Learn Intelligent Roster
The public learning hub for staff, roster builders, and administrators. Open it from the Dashboard's Learn Intelligent Roster panel, search across guides and pro tips, or start with your role below.
Start By Role
Find the right path first
Guides are organised around day-to-day jobs. The Guides homepage opens on staff tasks by default, with roster-builder and admin tabs one click away.
For Staff
Start with shifts, availability, leave, swaps, calendar sync, and common questions.
For Roster Builders
Follow the fortnight workflow: Apply Master Roster, Generate with IRIS, Fill Gaps, Roster Health, Publish.
For Admins
Set up staff, streams, AI rules, Duty Board, read-only AUDITOR access, and governance workflows.
Latest Learning Paths
What changed recently
Use these paths if you are catching up on staff self-service updates, V3.3 On the Floor, IRIS 3.0, or the newer Roster Health workflow.
IRIS Auto-Approve
Strict-clean auto-approval for open shifts and swaps
Enable the add-on, set windows and exclusions, preview your pending queue, and run backlog processing from the Living Roster before publish.
Vacancy Planning
Stream-wide Add/Remove crafts and scopes
Hover the stream header pencil on Vacancy Planning to add or remove craft groups and scopes across every requirement from this week forward — counts preserved, assigned staff stay put, mismatches flagged in Roster Health.
Open Shifts
Bulk Reconcile, close guardrails, time-of-day filters
Bulk Reconcile now repairs existing open shifts to match Level 2 changes — expanding, shrinking, closing, or holding shifts with pending requests for your review instead of dropping them.
Staff self-service
My Shifts overlays, calendar one-click, swap modal
Use the My Requests overlay on your calendar, sync to Google/iCal/Outlook in one click, and browse swap options fortnight by fortnight.
V3.3 On the Floor
Duty Board, AUDITOR role, and smarter Apply
Learn the daily Duty Board, read-only compliance access, and Apply Master Roster skip/override reporting.
Roster Health
Smart Unassign, Smart Assign, Resolve
Use Roster Health to reduce above-maximum hours, lift below-minimum staff, resolve mismatches, and recheck before publishing.
IRIS 3.0
Live narration and honest diagnostics
Understand Generate with IRIS, Fill Gaps, tier-first fairness, tolerated over-max notes, and plain-language run summaries.
Role-first operational guides
153+ guides covering roster building, leave, swaps, availability, IRIS, and administration. Start with daily tasks, then browse by topic when you need the full reference.
IRIS Pro TipsShort video series
Focused roster-builder videos for setup and workflow context. Pair them with guides when you need exact steps or the latest operational features.