Creating and managing rosters

How to build roster periods, assign staff and equipment, and use the different view modes.

Roster periods

A roster period is a named date range (typically a week) that you fill with assignments. You can have multiple periods active at once — for example, if you plan a fortnight ahead.

Create a period

1. Go to Roster
2. Click New period
3. Enter a name, start date, and end date
4. Click Create

Copy an existing period

If your roster is similar week-to-week, use Copy period to duplicate all assignments from a previous period into a new one.

1. Open the period you want to duplicate
2. Click Copy period
3. Choose the source period and the offset (how many days to shift the assignments)
4. Click Copy

Delete a period

Click the Delete period button in the Roster toolbar. You’ll be asked to confirm. All assignments in that period are permanently removed.

View modes

Gantt view

The default view. Shows a horizontal timeline per resource with assignment blocks you can drag, resize, and click to edit.

• Drag a staff/equipment chip from the sidebar onto the timeline to create an assignment
• Resize the left or right edge of a block to change the start or end time
• Drag a block horizontally to move it to a different time
• Unavailability shows as an amber hatched band over the timeline when you’re dragging a staff member

Calendar view

Shows a grid of days (day / 3-day / week). Assignments appear as coloured blocks in the correct time slot.

• Drag blocks between days and times
• Use the day/3-day/week toggle at the top to change the zoom level

Agenda view

A flat chronological list of all assignments. Useful for printing or a quick summary.

Assignments

Adding an assignment

• Drag-and-drop: drag a chip from the sidebar panel to the timeline (Gantt) or day column (Calendar)
• Manual: click Add assignment in Agenda view

Editing an assignment

Click any assignment block to open the edit modal. You can change:

• Assignee (staff member or equipment)
• Resource
• Start and end times
• Notes

Moving an assignment

Drag the block to a new time or resource row.

Deleting an assignment

Open the edit modal and click Delete, or hover over a block and click the trash icon.

Conflict detection

Rosty warns you before you create a conflicting assignment:

• Unavailability overlap — the staff member has marked themselves unavailable during that time
• Shift overlap — the staff member already has another assignment in the same period that overlaps

A confirm dialog lets you proceed anyway if needed (for example, a voluntary double shift).

Reading the indicators

Filters

Use the Resource and Assignee filters at the top of the Roster page to focus on a subset of the schedule. Filters apply across all view modes.

Publishing

Once the roster is ready, click Publish. Staff will see their assignments in My Schedule. You can re-publish after edits at any time.