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Due to the nature of certain industries, not all businesses use the same roster from week to week. Situations such as peak periods, downtimes, seasonality, client projects and specific events throw out a “standard” roster. Some businesses may also have a rotating 3 weekly or bi-monthly roster and so currently aren’t able to easily build the roster by copying shifts from week to week.

Rather than having to build shifts directly into a roster, you can create a roster template or a library of roster templates that will allow you to:

So, how do Roster Templates work?

In Rostering, you will now see a new icon for Roster Templates:

Clicking on this icon will take you to your existing roster templates and allow you to add a new template.

You can start filling the roster template by initially adding multiple rows, creating the shifts per row and then assigning each row to:

(a) a specific employee;
(b) a specific role; or
(c) a general placeholder.

Additionally, you can choose to assign a role’s shifts to an employee by choosing from a list of “recommended” and “other” employees.

When wanting to apply the roster, it’s simply a matter of choosing the appropriate template from your library of templates and clicking on “Apply”:

You will then be asked from what date to apply the roster template. The normal principles and functionality of rostering will then apply.

Roster templates will be released on 15 August and will be available to KeyPay users subscribed to the Plus plan. If you haven’t already, make sure to upgrade your plan and take advantage of our comprehensive rostering features.

If you have any feedback, you can leave us a comment below or drop us a line via support@yourpayroll.com.au.

  • Bernice Smith

    This is great new addition, a real time saver – thanks!

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