter Start Date of the Roster
   End Date	Enter End Date of the Roster
   Territory	If you add an Account associated with a Territory, this field will be auto-populated. When a Territory is added to a Roster, the available Bookable Resources will automatically be filtered accordingly.
   *Owner	Default to the person creating the roster.
   *Time Zone	Select the time zone in which the roster operates. This setting will impact all shifts created for the roster. The default value is the time zone of the user who is creating the roster.
   Status Reason	Show the status of the Roster

Once you enter the details and save the roster, a blank roster will be created. You can now customise this roster by adding roster periods, roster positions, shifts, and more.

Important

A Roster Period is created manually, if applicable. The Roster Period drives the roster, enabling you to control various behaviours and actions applied to the roster, such as locking the period within the roster once it is published, along with other features. For more details, refer to the Roster Periods section.