This is a quick start guide to getting started and creating your first roster in PowerRoster. It is intended to create a high-level overview of the steps involved in creating a roster to when it’s published.
Prerequisites
Before creating the very first roster in your new PowerRoster installation, your Administrator will first 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
What is a Roster?
A Roster is a structured schedule or timetable used to manage and allocate resources, such as Frontline Workers, to specific shifts or positions over a defined period. It outlines who is responsible for what and when ensuring that all necessary positions are filled and work requirements are met efficiently.
A Roster typically represents a logical grouping of staffing needs, such as a team, department, location, or project. Businesses can manage as many rosters as needed, with appropriate security measures in place to control the management of these rosters.
PowerRoster streamlines operations by offering clear visibility into resource availability, workload distribution, and constraints. Its components are structured into several key constructs, including:
Roster
Roster Position
Roster Persona
Roster Pattern
Bookable Resources
Availabilities
Demand Forecasting
Compliance
Shifts
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