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Creating a new roster

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Creating a Roster from scratch? Or want to create a new roster based on a previous roster? Here's how.

Rostering > Rosters > Create New 

roster-create-1

 

To create a schedule

  • Navigate to Rostering > Rosters
  • Click the 'Create new' button at the top of the page.

There are two main options for schedule creation

  • Create a blank roster from scratch, or
  • Create based on previous, effectively rolling forwards all the shifts from a previous roster.

Important things to be aware of before you start creating rosters

  1. Ento will not allow you to create more than one roster that covers the same location and date. We recommend weekly or fortnightly rosters.
  2. If you are adding multiple locations to a single roster, remember that only Ento managers with permissions that allow them to access to ALL the locations on that roster will be able to view that roster.

 

Creating a schedule from scratch

roster-scratch.png

  • Go to Rostering > Rosters
  • Click the Create new tab at the top
  • Create from Scratch
  • Enter in the name of your roster (roster names can be edited at any time)
  • Select the start date and end date for the roster period (we recommend weekly or fortnightly roster)
  • Select the locations for your roster. You can create a separate roster for each location, or have a master roster covering multiple locations
  • Enter a budget for your roster (optional)
  • Click Save

You will be directed to the roster builder page which allows you to starting rostering. For more on the Roster Builder, be sure to check out our ‘Overview of the roster builder’ support article.

 

Creating a roster from previous

If your roster don't change a lot from one period to the next, this feature can save you a lot of time.

  • Go to Rostering > Rosters
  • Click Create new
  • Select the ‘Based on’ tab at the top of the page, and a drop-down box will show the name and date ranges of all of the schedules that you have access to in your account.

roster-based-on.png

  • Select the roster to copy and Ento will pre-fill:
    • The name of the roster based on the name of the previous roster
    • The new date range based on the length and end date of the copied roster
    • The locations covered by the roster
  • Next enter a budget for your roster (optional), and click Save.

You will be directed to the roster builder page where you will see all of the shifts carried over to the new roster.

 

Other related articles

Overview of the roster builder
Rostering shifts
Unavailability

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