After building the structure for your rosters, the next step for the site administrator is to populate the users in order to get to publishing a roster.
There are five different ways to populate the users on activity-based rosters (on-call):
Creating user templates
Using the Multi-select function
Creating shifts from patterns
Fill with roster
Shift by shift
In the following section, we describe each method and provide instructions for their use:
1. Create user templates:
If you have users with repeated shifts, this would be the most efficient way to populate the users:
Click on the 'Templates' button:
The following page will open. Click on the (+) icon (A), then populate the following fields:
Select User (B)
Define the repeat cycle (C)
Define the shift days (D)
After assigning the users and their repeat shifts, click on 'Save'.
2. Use the Multi-select function:
If there is no specific pattern for users, but you would like to allocate users on several shifts with the least possible clicks, go to 'Edit':
Then click on the 'Multi-select' button:
Select several shifts that you would like to assign a user to (E), then click on Bulk edit (F), then add user (G).
3. Creating shifts from patterns
After you've created the patterns in the Admin page, go to the roster page and make sure you are in the 'Staff' view.
Click on the 'Edit' button as illustrated in part 3 above. Three dots will appear next to each staff name. Click on the 3 dots, a menu will appear where you can select the function 'create shifts from pattern':
Select the pattern (H) and the mode of application(I).
The date range field will adjust according to the mode of application you select.
You may also want to include additional filters in the patterns for when user is on leave or for shifts already filled (J).
The shifts will apply to the staff member in accordance with the pattern selected (K) and can be directly drafted or published (L).
You also have optional filters if you wish to apply them on the user - such as 'Teams' and 'Offset days/weeks'.
Related reference: release note on how to fill shifts from patterns
4. Fill with roster
Similar to the creation of shifts from patterns, make sure you are in your staff view, click on the 3 dots next to the staff name, and select the function 'Fill with roster':
Choose the roster (M) and relevant filters (as illustrated in part 4). The shifts will be populated for the user directly for publishing or drafting.
5. Shift by shift:
Click on the 'Edit' button. The templates (in pink page) will appear. Click on a shift, pop up window will open where you can select the user you would like to have assigned for the selected shift:
Related article: You may also be interested in how to populate users on location based roster.