Roster Building
32 guides in this category.
Assigning a Staff Member Outside Their Craft Group (Override)
In Staff View on the Roster Command Center, you can assign a staff member to a shift that requires a different craft group — using a craft group override wit...
Assignment Comments — Visible to All Staff
Roster builders and administrators can leave comments on individual shift assignments. These comments are visible to all staff — not just administrators.
Checking Your Hours, Weekends, and Shift Fairness
IRIS will look at your actual roster data and give you specific numbers.
Compliance Warnings and How to Override Them on the Living Roster
Every assignment on the Living Roster runs through a stack of compliance checks. A warning means an assignment breaks a rule — you can either pick someone el...
Excel-Style Multi-Select and Bulk Assign
The Living Roster grid works like a spreadsheet — select multiple cells and assign shifts in one operation.
Exporting the Living Roster — PDF, Excel, and iCal
The Living Roster can be exported in three formats for different audiences.
How to Add Comments to Roster Days
Roster managers can attach comments to specific days on the roster to communicate important context.
How to Apply the Master Roster (Level 4) and Re-Apply Safely
"Apply" is the one-click action that takes your Master Roster (the template) and creates dated shifts for a specific period (the reality). After Apply, the s...
How to Build a Master Roster Pattern (Level 3)
The Master Roster is your recurring template — "in a typical fortnight, this is who works which shifts." It's the source you apply at Level 4 to generate eac...
How to Copy a Week in the Master Roster
Build one perfect week in your Master Roster template, then copy it across your entire cycle.
How to Move a Staff Member to Another Shift (Level 5)
Reassign a staff member from one shift to another using the Move function on the Living Roster.
How to Navigate Roster Views
Tip: For a quick personal view, My Shifts (Sidebar → My Shifts) is the fastest way to see your own schedule.
How to Print or Export Your Shifts
1. Go to My Shifts or The Living Roster
How to Publish and Unpublish the Living Roster (and Edit + Re-Notify)
Once you're happy with a roster period, Publish makes it the source of truth and notifies staff.
How to Read the Living Roster
The Living Roster is the main roster view showing all staff assignments.
How to Use the Display Integrity Tab (Roster Health)
The Display Integrity tab in the Roster Health modal scans the currently loaded grid and identifies assignments that are visible in one view but hidden in an...
How to Use the Roster Health Dashboard
The Roster Health modal is your centralized command center for roster quality.
How to View Your Shifts
1. Go to My Shifts (Sidebar → My Shifts)
Keyboard Shortcuts
Multi-Stream Conflict Resolution on the Living Roster
If you assign someone who's also rostered on another Stream you don't manage at the same time, the Conflict Resolution Modal opens automatically.
Rest Periods and Compliance Checks
Key rostering rules (varies by organization):
Shift Patterns and Times
Common shift patterns (exact times vary by department and organization):
Staff Focus Drawer — 4-Week Timeline in Master Roster
The Staff Focus Drawer gives you a compact 4-week timeline for any staff member (or multiple) without leaving the Master Roster grid.
The 5 Roster Views — See Your Roster from Every Angle
The Living Roster has five view modes you can switch between freely at the top of the page:
The Fortnight Impact Bar — Live Coverage, Fairness, Hours, and Cost
Above the Living Roster grid sits an Intelligence Bar showing live metrics for the visible period. These update as you assign, so you see the impact of every...
The Intelligence Bar — Apply Master Roster and Fill Gaps
The Intelligence Bar is the horizontal action bar near the top of The Living Roster page. It contains two key actions for fast roster building:
The Roster Manager Fortnight Rhythm — Day-by-Day
A typical fortnight as a Roster Manager has a predictable shape. Following this rhythm keeps the build calm and the period stable.
Undo and Redo on the Living Roster
Every change you make on the Living Roster is tracked. If you make a mistake or change your mind, you can reverse it instantly.
Viewing the Master Roster as a Staff Member
Staff members can view the Master Roster in read-only mode to see their 4-week rotation.
What the Shift Colours Mean on the Roster
For staff users: You'll mainly see confirmed (standard) assignments. Purple and other colours are more relevant for roster builders reviewing draft rosters.
What to Do If You Can't Make a Shift
1. Try a direct shift swap first — go to My Shifts → right-click the shift → Request Swap
When Is the Roster Published and Why Can't I See It