Review and maintain the roster

Before you start

Select the right worksite and month. The roster describes planned work; Attendance describes recorded work.

Step by step

1. Choose Manage under Shift Workflow.
2. Select a location and period. Switch between the available calendar and list views.
3. Open a shift to inspect its times, required workers, assignments, and details.
4. Use the relevant edit or assignment action to make a change, then review its saved result.
5. Return to Publish if a schedule change requires publication or renewed confirmation.

Notes & troubleshooting

• Read the confirmation before deleting a shift. Attendance or other linked records can restrict changes.
• A shift can still show its original worker while an absence case awaits a replacement. Check Absences for unresolved cases.