# HosPortal Roster V2 Help Center

> Help center for HosPortal

## Getting started on HosPortal - for new users

- [Customising your communication digests](http://help.hosportal.com/en/articles/15701647-customising-your-communication-digests.md): How to set the times you receive daily notification digests, or turn them off.
- [Syncing your shifts to an external calendar \(iCal\)](http://help.hosportal.com/en/articles/15701646-syncing-your-shifts-to-an-external-calendar-ical.md): How to subscribe to your HosPortal shifts in Outlook, Google Calendar, or Apple Calendar.
- [Changing your notification timezone](http://help.hosportal.com/en/articles/15701645-changing-your-notification-timezone.md): How to set the timezone used for your HosPortal notifications and alerts.
- [Welcome to HosPortal](http://help.hosportal.com/en/articles/13959173-welcome-to-hosportal.md): A quick-start overview of what new users need to know to get up and running.
- [Navigating HosPortal](http://help.hosportal.com/en/articles/6276823-navigating-hosportal.md)
- [HosPortal on your Home Screen](http://help.hosportal.com/en/articles/6833127-hosportal-on-your-home-screen.md): Make HosPortal look like an app on your phone or tablet home screen
- [Reviewing and amending your site profiles and account settings](http://help.hosportal.com/en/articles/6336083-reviewing-and-amending-your-site-profiles-and-account-settings.md)
- [How to split a shift - for regular users](http://help.hosportal.com/en/articles/6336557-how-to-split-a-shift-for-regular-users.md)
- ["Muting" messages](http://help.hosportal.com/en/articles/6735415-muting-messages.md): How to stop receiving communications
- [How do I swap a shift?](http://help.hosportal.com/en/articles/6336240-how-do-i-swap-a-shift.md): Using the Pre-arranged Swap option
- [Participating in a self-roster process](http://help.hosportal.com/en/articles/6336401-participating-in-a-self-roster-process.md)
- [Making yourself 'available' and 'unavailable'](http://help.hosportal.com/en/articles/9571830-making-yourself-available-and-unavailable.md)
- [HosPortal Glossary](http://help.hosportal.com/en/articles/9470078-hosportal-glossary.md)
- [Viewing shifts and changing view settings](http://help.hosportal.com/en/articles/5752626-viewing-shifts-and-changing-view-settings.md)
- [How to Display Shift Time and Locations on the User Dashboard](http://help.hosportal.com/en/articles/12439770-how-to-display-shift-time-and-locations-on-the-user-dashboard.md)
- [Navigating HosPortal - Direct Messages](http://help.hosportal.com/en/articles/14025793-navigating-hosportal-direct-messages.md): HosPortal's Direct Message page lets you send SMS and email messages to colleagues, track delivery status, and contact both HosPortal and non-HosPortal users.
- [Navigating HosPortal - Staff Page](http://help.hosportal.com/en/articles/14025805-navigating-hosportal-staff-page.md): The HosPortal Staff page lets you search for and view colleague profiles, including contact details, roles, skills, and team memberships.
- [Navigating HosPortal - Dashboard](http://help.hosportal.com/en/articles/13923914-navigating-hosportal-dashboard.md): The HosPortal Dashboard is the main landing page displaying your shifts, messages, and a colour-coded calendar of all your activities.
- [Navigating HosPortal - The Market](http://help.hosportal.com/en/articles/14025783-navigating-hosportal-the-market.md): HosPortal Market is where users can offer, swap, transfer, and pick up shifts, and view vacant shifts listed by roster administrators.
- [Navigating HosPortal - Viewing Rosters and Shifts](http://help.hosportal.com/en/articles/14025559-navigating-hosportal-viewing-rosters-and-shifts.md): The HosPortal roster view page lets you customise, filter, and save how rosters and shifts are displayed for faster, tailored navigation.
- [Setting up multi-factor authentication \(MFA\)](http://help.hosportal.com/en/articles/15701644-setting-up-multi-factor-authentication-mfa.md): How to add a second layer of security to your HosPortal login using an SMS code or an authenticator app.
- [Setting up HosPortal for the first time - overview for new customers](http://help.hosportal.com/en/articles/6276460-setting-up-hosportal-for-the-first-time-overview-for-new-customers.md): How to get up and running quickly with HosPortal
- [Detailed checklist to set up new customers](http://help.hosportal.com/en/articles/8749753-detailed-checklist-to-set-up-new-customers.md)
- [Creating location-based rosters](http://help.hosportal.com/en/articles/6201354-creating-location-based-rosters.md)
- [Creating activity-based rosters](http://help.hosportal.com/en/articles/6320090-creating-activity-based-rosters.md)
- [Using HosPortal's 'Demo' site](http://help.hosportal.com/en/articles/6006856-using-hosportal-s-demo-site.md)
- [Using HosPortal's 'Mirror' site](http://help.hosportal.com/en/articles/5958239-using-hosportal-s-mirror-site.md): Our Mirror site allows you to experiment and explore HosPortal's features without risk.
- [How to see vacant shifts](http://help.hosportal.com/en/articles/11130794-how-to-see-vacant-shifts.md): For admin users who want to quickly and easily identify vacant shifts in their rosters
- [Setting up new self-roster customers](http://help.hosportal.com/en/articles/7028889-setting-up-new-self-roster-customers.md): If you are using HosPortal for self-rostering, such as in a private hospital environment, the setup process is very quick.
- [Home page and Admin Dashboard](http://help.hosportal.com/en/articles/5752304-home-page-and-admin-dashboard.md)
- [Displaying a User’s Phone Number on the Dashboard](http://help.hosportal.com/en/articles/12410472-displaying-a-user-s-phone-number-on-the-dashboard.md): As an admin, you can display phone numbers on the dashboard. This is a quick and easy way to find the contact information of staff members on shift.

## Profile

- [Digest](http://help.hosportal.com/en/articles/11598842-digest.md): What is a digest
- [Account](http://help.hosportal.com/en/articles/11598860-account.md): Your account contains settings used across all your sites, as well as login details
- [Export shifts, or leave, or event attendance](http://help.hosportal.com/en/articles/6768149-export-shifts-or-leave-or-event-attendance.md)
- [Hiding/Masking Mobile Numbers and Emails: For Individual Users](http://help.hosportal.com/en/articles/11773519-hiding-masking-mobile-numbers-and-emails-for-individual-users.md)
- [Masking email and mobile for a specific user](http://help.hosportal.com/en/articles/13827543-masking-email-and-mobile-for-a-specific-user.md): How to hide a user's email and mobile number from other staff members viewing rosters, while keeping the details accessible to administrators.

## Account

- [No emails received when resetting password - incorrect login email](http://help.hosportal.com/en/articles/11130999-no-emails-received-when-resetting-password-incorrect-login-email.md): I know I have an account, but I've forgotten my password, but each time I request a new password, I don't receive an email.
- [No emails received when resetting a password - never created a password](http://help.hosportal.com/en/articles/8888521-no-emails-received-when-resetting-a-password-never-created-a-password.md)
- [I keep getting logged out](http://help.hosportal.com/en/articles/11483132-i-keep-getting-logged-out.md)
- [How to reset a password?](http://help.hosportal.com/en/articles/6968612-how-to-reset-a-password.md)
- [Changing your login credentials or login email](http://help.hosportal.com/en/articles/11004811-changing-your-login-credentials-or-login-email.md)
- [Changing logout timeout](http://help.hosportal.com/en/articles/8427136-changing-logout-timeout.md): How to change the time your HosPortal account remains logged in
- [Changed the password and logged in, but password failed next time](http://help.hosportal.com/en/articles/6521765-changed-the-password-and-logged-in-but-password-failed-next-time.md): Login failed, so I requested a new password. I changed my password and was logged in, but the next time using that password failed
- [How to Merge Your HosPortal Accounts](http://help.hosportal.com/en/articles/12350771-how-to-merge-your-hosportal-accounts.md)

## Self-rostering

- [Selection vs Preference self-rostering](http://help.hosportal.com/en/articles/6276575-selection-vs-preference-self-rostering.md)
- [Site admin checklist for self-rosters](http://help.hosportal.com/en/articles/12409928-site-admin-checklist-for-self-rosters.md)
- [Participating in preference-based self-rosters](http://help.hosportal.com/en/articles/6276607-participating-in-preference-based-self-rosters.md)
- [Participating in selection-based self-roster processes](http://help.hosportal.com/en/articles/6276590-participating-in-selection-based-self-roster-processes.md)
- [How to Check Your Stats from a Previous Self-Roster](http://help.hosportal.com/en/articles/8077822-how-to-check-your-stats-from-a-previous-self-roster.md)
- [Participating in a blockout only self-roster](http://help.hosportal.com/en/articles/11847165-participating-in-a-blockout-only-self-roster.md)
- [Reviewing and finalising preference-based rosters](http://help.hosportal.com/en/articles/7235987-reviewing-and-finalising-preference-based-rosters.md)
- [Preparing for a new self-roster period](http://help.hosportal.com/en/articles/6465207-preparing-for-a-new-self-roster-period.md)
- [Creating and managing self-rosters](http://help.hosportal.com/en/articles/5911877-creating-and-managing-self-rosters.md)
- [Building a roster using preferences \(video\)](http://help.hosportal.com/en/articles/5916809-building-a-roster-using-preferences-video.md)
- [\[review\] Creating and managing a self-roster process \(video\)](http://help.hosportal.com/en/articles/5916798-review-creating-and-managing-a-self-roster-process-video.md)
- [Reviewing self-roster quotas and stats](http://help.hosportal.com/en/articles/7193882-reviewing-self-roster-quotas-and-stats.md)
- [AI Solver checklist](http://help.hosportal.com/en/articles/13123554-ai-solver-checklist.md)
- [Creating Multiple Ad-hoc Slots](http://help.hosportal.com/en/articles/13248126-creating-multiple-ad-hoc-slots.md): Add one-off shifts across multiple dates or rosters simultaneously without changing the underlying template.
- [How to Duplicate a Self-Roster](http://help.hosportal.com/en/articles/12504765-how-to-duplicate-a-self-roster.md)
- [Creating and Saving a new "Super View" view](http://help.hosportal.com/en/articles/13615123-creating-and-saving-a-new-super-view-view.md): Create a Super view that's just right for you! By filtering roster groups, locations, and roles, you can personalise your view for your own use, your site, or for other Site Admins.
- [Manually close a self-roster](http://help.hosportal.com/en/articles/13903357-manually-close-a-self-roster.md): How to close an open self-roster window early by editing the close date and time in HosPortal.
- [When to use Selection-Based Self-Roster](http://help.hosportal.com/en/articles/13883000-when-to-use-selection-based-self-roster.md)
- [When to use a Preference-Based Self-Roster](http://help.hosportal.com/en/articles/13883074-when-to-use-a-preference-based-self-roster.md)
- [Creating a Blockout only Self-Roster](http://help.hosportal.com/en/articles/11864002-creating-a-blockout-only-self-roster.md): A 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.

## Rosters

- [Manually Exporting Roster Groups](http://help.hosportal.com/en/articles/5907230-manually-exporting-roster-groups.md)
- [Publishing a roster](http://help.hosportal.com/en/articles/8077669-publishing-a-roster.md)
- [Changing and managing view settings \(for users\)](http://help.hosportal.com/en/articles/8266140-changing-and-managing-view-settings-for-users.md)
- [How to populate users on Location-based rosters](http://help.hosportal.com/en/articles/9165968-how-to-populate-users-on-location-based-rosters.md)
- [How to split a shift - for admin users](http://help.hosportal.com/en/articles/11483089-how-to-split-a-shift-for-admin-users.md)
- [Building and using templates \(video\)](http://help.hosportal.com/en/articles/5916999-building-and-using-templates-video.md)
- [Why can't I take a vacant shift?](http://help.hosportal.com/en/articles/11742896-why-can-t-i-take-a-vacant-shift.md)
- [Adding a slot to an activity based roster](http://help.hosportal.com/en/articles/11676378-adding-a-slot-to-an-activity-based-roster.md)
- [How to Show Phone Numbers on the Roster](http://help.hosportal.com/en/articles/12418893-how-to-show-phone-numbers-on-the-roster.md): You can choose to display the phone number of a person rostered on a shift. This is a site-wide change and will affect what other users see.
- [Deleting shifts from the roster](http://help.hosportal.com/en/articles/12423155-deleting-shifts-from-the-roster.md): How to delete shifts from the HosPortal roster using three different methods.
- [How to Create a shift from a pattern](http://help.hosportal.com/en/articles/12956549-how-to-create-a-shift-from-a-pattern.md): Patterns are created from the Admin section of the portal and define the basic structure of a repeating schedule.
- [Anzac Day 2026 - adding a site holiday](http://help.hosportal.com/en/articles/13739443-anzac-day-2026-adding-a-site-holiday.md): How to update your rosters for the newly-announced public holiday on Monday 27 April 2026.
- [Splitting a pre-arranged shift for users](http://help.hosportal.com/en/articles/13920725-splitting-a-pre-arranged-shift-for-users.md): Submit a pre-arranged split to have another user take part of your shift.
- [Setting a specific shift slot to vacant](http://help.hosportal.com/en/articles/13854969-setting-a-specific-shift-slot-to-vacant.md): How to remove a staff member from a single shift slot within a Location Based Roster group, while keeping the shift active.
- [Two-Stage Rostering - Creating an Unallocated Shift Template](http://help.hosportal.com/en/articles/14073150-two-stage-rostering-creating-an-unallocated-shift-template.md): It covers building the shift template with unallocated slots. When you are ready to assign staff to those shifts, see Two-Stage Rostering: Assigning Staff and Publishing Shifts.
- [Two-Stage Rostering - Assigning Staff and Publishing Shifts](http://help.hosportal.com/en/articles/14073214-two-stage-rostering-assigning-staff-and-publishing-shifts.md): It covers assigning staff to existing unallocated shifts. If you have not yet created your shift template, see Two-Stage Rostering: Creating an Unallocated Shift Template first.

## Market

- [Market for users](http://help.hosportal.com/en/articles/8158180-market-for-users.md): Learn how to use the market or marketplace to find another user who can take your shift
- [Using the shift market](http://help.hosportal.com/en/articles/6336519-using-the-shift-market.md)
- [Taking a shift from the market](http://help.hosportal.com/en/articles/6336573-taking-a-shift-from-the-market.md)
- [How do I take my shift off the market or edit it?](http://help.hosportal.com/en/articles/6336549-how-do-i-take-my-shift-off-the-market-or-edit-it.md)
- [How to export shifts on the market \(for admins\)](http://help.hosportal.com/en/articles/8393068-how-to-export-shifts-on-the-market-for-admins.md)
- [Creating a Market Shift Alert for users](http://help.hosportal.com/en/articles/12758239-creating-a-market-shift-alert-for-users.md): Market Shift Alerts allow you to set notifications when shifts are added to the market. This feature is configured within the user profile
- [Putting a Shift on the Market](http://help.hosportal.com/en/articles/14030790-putting-a-shift-on-the-market.md)

## User Templates

- [Reviewing user templates](http://help.hosportal.com/en/articles/6324002-reviewing-user-templates.md)
- [How to Bulk Upload User Templates](http://help.hosportal.com/en/articles/12298721-how-to-bulk-upload-user-templates.md): This article provides a step-by-step guide for administrators on how to bulk upload shifts using a roster template in HosPortal.

## Messaging

- [Direct Messaging](http://help.hosportal.com/en/articles/8134472-direct-messaging.md): Learn how to send and track messages to other HosPortal users and those who are not
- [Using the Direct Message page and Communication lists](http://help.hosportal.com/en/articles/6336247-using-the-direct-message-page-and-communication-lists.md)
- [Direct Messages: Tracking messages](http://help.hosportal.com/en/articles/13768332-direct-messages-tracking-messages.md): The Direct Message page allows you to send messages to HosPortal users and non-users by email or SMS, and track the delivery status of sent messages.
- [Direct message: Communication lists](http://help.hosportal.com/en/articles/13767061-direct-message-communication-lists.md): Communication lists allow you to email or SMS a predefined group of HosPortal users or non-users with a single click, with options to keep the list private, share it with all site users, or allow s...

## Staff

- [View Staff \(for users\)](http://help.hosportal.com/en/articles/8118593-view-staff-for-users.md): Learn how to find other users at your location and their contact details
- [Subscribing to HosPortal's iCal service](http://help.hosportal.com/en/articles/6447383-subscribing-to-hosportal-s-ical-service.md)
- [How to reinstate an inactive profile](http://help.hosportal.com/en/articles/11181623-how-to-reinstate-an-inactive-profile.md)
- [Roles](http://help.hosportal.com/en/articles/11596291-roles.md): How to create roles
- [Adding new users \(video\)](http://help.hosportal.com/en/articles/5453598-adding-new-users-video.md): These are the instructions on how to add new users in HosPortal
- [Ending a user role and removing users](http://help.hosportal.com/en/articles/6397222-ending-a-user-role-and-removing-users.md)
- [Teams](http://help.hosportal.com/en/articles/11596292-teams.md): How to create teams
- [Adding another user as a site admin](http://help.hosportal.com/en/articles/6504518-adding-another-user-as-a-site-admin.md): This article explains how you can add another user as a site admin
- [How to Check a User's Permissions](http://help.hosportal.com/en/articles/12457318-how-to-check-a-user-s-permissions.md)
- [Exporting the Staff List](http://help.hosportal.com/en/articles/13254243-exporting-the-staff-list.md): Generate and download a staff data report from HosPortal.

## Leave

- [Requesting leave](http://help.hosportal.com/en/articles/6126373-requesting-leave.md): Learn how to create a leave request in HosPortal
- [How to export leave](http://help.hosportal.com/en/articles/9177340-how-to-export-leave.md)
- [Leave](http://help.hosportal.com/en/articles/8114374-leave.md): This article is for site admins only. Learn how to create and manage leave types, alerts and rules
- [Adding leave for other users](http://help.hosportal.com/en/articles/8973573-adding-leave-for-other-users.md): People with leave administration permissions can add leave for any users they have permission to administer.
- [Leave Analytics](http://help.hosportal.com/en/articles/9024954-leave-analytics.md)
- [How to Bulk Import Leave for Staff](http://help.hosportal.com/en/articles/12439381-how-to-bulk-import-leave-for-staff.md)
- [Leave request rules](http://help.hosportal.com/en/articles/13035646-leave-request-rules.md)
- [Creating Leave Types via Admin Settings](http://help.hosportal.com/en/articles/13226997-creating-leave-types-via-admin-settings.md): Leave types allow you to categorise and track different kinds of absences within your department, such as Annual Leave, Sick Leave, or Conference Leave
- [Creating Leave Types via the Leave Request Page Adding "On-the-Fly"](http://help.hosportal.com/en/articles/13261087-creating-leave-types-via-the-leave-request-page-adding-on-the-fly.md): Leave types allow you to categorise and track different kinds of absences within your department, such as Annual Leave, Sick Leave, or Conference Leave

## Release Notes & Announcements

- [Release notes](http://help.hosportal.com/en/articles/6578594-release-notes.md): A comprehensive log of improvements to HosPortal. Please get in touch if you want further details on any of these.

## Events

- [View Events \(for users\)](http://help.hosportal.com/en/articles/8118576-view-events-for-users.md): Learn how to view the events planned for a location
- [Events and Meetings](http://help.hosportal.com/en/articles/6465447-events-and-meetings.md): Like clinical locations, you can manage a master list of locations that events occur in, like meeting rooms and create events or meetings
- [Recording event attendance](http://help.hosportal.com/en/articles/15593114-recording-event-attendance.md): Two ways to record who attended an event: an admin marks it, or attendees check themselves in by scanning a QR code.
- [Creating and Using Event Templates](http://help.hosportal.com/en/articles/12552643-creating-and-using-event-templates.md): Event templates allow administrators to pre-set details, reminders, and invitees for common events, such as regular meetings or training sessions. This ensures consistency and saves time when sched...
- [Creating and Applying Event Tags](http://help.hosportal.com/en/articles/12618519-creating-and-applying-event-tags.md): Event tags allow administrators to visually categorise and distinguish between different types of events on the HosPortal calendar, improving clarity and scheduling efficiency.

## Invoicing

- [Getting started on invoicing through Hosportal - overview for users](http://help.hosportal.com/en/articles/6294115-getting-started-on-invoicing-through-hosportal-overview-for-users.md): How to send invoices and what HosPortal invoices look like.
- [Creating and editing your billing details in HosPortal \(for users\)](http://help.hosportal.com/en/articles/6294124-creating-and-editing-your-billing-details-in-hosportal-for-users.md)
- [Setting, editing and deleting invoice rates \(by users\)](http://help.hosportal.com/en/articles/6294169-setting-editing-and-deleting-invoice-rates-by-users.md)
- [Reviewing and managing your invoices](http://help.hosportal.com/en/articles/6294238-reviewing-and-managing-your-invoices.md): Send, re-send and manage invoices; correct invoices.
- [Send invoices automatically](http://help.hosportal.com/en/articles/6294261-send-invoices-automatically.md)
- [Roster invoicing - overview for roster administrators](http://help.hosportal.com/en/articles/6294339-roster-invoicing-overview-for-roster-administrators.md)
- [Turning roster invoicing on and off](http://help.hosportal.com/en/articles/6294396-turning-roster-invoicing-on-and-off.md)
- [Setting, editing and deleting roster invoice rates \(for roster administrators\)](http://help.hosportal.com/en/articles/6301710-setting-editing-and-deleting-roster-invoice-rates-for-roster-administrators.md)
- [Set invoice email address and billing details \(for admin\)](http://help.hosportal.com/en/articles/6294382-set-invoice-email-address-and-billing-details-for-admin.md)

## Site Administration

- [Overview of Admin Page](http://help.hosportal.com/en/articles/8067737-overview-of-admin-page.md): Manage your HosPortal account name, contact, holidays and billing
- [Hiding/Masking Mobile Numbers and Emails: For All Users](http://help.hosportal.com/en/articles/11773535-hiding-masking-mobile-numbers-and-emails-for-all-users.md)
- [Adding a team to the staff](http://help.hosportal.com/en/articles/11773418-adding-a-team-to-the-staff.md)
- [Managing permissions](http://help.hosportal.com/en/articles/5957281-managing-permissions.md): Learn how to add and manage administrators and how to create different levels of permissions or access privileges for your regular users
- [Searching permissions](http://help.hosportal.com/en/articles/5957343-searching-permissions.md): Search for users with specific permissions
- [Roles, Skills, Teams](http://help.hosportal.com/en/articles/8077092-roles-skills-teams.md): Learn how to create roles, skills and teams as part of site administration
- [Skills](http://help.hosportal.com/en/articles/8726859-skills.md): How to create skills
- [Roster Groups](http://help.hosportal.com/en/articles/8110705-roster-groups.md): You can create your own roster groups to manage rosters that need to be seen or managed together
- [Roster Locations](http://help.hosportal.com/en/articles/8110712-roster-locations.md): Define the locations for rosters
- [Roster Tags](http://help.hosportal.com/en/articles/8110723-roster-tags.md): Roster tags are used to group, filter and easily find rosters
- [How to populate users on Activity-based rosters](http://help.hosportal.com/en/articles/9052889-how-to-populate-users-on-activity-based-rosters.md)
- [How to delete a roster \(activity based\)](http://help.hosportal.com/en/articles/11363201-how-to-delete-a-roster-activity-based.md)
- [Why can't I see my shifts?](http://help.hosportal.com/en/articles/10356039-why-can-t-i-see-my-shifts.md): Why you might not be able to see shifts you think you should be able to see
- [Viewing Shift Histories](http://help.hosportal.com/en/articles/11725925-viewing-shift-histories.md): The history of a shift or assignment can tell you when it was created, swapped or changed, and by whom
- [Editing shifts](http://help.hosportal.com/en/articles/5752492-editing-shifts.md)
- [Dynamic permissions](http://help.hosportal.com/en/articles/11819455-dynamic-permissions.md): Dynamic permissions allow you to give users certain permissions only while they are doing a particular shift
- [How to End or Deactivate an Activity-Based Roster](http://help.hosportal.com/en/articles/12439702-how-to-end-or-deactivate-an-activity-based-roster.md)
- [Creating a Location-Based Ad Hoc Shift](http://help.hosportal.com/en/articles/12956337-creating-a-location-based-ad-hoc-shift.md): This guide outlines how to add a single, non-rostered shift \(an ad hoc shift\) to a location based roster on a given day in your Allocations view. This is useful for covering unplanned needs or sing...
- [How to Create a Pattern](http://help.hosportal.com/en/articles/12956444-how-to-create-a-pattern.md): Patterns are created from the Admin section to define the basic structure of a repeating schedule.
- [Migrate a shift – change shift time](http://help.hosportal.com/en/articles/13933624-migrate-a-shift-change-shift-time.md): How to use the Migrate function to change the start and end time of an existing shift from a specified date, without affecting historical shift data.
- [Creating a roster group](http://help.hosportal.com/en/articles/13829698-creating-a-roster-group.md): How to create a new roster group in HosPortal, including configuring the type, start date, week structure, and sessions.
- [Shift Market Rules](http://help.hosportal.com/en/articles/6504297-shift-market-rules.md): This article will explain how to set the shift market rules that allow users to place their shifts on the market for swapping and gifting
- [Invoice Rules](http://help.hosportal.com/en/articles/8077099-invoice-rules.md): This article is for site administrators to set and manage rules for users to send in invoices
- [Shift Rules](http://help.hosportal.com/en/articles/8104592-shift-rules.md): This article is for site administrators to set and manage rules when users can request for changes to their shifts, highlight conflicts
- [Direct Messaging Rules for Admins](http://help.hosportal.com/en/articles/8135682-direct-messaging-rules-for-admins.md): This article is on configuration of user access of the direct messaging feature
- [Overview about rules and how to create them](http://help.hosportal.com/en/articles/10997234-overview-about-rules-and-how-to-create-them.md)
- [Creating a Shift Change Request Rule](http://help.hosportal.com/en/articles/14032340-creating-a-shift-change-request-rule.md)
- [Shift Conflict Rules](http://help.hosportal.com/en/articles/14130511-shift-conflict-rules.md)
- [Admin Shift Alerts](http://help.hosportal.com/en/articles/8110678-admin-shift-alerts.md): Create and manage alerts when changes are made to a shift.
- [User Shift Alerts](http://help.hosportal.com/en/articles/8110686-user-shift-alerts.md): Alert users when their shifts are changed or any of the other conditions are met
- [Leave Alerts](http://help.hosportal.com/en/articles/8114292-leave-alerts.md): Create and manage alerts when a leave request is created or approved
- [Roster Reports \(Legacy\)](http://help.hosportal.com/en/articles/6462583-roster-reports-legacy.md): Admins can generate analytical and statistical reports for each roster group through roster reports
- [Communication History Logs](http://help.hosportal.com/en/articles/6713220-communication-history-logs.md): Site administrators can view the status of communications sent to all users across the site
- [Creating roster reports from raw data](http://help.hosportal.com/en/articles/9403779-creating-roster-reports-from-raw-data.md)
- [Leave Reporting](http://help.hosportal.com/en/articles/10318976-leave-reporting.md)
- [Creating roster reports \(Shift Reports\) from raw data](http://help.hosportal.com/en/articles/11362063-creating-roster-reports-shift-reports-from-raw-data.md)
- [Creating roster reports \(Assignment reports\) from raw data](http://help.hosportal.com/en/articles/11362074-creating-roster-reports-assignment-reports-from-raw-data.md)
- [Creating roster reports \(Staff Reports\) from raw data](http://help.hosportal.com/en/articles/11362105-creating-roster-reports-staff-reports-from-raw-data.md)
- [Creating roster reports \(Matrix Reports\) from raw data](http://help.hosportal.com/en/articles/11386934-creating-roster-reports-matrix-reports-from-raw-data.md)
- [Scheduled Exports](http://help.hosportal.com/en/articles/11483155-scheduled-exports.md)
- [Scheduled Reports](http://help.hosportal.com/en/articles/11568289-scheduled-reports.md): Scheduled reports allow you to send reports to anyone on a repeating schedule
- [SMS Authorisation](http://help.hosportal.com/en/articles/11330643-sms-authorisation.md)
- [Email address patterns](http://help.hosportal.com/en/articles/11501379-email-address-patterns.md): Limit the email address domains users may use on your site
- [Term templates](http://help.hosportal.com/en/articles/6370311-term-templates.md): Terms are repetitive patterns of work that occur at defined intervals
- [Understanding terms: how the pieces fit together](http://help.hosportal.com/en/articles/15768870-understanding-terms-how-the-pieces-fit-together.md): What a term is in HosPortal — the folder that joins term dates, term shift templates and term users — and how they work together
- [Term dates: defining your rotation periods](http://help.hosportal.com/en/articles/15768871-term-dates-defining-your-rotation-periods.md): How to create and manage term dates, the rotation periods that set the window over which a term's shifts apply
- [Creating and editing a term](http://help.hosportal.com/en/articles/15768875-creating-and-editing-a-term.md): How to create, edit and archive a term, including its roles and teams
- [Managing shift reminders and acknowledgements](http://help.hosportal.com/en/articles/6886755-managing-shift-reminders-and-acknowledgements.md): Set automated shift reminders in advance of a shift to users and to roster administrators if there are upcoming vacant shifts
- [Adding contact settings](http://help.hosportal.com/en/articles/8073382-adding-contact-settings.md): Putting an additional line of information in the user profile, roster, location, and phone book profile.
- [Adding or removing a site holiday](http://help.hosportal.com/en/articles/6548236-adding-or-removing-a-site-holiday.md): Add and manage site specific holidays in HosPortal
- [Roster Rates](http://help.hosportal.com/en/articles/8110700-roster-rates.md): Administrators can set invoice rates for each roster as dollars per hour or dollars per shift
- [How to create an event location](http://help.hosportal.com/en/articles/7209709-how-to-create-an-event-location.md): This article allows site admins to create an event location for Events
- [Adding Profile information settings](http://help.hosportal.com/en/articles/6986774-adding-profile-information-settings.md)
- [Shortname settings](http://help.hosportal.com/en/articles/11727127-shortname-settings.md): How to set up automatically created shortnames
- [How to Resend Invites to Users](http://help.hosportal.com/en/articles/12408788-how-to-resend-invites-to-users.md): If a new user hasn't accepted their invitation to join HosPortal, you can easily resend the invite. Here's a quick guide on how to do it.
- [What is an Information Hub?](http://help.hosportal.com/en/articles/15529443-what-is-an-information-hub.md): An overview of Information Hubs in HosPortal and what they are used for.
- [The structure of a Hub: Sections, Chapters and Pages](http://help.hosportal.com/en/articles/15529444-the-structure-of-a-hub-sections-chapters-and-pages.md): How hubs are organised into Sections, Chapters and Pages.
- [Where to find Hub settings](http://help.hosportal.com/en/articles/15529445-where-to-find-hub-settings.md): How to open the Hub settings area in Site Administration.
- [Creating a Hub](http://help.hosportal.com/en/articles/15529446-creating-a-hub.md): How to create a new Information Hub.
- [Using colours for hubs, sections and chapters](http://help.hosportal.com/en/articles/15529447-using-colours-for-hubs-sections-and-chapters.md): How to set a colour on a hub, section or chapter.
- [Using icons for hubs, sections and chapters](http://help.hosportal.com/en/articles/15529449-using-icons-for-hubs-sections-and-chapters.md): How to choose an icon for a hub, section or chapter.
- [Adding a Section to a Hub](http://help.hosportal.com/en/articles/15529450-adding-a-section-to-a-hub.md): How to create a Section inside a hub.
- [Adding a Chapter to a Section](http://help.hosportal.com/en/articles/15529452-adding-a-chapter-to-a-section.md): How to create a Chapter within a section.
- [Arranging pages into columns within a Chapter](http://help.hosportal.com/en/articles/15529453-arranging-pages-into-columns-within-a-chapter.md): How pages are laid out in columns inside a chapter.
- [Adding a page](http://help.hosportal.com/en/articles/15529596-adding-a-page.md): Where and how to add a page – from inside the hub, not the Hub settings page.
- [Pages and the four page types](http://help.hosportal.com/en/articles/15529454-pages-and-the-four-page-types.md): An overview of the four types of page you can add.
- [Page status: Draft, Published and Archived](http://help.hosportal.com/en/articles/15529456-page-status-draft-published-and-archived.md): What the three page statuses mean and when to use them.
- [Content pages](http://help.hosportal.com/en/articles/15529457-content-pages.md): How to create a page with your own rich-text content.
- [Link pages](http://help.hosportal.com/en/articles/15529458-link-pages.md): How to create a page that links to another location.
- [Header pages](http://help.hosportal.com/en/articles/15529460-header-pages.md): How to use header pages to group and label other pages.
- [Widget pages \(overview\)](http://help.hosportal.com/en/articles/15529461-widget-pages-overview.md): An introduction to widget pages and the available widget types.
- [The Roster widget](http://help.hosportal.com/en/articles/15529463-the-roster-widget.md): How to display roster information on a page.
- [The Phone Book widget](http://help.hosportal.com/en/articles/15529464-the-phone-book-widget.md): How to display contact details on a page.
- [The Staff List widget](http://help.hosportal.com/en/articles/15529465-the-staff-list-widget.md): How to display a list of staff on a page.
- [The PDF widget](http://help.hosportal.com/en/articles/15529466-the-pdf-widget.md): How to embed a PDF document on a page.
- [The Events widget](http://help.hosportal.com/en/articles/15529467-the-events-widget.md): How to display upcoming events on a page.
- [The Noticeboard widget](http://help.hosportal.com/en/articles/15529468-the-noticeboard-widget.md): How to display noticeboard items on a page.
- [The Report widget](http://help.hosportal.com/en/articles/15529471-the-report-widget.md): How to display a report on a page.
- [Publishing and viewing your Hub](http://help.hosportal.com/en/articles/15529473-publishing-and-viewing-your-hub.md): How your hub appears to staff once pages are published.
- [Reordering pages within a Chapter](http://help.hosportal.com/en/articles/15529472-reordering-pages-within-a-chapter.md): How to change the order of pages in a chapter.

## Noticeboard

- [Noticeboard for users](http://help.hosportal.com/en/articles/8118633-noticeboard-for-users.md): View notices of important events at your location
- [Noticeboard for admins](http://help.hosportal.com/en/articles/8118635-noticeboard-for-admins.md): Learn how to create and publish notices for your location

## Documents

- [Creating document folders](http://help.hosportal.com/en/articles/8051486-creating-document-folders.md): Learn how to create folders and their permissions
- [Managing documents folders](http://help.hosportal.com/en/articles/8067617-managing-documents-folders.md): How to edit, move and set permissions on document folders
- [Managing documents](http://help.hosportal.com/en/articles/6465446-managing-documents.md): Learn how to store and manage documents on HosPortal
- [How to Upload a New Document](http://help.hosportal.com/en/articles/13157090-how-to-upload-a-new-document.md): The Documents module provides a central and secure location for storing organisational files, such as rostering policies, clinical guidelines, and training materials. Use this guide to easily uploa...

## Timesheets

- [Timesheets: overview](http://help.hosportal.com/en/articles/15577723-timesheets-overview.md): An overview of the timesheet feature — the settings behind it and the four-stage workflow each pay period.
- [\[For Staff\] Opening your timesheet and choosing a pay period](http://help.hosportal.com/en/articles/15577739-for-staff-opening-your-timesheet-and-choosing-a-pay-period.md): How to find your timesheet, pick a pay period and read the summary.
- [\[For Staff\] Adjusting a shift's times on your timesheet](http://help.hosportal.com/en/articles/15577741-for-staff-adjusting-a-shift-s-times-on-your-timesheet.md): How to correct the start and end times of a shift on your timesheet.
- [\[For Staff\] Submitting your timesheet](http://help.hosportal.com/en/articles/15577745-for-staff-submitting-your-timesheet.md): How to submit your timesheet for approval
- [\[For Admins\] Reviewing and approving timesheet changes](http://help.hosportal.com/en/articles/15577805-for-admins-reviewing-and-approving-timesheet-changes.md): How to review submitted timesheets and approve or decline staff changes.
- [\[For Admins\] Designing your timesheet export template](http://help.hosportal.com/en/articles/15577600-for-admins-designing-your-timesheet-export-template.md): The full reference for building an export spreadsheet: tags, formats, duration modifiers and layout configuration.
- [\[ForAdmins\] Uploading a timesheet export template](http://help.hosportal.com/en/articles/15577577-foradmins-uploading-a-timesheet-export-template.md): How to upload an Excel export template and set it as the default for a payroll period.
- [\[ For Admins\] Exporting approved timesheets](http://help.hosportal.com/en/articles/15577855-for-admins-exporting-approved-timesheets.md): How to export a batch of approved timesheets to Excel for payroll.
- [\[For Admins\] Voiding a timesheet](http://help.hosportal.com/en/articles/15577853-for-admins-voiding-a-timesheet.md): How to void an approved timesheet that won't be paid.
- [Adding a payroll period](http://help.hosportal.com/en/articles/11175494-adding-a-payroll-period.md): A payroll period defines a payroll period for given roles, and allows work rules that apply over payroll periods as well as needed for timesheets
- [\[For Admins\] Approving a timesheet and marking it paid](http://help.hosportal.com/en/articles/15577831-for-admins-approving-a-timesheet-and-marking-it-paid.md): How to approve a finalised timesheet and later mark it as paid.
- [Adding breaks and callbacks to your timesheet](http://help.hosportal.com/en/articles/15577743-adding-breaks-and-callbacks-to-your-timesheet.md): How to add an adhoc break or a callback to a timesheet.
- [User timesheet settings \(Payroll Id\)](http://help.hosportal.com/en/articles/15577571-user-timesheet-settings-payroll-id.md): Each user profile can have a payroll ID associated with it that will be inserted on any exported timesheet
- [\[For admins\] Callback templates](http://help.hosportal.com/en/articles/15577570-for-admins-callback-templates.md): Setting up callback templates so staff can add callbacks to their timesheets.
- [Break templates](http://help.hosportal.com/en/articles/15577496-break-templates.md): How site administrators set rules for breaks — how long, how many, and which shifts and staff they apply to.
- [Leave payroll settings](http://help.hosportal.com/en/articles/15577483-leave-payroll-settings.md): How site administrators set what a day and a week of leave are worth in hours for timesheet calculation.
- [Shift payroll settings](http://help.hosportal.com/en/articles/15577471-shift-payroll-settings.md): How site administrators tell HosPortal which shifts count as regular work and which count as on-call for timesheet calculation.

## Archive

- [The Admin page: Site settings](http://help.hosportal.com/en/articles/15580816-the-admin-page-site-settings.md): The Site settings group on the Admin page — site details, holidays, contact settings, dashboard and communication logs.
- [The Admin page: Permissions](http://help.hosportal.com/en/articles/15580825-the-admin-page-permissions.md): The Permissions group on the Admin page — site administrators, permission groups and searching permissions.
- [The Admin page: Users](http://help.hosportal.com/en/articles/15580826-the-admin-page-users.md): The Users group on the Admin page — teams, roles, role tags, skills and profile information settings.
- [The Admin page: Rosters](http://help.hosportal.com/en/articles/15580827-the-admin-page-rosters.md): The Rosters group on the Admin page — roster groups, locations, tags, reminders, rates, reports and the various shift rules.
- [The Admin page: Leave and Events](http://help.hosportal.com/en/articles/15580830-the-admin-page-leave-and-events.md): The Leave and Events groups on the Admin page — leave types, alerts and request rules; event locations, templates and tags.
- [The Admin page: Phone book and Scheduled exports](http://help.hosportal.com/en/articles/15580831-the-admin-page-phone-book-and-scheduled-exports.md): The Phone book and Scheduled exports groups on the Admin page — managing non-login contacts and scheduled roster exports.
- [Editing Shifts in a Roster](http://help.hosportal.com/en/articles/6532753-editing-shifts-in-a-roster.md)

## Onboarding process for new HosPortal customers

- [Getting started with HosPortal - overview](http://help.hosportal.com/en/articles/11639749-getting-started-with-hosportal-overview.md)
- [Preparing for the Discovery meeting](http://help.hosportal.com/en/articles/11639915-preparing-for-the-discovery-meeting.md)
- [Getting help during onboarding](http://help.hosportal.com/en/articles/11639960-getting-help-during-onboarding.md)

## Supervision

- [Supervision: how it works](http://help.hosportal.com/en/articles/11507446-supervision-how-it-works.md): An overview of the supervision module — supervision rules, supervisors, and where to monitor supervision.
- [Creating a supervision rule](http://help.hosportal.com/en/articles/15580572-creating-a-supervision-rule.md): Define which staff need supervision, who can supervise them, and under what conditions.
- [Supervision rules: who needs supervision](http://help.hosportal.com/en/articles/15580693-supervision-rules-who-needs-supervision.md): The "supervised users" section of a supervision rule — which staff need supervising, and on which shifts.
- [Supervision rules: who can supervise](http://help.hosportal.com/en/articles/15580661-supervision-rules-who-can-supervise.md): The "supervisors" section of a supervision rule — who is eligible to supervise and where they must be working.
- [Seeing supervision on the roster](http://help.hosportal.com/en/articles/15580573-seeing-supervision-on-the-roster.md): How to spot who needs supervision on the roster using the eye icon.
- [Assigning or changing a supervisor on a shift](http://help.hosportal.com/en/articles/15580575-assigning-or-changing-a-supervisor-on-a-shift.md): How to assign, change, vacate or cancel a supervisor for a supervised staff member on a shift.
- [How to add Ad-hoc Supervision to a shift/slot](http://help.hosportal.com/en/articles/12419024-how-to-add-ad-hoc-supervision-to-a-shift-slot.md): This guide outlines the process for adding an ad-hoc supervisor to a shift or slot, which is useful when a supervision requirement is not part of the standard roster template.
- [Tracking unsupervised staff on the dashboard](http://help.hosportal.com/en/articles/15580576-tracking-unsupervised-staff-on-the-dashboard.md): Use the admin dashboard to find and resolve staff who currently have no supervisor.
- [Supervision in reports](http://help.hosportal.com/en/articles/15580577-supervision-in-reports.md): How supervision status appears in shift reports and how to filter by it.

## Counters

- [Counters: how they work](http://help.hosportal.com/en/articles/16241759-counters-how-they-work.md): An overview of counters — what they count, the settings every counter shares, and how they appear on a roster.
- [Counting assignments](http://help.hosportal.com/en/articles/16241771-counting-assignments.md): Count who is assigned to a shift — or how many slots are still vacant — across chosen roster groups and rosters.
- [Counting slots on shift templates](http://help.hosportal.com/en/articles/16241793-counting-slots-on-shift-templates.md): Count the slots your shift templates create, whether or not anyone has been rostered into them.
- [Counting user templates](http://help.hosportal.com/en/articles/16241803-counting-user-templates.md): Count people by the state of their own templates — who is available, allocated, unavailable or exempt.
- [Counting leave](http://help.hosportal.com/en/articles/16241807-counting-leave.md): Count how many staff are away, filtered by leave type and by whether the leave is approved or still pending.
- [Counters that use a formula](http://help.hosportal.com/en/articles/16241819-counters-that-use-a-formula.md): Combine counters you have already built into a calculation
- [Showing counters in a roster view](http://help.hosportal.com/en/articles/16241825-showing-counters-in-a-roster-view.md): Add counters to a view, set the order they appear in