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Creating a roster group

How to create a new roster group in HosPortal, including configuring the type, start date, week structure, and sessions.

Written by Ammar Alsatrawi
Updated over 3 weeks ago

Feature summary

Roster groups categorise rosters by type and structure, defining how schedules and allocations are organised within HosPortal.

When to use this

  • You are setting up a new roster group for the first time

  • You need to categorise rosters as either activity-based or location-based

  • You need to define the week cycle structure or daily sessions for a roster group

Step-by-step instructions

Access roster group settings

  1. In the left-hand navigation menu, click the Admin gear icon.

  2. Under Rosters, click Roster groups.

  3. Click + Add roster group.

Configure group details

  1. Enter the official Name of the roster group as it will appear in menus.

  2. Select the Type:

    • Activity based – for repeating shifts or on-call rosters

    • Location based – for theatres or clinics

  3. Select the Type:

    • Activity based – for repeating shifts or on-call rosters

    • Location based – for theatres or clinics

  4. Optionally, set a Colour and Icon to help staff identify the group visually.

Configure week structure and sessions

  1. Under Week group, click Edit to define the week structure (e.g. 1-week or 4-week cycles).

  2. For Location-based rosters, under Session group, define standard sessions such as AM or PM to structure daily allocations.

Click Save to finalise the group.

Related settings or dependencies

  • Type – this is the most critical setting when creating a group. It defines the fundamental behaviour of all schedules within that category. It must be set at creation.

  • Session group – only applicable to Location-based roster groups. Used to define standard daily sessions (e.g. AM, PM).

  • Week group – defines the cycle length that applies to all rosters within the group.

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