How to Create / Edit Rosters

Customer Service

Customer Service

Last updated on Sep 10, 2026

Are you thinking about using Rosters?

Rosters are a great tool for managing team member schedules. They are especially useful for team members whose working hours differ every week. However, for team members who work the same hours every week, it is recommended to use their default working hours which can be found under their team member details in the Hours section.

To Create a Roster:

Step 1: Click on the Team Member tab and select Rosters.

Step 2: Select the date you want to set the roster for. Then, enter the start and end times for each team member, or choose "Day Off" if they are not working on that day. You will notice that next to each employee's name, there is a little person icon. This indicates that a roster has not been set up for this team member on the current date. However, if a calendar icon is shown next to the employee's name, it means that a roster has been set up for them on the current date.

Step 3: To save the roster for the current date, simply click on "Save Roster". You can also save the roster for other dates by selecting "Save to Date" and choosing the desired date. To make things even quicker, you can use the "Next Day" or "Previous Day" buttons to automatically save the roster for the current day.

Rosters are a great way to keep track of team member schedules and ensure that everyone is on the same page. With just a few clicks, you can easily create and save rosters for your team members. If you have any further questions or need assistance with setting up rosters, please don't hesitate to reach out to our support team for help.