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How to Duplicate a Self-Roster

Shiela Fajardo avatar
Written by Shiela Fajardo
Updated over 3 months ago

Duplicating a self-roster is a quick and efficient way to create a new self-roster period using the settings from a previous one if there is no change in the self-roster structure. This saves you time from having to reconfigure quotas, staff lists, and other options from scratch.

  1. From the Activity-Based Roster page (or On Call), click the Actions button in the top-right corner and select Self-roster from the dropdown menu.

  2. You will now see a list of all your self-rosters. You can view Launched, Draft, Closed, or Finalised rosters by clicking on the relevant tabs. Click on Finalised tab. Find the self-roster you want to duplicate.

  3. On the right-hand side of the self-roster's row, click the Actions button and select Duplicate from the dropdown menu.

  4. A "Duplicate self-roster" pop-up window will appear. Select the new Start and End dates for the duplicated self-roster and click Next.

  5. You will be taken to the settings page for the new self-roster, which will be an exact copy of the one you duplicated, except for the new dates. Review all the settings in the Shifts, Quota, Windows, Staff, and Options tabs to ensure they are correct for the new period. Once you have confirmed the settings, click Save draft in the top-right corner. Launch when you are ready.

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