SCHEDULES & LEAVE

Create and maintain shift rosters

Schedule dated shifts, understand overlap messages and keep the next roster period ready.

3 min readOwner · Admin · Manager

In this article

Before you create a roster 1. Define the roster period 2. Add the people who will work Resolve an overlapping shift Keep future coverage ready

Before you create a roster

Create the shift policies first. A roster has its own name, branch, policy, date range and working days. Its name identifies the team schedule; the policy name identifies the working-hour rules.

For a morning and evening team, create separate policies and rosters. Back-to-back shifts are allowed, but overlapping scheduled times for one person are rejected, including overlaps in different branches.

1. Define the roster period

Open Attendance policies → Shift rosters.
Choose Add roster.
Enter a useful roster name, select the branch and policy, then choose the start and end dates.
Choose the working days within that period.
Review the hours and dates before saving or submitting the request.

Add a roster dialog with named roster, branch, policy, date range and working-day controls. — The roster period determines which dated shifts can be created. Check overnight hours against the shift’s start date.Demonstration data · Hooteyes guide preview

2. Add the people who will work

An empty roster can remain available for later assignments. Adding people after a roster has started adds future shifts; it does not invent earlier attendance.

When a person’s first roster takes effect, it replaces their regular schedule from that date. Dates with no rostered shift become days off. A roster ending does not automatically reactivate their regular schedule.

Use the people-selection step when creating the roster, or open the roster card’s action to add people afterward.
Search and select the eligible employees.
Confirm the assignment and review the result beside each person.
Check the roster card and Daily attendance after confirmed saves.

Roster editor with Sam Okafor selected in the people list and the Assign people button. — Select the intended people, then use Assign people. Read each result before assuming the whole group was saved.Demonstration data · Hooteyes guide preview

Resolve an overlapping shift

Read the conflict beside the person’s name. It identifies the conflicting roster or shift, branch, exact date/time range and time zone when you have access.
Compare that period with the new assignment, including any hours after midnight.
Change the new roster dates or policy, or edit the conflicting assignment if it is wrong.
Retry only the people who did not save. Do not assume a bulk action failed for everyone.

Keep future coverage ready

Review roster end dates ahead of time and publish the next period before it starts. Rename a roster from its card when the team label changes. Individual assignment edits may create a separate roster with the existing name, so check the dates and branch as well as the name.

An overnight shift belongs to the date it starts in the branch time zone. Someone working Monday night into Tuesday morning should look for Monday’s shift.

Keep going

Create working-hour policiesDefine reusable working hours and clock-in rules before assigning them to people.Review manager schedule changesUse optional owner approval without mistaking a proposal for a live schedule.Assign a regular scheduleUse a repeating policy for people who normally work the same days and hours.

SCHEDULES & LEAVE

Create and maintain shift rosters

Schedule dated shifts, understand overlap messages and keep the next roster period ready.

3 min readOwner · Admin · Manager

In this article

Before you create a roster 1. Define the roster period 2. Add the people who will work Resolve an overlapping shift Keep future coverage ready

Before you create a roster

Create the shift policies first. A roster has its own name, branch, policy, date range and working days. Its name identifies the team schedule; the policy name identifies the working-hour rules.

1. Define the roster period

Open Attendance policies → Shift rosters.
Choose Add roster.
Enter a useful roster name, select the branch and policy, then choose the start and end dates.
Choose the working days within that period.
Review the hours and dates before saving or submitting the request.

2. Add the people who will work

An empty roster can remain available for later assignments. Adding people after a roster has started adds future shifts; it does not invent earlier attendance.

Use the people-selection step when creating the roster, or open the roster card’s action to add people afterward.
Search and select the eligible employees.
Confirm the assignment and review the result beside each person.
Check the roster card and Daily attendance after confirmed saves.

Resolve an overlapping shift

Read the conflict beside the person’s name. It identifies the conflicting roster or shift, branch, exact date/time range and time zone when you have access.
Compare that period with the new assignment, including any hours after midnight.
Change the new roster dates or policy, or edit the conflicting assignment if it is wrong.
Retry only the people who did not save. Do not assume a bulk action failed for everyone.

Keep future coverage ready

An overnight shift belongs to the date it starts in the branch time zone. Someone working Monday night into Tuesday morning should look for Monday’s shift.