How to Create a Roster Cheat Sheet

Rosters are used to define shift schedules, work hours, holidays, and non-working days for workforce members. They help control attendance timing, overtime limits, and shift-based attendance logic. Rosters ensure each user follows the correct shift and attendance rules when marking attendance from the mobile app.

• On the Dashboard using Create New

• On the Dashboard using Bulk Upload

Goal 1: Add a Location through Create New on the Dashboard

1. Go to Dashboard > Workforce Admin > Roster Master

2. Click Create New

3. Enter the required roster details, such as:

   • Roster Name

   • Roster Type

   • Work Start Time

   • Work End Time

   • Holidays

   • Non-Working Days

   • Overtime Limit

   • Sandwich Leave option (if applicable)

4. Click Save to create the roster

Goal 2: Add Rosters through Bulk Upload on the Dashboard

• Go to Dashboard > Workforce Admin > Roster Master

• Click Download Data Template

• Fill in the roster details in the downloaded template(including timings, holidays, non-working days, Overtime Limits etc)

  

• Save the file in CSV format

  

• Return to the same screen and click Upload Data

• Select and upload the CSV file

• Once successfully uploaded, a message will appear:"Complete data has been uploaded without Error"