Creating Rosters

Use this guide to create and publish rosters in Daily, Staff, and Grid views.

Before you start

• Sign in to Wageloch.
• Open the Roster home screen.
• Select Create New+ (top-right).
• Select Blank Roster.
• Confirm the roster start date (usually aligned with your timesheet period or the previous roster end date).
• Select Done.

Roster dates display from left to right.

Daily View Setup

Add Staff and Shift Rows

1. Select ADD+ (bottom-right).
2. Select (Select Staff).
3. Tick the staff members you want on that day.
4. Select Done.

Add and Adjust Shift Times

1. Find the employee row.
2. Left-click and hold at the start time, then drag to the finish time.
3. To adjust, hover over shift edges until arrows appear, then drag.
4. Repeat for each employee and day.
5. Select Done to save.

Saved edits and shifts appear in roster views, timesheets, and reports.

Publish and Republish Rosters

To notify staff, publish by email and mobile access channels.

1. Select Save.
2. Select Publish (top-right).
3. Enter your email address for reply handling.
4. Confirm the recipient list (staff with shifts and valid email addresses).
5. Select Done.

If you make changes after publishing:

1. Open the published roster.
2. Update shifts, staff, times, or days.
3. Select Re-Publish.
4. Review highlighted staff (modified shifts usually show in yellow).
5. Select Done.

Reassign Staff to Shifts

Use reassignment when a shift was assigned incorrectly or needs to move to an available employee.

1. Select the current employee name on the shift.
2. Select another eligible staff member from the list.
3. Select Done.
4. Re-publish if the roster was already sent.

Staff View Setup

Switch to staff-centric planning when you want to build one employee at a time.

1. Open the roster.
2. Enable Roster by Staff Member in the top bar.
3. Confirm employee names run left to right and dates run down the page.

Add Shifts in Staff View

1. Select the employee.
2. Drag from start to finish time to create a shift.
3. Adjust shift edges as needed by dragging arrow handles.

Copy Shifts to Other Staff

1. Build the source employee schedule.
2. Select COPY TO (bottom-right).
3. Select another employee.
4. Select Done.

If using departments, confirm both employees are in the same department. See Departments.

Grid View Setup

Grid view provides a broad check across staff, days, coverage, and costs.

1. Open the roster.
2. Select GRID below the Save area.
3. Select Show All Staff if the grid appears sparse.

Add Shifts in Grid View

1. Find the intersection of the employee row and date column.
2. Select the Pencil icon in the cell.
3. Drag from start to finish time.
4. Adjust edges if needed.
5. Select Done.

Edit or Delete Shifts

Edit in Daily/Staff view:

1. Hover over shift edges.
2. Drag to adjust times.
3. Select Done.

Delete in Daily/Staff view:

• Right-click a shift and select Cut to remove that shift only.
• Right-click blank row space and select Delete Row to remove the row and shift.

Assign Unassigned Shifts

If unassigned shifts exist, they appear in the Unassigned section.

1. Select the employee from the shift dropdown.
2. Confirm the shift moves into the main roster.

Move Shifts

1. Left-click and hold the shift block.
2. Drag to a different day, employee, or both.
3. Release to place the shift.

Check by Day

1. Select a date header at the top of the column.
2. Review all staff and shifts for that day.
3. Edit if required.

Check by Staff

1. Hover over the employee name on the left.
2. Select the Pencil icon.
3. Review the employee schedule across the period.
4. Add or edit shifts if required.