For roster administrators
By Shiela and 2 others3 authors13 articles
Reviewing and finalising preference-based rosters
Preparing for a new self-roster period
Creating and managing self-rosters
Building a roster using preferences (video)
Creating and managing a self-roster process (video)
Reviewing self-roster quotas and stats
AI Solver checklist
Creating Multiple Ad-hoc SlotsAdd one-off shifts across multiple dates or rosters simultaneously without changing the underlying template.
How to Duplicate a Self-Roster
Manually close a self-rosterHow to close an open self-roster window early by editing the close date and time in HosPortal.
When to use Selection-Based Self-Roster
When to use a Preference-Based Self-Roster
Creating a Blockout only Self-RosterA blockout-only self-roster allows administrators to collect staff unavailability before building the final roster, with staff marking days they cannot work rather than selecting shifts.