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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 yesterday

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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